Generate ClickUp tasks for new appointments
When an appointment is booked through Setmore, the details land in ClickUp automatically.
It’s like clockwork
Activate this integration and appointment details reflect from Setmore to ClickUp – as soon as bookings are confirmed.
Get all the details
Your ClickUp tasks feature appointment date and time, customer contact info, the service booked and more.
So long, manual transfers
Save time creating cards for each appointment. With Setmore and ClickUp, you simply assign and progress tasks.
Level up with the ClickUp integration
An up-to-date task list is essential to any service provider or project manager. When appointments are scheduled by different people throughout the day, Setmore and ClickUp keep your list organized.
New appointments from your Booking Page and calendar automatically pull through to ClickUp as tasks. It happens in real-time so all you need to do is move tasks to the right place and tag relevant team members.
How to connect Setmore and ClickUp
- Open this template, click 'Connect ClickUp + Setmore Appointments' and log into Zapier.
- Select your Setmore account or click 'Connect a new account' to connect it with Zapier.
- Next, log into your ClickUp account in Zapier and confirm a Workspace, Space, Folder and List to receive appointments as tasks.
- Name your tasks and specify the details to pull from Setmore, e.g. customer name and email.
- Test the Zap before hitting 'Turn on Zap'.
You can customize your Zap by specifying a priority level and assigning tasks to staff emails. For further details about the Setmore-ClickUp Zap, visit Zapier.
Make sure your task list accounts for every new booking with Setmore and ClickUp.
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Automate more scheduling duties
Personalize your online Booking Page
Ensure self-scheduling appointments is simple for your customers. It all starts with creating your Booking Page and sharing it across your website and social media.
Set up automatic notifications for staff
Keep your team in the loop with instant email and push notifications. In addition to updates in ClickUp, they receive prompts for new and edited bookings.
Collect customer reviews without follow-ups
Request reviews through Setmore for every appointment and group session. Clients can leave ratings and feedback on your Booking Page, ready for you to display.
