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Set up your account
3
. Create Team profiles
Book, Reschedule, or Cancel an Appointment
There are
3
elements to every appointment: the provider, service, and customer… You can also change the service or specify a new provider if needed.
3
… You can also change the service or specify a new provider if needed.
3
Show/Hide Service Categories, Prices, Duration and Business Hours
Navigate to Settings > Booking Page > Booking preferences.
3
… Select Booking preferences
3
… Select Booking preferences
3
Add the 'Book Appointment' Button to Your Website
Complete sections 1-
3
and select 'I’ll embed the code myself'. Copy the code provided.
3
… Complete sections 1-
3
and select 'I’ll embed the code myself'. Copy the code provided.
3
… Click the hyperlink button (typically a chain link).
3
Recover or Change Your Password
Enter your account’s email address and click the ‘Send reset link’ button.
3
… Select Login & security🔒
3
. Click on Password
Export Appointment History
Go to Settings > Booking Page > Reports.
3
… For best results, limit your date range to no more than
3
months at a time
Manage your company details
Use the ‘Timezone’ drop-down menu to set your preferred timezone.
3
… Select 'Your brand'
3
… Select 'Your brand'
3
. Scroll to 'Business hours' and choose the days your business is open
Recurring Appointments
In the appointment details under the date and time, click 'Does not repeat' to edit.
3
… When ready, click Create to complete the booking,
3
… Click the three dots in the pop-up and select '
3
Setmore Cash Register for your mobile app
Under ‘Payment Settings’, select ‘Cash Register’.
3
… Under ‘Payment Settings’, select ‘Cash Register’.
3
… Select ‘Payments’ tab > ‘Take Payment'.
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Connect Setmore with Google Analytics
Step
3
: Once you have filled in the form, click Create… Step
3
: Once you've accepted, you will see your Analytics dashboard… Click here) Click the ‘Admin’ tab in the left-hand panel.
3