Setmore Launch Checklist

You’ve added your brand details, customized your Booking Page, created your services, and added your team. Now it’s time to get ready for launch.

This checklist covers the final steps to ensure everything’s in place, so you can confidently share your Booking Page and start filling your calendar.

✅ Preview your Booking Page in both desktop and mobile views.

✅ Check service names, durations, and pricing are accurate.

✅ Offer class bookings? Ensure these are set up and added to your calendar

✅ Add buffer time to services to provide time between appointments

✅ Check team member bios photos are correct.

✅ Confirm business hours & team member working hours are correct.

✅ Add your booking preferences: lead time, contact fields & scheduling window.

✅ Test the booking flow as if you were a customer.

✅ Customise your branded mobile app and add to your phone to test.

✅ Connect your payment processor - Square, Stripe, PayPal or LawPay.

✅ Set your deposit or payment requirements.

✅ Review and update cancellation & rescheduling policies.

✅ Add your Booking Policy and Terms & Conditions if required.
​

✅ Toggle on booking confirmations for customers and team members.

✅ Set up automated email & SMS reminders.

✅ Set up reminder lead time for email & SMS reminders.
✅ Customize email signature with your brand voice.
✅ Double-check time zones for accuracy.
✅ Import your customers using CSV file or Google contacts.

✅ Make sure team members know how to create, reschedule & cancel bookings.

✅ Check their login permissions so no one has access beyond what they need.
​

✅ Sync your calendar with Google, Outlook, or Apple.

✅ Connect video meeting integrations - Zoom or Google Meet.

✅ Link your CRM, marketing tools and Google analytics.

✅ Connect Google reviews to highlight on your Booking Page.
​

✅ Preview your Booking Page in both desktop and mobile views.
✅ Make a real test booking and complete payment (if applicable).
✅ Verify confirmation emails and reminders arrive correctly.
✅ Check that booking updates reflect across integrations.
✅ Cancel/reschedule a test booking to ensure workflows run smoothly.
​

✅ Switch between day, week, month and team views to find what works for you.
✅ Confirm all team members calendars appear correctly
✅ Adjust calendar preferences to suit your business
✅ Test blocking out unavailable time and verify it appears on the Booking Page.

✅ Copy your Booking Page link.

✅ Add a ‘book now’ button to your site.
✅ Add a ‘book now’ button to your Instagram and Facebook
✅ Add a ‘book now’ button to your Google Business Profile .
✅ Download your custom Booking Page QR code and add to marketing materials
✅ Announce your booking link to customers via email or post.
✅ Download the Setmore mobile app on iOS or Android.
✅ Keep an eye on your first week’s bookings to watch the appointments roll in.

With your Booking Page polished, payments connected, notifications set, and everything tested, you’re officially ready to share your link with the world.

Your booking system is now working for you — freeing up your time to focus on what matters most: delivering an amazing experience for every customer who walks through your door (or logs in online).

Now go ahead, share that link, fill your calendar, and watch your bookings roll in.