Setmore How to Use – Step-by-Step Guide for Appointment Scheduling (2025)
Managing appointments can be a challenge when you’re juggling clients, calls, and day-to-day operations. That’s why so many service-based businesses are switching to tools like Setmore. It’s a free, all-in-one scheduling platform that lets your clients book appointments online, while you stay organized behind the scenes. Whether you’re a salon owner, consultant, or coach, this guide will show you how to use Setmore from start to finish.
1. Sign Up for Free
Go to Setmore.com and click “Start Free.”
You can sign up with:
- Or just use your name, email, and phone
Once you sign up, you’ll enter the dashboard.
2. Explore the Dashboard
On the left sidebar, you’ll see all your tools:
- Calendar
- Services
- Customers
- Team
- Settings
- Integrations
This is where you’ll manage your bookings, services, availability, and clients.
3. Add Your Services
Click “Services” and then “Create Service.”
Fill in the details:
- Service Name (e.g., Haircut, Therapy Session)
- Duration (e.g., 60 minutes)
- Buffer Time (optional)
- Price (optional)
- Location: In-person or Teleport (online)
- Upload a photo (optional)
Click “Create” when you’re done.
4. Set Your Working Hours
Go to your calendar view and click the three dots in the top-right corner.
Select “Change Working Hours.”
Set your availability for each day:
- Opening and closing hours
- Breaks (e.g., lunch)
- Days off (e.g., weekends)
You can also schedule time off for vacations or holidays.
5. Customize Your Booking Page
Go to Settings > Booking Page.
You’ll be able to:
- Edit your public booking link
- Upload your logo and banner
- Connect Instagram or Facebook
- Set a cancellation window (e.g., 6 hours before)
- Set minimum notice (e.g., 1 hour before)
- Choose booking slot intervals (e.g., every 15 minutes)
- Limit future bookings (e.g., max 30 days ahead)
You can also choose which client fields are required when booking.
6. Connect Your Calendar
You can sync Setmore with your:
- Google Calendar
- Microsoft Outlook
This helps prevent double bookings and keeps your schedule in sync across devices.
7. Share Your Booking Link
Once everything is set up, copy your booking page link and share it with clients via:
- Your website
- Social media
- Email or SMS
Clients can now book appointments on their own, 24/7.
.
Need Help Setting Up Setmore or Want a Booking Website?
Don’t want to deal with the setup? Let us do it for you.
At NeedBookingSite.com, we help service businesses like yours get started with Setmore the right way — or build fully custom booking websites that are mobile-friendly, fast, and SEO-optimized.
We can:
- Set up your entire Setmore account
- Customize your booking page
- Sync calendars and automate reminders
- Or build you a professional appointment booking website
📞 Get a free quote or consultation today
💬 Click the chatbox at NeedBookingSite.com
📱 Message us on WhatsApp
📧 Email: rahman22ts@gmail.com
We’ll go through your needs and build the perfect online booking system to help your business grow.
.
Frequently Asked Questions
1. Is Setmore free to use?
Yes! Setmore offers a generous free plan for up to 4 users. You can create unlimited appointments, add services, manage customers, and even integrate basic calendar tools. Advanced features like SMS reminders and branding removal are available in paid plans.
2. Can Setmore be used for online services?
Absolutely. With Setmore’s “Teleport” feature or Zoom integration, you can run virtual appointments with ease. This is perfect for coaches, consultants, therapists, and anyone offering remote services.