Setmore by Maxmel Tech

setmore is a cloud based appointment scheduling platform enabling online bookings, staff management, automated reminders, and payment processing integrating setmore with make com streamlines workflows by automating scheduling, notifications, and customer management across multiple business tools this is ai generated content based on official setmore documentation the content may still contain errors—please verify important information if you have questions, contact setmore support directly how to get support on setmore setmore is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=setmore\&app slug=setmore community\&app unique id=setmore 4yk8um requirements to use the setmore app in make, you must have an active setmore account and an api key, create your account on setmore app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect setmore and {{product name}} to get started, you must first create a connection between setmore and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to request access to the api and obtain your credentials ensure you have an active setmore pro account send an email to the setmore api team at the provided address with your full name, email address registered with your setmore account, and your planned use case for the api wait for the setmore team to review your request and provide you with the necessary credentials once approved, retrieve your oauth 2 0 credentials, specifically the client id and client secret, as provided by the setmore team some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=setmore\&app slug=setmore community\&app unique id=setmore 4yk8um create the connection in {{product name}} log in in your make account , add the setmore module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your setmore or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page setmore modules after connecting to the setmore app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a customer adds a new customer to your account, allowing you to store their details and manage their information easily create an appointment creates a brand new appointment in your selected calendar, allowing you to schedule meetings or events directly from make com get available time slots fetches and displays a list of open time slots that you can choose from for scheduling appointments or events list service categories fetches and displays a list of available service categories, helping you see all the different types of services you can work with list services fetches and displays a list of available services, allowing you to see all the services currently offered list staff fetches and displays a detailed list of all staff members in your account make an api call executes a custom api request to the selected service using your authorized connection, allowing you to interact with features or endpoints not covered by the standard modules search appointments finds and lists appointments scheduled between the start and end dates you specify search a customer this module allows you to find and retrieve detailed information about a customer by searching with their phone number, name, or email address update an appointment modifies the details of an existing appointment, allowing you to update information such as the date, time, or other appointment specifics templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} setmore resources you can have access to more resources related to this app on the following links setmore website setmore documentation setmore api documentation setmore page on make