Customer logins can be created by any customer through your Booking Page. Their unique username and password are attached to a customer profile. This automatically saves their appointment and contact information to make booking faster in future.

Regular customers are able to view their upcoming appointments and update their personal information independently. They can also reschedule or cancel their own appointments online.

Account admins use customer logins to cut down on duplicate booking entries, and keep up-to-date CRM lists. Your app's 'Customers' tab stores all information associated with one Setmore account.

Note: Customer logins can only be activated through the Setmore web app.

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Activating customer logins (Setmore web app)

  1. Go to Settings > Booking Page > Booking Policies.

setmore web app screen showing activating customer logins

2. In 'Booking Policies', scroll down to the ‘Booking Flow’ section.

3. Flip the ‘Customer Login' switch to turn this feature on.

setmore web app showcasing booking policies menu

4. Tick the checkbox next to the switch to make customer logins mandatory. This signals to customers that they need to create a login to book an appointment.

Note: Leaving the 'Required' box unchecked will allow customers to self-book without creating a login.

Unsure of what setting to use? We recommend the following combinations:

  • Off for one-time appointments (like job interviews)

  • On and optional (unchecked) if you have both regular and one-time customers. Anyone visiting for a one-off appointment is not required to create a login.

  • On and ‘Required’ (checked) if you mainly work with regular customers. This means all new customers must create a profile via your Booking Page.

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Customer login FAQs (web app)

When activated and ‘Required’, your customers are prompted to create a login through your Booking Page.

What should I do if a customer loses their password?

Find out if the customer created a login using Facebook or Google. If so, they'll be required to log in via the particular website directly.

If they created a login using their email address:

1. Ask the customer to click the ‘Login’ button in the top right of your Booking Page.

customer view of setmore booking page via web browser

2. Ask them to click ‘Setmore Login’ and select ‘Forgot Password?’. The customer will be prompted to follow instructions for a reset password email.

forgot password button highlighted on setmore mobile app

3. The customer can confirm a new password using the reset password email. It'll be sent to the email address they used to create their customer login.

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How do customers reschedule, cancel, or update their contact information?

A customer is able to access their profile using the ‘Login’ button on your Booking Page. When logged in, they can click their avatar in the top right corner and access different account options.

customer drop-down menu in setmore web app
  • My Schedule’ allows the customer to see their upcoming or past appointments.

  • ‘My Profile’ allows the customer to update their contact information or upload a photo.

To reschedule or cancel an appointment, the customer heads to ‘My Schedule’. This opens their appointments.

setmore my schedule view for customers in web app

To ‘edit’ or ‘delete’ an appointment, the customer clicks the pencil icon.

customer menu in web browser to delete or edit appointment on setmore

Edit’ redirects the customer to reschedule an appointment via your Booking Page. ‘Delete’ cancels the appointment.

edit and delete appointment buttons for customer login setmore web app

Note: The pencil icon appears only if you have enabled rescheduling and/or cancelation through your Booking Page and customer emails. You can do this in the notification settings for customer notifications. Additionally, the time of cancelation has to fall within your cancelation policy.

Learn more about personalizing customer email alerts >

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Can customers log in through their mobile devices?

Yes. Your Booking Page is fully mobile-responsive and resizes to fit browsers on any device. Customers can access their profile by tapping the avatar icon in the top right and log in via the pop-up.

Empower your customers to take control of their appointments without needing to contact you.

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