Setmore by Codex Solutions

setmore is an appointment scheduling tool that automates bookings, customer management, and calendar syncing integrating it with make com allows users to automate appointment workflows, manage customers, and sync data across various business tools for greater efficiency 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 wuttv5 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 specified support email address with your full name, the 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 respond with the next steps after approval, follow the instructions provided by the setmore team to retrieve your oauth 2 0 credentials 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 wuttv5 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}} attributes for updating an appointment label these are the fields you can use to update the details of an appointment label create a customer adds a new customer to your account with the details you provide, making it easy to keep your customer list up to date create an appointment schedule a new appointment by specifying the details such as date, time, and participants fetch appointments by date range retrieve detailed customer information as part of the response fetch service categories to view a complete list of all the service categories available within your company, use this module to quickly retrieve and display every category currently set up in your system fetch service by category key to retrieve a complete list of all services available within a specific category, use this module it helps you quickly find and view every service that belongs to the chosen category fetch all services to view a complete list of all the services your company offers, simply use this module it will retrieve and display all available services, giving you an overview of what’s currently provided fetch all staff to view a complete list of all staff members currently available in your company, use this module it retrieves detailed information about each staff member, helping you easily manage and keep track of your team get a customer retrieve detailed information about a specific customer, such as their contact information, account status, and other relevant profile data get all available time slots retrieve a complete list of available time slots for a specific service, staff member, and date within your company 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