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How to Test Your Setmore Booking Flow

Learn how to schedule appointments on your Booking Page and directly on to your calendar.

Updated today

You’ve created your branded Booking Page, added your services, team and working hours. Now it’s time to test it out to see how easy it will be for you, your customers and your team to book appointments and manage your schedule.

💡 Testing the booking flow is a crucial final step to ensure you have everything perfect before sharing on your site, social media and more.

You’re almost ready, so let’s get started.

Test Booking an Appointment Internally (from your Calendar)

  1. Go to your Calendar

  2. Choose a date/time slot & click to create a new appointment

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    SS 1.1.png

  3. Select a service or class

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  4. Add a customer (use a test name/email like “Test Customer”)

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  5. Create the appointment to save

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  6. Confirm confirmation notifications email is received

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  7. View the appointment details to ensure everything saved correctly

🏆 Goal: Ensure your services, staff, and notifications are working as expected when you add bookings manually.


Test Booking through Your Booking Page (like a customer)

  1. Open your Booking Page URL in a private browser window

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    SS 2.1.png

  2. Select a service and provider

  3. Choose an available date and time

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  4. Enter test customer details (name, email, phone)

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  5. If custom fields are added check whether these are required or optional

  6. Complete the booking

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Check:

  • Your Setmore calendar shows the new appointment

  • If Google or Microsoft calendars are synced, check the appointment is appearing

  • Admin and customer confirmation notifications were received

  • If payments are enabled check to see this has been received

🏆 Goal: Experience your Booking Page the same way a client will, and confirm everything flows smoothly into your calendar.

Optional Checks


Ready to share?

Once you’ve run through your test bookings and everything’s looking good, you’re ready to start welcoming real customers to your Booking Page and calendar.

Share your Booking Page by adding a ‘Book now’ button to your:

Every appointment booked is a moment of time saved and a step toward growing your business — and you never have to do it alone. If you need assistance, our team of friendly human experts are available 24/7 to support you every step of the way.

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