Set tutorial for professionals · English

Your complete guide to Set.

Learn how to use Set on the web and in the app: sign up, add services, set hours, manage bookings, clients, payments, your team and Set+ business tools.

Start taking bookings

From your first sign-in to a booking link you can share with confidence.

Create your professional account

Core and Set+

Choose a setup path, enter your business details and create your own login.

On the web

Select Get started on the website, or open Sign up as a business. Choose Starting fresh or Switching over from another service.

In the app

Open Set and choose the professional sign-up experience. Follow the business setup prompts, not client signup.

Steps

Choose your specialty. Use Custom if the available specialties do not describe your work.
Enter your name, business name, an email you can access and a password of at least eight characters. Choose your business-address, mobile or online location option where offered.
For a fresh setup, enter your first services and review the Hours step. Do not assume the default hours match your schedule. Review or skip optional steps using the controls shown.
Review the plan and professional terms before accepting. Decide later is available on website signup; choosing a plan is not the same as connecting an account to receive client payments.
Finish creating the account. Once you reach your dashboard, complete the remaining setup items before sharing your page.

You have a professional login and a business workspace. Creating an account alone does not guarantee that your profile is published or ready for online payment.

Tips

Already have a login? Sign in instead of creating another account. If signup appears to time out, try signing in with that email before submitting again.
Use your own login for each team member. Never share the owner's password.

Create a business account

Claim a profile Set prepared for you

Core and Set+

Take ownership of an existing preview without creating a duplicate business.

On the web

Open the private claim link provided by Set. It opens a Claim your profile page in your browser.

In the app

Complete the claim in the browser, then sign into the professional app with the claimed email and your new password.

Steps

Check that the business and email shown belong to you. Ask Set Support for help if they do not.
Read the selected plan and billing-start terms. Your invitation may specify normal billing, free days, a future billing date or complimentary access; the actual invitation is authoritative.
Create and confirm your password, then accept the terms displayed on the claim form.
Submit the claim and wait for the success confirmation. Review the imported services, hours and contact details in the dashboard before sharing your link.

The prepared business belongs to your account and you can edit it. Billing follows the terms you accepted, not a universal trial promise.

Tips

Claim links are private and single-use. If a link is invalid or the terms change while you are claiming, request a current link or review the refreshed terms.
Do not sign up a second business just because the claim link has already been used; try logging in.

Sign in, recover access and resume setup

Core and Set+

Use the professional login and return to the correct business.

On the web

Open Pro Login. After login, use the dashboard; a client account has a separate account experience. Use the app's recovery flow or contact Support if you cannot access your account and no recovery control is displayed here.

In the app

Choose the professional role when opening Set. Use the login recovery controls if needed and Settings for account controls after signing in.

Steps

Enter the email and password used for your professional account. If you manage multiple businesses, check which business is active.
If you forgot your password, use the password-recovery option on the login screen and follow the emailed verification instructions.
If you were switching platforms, return to the switch-over setup to resume unfinished imports. Review each remaining step; do not reimport items that are already saved.
If you are signed in but need to change credentials, use the account/security controls rather than starting another signup.

You are back in the right workspace without duplicating your account or imported data.

Tips

Check your spam folder for verification email. Never paste a password or verification code into Support.
Signing out does not delete your business, cancel bookings or cancel your Set subscription.

Open pro login

Move from another booking platform

Core and Set+

Bring services, client contacts and upcoming appointments over in separate reviewed steps.

On the web

Choose Switching over at signup. Existing accounts can use the switch-over setup and the import controls in their dashboard.

In the app

Choose Switching over during professional signup or use the relevant import screen in Services or Clients.

Steps

Start with services: use a supported public profile URL or screenshots, then review names, duration, pricing and selected rows before confirming.
Export your private client list from the previous platform as CSV. Import it separately in Clients and match the columns, including notes when present.
Upload screenshots of upcoming appointments in the appointment-import flow. Check every client, service, provider, date and time; correct uncertain data before saving.
Review any Set+ import offer and billing terms before accepting. Previewing data is not an agreement to a paid upgrade.
Set your working hours, check imported appointments against the calendar, preview your profile and then share your new booking link with clients.

You have reviewed the data saved in Set. Imports do not create fictional historical bookings or claim that Set collected payments made elsewhere.

Tips

Public profile links do not contain private client records or private notes. You need an authorized export for those.
Do not upload someone else's confidential client records. Review sensitive notes and import only records you are authorized to manage.
You can skip an import and return later. Check for existing records before retrying a completed import.

Open switch-over setup

Preview, publish or hide your booking page

Core and Set+

Check what clients see and make your profile available for booking.

Business-management access is required.

On the web

Open Dashboard → Profile and expand Publishing. Use the profile preview/link controls to review your public page.

In the app

Open Settings → Preview public profile to check the page. Use Settings → Public profile to publish or hide it.

Steps

Add at least one active service and save at least one open day in your business hours.
Review your name, address/location, contact details, service prices, payment instructions, policies and images in the public preview.
Enable Public profile or the publishing control shown for your business. Complete any readiness or subscription warning rather than ignoring it.
Open the public booking link in a separate browser to check the page clients receive. Choose a service and inspect the available dates before sharing.
To stop showing the profile, turn publishing off. Handle any existing appointments separately; hiding the page does not cancel them.

Eligible clients can open your published page. Previewing alone does not publish a page or bypass account restrictions.

Tips

Stripe is optional for pay-in-person services. You do not need online payment setup just to publish.
A billing restriction can affect visibility or new bookings. Check Plan & Billing for the actual status.
If no times appear, check business hours, service weekdays, staff hours, duration and blocked time.

Open profile settings

Your profile and brand

Make your booking page accurate, recognizable and easy for clients to use.

Edit business details, location and timezone

Core and Set+

Keep the information on your public page and booking records accurate.

Manager controls are required for business-wide changes.

On the web

Open Dashboard → Profile → Business information. Contact and timezone settings are also available in Dashboard → Settings.

In the app

Open Settings → Business profile. Review the location and contact fields in the form.

Steps

Update your name, business name and specialty. Choose a custom specialty if needed.
Review your location type and address, then enter the contact information clients should use.
Check your business timezone, especially if you moved or the calendar appears offset. Review upcoming appointments after any timezone change.
Save the form and wait for success. Reopen the editor or preview the page to confirm the new values persisted.

The saved details are used where Set displays your business, including your profile and digital card.

Tips

Changing a public contact field is different from changing the account's login email.
Location affects map discovery and local pricing suggestions. Use accurate information rather than placing private details in your bio.

Edit your profile

Customize page colors and presentation

Core and Set+

Change your client-facing theme without changing your personal dashboard theme.

On the web

Open Dashboard → Profile and expand Appearance. Review Presentation for additional plan-dependent options.

In the app

Open Settings → Profile appearance. Business-profile content and personal app theme have separate controls.

Steps

Choose the public-page theme and accent from the controls available for your plan.
Adjust button, text and background overrides where offered. Check that text remains readable on your chosen colors.
Save the appearance settings, then open your public preview and inspect service buttons and booking actions.
For additional presentation options marked Set+, review their plan requirement before enabling or upgrading.

Clients see your saved profile styling. This does not change your personal dashboard theme, service prices or payment rules.

Tips

Check both a phone-sized and a larger preview. A color that looks good behind a photo may not be readable on buttons.
Use the current website editor if an older installed app does not show an appearance option.

Open appearance controls

Edit About content and order profile sections

Core and Set+

Explain your business and choose the order in which clients see information.

On the web

Use Dashboard → Profile → Business information for About content and Page layout for section order and visibility.

In the app

Open Settings → Business profile. Expand Page layout to find Profile sections and visibility switches.

Steps

Write a concise introduction with the relevant contact, booking or preparation details. On the website, use the paragraph, heading, list and link controls where offered.
Use the section-order arrows to move About, Gallery, Services, Team, Location, Hours, Policies and Reviews into your preferred order.
Use the section visibility switches for the optional content you want clients to see.
Save each edited area as prompted and inspect the preview. Open any public link you added to ensure it points to the right destination.

Your public profile follows the saved content and supported layout choices.

Tips

Do not place private client notes or confidential treatment photos in About or Gallery.
Turning a public section off does not delete the underlying reviews, services or business records.

Open page layout

Add profile photos, gallery images and a video

Core and Set+

Show your work publicly while keeping treatment records private.

On the web

Open Dashboard → Profile → Cover and photos to manage the profile image, cover and gallery. The featured-video editor is in the gallery controls.

In the app

Open Settings → Business profile and expand the image/gallery controls. Use Profile appearance for page styling.

Steps

Choose the correct image control: profile image, cover image or gallery photo. Pick a supported image from your device and review its preview.
Remove unwanted public gallery images and respect the limit displayed in the editor. Save the changes.
For a featured video, Set+ members can paste a supported YouTube video or public Instagram post/Reel link in the video field.
Validate or preview the link using the editor, save it and open the public profile. The video appears with the gallery; it remains hosted by its provider.

Saved public images and an eligible featured-video link appear on your profile.

Tips

Featured video links require Set+. Gallery photos are separate from this benefit.
Private or embedding-disabled videos may not play. Use the provider-open link or replace the URL; Instagram controls its embed behavior.
Browser autoplay rules can require a tap. An embed is not a guarantee of frameless playback or automatic sound.
For confidential before/after images, use private client treatment records rather than the public gallery.

Open profile images

Embed booking on your website or Wix site

Core and Set+

Use Set's generated booking widget instead of rebuilding your schedule.

On the web

Open Dashboard → Profile → Booking widget/embed controls.

In the app

Widget installation is best completed on the website. Open Set's web dashboard to generate and copy the embed code.

Steps

Publish your booking profile and open the website widget editor.
Choose the supported view, theme and accent settings, then review the preview.
Copy the generated iframe code. In your website builder, add an HTML/embed block and paste it; in Wix, use an HTML embed element.
Publish your own website and test the widget on phone and desktop. Check the page height and make sure clients can complete the flow.

Your site displays Set's live booking experience with the generated widget settings.

Tips

Use the generated code, not an arbitrary URL or the dashboard URL. Your website builder may need its own layout adjustments.
The widget still follows your real availability, publishing status and booking rules.

Open the web widget editor

Services and availability

Build an organized menu and offer only the times you can actually work.

Create or edit a service

Core and Set+

Set its name, duration, price, description and booking options.

Services and business hours require business-management access.

On the web

Open Dashboard → Services & Hours, then Add service. Expand Service list and the relevant category to edit an existing service.

In the app

Open Services and tap the add (+) action. Tap an existing service to edit it.

Steps

Enter a clear service name, the full appointment duration and its price. For example, Consultation, 30 minutes, $45.
Add a description that explains what is included, preparation requirements and anything charged separately.
Assign a category and choose the weekdays on which this service is available. Business and provider hours still apply.
Expand advanced options for photos, Payment and Staff. For a new service in the app, use Show advanced options (Photos, Payment, Staff).
Create the service or tap Save changes. Confirm that the saved service is active and appears in the correct category.

The service is saved in your menu. Clients can book it only when its status, schedule and payment prerequisites allow.

Tips

Editing a service does not itself collect money or retroactively settle existing appointment balances.
Optional AI price suggestions are suggestions, not mandatory prices. Enter your own amount when appropriate.

Open Services & Hours

Group, filter, reorder and hide services

Core and Set+

Keep a long menu understandable instead of browsing one jumbled list.

On the web

In Services & Hours, expand Categories to manage groups. In Service list, expand only the categories you want to view.

In the app

In Services, use the category/folder controls to manage categories and the list's category controls to narrow what you see.

Steps

Create categories with recognizable names such as Consultations or Treatments. Rename or reorder categories using the available edit and arrow controls.
Edit each service, assign its category and save. Services without a category remain in the uncategorized grouping.
Collapse groups you are not working on. Use the category filters where shown to focus on the services you need.
Use service reorder controls to adjust the menu within the supported grouping.
To stop offering a service, switch its active/visibility setting off and save. Use Delete service only after reviewing its confirmation.

Your saved menu is organized for clients and easier to manage. Collapsing a group or filtering the editor does not hide services from the public page.

Tips

Changing a category does not change price, duration, payment mode or provider eligibility.
Hiding a service does not automatically cancel existing appointments for it.

Choose in-person payment, deposits or full payment

Core and Set+

Decide what clients pay when booking and how the balance is collected.

On the web

Edit a service in Services & Hours and find its Payment settings.

In the app

Open Services → select a service → Payment. Expand advanced options when creating a new service.

Steps

Choose In person if clients should reserve without paying Set online. Collect payment using your actual in-person method.
To require money at booking, complete payment setup first, then choose Deposit or Pay full.
For a deposit, select a fixed amount or percentage and enter the value. Choose the supported remainder method: In person or In app.
For deposit services, enable Allow pay in full only if you want clients to have the optional full-payment choice. Turning it off keeps the deposit requirement but removes that choice.
Save and inspect the service's client booking flow to check the amount due now and any remaining balance.

New bookings use the saved payment mode. Deposit/prepaid bookings need successful confirmation of the required initial payment.

Tips

Stripe must allow charges before online modes can be used; a subscription billing card does not enable client payments.
Pay full requires full prepayment. Deposit plus Allow pay in full gives a choice; they are not the same setting.
Abandoned online payments can leave a temporary hold before release. Do not assume a pending hold is a confirmed paid appointment.

Use add-ons, service options, quotes and starting prices

Core and Set+

Describe optional extras and advanced pricing without promising unsupported checkout flows.

On the web

Edit the main service for Add-ons and available advanced pricing options. Manage quote requests through the catalog/business tools shown in Services & Hours.

In the app

Open the service form. Add-ons appear below Description in current versions; expand advanced settings for other options.

Steps

For a separately priced optional extra, add an add-on name, extra price and extra minutes. Make it visible and save the main service.
Explain in the description what the base service includes. On the public web booking page, check that selected add-ons update the total and duration.
For service options, starting-at prices or quote-based services, review the Set+ requirement and fill in the relevant pricing controls before saving.
For a quote request, review the client's request and use the available quote/reply action. Check the status shown after responding.

The service accurately represents its supported extras and pricing. Starting-at pricing is not a promise of a final fixed price.

Tips

Advanced pricing, service options and quotes are Set+ features; ordinary online promo codes are available on both plans.
Native client booking does not currently offer add-on selection in every flow. Use the public web booking link for supported selection; do not assume manual bookings or reschedules support every option.
If your installed pro app lacks an editor control, use Services & Hours on the website.

Open the web service editor

Import services from a link or screenshots

Core and Set+

Review extracted services before adding them to your menu.

On the web

Open Services & Hours and use the service-import controls, or start from switch-over setup.

In the app

Open Services and tap the import/download action.

Steps

Choose a supported public profile link, such as Booksy, Fresha or GlossGenius, or select service-menu screenshots/photos.
For an unsupported link source, use the screenshot route if available rather than substituting an unrelated URL.
Wait for extraction and check every name, price and duration. Correct uncertain fields and select only the rows you want.
Review any optional advanced-catalog import/Set+ offer separately from the basic import.
Confirm the selected services, then open the menu to check categories, availability and payment settings.

Selected services are saved after review. Imported services default to pay in person until you configure eligible online payment.

Tips

A public service URL cannot import private clients, confidential notes or appointments.
Check for services already imported before retrying. Screenshot extraction can misread prices or durations.

Open service import

Set weekly hours and service weekdays

Core and Set+

Choose open days and start/end times that match your real schedule.

On the web

Open Dashboard → Services & Hours → Weekly hours.

In the app

Open Settings → Business hours.

Steps

Turn on each day you work and turn off each closed day.
Set the opening and closing time for every open day. Allow enough room for the full duration of your longest appointments.
Save the hours and inspect the public booking calendar for a representative day.
If only one service should be offered on particular weekdays, edit that service's available days rather than changing the entire business schedule.
For a team, also inspect the assigned provider's hours and service eligibility.

New availability is based on saved working hours, service weekdays, the relevant provider, existing appointments and blocks.

Tips

A service weekday restriction does not open a closed day.
Check the business timezone if the same appointment appears at an unexpected local time.
Changing hours does not cancel existing bookings; review those separately.

Open working hours

Block lunch, time off or a whole day

Core and Set+

Remove time from new availability without changing every weekly schedule.

On the web

Open Services & Hours → Time off, or use the appointment calendar's blocking controls.

In the app

Open Settings → Time off, or use the supported block-time action from Calendar/Overview.

Steps

Choose the date and decide whether the block covers the whole day or a time range.
For a partial block, enter the start and end time. Select the relevant staff scope where offered.
Review any overlapping appointment warning. Blocking time does not itself reschedule or cancel those appointments.
Save the block and check the calendar. To reopen that time, use the block's delete/remove action and confirm.

The blocked range is excluded from new bookable availability according to its saved scope.

Tips

Do not use a fake appointment as a substitute for time off.
If an override is offered for a manual booking, review exactly which conflict you are overriding.

Open Time off

Troubleshoot missing booking times

Core and Set+

Check the schedule inputs in order before assuming something is broken.

On the web

Check Services & Hours, Team and Profile in the dashboard, then compare the public booking page.

In the app

Check Services, Settings → Business hours, Team, Time off and Public profile.

Steps

Confirm the service is active and allowed on the weekday the client selected.
Check that the business and selected provider have applicable open hours. Check the provider is assigned to that service.
Allow the full service duration, including selected extras, to fit before closing without overlapping another appointment.
Check whole-day and partial blocks, existing bookings and the scheduling restrictions offered in your settings.
If the whole profile is unavailable, inspect publishing readiness and Plan & Billing. If only online payment is unavailable, inspect payment setup.
Reload availability after saving changes. If a specific time still fails, give Support the service, date, provider and exact error, not a password.

You can distinguish a genuine schedule restriction from a publishing, billing, provider or loading issue.

Tips

Availability can change while a client is booking. A time shown earlier may have just been taken.
Try another eligible service/provider/date to narrow the issue; do not disable protections merely to make a slot appear.

Appointments and checkout

Create bookings, manage changes and keep service status separate from payment status.

Create a manual appointment

Core and Set+

Add a booking for a client directly from your calendar.

On the web

Open Dashboard → Appointments and use New booking or the calendar's add action.

In the app

Open Calendar and use the new-booking (+) action, or New booking on Overview.

Steps

Choose an existing client or enter the client's name and required contact information. Check that you are not selecting a different person who shares a phone number.
Select the service and eligible provider. Use the category controls when offered to find the correct service.
Choose the date and time, review the full duration and check any booking or blocked-time conflict.
Review the payment/confirmation requirements displayed. A manual entry is not evidence that you collected money.
Save and wait for confirmation. Open the new appointment to check the client, provider, time and payment information.

A saved appointment reserves the supported time and appears in the calendar.

Tips

Do not assume every manual-booking flow supports public-page add-ons or all Set+ options.
Never override a conflict until you understand the appointment or block it overlaps.

Open Appointments

Use the calendar and update appointment status

Core and Set+

Review requests, mark outcomes and distinguish a completed service from a paid balance.

On the web

Open Dashboard → Appointments and use the available date/view controls.

In the app

Open Calendar. Select an appointment to open its detail screen.

Steps

Use the day/week and date navigation to find the booking. Check the provider and business if you work across teams.
Open an appointment to inspect its service, client, start time, duration, status, payment information and notes/forms.
For a request or pending appointment, follow the action appropriate to the reason shown. A required online payment must be confirmed before treating the booking as paid.
Use the available completion, cancellation or no-show action only when it matches what happened. Review the confirmation before applying it.
After a change, check the saved status and any remaining payment balance separately.

Your calendar reflects recorded booking outcomes. Completion or the passage of time does not establish that a client paid in person.

Tips

A pending payment hold and a confirmed paid appointment are different states.
Do not mark an unpaid service paid simply to make a calendar item disappear. Use payment records and the actual collection method.

Move or cancel an appointment as a professional

Core and Set+

Make a deliberate schedule change and check its effect on clients and payments.

On the web

Open an appointment in Appointments. Supported calendar views also offer drag-to-move interactions.

In the app

Open the appointment from Calendar and use its edit/reschedule or cancellation controls.

Steps

Check the client, service and provider before changing anything.
For rescheduling, choose an available new date/time and review any provider or conflict warning. Confirm the change and verify its new location in the calendar.
For cancellation, use the cancellation action and review the notice before confirming.
Review any notification options and use the saved appointment details to confirm the final result.
Check recorded payments separately. If a refund is appropriate, use the supported refund process rather than assuming cancellation returns money.

The appointment's time or status changes only after a successful confirmation.

Tips

Blocked time and staff availability still matter when rescheduling.
Do not promise an automatic deposit refund or refund arrival date. Review the applicable policy and actual payment record.

Understand what clients do when booking online

Core and Set+

Walk through your own public booking flow before sending clients to it.

On the web

Open the public profile link, not the dashboard editor. Clients can book through the website without downloading the app.

In the app

Clients use the client experience to find a professional, select a service and book. Professional settings are separate.

Steps

Select a service and any supported options or add-ons. Choose a provider when provider selection is offered.
Choose an available date/time, enter client details and review the booking's price, required payment and policies.
Complete required policy/form acknowledgments. Optional appointment/service SMS and marketing SMS choices are separate and should each be reviewed.
For a deposit or prepaid service, complete the secure payment step. For pay in person, follow the confirmation flow without assuming an online card charge.
Wait for a confirmed result and keep the confirmation/manage-booking link. Signed-in clients can also review appointments in their account.

The client has a confirmed booking once its actual requirements are satisfied.

Tips

Do not submit a real paid test unless you intend to make a real payment.
The public web flow and native client flow do not support every option identically; use the web link when a required option is not available in the installed app.
Booking is not permission for promotional SMS. Optional consent choices must remain voluntary.

Let guests manage bookings without signing in

Core and Set+

Use the private appointment-specific Manage booking link, not a reply to a reminder.

On the web

Clients open Manage booking from their booking email or the manage link in supported text notifications.

In the app

The private link opens the guest management web page. A signed-in client's appointment controls are a separate route.

Steps

Open the newest Manage booking link associated with the correct appointment. Keep it private because it grants access to that booking.
Review the service, provider and time. Use Reschedule only when that action is offered.
Choose a new available time, complete any required acknowledgments and confirm. The original appointment remains until the change succeeds.
For cancellation, read the payment/policy warning and explicitly confirm cancellation.
If the link is invalid, expired, incomplete or the permitted change window has ended, contact the professional using the contact options shown.

An eligible guest can change or cancel that particular booking without an account. Expired, past or otherwise ineligible bookings do not expose change actions.

Tips

Replying to an email or text is not the cancel/reschedule mechanism. Use Manage booking.
Cancellation does not guarantee a refund. Paid amounts and deposits may be forfeited under the applicable policy.
Do not publish or forward a private manage link as though it were your general booking page.

Collect a remaining balance and record checkout

Core and Set+

Review what was paid, what remains and which collection actions are available.

Supported checkout is available to managers and reception, not staff-only accounts.

On the web

Open the appointment's checkout/payment controls from Appointments.

In the app

Open the appointment in Calendar and select the available checkout or collect-remainder action.

Steps

Review the service total, any recorded initial payment, discounts and remaining balance.
Apply a supported checkout discount only if appropriate and review the resulting amount before collecting.
For an eligible in-app remainder, use the collect/charge action and confirm the amount. Wait for the recorded result rather than tapping repeatedly.
For money collected in person, use the supported record-payment method only after actually receiving it. Recording a cash/external payment is not a Set card charge.
Reopen the appointment and check the payment status and balance. Mark service completion separately when appropriate.

Checkout reflects a successful collection or an explicitly recorded real-world payment, not an assumption based on appointment status.

Tips

An initial deposit is not the same as full payment.
If a charge result is uncertain, check the transaction before retrying to avoid double charging.
A financial note such as '$20 off next visit' does not apply a discount automatically.

Create promo codes for online bookings

Core and Set+

Offer discounts before clients pay online; available on both Core and Set+.

On the web

Open Dashboard → Profile → Promo codes.

In the app

Open Settings and choose Promo codes.

Steps

Create a code using the promo-code editor. Choose the supported discount type and amount.
Set the eligibility, date or usage restrictions offered in the editor. Check any service scope and activation setting.
Save the code, then share its exact spelling and conditions with the intended clients.
Preview an eligible online booking, apply the code before payment and verify the revised total and amount due now.
Deactivate or edit a promotion using its management controls when it should no longer be offered.

Eligible new online bookings can apply a valid code before confirming payment.

Tips

A code must satisfy its actual restrictions; it is not a retroactive refund for an existing charge.
Checkout discounts, promotional codes and free-text client notes are different tools.
Do not assume service-booking codes apply to retail orders, packages or memberships unless that flow explicitly supports them.

Open promo codes

Bring over upcoming appointments

Core and Set+

Import upcoming time from screenshots and verify every uncertain detail.

On the web

Open switch-over setup and choose the upcoming-appointment import step.

In the app

Use the appointment screenshot-import step in the switch-over flow.

Steps

Import or create your services first so appointment rows can be matched correctly.
Upload clear screenshots of upcoming appointments. Include the date, service and time wherever possible.
Review extracted names, contact information, dates, times, services and providers. Correct any unmatched or uncertain fields before selecting rows.
Review any conflicts and the terms displayed for the import before confirming.
Check the saved appointments in Calendar and retain any off-platform payment evidence separately.

Selected upcoming appointments occupy the intended calendar time without inventing Set-processed payments.

Tips

Past visits are not imported as fictional paid/completed appointments. Use supported prior-visit records for historical context.
Check ambiguous dates, AM/PM and business timezone carefully.

Open appointment import

Clients and private records

Manage contacts, notes and forms without exposing confidential information publicly.

Find, edit and export client records

Core and Set+

Keep contact details accurate and review the right person's history.

On the web

Open Dashboard → Clients to search, inspect contact/visit information, edit supported birthday details and export contacts. Use the app for the full contact editor, messaging and CSV import.

In the app

Open Clients, search for the person and tap their record. The top actions are Message, Import and Export.

Steps

Search by the available contact/name fields and open the correct client. Compare identifying information before editing.
Use the edit controls to update the supported contact fields, birthday or client information and save.
Review appointment/visit information and the record's messaging/consent status where shown.
To download contacts, choose Export and save the file securely. Review which fields are included before sharing it with another system.

Your saved contacts remain distinct from appointment and payment records.

Tips

A shared phone number does not necessarily mean two people are the same client.
CSV exports can contain private information. Store them securely and do not upload them to a public gallery.
Importing a contact does not create completed appointments or prove SMS consent.

Open Clients

Import a client CSV, including notes

Core and Set+

Match columns, preview the data and keep imported notes private.

On the web

CSV client import is available in the Set app. The current web Clients screen offers export and client information, not the full import editor.

In the app

Open Clients → Import and select the CSV using the file picker.

Steps

Export the client list from your previous system. Include notes in that export if the system permits it; a public profile URL will not contain private notes.
Choose the file and map its columns to the supported fields such as name, phone, email and notes.
Inspect the preview, missing-contact warnings and duplicate/matching behavior. Select only intended rows and correct mapping errors before proceeding.
Confirm the import and wait for the result. Open representative client records to verify names, contacts and private notes.
If notes are absent from the export, enter them manually in private client records rather than placing them in public profile content.

Selected contacts and supported note fields are imported as business-private records.

Tips

Only import records you are authorized to manage. Do not send confidential exports through public links.
Importing phone numbers is not permission to send appointment or promotional SMS. Keep consent separate.
Do not assume every rich form, attachment or proprietary note format can be recreated from a CSV.

Get the app for client import

Add private notes, treatment forms and photos

Core and Set+

Keep appointment-linked treatment information separate from the public gallery.

On the web

The dedicated private treatment-record editor is in the Set app. The web Clients detail view is not that editor; do not put confidential notes in your public profile.

In the app

Open Clients → the client to view private records, or open the client record from an appointment. Use Notes, SOAP notes, Forms and the private photo controls.

Steps

Open the correct client and, when applicable, the correct appointment. Check the identity before adding sensitive information.
Create a note and enter your treatment observations. Use structured/SOAP fields only where that option is offered.
Add private treatment photos through the record's photo controls, not the business's public gallery.
Complete the form fields and save. Reopen the record to confirm the entry is attached to the intended client/appointment.
Use available edit/delete controls deliberately. Keep clinically or operationally important information accurate and avoid unnecessary sensitive details.

Treatment records remain in the authorized business workflow rather than appearing on the public profile.

Tips

Access depends on your business role; private does not mean every team member automatically has permission.
A note saying '$100 off' does not create a real discount, refund or payment. Use the actual financial controls for those actions.
If a particular record editor is absent in your installed app, check the current app or the available web controls rather than putting notes into public content.

Get the app for private records

Set policies, intake forms, waivers and signatures

Core and Set+

Explain booking terms and collect supported acknowledgments in the booking flow.

Business-wide policy/template editing requires management permission.

On the web

Open Dashboard → Policies for the protection and policy tools.

In the app

Open the Policies/protection tools from Settings. Review appointment form status from the appointment's records.

Steps

Open the policy editor and review the supported booking, cancellation and preparation terms.
Create or edit the available intake form, waiver or contract template. Associate it with the relevant scope/services where offered.
Choose the required acknowledgment/signature options supported by the editor and save.
Preview a client booking to check which terms and fields appear before confirmation.
Open a real appointment's form/acknowledgment status when reviewing completion. Use resend only when the supported action is present and appropriate.

Supported policy and form requirements are presented and recorded through Set's actual booking flow.

Tips

These protection tools are available on Core and Set+. They are not a guarantee against disputes or a substitute for professional legal advice.
Do not assume a public policy paragraph is the same as a recorded client signature.
Private treatment notes and client-completed intake forms serve different purposes.

Open Policies

Preserve client history from before Set

Core and Set+

Keep prior-visit context in private notes without fabricating paid appointments.

On the web

Clients shows recorded visit history. The upcoming-appointment import is not a general historical-visit importer.

In the app

Open Clients → the client and use private Notes for historical context you are authorized to retain.

Steps

Review the client's actual Set appointments and any notes imported with an authorized client CSV.
Add a private note describing relevant previous-platform visits, with a clear source/date when you know it.
Save and reopen the note to verify the historical context.
Keep that context separate from the displayed Set appointment list, visit totals and payment records. Do not create fake past appointments to change them.

Historical context remains available as private information, not as invented Set bookings, visit counts or collections.

Tips

A contact import is not a visit import.
Do not create paid bookings merely to raise a visit count or report total.

Message clients and reuse templates

Core and Set+

Select the right recipients and review the channel before sending.

On the web

Use the Set app for the client-list Message and template flow. The current web Clients view does not contain that full messaging editor.

In the app

Open Clients → Message. Some text actions open your device's messaging app rather than sending through Set.

Steps

Select the intended clients and verify that the selected channel has the required contact details.
Write a clear message or choose an existing template. Use Save as template if you want to reuse the wording later.
Check the recipient count, business name, message content and booking link before sending.
For email, respect the supported opt-outs. For Set-managed SMS, check subscription access, sending eligibility, consent and usage first.
Review the result. A template saved successfully is not a sent message, and opening the device SMS composer does not prove delivery.

You deliberately send through the channel shown, or save reusable wording without sending it.

Tips

Appointment/service consent and promotional consent are separate. Do not treat an imported number as consent.
Device SMS uses your device and carrier; it is not the same as Set's automated reminder service.
Review selected recipients again after changing filters or selecting a template.

Get the app for client messages

Payments and payouts

Understand client charges, available funds, refunds and your separate Set bill.

Set up online client payments

Core and Set+

Connect the account that receives booking payments—not the card that pays for Set.

Business-management access is required.

On the web

Open Dashboard → Payments and use the setup/manage-payments controls.

In the app

Open Settings → Payments and tap its setup/manage button.

Steps

Start the secure payment onboarding and enter the requested business and identity details.
Add the payout destination and complete any outstanding verification steps shown.
Return to Set and check whether charges are enabled. Opening onboarding or attaching a bank alone is not proof of approval.
Edit each service's Payment settings to choose an online deposit or full prepayment.
Preview the service's booking flow and inspect what is due before confirmation.

An eligible payment account can accept supported online client charges. The payment provider controls account approval.

Tips

Online payment setup is optional if clients pay in person.
Your Set subscription billing card is a separate setup. It does not receive client payouts.
Never send bank details, full card numbers or identity documents in Support chat.

Open Payments

Check earnings, pending funds and payouts

Core and Set+

A payment, an available balance and money arriving in your bank are different stages.

Business balances and payout-management controls are management-only; staff views can be limited to their own earnings.

On the web

Open Dashboard → Payments to inspect available payout information and actions.

In the app

Open Payouts/Earnings from the professional experience.

Steps

Check the appointment's actual payment status and transaction before expecting payout funds.
Compare pending and available balances. Pending funds may not be eligible for payout yet.
Review recent payouts, their status and expected arrival information where shown.
For a standard payout, use the available payout controls only when eligible funds and a valid destination exist.
If payout is delayed or restricted, check verification/account alerts and give Support the transaction date, amount and status for investigation.

You know whether money is still pending, available, already being paid out or awaiting attention.

Tips

Completing an appointment or recording cash does not add an online Stripe balance.
Bank holidays and weekends can affect arrival, but do not assume that is the reason for a specific delay.
Business Stripe funds are separate from staff earnings calculations and Set subscription invoices.

Use instant payouts when eligible

Core and Set+

Check both instantly available funds and the actual destination's eligibility.

Management and provider eligibility are required.

On the web

Open Payments → Instant Cash Out and the payout-destination controls offered for the connected account.

In the app

Open Payouts/Earnings and use the instant-payout controls if available.

Steps

Check the amount eligible for instant payout, not just the general pending or available balance.
Review the attached bank/debit destination and the payout methods the provider actually allows for it.
If card collection is offered, add an eligible card through the secure provider flow. If only bank editing is offered, do not assume Set can enable a card field for every account.
Review the amount, fee and destination before confirming an instant payout.
Wait for the result and inspect the payout record before requesting another transfer.

An instant payout is requested only when the provider permits it and the actual instant-eligible balance is sufficient.

Tips

A bank or debit card working instantly in another app does not guarantee eligibility for this connected account.
An available-to-pay-out amount of zero can reflect unsettled or ineligible funds; changing banks alone does not settle them.
Never promise a guaranteed arrival time or bypass provider restrictions.

Review cancellations, refunds and disputes

Core and Set+

Follow the original payment record and policy rather than assuming cancellation refunds money.

On the web

Open the relevant appointment/payment and its supported refund controls. For retail, use the order's refund controls.

In the app

Inspect the appointment's payment/transaction details and the supported refund action for your role.

Steps

Confirm which payment was actually collected, its amount and its original payment method.
Review the professional's cancellation policy and any deposit/full-payment terms before deciding the next action.
If an authorized refund action is offered, review its amount and warnings before confirming.
Check the resulting payment/refund status. For uncertain results, disputed amounts or missing refunds, ask human Set Support to review the specific record.
For money paid in cash or through another platform, use that original payment method; Set cannot refund a payment it did not process.

Refund decisions and records stay tied to actual payments, with no assumption of an automatic refund.

Tips

Cancelling a booking, voiding an unpaid manual ticket and refunding a real charge are different actions.
Protection evidence can help explain a dispute but cannot guarantee the outcome or bank processing time.

Review transactions, analytics and financial reports

Core and Set+

Know what each total includes before using it to reconcile your business.

On the web

Open Payments and Analytics for booking information. Business Tools → Reports provides Set+ business reports and exports.

In the app

Use Settings → Transactions, the available earnings/analytics screens and Business tools for supported reports.

Steps

Choose the date range and check the business timezone shown.
Compare individual payment records with their appointments when checking what was collected or remains outstanding.
In Analytics, review the available booking, client and revenue metrics and their labels.
In Set+ Reports, review booking collections, manual sales, retail collections/refunds, tax and expenses separately.
Export the supported report and compare it with payment-provider and external records rather than treating a recorded net total as a complete audited profit figure.

You can reconcile the records Set actually holds without double counting bookings as manual tickets.

Tips

A manually marked-paid ticket records an external payment; it is not a Set card charge.
Unknown external costs, cash not recorded in Set and missing historical data are not magically included.
Subscription payments are separate from client transaction totals.

Open Analytics

Your team

Give people their own access, working hours and service assignments.

Invite staff, reception and managers

Core and Set+

Choose a role that matches each person's responsibilities.

Team-management permission is required.

On the web

Open Dashboard → Team and use the add/invite controls.

In the app

Open Settings → Team and invite a member.

Steps

Enter the member's details and select the appropriate role. Managers have business-management controls, reception handles supported front-desk workflows, and staff access is more limited.
Review the seat-billing disclosure before adding active members beyond the included allowance.
Send or share the invitation using the available flow. The member accepts with their own login.
Check the roster afterward for accepted/active status, correct role and service assignments.
To edit, deactivate or remove a member, use their controls and review the appointment-handling options before confirming.

The member can access only the business and workflows authorized by their membership.

Tips

Do not share the owner's login to avoid a role restriction.
Removing membership does not mean all associated appointments were cancelled. Review the handling choice.
Both plans include three free team seats; additional active seats are billed under the displayed terms.

Open Team

Assign services and working hours to providers

Core and Set+

Make sure each service can be booked with the right people at the right times.

Business-management access is required.

On the web

Open Team for a member's hours. Open Services & Hours to edit service staff assignments.

In the app

Use Settings → Team for member hours and Services → the service's advanced Staff settings for assignments.

Steps

Open the staff member and review active status and bookable/provider settings.
Set individual working hours where the member needs a schedule different from the business's.
Open each service they provide, select the relevant staff assignments and save.
Preview booking with that provider on a representative day. Check duration, other appointments and blocked time.
If separate staff hours are not set, check the applicable business-hours fallback before concluding a provider has no schedule.

Provider availability reflects the saved service eligibility and applicable working hours.

Tips

A roster entry alone is not proof a person can provide every service.
Changing a provider's hours does not automatically move existing appointments.

Understand staff earnings and compensation

Core and Set+

Review calculated earnings without mistaking them for completed bank transfers.

On the web

Use the available Team/earnings controls for compensation settings and calculations.

In the app

Open the earnings view available for your role; staff views may show only their own information.

Steps

Management should review any compensation configuration and the services or staff it applies to.
Inspect the appointment's completion and actual payment records alongside the displayed earnings calculation.
Use calculated compensation as a record for reconciliation, not proof that a staff bank account received money.
Handle any unsupported settlement through your established process and retain accurate records.

Business funds, calculated staff compensation and actual staff payments remain distinguishable.

Tips

Do not assume automatic staff transfers are live. Calculation-only compensation does not move Stripe funds.
A staff-only account is not authorized to manage the business's payout destination or balances.

Switch businesses or leave a team

Core and Set+

Work under the correct membership without sharing accounts.

On the web

Use the dashboard's My businesses/account membership controls in Settings.

In the app

Open Settings → My businesses.

Steps

Review the business names and your role in each membership.
Choose Switch for the business you want to manage, then confirm the dashboard name and available navigation changed.
Before editing a service, appointment or client, verify that you are in the intended business.
To leave a team, use its leave action and read the confirmation. Request help from the owner for any appointment handover.

You work within the selected business's data and permissions, or remove your membership deliberately.

Tips

Your permission level can differ between businesses.
Leaving a team or signing out is not a way to cancel the owner's platform subscription.

Reviews and communication

Build trust, stay in touch and understand what each messaging channel can do.

Manage and import reviews

Core and Set+

Show real client feedback and bring over supported public reviews.

On the web

Open Dashboard → Reviews and select the supported review-source/import controls.

In the app

Open the Reviews screen through the professional management controls.

Steps

Review existing Set and imported feedback. Set reviews follow the supported authenticated-client appointment flow; do not create reviews on a client's behalf.
Choose a supported source and paste the actual public business-profile URL. Use the URL format/example displayed for that source.
Start the import/sync and wait for its final status. Check the number imported and any partial/failure explanation.
If the import is incomplete, use the supported retry rather than deleting unrelated reviews or submitting duplicate jobs.
Preview your public Reviews section and enable its visibility in Page layout if you want it displayed.

Supported public reviews are attributed to their source and shown according to your profile visibility settings.

Tips

The source's advertised total can differ from reviews its public endpoint actually returns. Do not promise inaccessible private feedback.
A resync can replace that source's imported data; review any warning first.
Share your profile link with #reviews to send visitors directly to the review section.

Open Reviews

Configure reminders, follow-ups and marketing

Set+

Use supported automation controls without assuming every message type is active.

On the web

Open Dashboard → Policies → Messaging to manage the available templates and automation controls.

In the app

Use the automation and messaging settings offered in the current app. Use the website if an editor is unavailable in your installed version.

Steps

Choose the supported reminder, follow-up or marketing automation and read its trigger and channel.
Review the timing, message template, business name and booking/manage links.
Enable only the channels with valid account eligibility and appropriate recipient consent.
Review the expected usage/charge disclosure before confirming paid SMS actions.
After saving, inspect the actual automation status. For a delivery issue, check the specific message's result rather than repeatedly resending.

Saved automations follow their configured triggers and the channel's real sending gates.

Tips

Marketing consent is not interchangeable with appointment consent.
A reply to a reminder is not a reschedule command. Supported appointment notices should direct clients to Manage booking.
Device-composed texts, email blasts and Set-managed automated SMS are separate channels with different delivery behavior.

Open web automations

Manage booking alerts and notifications

Core and Set+

Check system permissions and actual app/account settings.

On the web

Use the dashboard bell for available booking/review notifications. Check supported account settings for notification preferences.

In the app

Use the installed Set app's notification settings and your phone's system notification permissions.

Steps

Open the bell or relevant notification and inspect the associated booking or record.
On your phone, allow Set notifications in system settings if you want push alerts.
Check that you are signed into the correct professional account/business and that the installed app is current.
For email, verify your contact address and check spam filters.
If alerts are missing, report the appointment and channel to Support. Do not assume a missing alert means the booking was never saved.

You can distinguish a notification-permission problem from the actual appointment state.

Tips

Push notifications require a supported installed build; an Expo/testing preview is not proof of production push delivery.
Check Calendar directly for time-sensitive decisions.

Use referrals and available promotion tools

Core and Set+

Share the right link and review the terms before paying for placement.

On the web

Open Referrals or Boosts in the dashboard. Availability depends on the program and your account.

In the app

Use the referral/promotion controls offered in the professional app or open the web dashboard.

Steps

For referrals, open your account's referral area and copy the generated link. Read its eligibility and reward conditions.
Share the generated link, not a manually reconstructed code. Track the resulting status in the referral view.
The Overview referral shortcut appears only after a month of membership; its absence on a new account is not necessarily an error.
For a supported promotion/boost, review placement, dates, price and eligibility before confirming any purchase.
Use the status/analytics shown after purchase to understand delivery. Do not assume view or click counts automatically change campaign charges.

You use the supported program with the attribution and pricing it actually displays.

Tips

A professional referral link and the separate Set Partner program are different programs.
Promotion results are not a guarantee of appointments or revenue.

Open referrals

Set+ business tools

Sell supported products and offers, and keep your manual business records organized.

Create packages and client memberships

Set+

Define the included items, price and supported renewal terms.

Business-management permission is required.

On the web

Open Services & Hours → Packages/memberships or the offers section.

In the app

Use the packages/memberships/catalog controls available in the professional app; use the website for any editor not shown.

Steps

Create an offer and choose Package or Membership. Enter its name, description and price.
Add the supported service/product items and quantities. Check that each item matches what you can actually deliver.
For a membership, review the interval and auto-renew option where offered. Do not describe a one-time package as a recurring membership.
Save and activate the offer using the controls shown. Preview the client's purchase terms and payment requirements.
Use the purchased-offer/redemption controls to record supported usage and inspect remaining quantities.

An active offer has clear contents and terms, and supported redemptions reduce the recorded remaining allowance.

Tips

A client membership is separate from your own Set+ subscription.
Do not manually record a payment as though Set charged the client. Confirm the purchase/payment state before redeeming paid benefits.
Use the website editor if your installed app lacks the required fields.

Open offers on the web

Add inventory and sell products online

Set+

Publish individual products for supported pickup orders.

Business-management permission and eligible online payments are required for selling.

On the web

Open Business Tools → Inventory. Services & Hours → Products & retail also links to the catalog.

In the app

Open Business tools → Inventory in the current app. If a catalog field is missing, use the website editor.

Steps

Choose Add product. Enter the name, price, stock and relevant description, image, SKU, cost and low-stock information.
Save the product and check the difference between an active inventory item and one published for online sale.
Set the pickup sales-tax percentage in the retail settings before accepting online orders. Confirm the appropriate tax treatment for your business.
Publish each product you want clients to buy. Ensure your payment account is eligible and the public profile's Products section is visible/in the intended order.
Open the public profile and review the product, stock and pickup checkout before sharing it.

Eligible published products can be purchased through the supported online pickup flow. Inventory alone does not collect money.

Tips

This is not a promise of shipping, delivery or a full third-party ecommerce integration.
Publishing can fail separately from saving a product; inspect the saved product before creating another.
If Set+ selling becomes unavailable, existing orders still need pickup/refund management.

Open Inventory

Manage online orders, pickup and retail refunds

Set+

Keep payment, fulfillment and stock updates distinct.

On the web

Open Business Tools → Online orders. Existing orders remain manageable even when new selling is not enabled.

In the app

Open the available retail-order tools in Business tools or use the web order manager.

Steps

Search by order reference or client and filter by status.
Open the order and check its items, payment and pickup status. Use Refresh payment when the result is pending or uncertain.
Mark pickup/fulfillment only when the items have actually been handed over.
For a permitted refund, review the full amount and decide whether the items should return to sellable inventory.
Confirm the refund once and refresh its payment status before retrying an uncertain operation.

The order records reflect actual payment and fulfillment; a refund and a restock are intentional actions.

Tips

A pending payment is not proof of collection.
Only return items to sellable stock when they are actually available for resale.
Historical refunds lacking dates can be excluded from dated reports; reconcile the underlying order rather than assuming totals are complete.

Open online orders

Adjust stock and review inventory movements

Set+

Record deliveries, corrections and stock changes with a reason.

On the web

Open Business Tools → Inventory and select the product's stock/adjustment controls.

In the app

Use Inventory in Business tools; use the web editor for stock controls not present in your installed app.

Steps

Check the correct product, current stock and any outstanding orders before making a change.
Use the supported stock adjustment field to enter the change or corrected amount as the form specifies.
Add the reason, then save once and inspect the resulting stock.
Review stock movements and low-stock indicators. Archive products you no longer sell instead of losing the context for old orders.
Export the supported inventory report if you need an external reconciliation.

The catalog's stock and movement history reflect the adjustment you actually made.

Tips

Do not manually adjust the same sale twice if its order/ticket already changed stock.
Restocking a refunded item is separate from refunding its payment.

Open stock controls

Record manual sales and tickets

Set+

Track cash or external payments without pretending Set processed them.

On the web

Open Business Tools → Manual sales and choose New ticket.

In the app

Open Business tools → Sales & Tickets/manual sales. The website offers the supported full ticket editor.

Steps

Create a ticket, enter the client name and add product or custom line items.
Review quantities, unit prices, discount, tax and the total.
Choose Unpaid if you have not collected money. Use cash, external card or another recorded method only when that payment actually happened.
Save once and inspect the resulting ticket. Later, use Mark paid after collecting an unpaid balance.
If an unpaid ticket is invalid, use Void ticket with a reason and review the stock consequences. Paid tickets have different restrictions.

A ticket records a manual sale and its stated collection method. It does not initiate a card charge.

Tips

Do not enter an existing Set booking again as a ticket merely to include it in reports; that can double count activity.
If the save result is uncertain, follow the same-ticket retry guidance rather than starting duplicate tickets.
Voiding an unpaid ticket is not a refund.

Open manual sales

Record expenses and export business reports

Set+

Keep useful financial records without assuming Set knows every business cost.

On the web

Open Business Tools → Expenses or Reports.

In the app

Open Business tools and choose Expenses or Reports. Use the website for any unsupported export/edit control.

Steps

In Expenses, choose New expense and enter a description, category, positive amount and spending date.
Add relevant notes and save. Use edit or the confirmed delete action to correct a record.
In Reports, select 7/30/90 days, This month or a valid custom date range and check the displayed timezone.
Read booking collections, manual ticket totals, retail sales/refunds, discounts, tax and expenses separately.
Use Export for the supported report/list and retain it securely alongside external accounting records.

The selected report summarizes recorded activity for that range; it is not a complete accounting or tax determination.

Tips

Recording an expense does not pay a supplier or debit your bank.
Recorded net can omit external/unrecorded costs. Check the report's limitations before calling it profit.

Open Expenses

Your plan, settings and help

Understand your Set subscription and make the workspace work for you.

Understand Core, Set+ and any free trial

Core and Set+

Check your actual subscription terms, billing status and trial end date separately.

On the web

Open Dashboard → Plan & Billing.

In the app

Open Settings → Plan & Billing → Manage subscription.

Steps

Check the current plan and accepted pricing. Core is $9.99 per qualifying booking-active billing period; Set+ is $24.99 fixed monthly under its active billing terms.
Review your specific billing-start date, paid period, trial or complimentary terms. Do not assume every new Core or Set+ account has a standard free trial.
For a never-paid Core account, the first confirmed booking normally establishes the initial anniversary and the first charge follows the advance notice requirements. Import offers and claimed profiles can have their own explicitly accepted timing.
Review the included team-seat allowance and additional-seat price. Both plans include three free seats; additional eligible active seats are $9.99 each under the shown billing terms.
For a plan change, read its timing and consent screen before confirming. Existing paid time and any scheduled switch must be respected.
After a custom trial, paid continuation requires the necessary pro consent; inspect the actual end and access status rather than treating an old internal date as proof of a current trial.

You can distinguish plan entitlement, qualifying activity, a real trial, payment status and a scheduled change.

Tips

Both plans include core protection tools and online promo codes. Set+ adds advanced catalog/business tools and eligible SMS capabilities.
Client payments and Stripe payouts do not pay your Set subscription bill.
A trial/claim offer is account-specific; use the terms shown rather than a universal promise from a guide.

Open Plan & Billing

Add a card for your Set subscription

Core and Set+

Manage the card that pays Set, separate from client payments and payout destinations.

On the web

Open Plan & Billing and use Add a card or Update card.

In the app

Open Settings → Plan & Billing → Manage subscription → Add a card or Update card.

Steps

Review the plan, renewal terms and billing status before starting card setup.
Enter the card through the secure payment form, not a support message.
Complete any bank authentication and return to Set.
Wait for card status to refresh. If an invoice is outstanding, inspect that invoice's status separately rather than assuming card setup paid it.
Use the subscription controls to manage supported renewal/cancellation choices; logging out does not cancel billing.

Your billing card is saved for the accepted subscription terms. Saving a card is not proof that a particular invoice is paid.

Tips

This is not your bank/debit payout account or a client's saved booking card.
Never send full card details, security codes or bank credentials to Support.

Resolve a failed subscription payment

Core and Set+

Read the warning and outstanding invoice instead of relying on a generic activity label.

On the web

Open Plan & Billing and review the unpaid invoice, notice and account status.

In the app

Open Settings → Plan & Billing → Manage subscription.

Steps

Check the invoice amount and actual payment status. Qualifying bookings, an internal trial date and whether money was paid are separate facts.
Read the failure notice and grace deadline. The current retry policy schedules additional attempts around days 1, 2, 5 and 6 after the warning when eligible, rather than pausing at the first failure.
Update the saved card if needed and use the payment/retry controls actually offered. Do not repeatedly submit an uncertain charge.
After payment, refresh the subscription state and inspect the invoice's paid status. Review any remaining restrictions.
If access or payouts remain restricted unexpectedly, ask Support to reconcile the successful payment and account status.

Outstanding debt and account restrictions are reviewed against verified payment results.

Tips

The current policy gives seven days before nonpayment enforcement may hold payouts or hide the profile; use your actual notice/deadline as authoritative.
Do not promise automatic release of an unrelated provider, identity-verification or manually imposed restriction.
A payment attempt is not a successful payment, and a successful payment does not prove the destination bank has received a payout.

Customize Overview and restore removed widgets

Core and Set+

Arrange your workspace without losing access to hidden cards.

On the web

Use the dashboard customization controls on Overview. Settings also holds personal appearance/preferences.

In the app

On Overview, tap the pencil next to Messages to edit the dashboard in place.

Steps

Enter edit mode. On the app, the normal message/notification controls are replaced while editing.
Use the minus controls to remove supported widgets or sections. An empty layout is allowed.
Use the plus/add-widget action to restore an available widget. Check the available list rather than assuming removal deleted its data.
Adjust order, width or default schedule view with the controls offered on your platform.
Use the top-right check/save action to finish, then verify the resulting Overview. Quick-action preferences are separate from the main widget layout.

The saved layout changes what Overview displays without deleting business records.

Tips

Public booking-page appearance and your personal dashboard theme/layout are separate.
If an older app opens an outdated customization screen, update/restart the app and use the current Overview pencil flow.

Open Overview

Update credentials and protect private information

Core and Set+

Use account security controls, not public profile fields, to change login details.

On the web

Open Dashboard → Settings and find the account/security controls.

In the app

Open the professional Settings tab and use the password/email/account controls.

Steps

Use the login-email or password-change action rather than editing the public contact email.
Complete the required password or emailed-code verification and save the new credentials.
Keep your own login private and invite colleagues with separate accounts and appropriate roles.
Review the data/privacy/account actions offered before using a destructive option. Read the confirmation and resolve subscription/business obligations separately.
Sign out on shared devices and store exports containing client information securely.

Access changes happen through verified account controls, while public contact information remains a separate setting.

Tips

Support will not need your password, full card number or a login verification code.
Do not assume signing out, deleting a message or leaving a team deletes all business records or cancels billing.

Open account settings

Get help and report a problem

Core and Set+

Give the team enough detail to investigate without sharing secrets.

On the web

Open Support in the dashboard menu. Automated Bot answers common questions right away, and you can talk to a person from the same chat. You can also email support@set-booking.com.

In the app

Open Support in the professional app. Automated Bot and the Set team are identified separately.

Steps

Explain what you were trying to do, the screen you were on and the exact error or unexpected result.
Include a service/appointment date and a redacted screenshot when useful. Do not send full payment details, passwords or verification codes.
Ask the bot general how-to questions first. If its answer doesn't help, choose Not quite, then open this guide or choose Talk to a person. Account-specific payment, refund or access problems always go to the human team.
Watch the thread and your email for a response. A person replies within a day, depending on demand.
Keep your own copy of information you need to retain; support-chat messages are subject to the current retention policy.

Support receives a clear report and can distinguish a how-to question from an account-specific investigation.

Tips

For a time-sensitive client schedule change, contact the client/professional directly as appropriate; do not assume a support message changed the appointment.
This public tutorial never needs your private appointment-management token or account credentials.

Email Set Support

More app and client tools

Use the installed app's extra tools and understand the separate client experience.

Set up an appointment home-screen widget

Core and Set+

See a last-synced appointment snapshot from the installed app.

On the web

Home-screen widgets are a device feature, not a website dashboard widget.

In the app

Open the appointment widget settings in the supported installed Set app.

Steps

Sign into the intended role and business, then open the widget setup/instructions screen.
Review the snapshot settings and sync/refresh action shown.
Follow the device's home-screen widget instructions to add Set's available widget.
After changing role, business or appointments, open Set to sync and check the widget's last-updated information.

The supported widget shows a snapshot for the active experience; it is not a guaranteed live feed.

Tips

Widget availability depends on your device and installed native build.
Treat the app's current calendar as authoritative when the widget has not refreshed.
Dashboard customization and home-screen widgets are separate features.

Get the Set app

Check whether Tap to Pay is available

Core and Set+

Use only the supported installed-build and payment-account workflow.

Supported device, native build, account eligibility and authorized checkout access are required.

On the web

Browser booking payments are separate from Tap to Pay. Use the installed app for any supported contactless collection.

In the app

Open the Tap to Pay/payment collection screen when it is available in your installed version.

Steps

Open the tool and read its device, account and availability status.
Complete payment setup and the provider's required enrollment/terms if the screen offers them.
For a supported collection, verify the client and amount before starting and follow the device's contactless instructions.
Wait for a recorded success and check the transaction. If interrupted or uncertain, inspect the payment before retrying.
If the screen says unsupported or unavailable, use another supported collection method; a website setting cannot add missing native capability.

You know whether this installed app can actually perform the requested contactless collection.

Tips

An approval or entitlement in a development environment does not establish that every distributed app has the same capability.
Do not assume Expo previews, simulators, all iPhones or all Android devices can take these payments.
Online card payments and manual cash/external-card records remain separate workflows.

Get the Set app

Help clients with accounts and saved cards

Core and Set+

Explain the difference between a guest booking and a separate client account.

On the web

Clients use client signup/login and Account for their bookings and Saved cards. Pro Login is for the business.

In the app

Clients choose the client role, browse professionals and manage their own appointments in the client experience.

Steps

For booking without an account, direct the client to your public page and explain how to retain their private Manage booking link.
For a client account, use client signup/login rather than creating another professional business.
On the website, the client can open Account → Saved cards and complete secure card setup. Adding a card alone does not book an appointment.
During eligible signed-in app bookings, clients can use supported new/saved-card options. The native client Settings screen is not a standalone saved-card manager.
To change or cancel a booking, use the permitted appointment action or the private guest manage link and review the applicable policy.

Clients use their own account and secure payment flow, separate from the pro's subscription and payout controls.

Tips

Never ask a client to send you full card details or their password.
A saved card and a successfully paid appointment are different records.

Open client login

Set app language, theme and biometric login

Core and Set+

Adjust personal device preferences without changing your public booking page.

On the web

Use the website's available language/theme controls. Biometric login in Set is an installed-app feature.

In the app

Open Settings for Language, Appearance and Face ID / Touch ID login or Biometric login where supported.

Steps

Choose a supported language in the app's Language controls. Dates and display text follow the supported localization; your service names/content remain your own.
Choose your personal theme in Appearance. Use Profile appearance separately to change the public booking page.
On a supported device, enable the biometric-login switch and complete the system prompt.
Keep your account password available. Signing out removes biometric setup, so configure it again after a new login if needed.

Your personal experience reflects the saved preferences without modifying client data or prices.

Tips

The tutorial is currently written in English; changing app language does not translate these articles.
Biometric login depends on device support and enrolled biometrics; it does not grant another person's account access.

Your complete guide to Set.

Start taking bookings

Create your professional account

On the web

In the app

Steps

Tips

Claim a profile Set prepared for you

On the web

In the app

Steps

Tips

Sign in, recover access and resume setup

On the web

In the app

Steps

Tips

Move from another booking platform

On the web

In the app

Steps

Tips

Preview, publish or hide your booking page

On the web

In the app

Steps

Tips

Your profile and brand

Edit business details, location and timezone

On the web

In the app

Steps

Tips

Customize page colors and presentation

On the web

In the app

Steps

Tips

Edit About content and order profile sections

On the web

In the app

Steps

Tips

Add profile photos, gallery images and a video

On the web

In the app

Steps

Tips

Share your booking link, QR code and digital card

On the web

In the app

Steps

Tips

Embed booking on your website or Wix site

On the web

In the app

Steps

Tips

Services and availability

Create or edit a service

On the web

In the app

Steps

Tips

Group, filter, reorder and hide services

On the web

In the app

Steps

Tips

Choose in-person payment, deposits or full payment

On the web

In the app

Steps

Tips

Use add-ons, service options, quotes and starting prices

On the web

In the app

Steps

Tips

Import services from a link or screenshots