Welcome to Setmore! 👋 This guide is to help you set up your account quickly and help you get started on your scheduling journey. We’re excited to get your brand booked and busy.
Add your business details
Your brand details serve as the foundation of your Booking Page and let visitors know all the important information.
Enter your ‘Business name’.
Customize ‘Your Booking Page URL’.
Select your ‘Industry’.
Add a description of your business in the ‘About’ field.
Click 'Save' to finish.
You will then need to set crucial booking details.
Go to Settings > Booking Page.
Under ‘Booking policies’, edit preferences for ‘Lead time’, ‘Booking slot size’, ‘Scheduling window’, and ‘Cancellation policy’.
Set preferences for what is visible on your Booking Page, your ‘Booking flow’ and ‘Contact fields’.
Customize your language, time format, and what day your week starts on, as well as what visitors see on your services and classes.
Label what your Booking Page calls services, classes, team members, and address details.
Ensure you set your ‘Booking policy’ by ticking the box ‘Add policy to home’ to display it at the top of your Booking Page.
Label and link your terms and conditions.
Click ‘Save’ to finalize your changes.
2. Setup services and classes
Adding services and classes is fundamental to your Booking Page. It highlights your offering, which allows customers to book an appointment with you whenever it suits them.
For more instructions on services, read our support article.
3. Create Team profiles
Add your team members so they can start filling their calendars with appointments. Including profile photos and descriptions humanizes your brand and kickstarts lasting connections.
Check out our support article for step-by-step instructions on adding team members.
💡 We're here to help 24/7, if you have questions simply chat us or book a 1-1 demo with our experts.
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Next section: Personalize your Booking Page