Documentation

SetTime User Guide

Everything you need to run your bookings with SetTime — from your first appointment to deposits, discounts and reviews. Covers both the web app and the mobile app.

Last updated 5 Aug 2026

Getting Started

Create your SetTime account, choose the account type that fits your business, and complete the guided setup so you can take your first booking.

# What is SetTime?

SetTime is a cloud-based appointment scheduling platform for service businesses — salons, barbershops, clinics, studios, garages and more. From one dashboard you manage appointments, staff, services, customers and finances.

You can use SetTime in two places, and your data is the same in both:

Where Address Best for
Web app app.settime.io Day-to-day management on a desktop — the widest calendar views
Mobile app Google Play & the App Store Managing your day on the go, plus phone-only features such as importing contacts
Booking page book.settime.io/{your-slug} Your customers — this is the public page where they book themselves

SetTime is available in 14 languages: English, French, Spanish, Italian, Portuguese, Arabic, Russian, Armenian, German, Polish, Swedish, Indonesian, Japanese and Korean.

# Individual or Company — which should you pick?

You choose your account type during registration, and it determines which menus you see. Pick carefully — it shapes the whole app.

Individual Company
Who it is for Solo practitioners who provide services themselves Businesses with a team of service providers
Staff menu Not shown — you are the only provider Shown, with unlimited staff members
Calendar Your own schedule only A Staff Day view with one column per person, plus a filter to show only the staff you pick
Per-staff settings Not applicable Individual services, working hours, closed days, specific days and reviews

Everything else — services, customers, booking page, notifications, payments — works exactly the same on both account types.

# Creating your account

You can register with an email address, a Google account or an Apple ID. Registering with Google or Apple skips the email verification step.

On the web app

  1. Go to app.settime.io/en/create-account and enter your email address, then click Continue.
  2. Check your inbox for a 6-digit verification code and type it into the six boxes. If it does not arrive, wait for the countdown to finish and click Resend code.
  3. Fill in Personal Information — first name, last name and a password. The password needs at least 8 characters, one lowercase letter, one uppercase letter and one number or special character. The Continue button stays greyed out until all four criteria turn green and both password fields match.
  4. On Provider Details, choose Individual or Company, then enter your business name and industry. Country and timezone are detected automatically — check them before continuing.
  5. Click Complete Setup.

On the mobile app

  1. Tap Sign Up, then Sign up with Email, and enter your email address.
  2. Enter the 6-digit code from your inbox. A countdown runs on screen; when it reaches zero a Resend button appears.
  3. On Personal Info, enter your first name and a password. Four strength chips — 8 characters, A uppercase, a lowercase, 123 digit — turn active as you satisfy each one.
  4. On Business Info, select Individual or Company, then fill in business name, industry, country, timezone and phone number.
  5. Tap Sign Up. You will be asked whether to save your credentials for faster login next time.

Cannot find your industry in the list? Type your own — both platforms let you create a custom industry. There are 28 presets including Barbershop, Beauty, Clinic, Dentist, Massage, Nail Salon, Pet Services, Photo and Video, Spa and Training courses.

Once registration finishes you land on the Calendar and a Welcome to SetTime! email arrives. Your account starts on the Free plan.

# The setup wizard and sample data

Straight after registering, an Account Setup screen offers two routes.

Option What happens
Set up manually Runs the guided wizard so you build your own team, services and hours
Start with sample data Fills the account with an example service (and an example staff member on Company accounts) so you can explore immediately

The wizard has three steps on Company accounts and two on Individual accounts, because Individual accounts have no staff:

  1. Add staff (Company only) — name, phone number and profession. On mobile you can import a team member straight from your phone contacts.
  2. Add a service — category, name, duration and price. On Company accounts you also pick which staff member provides it.
  3. Set working hours — all seven days, defaulting to 09:00–18:00 with breaks switched off.

On Company accounts the service step needs at least one staff member. If you skip the staff step, SetTime sends you back to it.

You can skip the wizard at any point using Skip Guide and set things up later from the main menus.

# The setup progress tracker

After onboarding, a progress tracker shows how much of your account is configured — “X of Y steps completed” with a blue progress bar. On the web it sits at the top of the sidebar; on mobile it appears on the Calendar screen and in the More tab.

The checklist, Get the Most Out of Your Account, has 8 steps on Company accounts and 7 on Individual accounts:

  1. Set work schedule
  2. Create a service
  3. Create staff (Company only)
  4. Create a customer
  5. Create an appointment
  6. Configure notifications
  7. Activate your booking page
  8. Get Pro

Completed steps move to a “Completed” section with a blue checkmark. Once every step is done the tracker disappears from both web and mobile.

# Signing in and resetting your password

Sign in at app.settime.io or in the mobile app using your email and password, a Google account, or an Apple ID — whichever you registered with.

If you have forgotten your password

  1. Click or tap Forgot password? below the password field.
  2. Enter your email address and submit. A message with the subject Reset Password arrives with a 6-digit code.
  3. Enter the code. On the web the form submits automatically once you type the sixth digit.
  4. Choose a new password and confirm it. The same four password requirements apply.

You are not signed in automatically after a reset. Go back to the sign-in screen and log in with your new password.

Moving your data into SetTime

Coming from another booking system? You do not have to retype anything — our support team moves your customers, services, staff and upcoming appointments across for you, free on every plan.

# Free data migration New

A migration is a job our support team does for you. You send us what your current booking system exports, and we build your SetTime account out of it — your customer list, your service menu with its prices and durations, your staff, and every appointment already booked ahead.

It is free on every plan, including the free one, and usually takes one to three business days. Nothing is sent to your customers at any point, and your old account is left exactly as it is.

The full details — what moves and what does not, how long each stage takes, step-by-step export instructions for the systems people most often move from, and answers to the questions people ask before committing — are all on the Switch to SetTime page.

To start, message us on live chat or email support@settime.io. There is no form to fill in and no call to book.

# Migration vs importing from your phone

These two are easy to mix up, and picking the wrong one costs you days. If your client list is in your phone you do not need support at all — you can do it yourself in under a minute.

Import from contacts Data migration
What it moves Names and phone numbers from your phone’s address book Customers, services, staff and upcoming appointments from another booking system
Who does it You, in the app Our support team, for you
Where Mobile app only Anywhere — you just ask
How long Seconds 1-3 business days
Cost Free Free

Importing from your phone

  1. Open the Customers tab and tap the + button.
  2. Choose Bulk Import from Contacts.
  3. Grant access and pick the people you want — one, several, or all of them.

Staff can be pulled from your phone contacts the same way — see Staff. Full detail on the customer side is in Customers.

Calendar & Appointments

The calendar is your home screen. Here you switch views, filter what you see, create and edit appointments, block out time off, and tune how the calendar behaves.

# Calendar views

Switch views from the dropdown at the top of the web calendar, or the view-mode icon in the mobile header.

View Web Mobile What it shows
Schedule Yes Yes An agenda list grouped by date — good for scanning what is next
Day Yes Yes A single-day time grid in 30-minute increments
Staff Day — Yes One column per staff member for a single day (Company accounts)
3 Day Yes Yes Three days side by side
Week Yes Yes The full week, seven columns — the default view
Month Yes Yes A month overview with appointments as small pills

In the time-grid views, working hours are shaded differently from non-working time, and a red horizontal line marks the current time. Tap or click any appointment block to open it.

On mobile, tapping a day cell in Month view jumps straight to Day view for that date.

# Filtering by status and staff

Two filters control what appears on the calendar. Both are worth setting once at the start.

Status filter

  1. Open Filter from the calendar header.
  2. Tick the statuses you want visible — Upcoming, Pending, Cancelled, Finished, On Request and No Show each have a colour-coded checkbox.
  3. Save. Only ticked statuses appear on the calendar.

Changes to the filter are not applied until you save. Cancelled appointments are commonly hidden by default — if an appointment seems to have vanished, check this filter first.

Staff filter (Company accounts)

  1. Open the Staff panel from the calendar header.
  2. Use Select All, or tick individual staff members.
  3. Apply. The calendar refreshes to show only those providers.

When only one staff member is visible and you tap a time slot to create an appointment, that person is pre-selected for you.

# Creating an appointment

Click any empty time slot on the web calendar, or tap the blue + button on mobile. The form opens with two tabs — Appointment and Time Off.

Filling in the appointment

  1. Customer — search by name or phone number, or choose Walk In to skip customer details entirely. You can also create a new customer without leaving the form.
  2. Date and start time — the end time is calculated from the service duration, so you rarely need to set it.
  3. Staff (Company accounts) — pick who is providing the service.
  4. Service — choose one or more services from the searchable list, grouped by category.
  5. Price — the final price adds up from the selected services. Each service price can be overridden individually for this appointment; the total itself is not directly editable.
  6. Payment method (optional) — Cash, Card or EFT. None is selected by default and you can leave it blank.
  7. Note (optional) — internal only, never shown to the customer.
  8. Click or tap Create.

If the customer has been in before, a Last appointment card appears showing their previous visit. The blue Repeat button fills the whole form with the same staff, services and prices — the fastest way to rebook a regular.

Booking into the past is allowed. SetTime shows an “Appointment Conflict — Past Appointment” prompt and you can choose Continue Anyway.

Recurring appointments are available on the Pro plan through the + Add Recurring link, which appears once a service is selected.

This video shows the mobile app.

# Blocking out time off

Use the Time Off tab to block a slot when you or a staff member are unavailable — lunch, a meeting, an errand. The block appears on the calendar and prevents online bookings during that period.

  1. Open the new appointment form and switch to the Time Off tab.
  2. Give it a title. On the web this is pre-filled with “Time Off” and can be edited.
  3. Choose the staff member (Company accounts).
  4. Set the date and the start and end times. The end time auto-fills one hour after the start.
  5. Click Create.

Time off is for one-off gaps. For repeating patterns use breaks in your Work Schedule, and for whole days use Closed Days.

# Appointment statuses

Every appointment carries a status that drives its colour on the calendar and how it counts in your statistics.

Status Colour Meaning
Upcoming Green Scheduled and confirmed
Pending Yellow Booked online for a service with Auto Accept switched off — waiting for you to approve it
Cancelled Grey Cancelled by you or by the customer
Finished Blue Completed
On Request Yellow The customer asked for a time outside your available slots and is waiting for an answer
No Show Red The customer did not attend

To change a status, open the appointment and use the status pill or dropdown. The options offered depend on the current status — an Upcoming appointment, for example, can move to Cancelled or No Show.

Appointments are marked Finished automatically at their end time only when the service has Auto Finish enabled. With Auto Finish off, you close them out yourself.

# Editing, rescheduling and deleting

Click an appointment on the web to open the edit panel, or tap it on mobile to open Appointment Details and then the pencil icon.

Every field from the creation form can be changed — customer, date, times, services, individual prices, payment method and note. Two read-only fields help you trace the booking:

Field What it tells you
ID A unique appointment number with a copy icon — quote this when contacting support
Source Where it came from: Calendar for appointments you created, Booking Page or Online Booking for customer self-bookings

Deleting is permanent. The confirmation warns that the appointment disappears from the calendar and stops counting in Statistics. If you want it kept in your records, cancel it instead of deleting it.

# Appointment activity log Pro

The Activity tab on an appointment shows its full change history, newest first — useful when a booking has been moved several times or when you need to see who changed what.

Each entry records who made the change, what changed, a timestamp, and the old and new values. Tracked changes include time changes, services added or removed, price changes, staff reassignment, status transitions and the original creation.

Activity is a Pro feature — on the Free plan the tab shows an upgrade prompt. Logs for older appointments may be incomplete.

# Calendar preferences

Tune how the calendar looks and behaves. On the web this is a sidebar item; on mobile it is More → Calendar Preferences.

Setting Default What it does
Enable multiple services On Allows more than one service on a single appointment
Show only working hours On Hides time outside your working hours to reduce clutter
Appointment creation flow Single Page Switches between the one-page form and the older step-by-step wizard
Time slot sequence End to start Whether slots run from start to end or end to start
Week start day Monday Which day begins your week
Appointment colours By Service Colour Colour blocks by service, or by appointment status
Calendar slot size Service duration Override the default slot length, then set the slot frequency

For the colour you assign to a service to actually appear on the calendar, Appointment Colors must be set to By Service. If your appointments all look the same colour, this is why.

Customers

Build your customer database, group people into categories, and keep every appointment, note and review attached to the right person.

# The customer list

On the web, Customers is a table showing each person’s avatar and name, phone and email, address, and edit or delete actions. It is paginated at 10 per page with a running total, and a search bar filters by name.

On mobile, open the Customers tab. Each person is a row with their initial in a circle. Two icons sit at the top right — a folder for categories and a + to add someone.

A customer is not required to book. Choosing Walk In when creating an appointment lets you skip customer details completely.

# Adding customers

Only the first name is required — everything else can be filled in later, so adding someone mid-appointment takes seconds.

Field Required Notes
Photo No Optional profile picture
First name Yes
Last name No
Email No Needed if you want this customer to receive email reminders
Category No Assign an existing category or create one on the spot
Phone number No With a country dial-code picker
Address No Up to 150 characters
Birthday No Date picker
Note No Internal only, up to 500 characters

Importing from your phone

  1. Tap the + button on the Customers tab.
  2. Choose Bulk Import from Contacts.
  3. Grant access to your contacts and select the people you want — one, several or all at once.

Coming from another booking system with a large list? Do not type it in — support will move your customers, services, staff and upcoming appointments across for free. See Moving your data into SetTime.

This video shows the mobile app.

# Customer categories New

Categories let you group customers — regulars, VIPs, corporate clients, whatever suits your business.

  1. On mobile, tap the folder icon at the top of the Customers screen to open Customer Categories. On the web, use the Category dropdown on the customer form.
  2. Tap + to create a category, or tap an existing one to rename it.
  3. Assign a category from the Category field when adding or editing a customer.

# The customer detail page

Click or tap a customer to open their profile. Their photo, name, phone and email sit at the top, with an edit button, and the rest of the page is organised into tabs or rows.

Section What you find there
Appointments History Every past appointment with date, time, service, staff, status and price
Upcoming Appointments Everything scheduled ahead
New Appointment Opens the booking form with this customer already filled in and locked
Appointment notes All internal notes recorded against this person’s appointments, in one place
Reviews Pro Every review this customer has submitted

Creating the appointment from here is quicker than from the calendar — you skip customer selection entirely.

# Blocking and deleting customers

Both actions live at the bottom of the customer edit form, shown in red. They do very different things.

Action Effect
Block customer Stops them booking online. Existing appointments are untouched unless you cancel them manually, and they see an error if they try to book. Reversible at any time from their profile.
Delete customer Removes the customer. Their upcoming appointments are cancelled.

Blocking is the right tool for a customer who repeatedly no-shows — you keep their history, they just cannot self-book. Deleting is permanent.

Services & Categories

Your service catalogue drives everything — appointment durations, prices, what customers can book online and how appointments look on your calendar.

# Organising services into categories

Every service belongs to a category — Hair, Nails, Massage, Diagnostics, whatever fits. Categories group your services on the booking page as well as inside the app.

On the web app

  1. Open Services. Each category is listed with its services beneath it in a table of name, duration, price and actions.
  2. Click + Add to create a category.
  3. Use the three-dot menu beside a category to manage it.

On the mobile app

  1. Open the Services tab, which lists your Service Categories.
  2. Tap + at the top right, enter a name in the New Category sheet, and tap Add.
  3. Tap a category to open it. The ⋮ menu there offers Edit Category and Delete Category.

Deleting a category also deletes every service inside it. The confirmation dialog spells this out — read it before you tap Delete.

Once you have two or more categories, a sort icon appears on mobile. Tap it, drag the rows by their handles and tap Save to control the order customers see on your booking page.

# Creating a service

On the web, use the Services page; on mobile, open a category and tap +. The form is grouped into sections.

General information

  1. Name — required. Type whatever your customers would recognise.
  2. Category — required, pre-filled if you started from inside a category.
  3. Service provider (Company accounts) — assign one or more staff members. Without at least one provider you cannot book the service.

Timing

  1. Duration — required, set in hours and minutes. This is what determines the appointment length and the slots offered online.
  2. Buffer time — optional extra time after the service for cleaning up or resetting. It is invisible to customers but blocks the slot, which stops back-to-back overbooking.

Buffer time is the single most underused setting in SetTime. If you consistently run late, add five or ten minutes of buffer rather than padding the duration — your customers still see the real service length.

This video shows the mobile app.

# Pricing types

The Price type dropdown controls how the price appears to customers on your booking page. There are four options.

Type Extra fields What the customer sees
Fixed Amount The exact price
Free None That the service is free of charge
Range From and To A price range
On Request None That the price is available on enquiry

Prices can still be overridden per appointment. Whatever you set here is only the default and the figure shown publicly.

# Colour, photos and description

These settings control how the service looks — on your calendar and on your booking page.

Setting Plan What it does
Service colour Free Pick from the swatches or enter a hex code. Used for the appointment block on your calendar.
Gallery / service photos Pro Upload images of the service that appear on your booking page
Description Free A short explanation of what the service involves, shown to customers

The service colour only shows on your calendar if Calendar Preferences → Appointment Colors is set to By Service. Otherwise appointments are coloured by status.

# Show on booking page, Auto Accept and Auto Finish

Three toggles at the bottom of the service form control its behaviour. All three are on by default.

Toggle On Off
Show on booking page (“Show on Widget” on web) Customers can book this service online Hidden from customers but still bookable by you — useful for internal or invite-only services
Auto Accept Online bookings are confirmed immediately as Upcoming Online bookings arrive as Pending and wait for you to approve or decline them
Auto Finish The appointment is marked Finished when its end time passes You mark it finished yourself

Turn Auto Accept off for high-value or long services where you want to vet the booking first, and leave it on for quick routine ones.

# Editing, reordering and deleting services

On the web, use the Edit and Delete actions in the service table. On mobile, swipe a service row left to reveal blue Edit and red Delete buttons.

To reorder services inside a category on mobile, tap the sort icon at the top right, drag the rows by their handles, then tap Save. The order you set is the order customers see.

Check your upcoming appointments before changing a service’s duration or price — existing bookings already use the old values, and a duration change affects how they sit on the calendar.

If a service is retired but you want to keep its history in your statistics, switch Show on booking page off instead of deleting it.

# Common validation messages

Message Fix
Service is required The service name is empty
Price is invalid The price field contains something that is not a valid number
Duration is required No duration has been chosen

Staff

Add your team, decide who performs which services, and give each person their own schedule. This section applies to Company accounts only.

# Where to find Staff Company accounts

Staff exists only on Company accounts. Individual accounts have no Staff menu at all, because the account owner is the only service provider.

On the web, Staff is a sidebar item. On mobile it is the Personnel tab in the bottom navigation bar — the fifth tab that Company accounts get in place of Appointments.

# Adding a staff member Company accounts

Click + Add Staff on the web, or + at the top right on mobile.

Field Required Notes
Photo No Strongly recommended — photos make the calendar much easier to read at a glance, and they appear on your booking page
First name Yes
Last name No
Phone number No With a country dial-code selector
Profession No Their job title, shown to customers
Services No Which services this person performs — see below

Cannot find the right profession? Tap + New Profession, type your own and save it. It joins the list for everyone you add afterwards.

On mobile, Import from contacts pulls a team member’s name and phone number straight from your phone.

That pulls one person at a time from your phone. If your whole team is set up in another booking system, ask about a free data migration instead.

This video shows the mobile app.

# Assigning services to staff Company accounts New

Each staff member performs a specific set of services, and this is what customers see when they pick a provider on your booking page.

  1. Open the staff member, then Services. The read-only Assigned Services screen groups their services by category.
  2. Tap the pencil icon to open Edit Services.
  3. Tick or untick services. Each category header shows a live count such as “Nail (Selected 1/1)”, and an Unselect All link clears the category.
  4. Tap Save.

A service with no assigned provider cannot be booked at all. If a service is missing from your booking page, check that at least one staff member is assigned to it.

# Individual working hours Company accounts

By default every staff member follows the company working hours. When someone works different days or shifts, give them their own schedule.

  1. Open the staff member and go to Work Schedule (web) or Working Hours (mobile).
  2. Turn on the Personal work schedule toggle.
  3. Set the working days, start and end times, and break times exactly as you would for the business.
  4. Save.

With the toggle off they inherit the company schedule automatically, so you only need to touch this for people whose hours genuinely differ.

# Staff closed days and specific days Company accounts Pro

These work exactly like the business-wide equivalents but apply to one person only — ideal for holidays and one-off shift changes.

Feature Use it for
Closed Days Whole days this person is away — holiday, sick leave, training. Set a start and end date and an optional title.
Specific Days Days they work different hours from normal. Set the date range, working hours and an optional break.

Both are Pro features. On the Free plan the rows carry a Pro badge and open an upgrade prompt.

# The staff detail page Company accounts

Open a staff member to see their profile photo, rating, name and profession, plus quick actions to call, message or email them.

Section What it gives you
Appointment History Everything they have completed
Upcoming Appointments Their forward schedule
New Appointment The booking form pre-assigned to them
Services The services they perform
Working Hours Their personal schedule
Closed Days Pro Days off for this person
Specific Days Pro One-off hour changes
Reviews Pro Customer reviews for this person specifically

On Free Company accounts the phone and email details and the call, message and email buttons are hidden, and Closed Days, Specific Days and Reviews carry Pro badges.

# Removing a staff member Company accounts

  1. Open the staff member and tap the edit (pencil) icon.
  2. Scroll to the bottom of the form.
  3. Tap the red Delete Staff Account link.

This permanently removes the staff member and their associated data. Check their upcoming appointments first and reassign anything that still needs covering.

Work Schedule

Your working hours decide which slots customers can book. Set your standard week once, then handle holidays and one-off changes as exceptions.

# Your standard working week

On the web, open Work Schedule and stay on the General tab. On mobile it is More → Work Schedule → Working Days.

Each day of the week has the same set of controls:

Control What it does
Working toggle Marks the day as open or closed. A closed day shows as Closed and accepts no bookings.
Start and end time Your opening hours for that day, e.g. 09:00 to 18:00
Break toggle Enables a break period in the middle of the day
Break start and end When the break runs, e.g. 13:00 to 14:00

Your timezone is shown at the top of the screen. It comes from Booking Page → Company Info, and it is what all your times are calculated against — check it is right before you set anything else.

On mobile, saving a day opens a Week Days sheet listing all seven days. Tick the others that share the same hours and save once — the fastest way to set a whole week.

This video shows the mobile app.

# Closed days

Use closed days for whole days when the business is shut — public holidays, annual leave, refurbishment. Setting them in advance stops customers booking into them.

  1. Open Work Schedule → Closed Days. On the web this is the ?tab=closed-days tab.
  2. Click + Add Closed Days or tap +.
  3. Set a start date and an end date. Use the same date for both to close a single day.
  4. Add a description — required on the web, optional on mobile — such as “Public Holiday” or “Annual Leave”.
  5. Save.

Name every closure. Six months later a list of bare dates tells you nothing, whereas “Christmas” or “Staff training” does.

To change or remove one, open it from the list and edit it, or swipe the row left on mobile to delete it.

# Specific days (custom hours)

Specific days override your normal hours for a date or range of dates — a late night before a holiday, a half day, a one-off early start.

  1. Open Work Schedule → Specific Days. On the web this is the ?tab=specific-workdays tab.
  2. Click + Add Specific Workdays or tap +.
  3. Set the start and end dates for the override.
  4. Set the start time and end time that apply on those dates.
  5. Optionally add a break by setting break start and end times, or switching the Break Time toggle on.
  6. Add a title so you remember why, then save.

Specific days replace your general hours for those dates. If you want the business fully closed, use Closed Days instead.

# How the rules stack up

Several things affect whether a slot is bookable. From the broadest to the most specific:

  1. Business working hours — your standard week, the baseline for everything.
  2. Business closed days — remove whole dates from the calendar.
  3. Business specific days — replace the hours on particular dates.
  4. Staff working hours (Company) — a personal schedule overrides the company one for that individual.
  5. Staff closed and specific days Pro — per-person exceptions.
  6. Time off — one-off blocks placed directly on the calendar.
  7. Existing appointments — already-booked slots.

When a customer says a slot is unavailable and you think it should be free, work down this list in order. The culprit is almost always a closed day, a staff-level override, or a service with no assigned provider.

Booking Page

Your booking page is the public site where customers book themselves, 24/7. Everything here controls what they see and how the booking works.

# Turning on online booking

Open Booking Page — from the sidebar on the web, or More → Booking Page on mobile — and switch on Enable online booking. Until you do, your page is not live and no URL is shown.

Your public address looks like this:

https://book.settime.io/your-business — note that the public booking page is on the book.settime.io subdomain, which is separate from your admin dashboard at app.settime.io.

Alongside the URL you get three tools: Copy puts it on your clipboard, Share opens your device’s share sheet, and QR generates a QR code image you can print on leaflets, adverts or a storefront sticker.

This video shows the mobile app.

# Customising your URL

Click the pencil or Edit link beside the URL to change the part after the slash. Pick something short and recognisable — your business name usually works best.

Changing your slug breaks the old link immediately. Before you change it, make a list of everywhere it appears — Instagram bio, Facebook page, Google listing, email signature, printed QR codes — and update them all.

# Company info

This is the business identity shown on your booking page and used across the app.

Field Where it matters
Business photo / logo Header of your booking page
Business name Required — appears on your page and in customer emails
Email and phone How customers reach you, and where your own notifications go
Industry Set at registration, editable here
Short description / business overview A brief introduction on your booking page
Country, state, city, address Your location, shown to customers and used in reminder templates
Timezone Critical — every time in the app and on your booking page is calculated from this

Get the timezone right before you take bookings. Changing it later shifts how existing appointments are interpreted.

# Appearance customisation Pro

Make the booking page look like your brand rather than a generic form.

Setting Options
Booking page design Standard Left (Free), Standard Center, Cover Left, Cover Center — each shown as a phone mockup with a Preview button
Template mode Light, Dark, or System (matches the visitor’s own device setting)
Custom colour Preset swatches or a hex code such as #0282DA for your brand colour
Metadata A custom Title and Description to improve how your page appears in search results
Booking policy A toggle plus a text area for your cancellation, rescheduling and late-arrival rules

Only Standard Left is available on the Free plan. The other three templates, the colour picker and the metadata fields are Pro.

When the booking policy is enabled, customers see a Booking policy link during checkout that opens your full text. It is the cleanest way to set expectations about late arrivals and cancellations up front.

# Booking form fields

Decide what you ask customers for when they book. Each field has a checkbox to include it and a Required toggle, which only becomes active once the field is ticked.

Field Default
First name Always shown and cannot be removed
Last name Included, not required
Email Included, not required
Phone Included and required
Note Included, not required
Address Not included

Use + Add field at the bottom to create your own custom fields.

Every extra required field costs you completed bookings. Ask only for what you genuinely need to run the appointment — and note that email is what makes reminders possible.

# Scheduling preferences

These three settings shape which slots customers are offered.

Setting Default What it controls
Booking slot size 15 minutes How often a bookable slot appears. Options run from 5 minutes upward — or leave it following the service duration.
Lead time 30 minutes The minimum notice you need. A 30-minute lead time means nobody can book a slot starting in the next half hour.
Scheduling window 6 months How far ahead customers can book.

Lead time is your protection against someone booking while you are already with a client. If you are regularly caught out, increase it.

# Booking flow settings

Control what customers may do after they have booked.

Setting Default Effect
Allow online cancellation On Customers can cancel their own appointments
Cancellation time Any time How close to the start they may still cancel — from Any time down to Before 7 days
Allow online rescheduling — Customers can move their own appointment
Reschedule time Any time Same range of options as cancellation
Hide service price Off Removes prices from the booking page
Provide multiple services On Customers can book several services in one appointment
Allow unavailable time requests Pro Off Customers can request a time outside your available slots via a “Request a Time” tab. Requests arrive as On Request for you to accept or decline.

Letting customers cancel themselves feels risky, but it beats a no-show — a cancelled slot is one you can refill. Set a cancellation window that gives you time to do that.

Notifications

Automated reminders are the single most effective way to cut no-shows. Configure what customers receive by email, SMS, WhatsApp or Telegram — and what you receive yourself.

# Where notifications live

Open Notifications Center from the sidebar on the web, or More → Notifications Center on mobile. It is split into two groups:

Group Contains
Customer’s notifications Email notifications, and SMS / WhatsApp / Telegram notifications Pro
Your notifications Push notifications for you, the business owner

This is separate from the bell icon in the header, which shows in-app notifications about your own account rather than configuring messages to customers.

# Email notifications

Five automated emails are available on every plan, including Free. Three are simple on/off switches; two are fully configurable.

Email When it sends What you can configure
Confirmation Immediately after booking On/off only
Reminder Before the appointment On/off, timing, and the full message text
Follow-up After the appointment On/off, timing, and the full message text
Cancellation Immediately on cancellation On/off only
Reschedule Immediately on reschedule On/off only

Reminder and follow-up timing can be set to 5, 15 or 30 minutes, 1 or 2 hours, or 1, 2, 3, 5 days or 1 week. The reminder defaults to 1 day ahead.

A day ahead is the sweet spot for most businesses — enough notice for the customer to rearrange, close enough that they have not forgotten again by the time it arrives. For same-day services, try 2 hours instead.

# Customising message text

The reminder and follow-up emails have editable templates. Click a variable chip to insert it, and SetTime swaps in the real value when the message sends.

Variable Replaced with
[CUSTOMER_NAME] The customer’s name
[COMPANY_NAME] Your business name
[SERVICE_NAME] The booked service
[DATE] The appointment date
[TIME] The appointment time
[COMPANY_LOCATION] Your business address
[STAFF_NAME] The assigned service provider
[COMPANY_PHONE] Your business phone number (SMS templates)

Type variable names exactly as shown, including the square brackets and underscores. A typo means the raw text is sent to your customer instead of the value.

SMS and WhatsApp templates cannot be edited in the app. To change those, email support@settime.io.

# SMS, WhatsApp and Telegram Pro New

Beyond email, SetTime can message customers on three other channels. Use the Notification type dropdown to switch between them — each offers a different set of messages.

Channel Confirmation Reminder Cancellation Reschedule
SMS — Yes — —
WhatsApp Yes Yes Yes Yes
Telegram Yes Yes Yes Yes

All of these are Pro features. Each message type has its own on/off toggle, and reminders have their own timing setting independent of the email reminder.

WhatsApp and Telegram cost nothing per message and are opened far more reliably than email. If your customers use either, they are the strongest anti-no-show tool you have.

# The Telegram bot Pro New

Telegram notifications work through the SetTime Telegram bot, which customers subscribe to themselves.

After a customer confirms a booking on your booking page, a popup appears: “Appointment Created — Get reminders and manage your booking via our Telegram Bot.” A blue Get Notifications button walks them through subscribing. From then on their appointment notifications arrive in Telegram.

# Notifications for you

Daily schedule reminder sends you a summary of the day’s appointments each morning, by email and push notification.

The bell icon opens your in-app notifications — a list of items with a title, description and relative timestamp, with unread ones marked by a blue dot. Read All marks everything as read.

Typical entries include:

  1. Daily reminder — your schedule for the day, or a note that you have nothing booked.
  2. Online booking received — a customer booked through your page, with the service, time, date and assigned staff member.
  3. Appointment reminder — an upcoming appointment is approaching.
  4. Booking page prompt — a nudge to activate your booking page if it is still switched off.

On mobile, the gear icon on the Notifications screen offers Mark all as read and Delete all notifications. The Allow Notifications row opens your device’s permission settings if push is not arriving.

Payments & Deposits

Connect Stripe to take deposits when customers book online. Deposits are the most direct way to stop no-shows, because the customer has something at stake.

# What payments gives you

Capability What it means
Prevent no-shows Ask for a deposit at the moment of booking
Flexible settings Choose the deposit type and amount, who pays the processing fee, and your own policy text
Track earnings See your balance and every transaction once Stripe is connected

Deposits are available only in countries Stripe supports. Check the Stripe global availability list if you are unsure.

This chapter is about money coming in from your customers. Your own SetTime Pro subscription is billed separately and does not use this connection — see SetTime Pro & Billing. Connecting Stripe here is not a prerequisite for subscribing to Pro.

# Connecting Stripe

Before you connect, the Payments page shows an introduction with a Get Started button.

  1. Open Payments from the sidebar, or More → Payments on mobile.
  2. Click Get Started.
  3. Complete the Stripe authorisation flow. You will either sign into an existing Stripe account or create one.
  4. You are returned to SetTime and the page becomes your payment dashboard.

Stripe handles the money and the card details — SetTime never sees them. Payouts to your bank are governed by your Stripe account settings, not by SetTime.

# The payment dashboard

Once connected, three figures sit at the top of the page:

Card Shows
Total balance Your overall balance, with a refresh icon to update it
Linked account The connected Stripe bank account, masked — for example **svbI
Available balance The portion currently available for payout

Below that, Recent Transactions lists every payment with the customer name, the SetTime appointment ID, the Stripe transaction ID (with a copy button), the amount, a Paid or Refunded status and the date. The web table paginates at 15 per page.

When you need to query a payment with Stripe support, copy the Stripe transaction ID from here — it is the reference they will ask for.

# Deposit settings

Open the Settings button (web) or the gear icon (mobile) on the Payments page, then Deposit Settings.

  1. Switch Require deposit on. With it off, no deposit is collected and the amount fields are hidden.
  2. Choose the type: Percentage takes a share of the total service price, Flat / fixed amount takes the same sum regardless of the service.
  3. Enter the amount — a percentage figure or a currency value depending on the type.

There is a minimum deposit, shown beneath the field in your own currency — for example €0.50. Amounts below it will not be accepted.

A percentage deposit scales naturally across a mixed price list, so a long expensive treatment is protected more than a quick cheap one. A flat amount is simpler to explain to customers. Percentage is usually the better default.

# Who pays the processing fee

Stripe charges a fee on every transaction. The rate depends on your country and is shown at the top of the Processing Fees screen — for example 1.50% + €0.25 per transaction for accounts in France.

Option What happens
Business pays fees The fee comes out of your deposit revenue. The customer pays exactly the advertised deposit.
Client pays fees The fee is added on top of the deposit the customer is charged.

Absorbing the fee keeps the checkout figure clean and predictable, which tends to convert better. Passing it on protects your margin but means customers see an odd number at checkout.

# Policy and terms

The Policy & Conditions screen holds a free-text area for your payment terms. Whatever you write is shown to customers on your booking page before they pay, so they can read it before committing.

Be explicit about the one thing customers always ask: is the deposit refundable, and by when? A clear sentence here prevents most payment disputes.

# Disconnecting Stripe

A red Disconnect Account option at the bottom of Payment Settings removes the Stripe integration.

Disconnecting stops deposit collection immediately. Deal with any pending deposits or refunds before you disconnect.

Marketing & Reviews

Run discounts to fill quiet periods, and collect customer reviews to build trust on your booking page.

# The Marketing section Pro New

Open Marketing from the sidebar, or More → Marketing on mobile. Four tools are listed:

Tool Status
Discounts Available Pro
Promo codes Coming soon
Loyalty program Coming soon
Gift cards Coming soon

# Creating a discount Pro

Click + Add Discount or tap +. The form has three sections.

Discount details

  1. Discount name — what you will recognise it by in the list.
  2. Discount value — a number, with two icons beside the field to switch between a percentage and a fixed amount.
  3. Discount starts — the first day it applies.
  4. Discount ends — defaults to Ongoing if you do not set an end date.

Apply discount to

  1. Services — defaults to All Services. Open it to search, use the All Services checkbox, or expand individual categories and pick specific services. Confirm with Apply.
  2. Staff — defaults to All Staff. Open it to choose particular team members, shown with their avatar, name, title and rating. Confirm with Apply.

Discounts appear on your booking page, so customers see the reduced price as they book.

# Availability and limits Pro

This is where a discount becomes a targeted offer rather than a blanket price cut. Four optional toggles are available, and the form summarises your choices as “No Limits” or “1 Limit”.

Limit Use it to
Appointment date Restrict the offer to appointments falling in a date range
Appointment start time Apply it only to appointments starting between two times — ideal for quiet mid-afternoon slots
Appointment days Pick which days of the week it runs, Monday to Sunday
Limit total number of uses Cap how many times it can be redeemed in total

Combine the day and time limits to fill known gaps — a 20% discount on Tuesday and Wednesday between 10:00 and 14:00 pulls customers into your dead hours without discounting your busy Saturday.

The Edit Discount panel has a red Delete Discount option at the bottom if you need to remove one entirely.

# Turning on reviews Pro

Open Reviews from the sidebar, or More → Reviews. Two independent toggles control the feature:

Toggle What it does
Allow customers to leave reviews Customers can submit a star rating and written feedback after their appointment
Show reviews on the booking page Displays those reviews publicly. With it off, reviews are still collected but stay private to you inside the app.

Collect first, publish later. Leave the second toggle off until you have gathered a solid handful of reviews, then switch it on so your page launches with a strong showing rather than a single rating.

# Reading your reviews Pro

The Reviews list shows every submission as a card with the customer’s name and photo, the star rating, their answers to each review question, their free-text feedback, the date and the staff member who provided the service.

Reviews are also reachable from a customer’s profile and from an individual staff member’s page, so you can see them per person. Tapping a review opens the appointment it relates to.

# Customising the review form Pro

The Review Form Questions tab lets you ask your own questions rather than only collecting a star rating.

  1. Click or tap + Add Question.
  2. Type the question — for example “How would you rate the professionalism?” or “Was the service area clean and organised?”
  3. Use the Required toggle to decide whether customers must answer it before submitting.
  4. Remove any question with the red trash icon.

Two or three questions is the practical limit. Ask about the things you could actually change, and keep at most one of them required.

Expenses & Statistics

Track what you spend, then use the statistics to see what is actually working — which services sell, which staff perform, and what you are really earning.

# Expense categories

Every expense belongs to a category. Three are created for you: Rent, Utilities and Supplies.

On mobile, open More → Expenses and tap the folder icon to manage them. Tap + to create one; swipe a row left to edit or delete it.

Deleting a category permanently removes every expense filed under it. This cannot be undone — move the expenses first if you want to keep them.

# Recording an expense

Click + Add Expense on the web, or the + icon on the mobile Expenses screen.

Field Notes
Name What the expense was
Amount In your account currency
Category Which category it belongs to
Date Defaults to today
Description Optional extra detail
Recurring frequency Leave as Doesn’t repeat for a one-off

Expenses are listed with their name, amount, category and date, grouped by month on mobile.

# Recurring expenses

Set a frequency other than Doesn’t repeat and the expense is generated automatically from then on. Available frequencies:

Daily · Every 2 days · Every 3 days · Every 4 days · Every 5 days · Every 6 days · Weekly · Every 2 weeks · Every 3 weeks · Monthly · Every 2 months · Every 3 months

All of them are listed on the dedicated Recurring expenses page — /expenses/recurring on the web, or the ↻ icon on mobile.

Deleting a generated expense removes only that single occurrence. To stop the whole series, delete it from the Recurring Expenses page instead.

Set up rent, software subscriptions and insurance as recurring on day one. Your Net Income figure is only meaningful once your fixed costs are actually in the system.

# What the statistics cover

Open Statistics from the sidebar, or More → Statistics. Every report has a date filter — a single day, a month, or a custom From/To range.

Report Answers
Appointments How many appointments finished and how many were cancelled, with amounts and a percentage donut
Staff The same breakdown per team member (Company accounts)
Services Which services are booked most and what each earns, expandable by payment method
Expenses Your spending broken down by category
Revenue & Income Total earnings, total expenses and net income
Booking Page Pro Page visits, appointments booked and conversion rate
This video shows the mobile app.

# Revenue & income

Three tiles summarise the period you have selected:

Tile Meaning
Total earnings Income from completed appointments
Total expenses Everything recorded in Expenses for the period
Net income Total earnings minus total expenses

Only Finished appointments count towards earnings. If your revenue looks low, check that appointments are being marked finished — either through the service’s Auto Finish setting or manually.

# Service performance and payment methods

The Services report lists each service with its quantity and amount. Tap the arrow beside an amount to expand it into a payment-method breakdown: Card, Cash, EFT, and a question-mark row for appointments where no payment method was recorded.

The Month view adds a Staff filter and a Group by control so you can slice the same data by person rather than by service.

A large question-mark row means payment methods are not being recorded at checkout. It costs one tap when creating the appointment and makes this report genuinely useful.

# Booking page statistics Pro

Three metrics track how well your public page converts: page visits, appointments booked through it, and the conversion rate between them. A line chart plots visits and appointments across the week or month.

Plenty of visits but few bookings usually points at one of three things — too many required fields on your booking form, no available slots in the near future, or prices hidden when customers expect to see them.

Booking page statistics are a Pro feature.

Integrations

Connect SetTime to the tools you already use so your appointments show up where you expect them.

# Google Calendar

Sync your SetTime appointments into Google Calendar so your whole day sits in one place.

  1. Open Integrations from the sidebar, or More → Integrations on mobile.
  2. Click Connect on the Google Calendar card.
  3. Authorise SetTime through the Google sign-in flow.
  4. The card turns to a green Connected status with a Disconnect button.

Once connected, appointments created in SetTime are synced to the linked Google Calendar automatically.

# Device calendar sync

Sync your bookings into your phone’s own calendar — Apple Calendar on iOS or the Android calendar — so appointments appear alongside your personal events. Tap Connect on the Device Calendar Sync card.

# Stripe

Stripe also appears on the Integrations page and can be connected from there. It enables everything in the Payments section — deposits and online payment collection.

Full setup instructions are in the Payments & Deposits chapter.

# Google Reviews

Showcasing your best Google reviews on your booking page is on the way. The card currently carries a Soon badge and cannot yet be connected.

SetTime Pro & Billing

What the Pro plan unlocks, how to upgrade, and where to manage your subscription. How you are charged depends on where you subscribe — the web app bills through Stripe, the mobile apps through Apple or Google.

# What Pro includes Pro

Every SetTime account starts on the Free plan, which already covers unlimited appointments, customers and services, your booking page and email reminders. Pro adds the following:

Feature What it does
Automated SMS reminders Reminder messages sent by SMS
Automated WhatsApp reminders Reminders through WhatsApp
Automated WhatsApp confirmation A confirmation message immediately after booking
Automated WhatsApp cancellation A message when an appointment is cancelled
Automated WhatsApp reschedule A message when an appointment is moved
Booking page customisation Extra templates, brand colour and SEO metadata
Booking page statistics Visits, appointments and conversion rate
Rating & reviews Collect and display customer reviews
Multiservice appointments Customers book several services in one go
Discounts Targeted offers shown on your booking page
Recurring appointments Repeat bookings for regular clients
On request appointments Customers can request unavailable time slots
Staff work schedules Per-staff hours, closed days and specific days

Telegram notifications, the company gallery, service photos and the appointment activity log are also Pro features.

# Plans and pricing

Pro is billed either monthly or yearly, and there is a Monthly/Yearly switch on the upgrade screen. The yearly plan carries a substantial discount over paying month by month.

Pricing depends on your country and on whether you have an Individual or a Company account. Current prices for your region are always shown on the upgrade screen inside the app, and on the SetTime pricing page.

A 3-day free trial is available on both the web and mobile apps. The subscription renews automatically once the trial ends. To avoid being charged, cancel before it runs out — on mobile that means at least 24 hours before it ends, which is an Apple and Google requirement; on the web you can cancel any time before it ends from the Stripe customer portal.

# Stripe for deposits vs Stripe for your subscription

Stripe appears in two completely unrelated places in SetTime, and mixing them up is the most common source of billing confusion. They are set up separately, billed separately and neither depends on the other.

Deposits from customers Your Pro subscription
Which way the money goes Your customers pay you You pay SetTime
Where it is set up Payments — you connect your own Stripe account SetTime Pro — nothing to connect
Covered in The Payments & Deposits chapter This chapter
Required for the other? No No

You do not need to connect Stripe for deposits in order to subscribe to Pro, and your Pro subscription fee is never taken out of your deposit balance. Disconnecting the deposits integration has no effect on your subscription, and cancelling Pro has no effect on your ability to collect deposits.

# Upgrading to Pro

You can reach the upgrade screen three ways: the SetTime Pro item in the menu, Billing → Upgrade, or by selecting any feature that carries a Pro badge.

On the web app

  1. Open SetTime Pro from the sidebar, or click any Pro-badged feature.
  2. Use the Monthly/Yearly switch to choose your billing period, and review the What’s included list.
  3. Confirm. SetTime hands you over to Stripe’s secure checkout page — a page hosted by Stripe, not by SetTime.
  4. Enter your card details on Stripe’s page and complete the payment.
  5. You are returned to SetTime with Pro active.

Your card details are entered on Stripe’s own page and are handled entirely by Stripe — SetTime never sees or stores them. Seeing a Stripe-branded page at this point is expected.

On the mobile app

  1. Open More → SetTime Pro, or More → Billing → Upgrade, or tap any Pro-locked feature.
  2. Tap Monthly or Yearly. The selected plan is highlighted with a blue border.
  3. Review the What’s included list — each row expands to show a description and a preview.
  4. Tap Try for free to start the trial, or confirm the purchase.

Purchases made in the mobile app are charged to your Apple ID or Google account, and renew automatically each period until cancelled.

# Managing your subscription

Once you are subscribed, the SetTime Pro page changes to show your active features and a Manage subscription button.

On the web app, Manage subscription opens the Stripe customer portal — a billing page hosted by Stripe. Everything to do with your subscription is handled there:

In the Stripe portal you can Notes
Update your payment card Do this before your renewal date if your card is expiring
Download invoices and receipts Useful for bookkeeping and expense claims
View your billing history Every charge, with dates and amounts
Cancel your subscription Cancel before the renewal date to avoid the next charge

The portal is Stripe-branded rather than SetTime-branded — that is normal and not a sign of anything wrong. Use the return link on the portal page, or your browser’s back button, to come back to SetTime.

If you subscribed through the mobile app, cancellation is handled in your Apple ID or Google Play subscription settings, not inside SetTime. Cancel at least 24 hours before the renewal date to avoid being charged.

Manage your subscription wherever you bought it. A subscription purchased on the web is managed in the Stripe portal; one purchased in the mobile app is managed through Apple or Google. Cancelling has to happen in the same place the payment was set up.

# Billing, transactions and promo codes

Open More → Account Details → Billing for three options:

Option What it does
Upgrade Opens the Pro upgrade screen
Transactions Your record of payments, deposits and withdrawals with amounts, dates and statuses
Redeem promo code Enter a promotional code for a discount or bonus

If you have never been charged, the Transactions screen simply shows “No transactions”.

Settings, Profile & Support

App-wide preferences, your personal profile, and how to reach us when something is not working.

# App settings

On the web, open Settings from the user menu at the bottom-left of the sidebar. On mobile it is More → Settings.

Setting Options
Currency Used for every price, amount and financial figure in the app
Date format DD-MM-YYYY or MM-DD-YYYY
Time format 24-hour (14:30) or 12-hour (02:30 PM)
App language The interface language, from 14 supported languages
App appearance (mobile) Light, Dark, or System to follow your device

The mobile app supports a wider currency list than the web app, including AMD, USD, EUR, GBP, CNY, RUB, GEL, JPY, INR, CHF, ZAR, CAD, NZD, AUD, SEK, MXN, BRL, KRW, SGD, PHP, AED, TRY and ILS.

Your app language is yours alone. Customers choose their own language on your booking page, so switching to work in your own language does not affect what they see.

# Your profile

Open My Profile from the user menu or More → Account Details → My Profile. You can edit your photo, first and last name, date of birth, gender and phone number.

This is your personal profile as the account owner, and is separate from your business details, which live in Booking Page → Company Info.

# Changing your email address

The email field is read-only, because changing it needs verification.

  1. Click or tap Change email beside the email field.
  2. Enter the new address.
  3. Submit — a 6-digit verification code is sent to the new address.
  4. Enter the code to complete the change.

# Changing your password

Use the Change Password tab on the web, or the Change Password row in your mobile profile. You will need your current password, then the new one twice.

The new password must meet four requirements: at least 8 characters, a lowercase letter, an uppercase letter, and a number or special character. The confirm button stays disabled until all four are met and both fields match.

# Deleting your account

  1. Open My Profile.
  2. Scroll to the bottom and tap the red Delete Account row.
  3. A sheet appears asking “Can we do anything to keep you on board?” with two options — Start a Chat to talk to support, or Delete Anyway to proceed.

Deletion is permanent and takes your appointments, customers and history with it. If you ever want to come back you will need a different email address, because the old one is deleted with the account.

If you are leaving because something does not work, take the Start a Chat option first — most problems people delete over turn out to be a setting.

# Getting help

The Help Center in the app menu offers four routes:

Option Use it for
Report problem Reporting a bug or something behaving incorrectly
Contact us Emailing the support team
User guide This documentation
Live chat Talking to a person — typically answered in under an hour

You can also email support@settime.io directly. Some things — SMS and WhatsApp message templates, and moving your data over from another system — are handled by support rather than in the app.

When reporting a problem with a specific booking, include the appointment ID. You will find it on the appointment details screen with a copy button beside it.

# What’s new and suggesting improvements

What’s New lists recently added features with a short description of each — worth checking occasionally, since SetTime ships regularly.

Suggest improvement sends feedback straight to the SetTime team. If something would make your working day easier, tell us there — a good deal of what ships starts as a customer suggestion.