Getting started · Overview
Getting started: your first hour with Setvos
What a workspace is, and what to set up in your first hour — your business details, modules, team, clients, booking page and connections — so that Setvos is ready for real work tomorrow.
A workspace is your business
Everything in Setvos lives in a workspace: your clients, bookings, invoices, team and settings. Each part of the product is a module, and you decide which ones are switched on. You do not have to learn all of it — use two or three modules well and add more when you need them.
Check your business details
Open Settings › General. Under “Business details”, check the “Time zone” first: it decides what every booking and shift time means, so a wrong one puts every appointment out by the difference. “Country” decides which payment providers you can sign up for and the currency your licence is sold in, “Currency” is used for new products, deals and invoices, and “Client language” is the language your clients get their confirmations and reminders in. Press “Save”. If you will send invoices, fill in “Seller details” below it as well.
Switch on only what you use
The business type you chose when you created the workspace switched on the modules that kind of business usually needs. Open Marketplace and switch off anything you will not use this month. Switching a module off hides it from the menu for everyone; it never deletes anything, and switching it on again brings everything back.
Set up roles, then invite your team
An invitation carries a role, and the role decides what the person sees from their first sign-in. Read the roles in Settings › Roles & permissions first: the Member role works with its own and its team’s records, with no payroll and no exports, and the Manager role sees everything except payroll. A system role is fixed; duplicate it to make your own version.
Then open Settings › Members, press “Invite” and choose a role for each person. They get an email link, and the role applies once they accept. A client, deal or task somebody creates is theirs to start with, so it stays in view under the Member role too.
Bring your clients in
Add a few clients by hand in Contacts, or press “Import” there to bring in the list from your old system or a spreadsheet, as a CSV file. A name and a phone number are enough to start; the rest fills in as you work. After an import, “Find duplicates” shows clients who ended up twice.
Get ready for online bookings
When you create a workspace for a business that takes appointments, a short setup follows: your place and the address of its page, your services with the prices you type, your hours — published six weeks ahead — and your link with its QR code. Any step can be skipped, and whatever you skip waits on the tile.
If you take appointments, the “Your first online booking” tile on Dashboard shows how far you are and opens the next step when you press it:
- “Add the services people can book” in Bookings › Services
- “Publish who is working this week” in Bookings › Schedule — clients only see times on published shifts
- “Give your booking page a short link” in Bookings › Public page
- “Share the link and take your first booking”
Beside the steps it suggests “Add your booking link to Google and Instagram” until you mark that link added on Bookings › Public page; it is a suggestion, not a step. There is nothing to connect for reminders: they go out from the first day, as texts from your plan’s allowance and through @Setvos_bot to clients who link it. Once every step is ticked, the tile says “You are taking online bookings.” and leaves the dashboard.
Publish and share your booking page
In Bookings › Public page, give the page its look and words. Your changes wait in a draft until you press “Publish”. Under “Booking link”, choose a short address and press “Save link”. Then “Share your booking link” gives you links for Instagram and your Google Business Profile, and a QR code for the counter.
Connect what you already use
Nothing on Integrations is needed to begin. Come back when you want more: a payment gateway in Integrations › Payments to take deposits and online payments, your own SMS gateway in Integrations › SMS gateways to text under your own sender name, your own Telegram bot, your mailbox for the Inbox, or your cash register (ПРРО) so that receipts are issued through it.
Follow the checklist and do one real piece of work
The “Getting started” tile on Dashboard lists what is still to do: “Turn on the modules you need”, “Add your first client”, “Invite a colleague” and “Create your first task”. It hides itself once every step is done.
Then book one appointment or send one invoice for a real client. A system you have used once for something real is one you will open again tomorrow.
Common questions
- What will Setvos email me while I try it?
A welcome on the first day, then a tip on bringing your clients in and one on sharing your booking page — each skipped once you have done it — and a reminder three days before the trial ends. News and offers come only if you ticked the box for them at sign-up; you can change both under “Email from Setvos” on Account settings › Notifications.
Read next
Set your business details: country, time zone, currency and language
Tell Setvos what kind of business this is and where it works, and add the seller details that your invoices and quotes carry.
Switch modules on and off
Choose which parts of Setvos this workspace uses. Switching a module off hides it for everyone and never deletes its data.
Invite people to your workspace
Send email invitations, choose each newcomer’s role and teams before they join, and see or revoke the invitations still waiting.
Import or export your client list
Bring a CSV file of clients in from the client list, see exactly what will happen before anything is saved, and download your list as a spreadsheet.
Design and publish your booking page
Give each place a booking page in your colours, with a hero, photos, team profiles, your links, a promo and the sections you choose, preview it, and publish when it is ready.
Integrations: connect the services your business already uses
See everything this workspace connects to — payment gateways, SMS, messengers, your mailbox, the cash register, carriers, marketplaces, your calendar and your website — and who can change what.
More in Getting started
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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Move your bookings off paper, WhatsApp and three spreadsheets.
Bring your clients, services and past visits in from a spreadsheet or your old system’s export, with a preview before anything is written — and help in chat, in six languages, whenever you want it. Most studios are live the same day.