Setmore – what is it?
Setmore is a free appointment scheduling platform suitable for a wide range of business sizes and industries.
Setmore makes it easy to reach more customers with a free online booking page. List your availability and services online and accept appointments 24/7. You can keep your clients in the loop with automatic appointment reminders and get real-time updates on your desktop, tablet, iOS and Android device.
You can integrate Setmore with a number of the most popular apps including Teleport, Zoom and Google Calendar.
How to get started with Setmore & Chatagents.com.
ChatAgents can schedule appointments for you when you use Setmore as your booking calendar.
If you do not already have a Setmore account, sign up at https://www.setmore.com/new/start-now, or log in at https://my.setmore.com/ if you already have a Setmore account.
Once you have completed the sign-up process and logged in, you will be guided through a series of steps to complete the calendar setup.
Enter your business details
Next, set your working hours and time zone
Add your staff, if any.
Add the services you offer.
That’s it, you have completed the calendar setup. You should now see the main dashboard.
How can I allow ChatAgents to schedule appointments on behalf of my clients with Setmore?
In order to schedule appointments with Setmore on your behalf, our agents need access to your public Setmore booking link. All we need is the direct link to your booking calendar. The following steps will show you how to retrieve your direct calendar link and share it with us.
Log in to your Setmore account:
https://my.setmore.com/
On the Dashboard, click Settings in the left panel > Staff
Under the Details tab of your Staff page, you can set up syncing and connect your other calendars to Setmore if you’d like.
Click Generate next to the Staff Booking
Your unique booking link will be generated.
Copy the link.
You can copy the booking page links of all your staff for whom you would like Chat Agents to schedule appointments.
How to send your booking links to Chatagents.com
Please share your booking calendar links by logging into the integration page of your Chat Agents account. To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to “Integrations” which should open https://my.chatagents.com/integrations.
Look for Setmore and check the “Activate” box.
Then click on the “Help Icon” next to activate and a form should open.
Paste the links you copied from Setmore and any messages or special instructions you want to send to our chat agents into this form.
Once you do this, our support team will set it up, usually within 24 hours. Once set up, our chat agents can now start scheduling appointments, either by sharing the link with chat visitors so they can book an appointment with you, or by asking for the details and scheduling your appointment for them.
If you have any questions or need help integrating Setmore or other apps with your Chat Agents account, please contact us through the help section on your Chat Agents dashboard – we will be happy to do it for you, at no additional cost.
