Setmore by Maxmel Tech

setmore is an online appointment scheduling platform that helps businesses manage bookings, staff, and customer communications integrating setmore with make com enables automated workflows for scheduling, reminders, and customer management, streamlining business operations 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 https //setmore com 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 a setmore pro account and request access by emailing api at setmore dot com with your account details and planned use case, https //setmore com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/setmore community/ 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 generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 and manage their details for future transactions or communications create an appointment creates a brand new appointment in your calendar, allowing you to schedule meetings or events with specific details get available time slots fetches and displays a list of open time slots that are currently available for booking or scheduling 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 from your connected account, allowing you to view all the services you can work with list staff fetches and displays a detailed list of all staff members in your account make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules search appointments finds and lists all appointments scheduled between the start and end dates you choose 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 allows you to update the details of an existing appointment, such as changing the date, time, or other appointment information templates you can look for more templates in https //www make com/en/templates , 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 https //setmore com https //support setmore com/en/ https //setmore docs apiary io/# https //www make com/en/integrations/setmore community