Set up Setora

Set up Setora in the right order

Get the foundations in place so your diary and Booking Page are ready for your first Customer.

Audience
Owner
Last reviewed

Setora works best when you set up the parts that control availability before you share your Booking Page. Follow this order once, then come back to a step whenever your shop or salon changes.

Setora Hub has a Getting Started checklist in the sidebar. It follows the same order as this guide and detects some steps automatically. Use Skip to mark optional or review-only steps complete. The sidebar item disappears when all seven steps are complete.

  1. Add your Location and Opening times.
  2. Add the Services Customers can book.
  3. Add Staff members and decide who can be booked online.
  4. Turn on online booking and check your Booking Page.
  5. Decide whether to take Deposits or use Booking Protection.
  6. Check Customer notifications.
  7. Create a test Customer and Booking.

1. Add your Location and Opening times

Start with the place where Customers visit you. Add the address. The current Hub creates the Location with the Europe/London time zone. Then set the weekly Opening times.

These details give Setora the outer boundaries for availability. Staff working times and Service durations sit inside them.

Check before moving on: Make sure the Location address and weekly Opening times match what Customers should see.

Full guide: Add a Location and set Opening times.

2. Add your Services

Add each Service with a clear Customer-facing name, price and duration, then assign it to the Location where you sell it.

Keep the first pass simple. Add the Services you sell most often, then return for less common options once the main booking journey works.

Full guide: Add a Service, price and duration.

3. Add Staff members and online bookability

Assign each Staff member to the Location where they work. Give them the Services they provide and the times they work, then turn on Bookable Online.

A Staff member needs the right Location, Services and working times before Customers can find suitable times with them.

Full guide: Set up Staff members and online bookability.

4. Turn on online booking and check your Booking Page

During initial onboarding, set the Booking page address in the Booking Page step. After onboarding, select the Location and use Setup to turn on Online Bookings and choose Preview booking page. Getting Started lets you copy the existing Location URL once the required setup is complete. The current Hub has no post-onboarding Booking Page address editor.

The Booking Page is the focused flow where a Customer chooses and confirms a Booking. It is separate from a Shop Website.

Do not rush this step: Keep the link private until the Services, Staff members and available times are correct.

Full guide: Turn on online booking and share your Booking Page.

5. Choose optional Deposits and payments

You can start taking Bookings without adding any payment option. If you want to take a Deposit online, connect Stripe first and then decide which Bookings need one.

Booking Protection is separate from a Deposit. A Deposit is paid before the visit. Booking Protection saves a card so you can charge a late-cancellation or no-show fee if one is due.

Full guides: Connect Stripe to Setora, Set up Deposits for online Bookings and Set up Booking Protection.

6. Check notifications

Review the confirmations, reminders and cancellation messages Customers receive. Reminders have an organisation default and optional per-Location overrides. Check each Location only when it overrides the default.

SMS reminders use credits. Check your available credits in Hub before relying on SMS for an important message.

Full guide: Set up Customer confirmations and reminders.

7. Create your first Customer and Booking

Run one final check by creating a test Customer and Booking in the Calendar. Confirm the right Location, Service, Staff member, time and notification details appear.

If everything looks right, your setup is ready for a real Customer. You can now share the Booking Page link wherever Customers already find you, including your Shop Website and Google Business Profile.

Full guide: Create and manage a Booking.

If something does not look right

Work back through the setup in this order:

  1. Check the Location is active and its Opening times are correct.
  2. Check the Service duration, Location assignment and online booking setting.
  3. Check the Staff member's Services, working times and Bookable Online setting.
  4. Check that online booking is on for the Location and the Booking Page is using it.

If the available times still look wrong, open the chat and tell us which Location, Service, Staff member and date you checked. Those four details help us find the problem faster.

Quick check

Was this guide helpful?