Setmore Setup Cheatsheet: How to Get Started Fast

If you want a scheduling tool that helps you look professional and keep your calendar organized, Setmore is a solid choice. Here’s a step-by-step cheatsheet to get you up and running quickly.

1. Create Your Account

Go to Setmore.com.
Sign up with your email, Google account, or Facebook login.
Verify your email to unlock all features.

2. Customize Your Profile

Add your business name, logo, and contact info.
Upload a professional photo if you’re using it as a personal brand.
Set your timezone so appointments line up correctly.

3. Add Services

Click on Services in the sidebar.
Create service types (e.g., “Coaching Session – 60 mins,” “Consultation – 30 mins”).
Assign duration, price, and staff member (if relevant).

💡 Tip: Keep service names simple and client-friendly.

4. Set Your Availability

Go to Settings → Staff → Availability.
Define your working hours.
Block out breaks, holidays, or personal time.

5. Sync Your Calendar

Connect with Google Calendar, Outlook, or Office 365.
This prevents double-booking and keeps everything in one place.

6. Enable Online Booking

Grab your free Setmore Booking Page link.
Share it on your website, social media, or email signature.
Clients can book directly without back-and-forth emails.

7. Accept Payments (Optional)

Integrate Stripe, PayPal, or Square.
Choose whether to require payment upfront or allow pay-later options.
Perfect for coaches, consultants, and service providers.

8. Set Up Notifications

Go to Settings → Notifications.
Turn on SMS or email reminders for clients.
Enable confirmation emails for yourself.

9. Use the Mobile App

Download Setmore on iOS or Android.
Manage bookings, check availability, and accept payments on the go.

10. Pro Features to Explore

Recurring appointments for regular clients.
Teleport video meetings (Setmore’s built-in video tool).
Multiple staff calendars if you grow your team.

Quick Comparison

TidyCal → Cheaper (lifetime pricing), but more basic.
SimplyBook.me → More customization, but takes longer to set up.
Setmore → Balanced, with both free and paid plans + strong mobile app.

Pro Tip: Start with the free version. Upgrade only if you need advanced features like 2-way calendar sync, payments, or recurring bookings.

Try Setmore and streamline your client scheduling today.

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