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Setmore
and
GDPR
Learn more about GDPR compliance
and
what it means for you as a Setmore user… to include links to your terms
and
conditions
and
/or booking policies… This may include booking
and
cancellation confirmations, payment receipts,
and
appointment reminders
Setmore
and
SCA
Learn more about Strong Customer Authentication (SCA)
and
what it means for you as a Setmore user… Authentication (SCA) is a new regulation affecting businesses in the EU that’s designed to help reduce fraud
and
… When SCA goes into effect, additional steps may be required in order for you to accept online
and
in-app
Tax Reporting
and
Setmore
getting ready to report your personal or business taxes, Setmore can help you obtain historical data
and
… Below we’ve outlined what data is available
and
how you can access it… through those platforms
and
not through your Setmore account
Discounts, Receipts,
and
Refunds
the payment tab will automatically convert into a Payment History that lists all previous payments,
and
Customer Notes, Stats,
and
Appointment History
See customer appointment
and
spending history,
and
add your own notes… Customer history,
and
notes,
and
stats (web app)… Here you can see past, present,
and
future appointments
and
enrolled class sessions
Custom Service Cost
and
Duration
When booking an appointment, you'll notice that the values for cost
and
duration are already entered… The lock icons mean that the service cost
and
duration can't be edited… Start by going to your calendar,
and
select the appointment you’d like to edit
SMS regulation
and
fair usage policy
SMS usage
and
compliance… Automated SMS reminders help reduce no-shows
and
keep your customers in the loop… Available only with Pro accounts* Below, you’ll find what’s covered under our SMS regulation
and
Switch between monthly
and
annual billing
Want to switch between monthly
and
annual billing?… If you're switching from Annual to Monthly, we’ll process the switch
and
apply a credit for any unused
Pro Trial Period
and
Refund Policy
Simply upgrade your account to the Pro plan,
and
submit payment at the time of upgrade… you may do so
and
claim a full refund… This only happens in rare cases
and
is dependent on your bank's transaction policies
Login
and
security for your team
Enhanced: Can view
and
manage all team calendars
and
customer profiles… Standard: Can view
and
manage their own calendar only… account
and
make sure your team operates efficiently
