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Setmore

Add callers to Setmore and create appointments at a time the caller asks for.

Your receptionist can add a caller to Setmore as a contact and create an appointment for a time the caller asks for. Setmore’s API needs a Pro plan, approval from Setmore, and access tokens that expire and must be refreshed, so Reception connects through Zapier.

Zapier’s Setmore app can’t check open times or look up existing appointments, so your receptionist can’t offer free slots. For real-time booking, use Reception’s own booking with Google Calendar, Calendly, or Cal.com.

Set up

1

Connect Zapier

If you haven’t yet, connect Zapier in Reception.ai.

2

Add the Setmore actions

In your Zapier MCP server at mcp.zapier.com, add the actions below from the Setmore Appointments app and sign in to Setmore when Zapier asks. For each field, either set a fixed value or let the AI fill it in, as listed.

3

Assign the tools

In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action to the Client (receptionist).

4

Test it

Test your receptionist by asking for an appointment. Check which staff calendar and service the appointment lands on in Setmore.

Actions

Create an appointment

FieldValue
Zapier actionCreate Appointment
Set in ZapierNothing required.
Let the AI fill inFirst Name, Last Name, Customer Email, Customer Mobile, Start Date, End Date, and Notes (what the appointment is for).
Assign toClient

Setmore requires the customer’s email for every appointment, so your receptionist must ask for it. Ask it to spell the address back to the caller.

Add a contact

FieldValue
Zapier actionCreate Contact
Set in ZapierNothing.
Let the AI fill inFirst Name, Last Name, Email, Phone, and Comments.
Assign toClient

Use it for callers who want to be added to your customer list without booking.

Limitations

  • Your receptionist can’t check availability, find existing appointments, or reschedule or cancel them.
  • Zapier’s Create Appointment has no staff or service field. Check in your first test which staff member and service Setmore uses, and tell your team to adjust appointments that need someone else.
  • Zapier’s Setmore app has no search, so a returning caller can be added twice.
  • Each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.

Troubleshooting

ProblemWhat to check
A Setmore action doesn’t appear in Reception.aiSelect Refresh tools on the Zapier integration after adding actions in Zapier.
An action shows Changed and isn’t usedYou edited it in Zapier. Select Update in the Tools tab.
Create Appointment failsCheck that the caller gave an email address and that the start time is a full date and time.
Appointments land at the wrong timeCheck the time zone in your Setmore settings, and ask your receptionist to read the time back.