Setmore Features
Platform (68)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Assessment Management
Creation, administration, and evaluation of assessments or tests
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Mobile Access
Access software remotely via mobile devices
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Candidate Management
Build, track, and maintain relationships with candidates
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Advertising Management
Manage advertising space and its sales within your network or publication
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform Basics (2)
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
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Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (3)
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Automation
Automates some or all operation related tasks.
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Reminders
Reminders are automatically sent to all parties before an interview.
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Rescheduling
Provides interviewer, time, and location alternatives on short notice.
Notifications (5)
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Confirmations & Reminders
Ability to send confirmation and reminder emails & texts
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Scheduling Notifications
Receive a notification whenever a customer schedules an appointment
Recurring Appointments
Schedule repeating appointments based on a duration of time
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Group Scheduling
Automatically find mutually available meeting time slots across multiple calendars
Settings (3)
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Time Zone Detection
Automatically detects the time zone of both parties to avoid booking mistakes
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Availability Settings
Ability to set preferred availability to ensure appointments are only booked during approved times
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Blocked Time Settings
Ability to block off additional time between appointments for travel or preparation
Personalization (2)
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Branding
Personalize booking page with custom logos and colors to match branding
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Links
Personalize a booking link to share with customers
Integrations (4)
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Multi- Calendar Integration
Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc.
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Website Integration
Provides the ability to be embedded into websites
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Payment Acceptance
Integrates with payment processing software to accept payment from customers
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Video Conferencing
Integrates with video conferencing tools to allow for virtual appointments
Generative AI (6)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text-to-Image
Provides the ability to generate images from a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Online Appointment Scheduling (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (24)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Wait List Management
Record, update and manage waiting lists
Mobile Access
Access software remotely via mobile devices
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Data Import/Export
Import and export data to and from software applications
Appointment Management
Manage various aspects of appointments including booking, rescheduling, canceling
Email Marketing
Create and send email blasts/campaigns
Client Management
Manage contact details and communication with clients
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Client Database
Electronic storage of stakeholder contact information
Online Booking
Book meetings and appointments through a website or digital platform
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
SMS Messaging
Send messages via SMS
Credit Card Processing
Accept and process credit card transactions
API
Application programming interface that allows for integration with other systems/databases
Multi-Location
Manage and support multiple locations
Email Management
Manage, store and organize emails within the system or via third-party apps
Customer History
Access previous interactions or concerns to maintain customer relationships
Calendar Management
Track and manage schedules and meetings via an integrated calendar
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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