Data export available on request
"You may also submit a written request for Setmore to provide you historical Staff and Appointment records from your account, or any other personal data about you that Setmore maintains."
Confidence: medium
Source
Setmore
by Setmore Ltd.
Last updated Mar 29, 2026 · 1 revision
Lowest-cost per-user scheduling platform; scales with number of staff calendars.
Highlights
Capabilities
Trust
Media
www.setmore.com
About This Product
Free plan available. Pro plan starts at $5/user/month. Scales as you add staff calendars. Built for service professionals. Customer-facing booking widget with customization. Integrations with CRM and payment processors. Good entry point for HVAC contractors new to online scheduling.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Assisted
Minor AI touches. AI shows up in a few targeted features. Consider this a nice-to-have, not the core capability.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data deletion honored on request
"You may submit a written request to delete all personal information from the Setmore platform. Setmore will fulfill the request within 30 days of the receipt of request."
Confidence: high
Source
Primary policy document: https://setmore.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.0
Features 6.6
Support 5.0
Value 6.5
Integrations 8.0
AI Capabilities 3.0
Customer Reviews
Features
48 features confirmed across
14categories· Showing confirmed capabilities only
Customer Communication11features
NotificationsAutomated email and SMS remindersPre-Appointment Texts & EmailsCustomer appointment remindersAI ReceptionistLive ReceptionistBlacklist ManagementBlock customersChat ButtonFacebook Book Now buttonTeam MessagingTeam messagingCross-Device NotificationsAI Chat ReceptionistWebsite widget
Show 3 more
Video Meeting Integration (Zoom and Google Meet)Video meeting integration with Zoom and Google MeetCentralized Multi-Channel CommunicationMulti-channel sharingFacebook Book Now Button
Scheduling & Dispatch8features
SchedulingRecurring appointmentsClass ManagementClass managementEmail & Calendar SyncCalendar synchronizationOnline BookingCustomizable Booking PageClasses and Workshops ManagementGroup classesShared Calendar Viewable on Any DeviceTeam calendar controlLogistics ManagementMeeting Time Slot Finder
Technician Management6features
Built-In Video Portal for Interviews and SchedulingVideo appointmentsLive Video SupportInstant video supportTime Off ManagementVacation trackingVacation/Leave TrackingEmployee Performance TrackingTime TrackingWorking hours
Invoicing & Payments4features
Payment ProcessingPayment processingDeposit Collection For Job BookingOnline Account Management for Payments and StatementsOnline payments via Stripe, Square, or PayPalContactless Payments
CRM & Sales4features
Google Business Profile ManagementGoogle Reviews integrationAutomated Multi-Channel Campaign ExecutionMulti Platform Review SharingGoogle Reviews
AI & Automation3features
AI Powered Prompts and RemindersCustomer remindersAI SupportPriority supportAI Assisted Client Communication
Platform & Customization3features
Team CollaborationTeam collaboration toolsData ImportData Import/ExportImport and Export Data
Reporting & Analytics2features
ReportingAnalytics and reportsInvoice Tracking Reports
Mobile & Field Tools2features
Technician Mobile AppMobile accessQR Code SystemCustom QR code
Estimating & Quoting1feature
Bid Calendar ManagementTeam calendar management
Equipment & Asset Management1feature
AlertsInstant notifications
Accounting Integration1feature
Auto Detect Unrecorded Transactions and Errors
Compliance & Safety1feature
HIPAA ComplianceHIPAA compliance
Training & Education1feature
Live Interactive ConversationsVideo appointments
Integrations 46 across 10 categories
CRM 9
Agile CRM
Agile CRM
Freshdesk
Freshdesk
Freshsales
Freshsales
HubSpot
HubSpot
Infusionsoft by Keap
Infusionsoft by Keap
Insightly
Insightly
Salesforce
Salesforce
Zendesk
Zendesk
Zoho CRM
Zoho CRM
Communication 8
AnswerConnect
Discord
Discord
Gmail
Gmail
Google Meet
Google Meet
Intercom
Intercom
Slack
Slack
VideoAsk
Zoom
Zoom
Productivity 8
Asana
Asana
ClickUp
ClickUp
Google Calendar
Google Calendar
Google Contacts
Google Contacts
Joomla
Joomla
Microsoft 365
Office 365 Calendar
Trello
Trello
monday.com
Monday.com
Marketing 7
Facebook Facebook
Google Analytics
Google Analytics
Google Business Profile
Reserve with Google
Google Reviews
Google Reviews
Google Tag Manager
Google Tag Manager
Instagram Instagram
Klaviyo
Klaviyo
eCommerce 6
Drupal
Shopify
Shopify
Squarespace
Squarespace
Weebly
Wix
Wix
WordPress
WordPress
Payment Processing 4
LawPay
PayPal
PayPal
Square
Square
Stripe
Stripe
Accounting 1
QuickBooks Online
QuickBooks
Field Service 1
ServiceMinder
Serviceminder
Data & Automation 1
Zapier
Zapier
Industry-Specific 1
Clio
Clio
Pricing
- Model
- Per User
- Starting at
- $5/mo
- Notes
- Free (up to 4 users). Pro $12/user/mo. Team $9/user/mo (2+ users).
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