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Setmore

Setmore gives customers a Booking Page for appointments and gives staff their own calendars.

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How do you let a customer book the right staff member?

Set up the service, add the people who deliver it and give them working hours before sharing the Booking Page. Use a single service first. Check that an unavailable staff member cannot be booked even when someone else can take the appointment.

When does a Google Calendar event block an appointment?

Setmore’s two-way Google Calendar sync imports supported events and exports new Setmore appointments. Set it up per staff member and match time zones. The import handles Google events, with Google appointment slots excluded. Check whether the calendar item you count on is an event.

Who gets told if you move a booking?

Edit or cancel the appointment in Setmore. Customer change and cancellation emails depend on notification settings. Check whether confirmation emails include the customer’s change links and what the customer will see before assuming the new time reached them.

What does Free include, and how can you copy booking history?

Setmore’s pricing page lists unlimited appointments and up to four users on Free. Two-way calendar sync is a paid feature. The web Pro plan charges per staff profile. Mobile subscriptions have separate staff limits and pricing. Appointment history exports as an XLS spreadsheet from the web app. Choose the dates and keep a separate note of the page and staff rules.

What should a customer see if one staff member is busy?

Draw one fictional appointment service and two staff schedules. Leave accounts, messages and calendar connections unused.

  1. Compare staff availability
    Give one staff member a Google event at 2 p.m. Leave the other free. Under a two-way sync setup, mark which staff member can take a 2 p.m. appointment.
  2. Move the booking
    Draw the new time and cross out the original. Write which notice you would check with customer emails enabled and what the team would need to handle if they were off.