Book Setmore Appointments from WhatsApp
This recipe turns a booking request in chat into a confirmed appointment in Setmore, with the right service and staff member and real free slots. Part of connecting Setmore to WhatsApp and AI chat.
What happens today
A customer asks on Instagram whether Sam has a slot this week. Whoever replies opens Setmore, checks Sam’s calendar, sends back a few times and waits. By the time the customer answers, one of those times has gone. New customers also have to be added by hand, so details get missed.
The flow that works
- AeroChat finds out the service, the preferred day and any staff member they ask for.
- It checks Setmore for free slots for that service and staff member.
- It offers up to three slots close to what they asked for.
- It finds the customer in Setmore, or creates them, and books the slot they pick.
- It confirms the service, staff member, date, time and address.
The recipe
Copy this into AeroChat
When a customer asks to book, follow these steps.
- Ask which service they want. Match it to one of our Setmore services, for example a men’s haircut or a 30-minute consultation (examples). If they are unsure, describe the options with the length and price from Setmore.
- Ask which day and time suit them, and whether they want a particular staff member.
- Check Setmore for free slots for that service, with that staff member if they named one. If there are none that day, check the next 3 days (example).
- Offer up to three slots closest to what they asked for.
- When they choose one, find them in Setmore by email or phone. If they are new, ask for their name, email and phone number and create them as a customer.
- Book the appointment in Setmore and add anything they said about the visit to the appointment comment.
- Confirm the service, staff member, date, time and our address.
Only offer slots Setmore shows as free. Only quote services and prices from Setmore. If they ask something you cannot answer, tell them a team member will reply and hand over. Reply in the customer’s language.
Change the services and the number of days to look ahead before you paste it.
What to connect
- Setmore. On a Setmore Pro account, request API access from Setmore by email. When it is approved, copy your API credentials and enter them when AeroChat asks.
- Your knowledge base. Upload your service details and address to AeroChat so it can answer questions before it books.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Setmore, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Setmore’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which services and staff AeroChat can book.
- Which customer details it asks for before booking.
- Who gets the conversation when a request needs a person.
The result to expect
Customers who ask to book in chat leave with a confirmed appointment, with the staff member they wanted. New customers land in Setmore with complete details, and Setmore’s own confirmations and reminders still go out.
Measure it with your own numbers: appointments booked from chat, and the time from first message to booking, for a month before and after.
Next: reschedule or cancel in chat.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Setmore connection behind it. See what each channel does on the Setmore integration page.
Book your first Setmore appointment from chat
Paste the recipe, add your Setmore credentials, and ask your own chat for a slot with one of your staff.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.
