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Getting Started: Set up your account
Getting Started: Set up your account

Welcome to Setmore! 👋 This guide is to help you set up your account quickly and help you get started on your scheduling journey.

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

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.

  1. Add your business details

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Your brand details serve as the foundation of your Booking Page and let visitors know all the important information.

  1. Scroll to ‘Your brand details’.

  2. Add your Brand name, phone number, email, industry, and currency.

  3. Enter your business address and include links to your website and social media.

  4. Write your brand description.

  5. Under ‘Booking Policies’, edit preferences for ‘Lead time’, ‘Booking slot size’, ‘Scheduling window’, and ‘Cancellation policy’.

  6. Set preferences for ‘Booking flow’ and ‘Contact fields’.

  7. Ensure you set your ‘Booking policy’ by ticking the box ‘Add policy to home’ to display it at the top of your Booking Page.

  8. Label and link your terms and conditions.

  9. 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

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