Setmore

Setmore is an online booking tool a lot of shops use to let customers schedule appointments themselves. When you connect Setmore to TracsConnect, you can pull Setmore appointments into TRACS with customer and vehicle details attached.

Caution

Beta — requires Setmore connection access (limited availability). Setmore’s connection program is currently opt-in. You’ll need to email Setmore (api@setmore.com) to be approved before you can finish the connection.

What syncs into TracsConnect

• Setmore appointments pulled for the date range you sync
• Customer name, phone, and email
• Vehicle year, make, and model (when you add the booking-form fields described below)
• VIN and license plate (optional, if you collect them)
• Updates to already-linked Setmore appointments when you run the sync again

What stays in Setmore

• Your booking page’s look and feel
• Staff availability and hours
• Setmore payments (if you use them)
• Customer reminder messages sent by Setmore

Before you start

• A Setmore Pro account (the integration uses features only available on the paid plan)
• Willingness to add at least three booking-form fields (Vehicle Year, Make, Model)
• An approved Setmore connection (see the warning above)

What you’ll do next

1. Add the custom contact fields to your Setmore booking page. This is the most important step — if you skip it, vehicle information won’t sync.
2. Connect Setmore to TracsConnect using the access key Setmore sends you.
3. Run a small dry sync, review the results, then sync the date range you want in TRACS.

Before you go live, skim the known caveats so you know what does and doesn’t sync. If something goes wrong after you’ve connected, the troubleshooting page covers the common cases.