Help centre
Help center
How every part of Setvos works, screen by screen — the same articles you find in the Help menu inside the app.
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Getting started
Your first hour: what to switch on, who to invite and where things are.
Clients and sales
Contacts
Your clients and companies: cards, history, duplicates and the blacklist.
- Contacts: your clients and the companies they work for
- Find a client in the list
- Add a client by hand
- Work with a client’s card
- Keep a client’s children, pets and vehicles
- Tag clients and filter by tag
- Merge duplicate clients
- Block a client from booking online
- Export or erase a client’s personal data
- Import or export your client list
- Keep a record for each company you work with
- Work with a company, merge or delete one
- Contacts: questions people ask
Deals
Sales pipelines: the board, a deal’s page, stages and why deals are lost.
Inbox
Email, Telegram, Instagram and Messenger conversations with clients in one place.
Calendar
Your events and tasks by month, and your personal calendar feed.
Tasks
Follow-ups you promised to do, each linked to the record it is about.
Invoices and products
Invoicing
Invoices, quotes, payments, credit notes, fiscal receipts and the finance pages.
- Invoices: bill your customers and see who owes you
- Create and send an invoice
- Change a draft invoice
- Make a quote and turn it into an invoice
- Get an invoice paid
- Correct an invoice: credit note, void or delete
- Bill the same customer on a schedule
- Close the day and issue fiscal receipts
- Record expenses and keep the cash book
- Read profit, cash flow and tax, and send your accountant a pack
- Invoices: questions people ask
Products
The catalogue you sell: prices, units, barcodes and the online shop.
Stock, orders and bookings
Inventory
Stock on the shelf: warehouses, purchasing, stock takes and labels.
- Inventory: what you have, where it is, and what to reorder
- Check stock levels and adjust them
- Set up warehouses and move stock between them
- Order from suppliers and receive deliveries
- Get warned before you run out, and reorder in one step
- Count the shelf with a stock take
- Print price and barcode labels
- Inventory: questions people ask
Orders & shipping
Orders from you, your shop and marketplaces, shipped and returned.
Bookings
Appointments, services, the staff rota, your booking page and the till.
- Bookings: your diary, staff rota and online booking page
- Find your way around the appointments diary
- Book an appointment for a client
- Check in, finish, move or cancel an appointment
- Take payment for a visit at the till
- Set up your services, prices and categories
- Visits at the client’s address, and prices by size
- Offer group classes, packages and services that need more
- Cut no-shows with deposits and cards on file
- Plan the staff rota and publish it
- Keep a waitlist and offer freed slots
- Book standing appointments and recalls
- Run classes: a timetable, enrolment and the register
- Read and answer client reviews
- Review rules, and reporting a review
- Ask clients to agree to a consent form
- Create promo codes for online booking and the till
- Add and manage your places
- Design and publish your booking page
- Share your booking link and QR code
- What clients see when they book online
- Booking inside Telegram
- Choose your booking settings
- Bookings: common questions
Marketing, messages and reports
Campaigns
Messages to groups of clients, on the channel each one reads.
- Campaigns: send an offer or news to a group of your clients
- Create a campaign
- Choose the channel a campaign goes on
- Save an audience to reuse in campaigns and broadcasts
- Send a campaign, or change it before it goes
- Schedule a campaign for later
- See how a campaign did
- Set the sender name and reply address for campaign emails
- Campaigns: common questions
Messaging (SMS)
Texts, automations, templates and which channel reaches each client.
- Messaging: texts, automatic messages and the message log
- Text one client
- Text a group of clients at once
- Switch on automatic messages
- Keep offers and automatic messages out of the night
- Send reminders through @Setvos_bot
- Change the wording of booking confirmations and reminders
- Let clients reply STOP or cancel by text
- Check whether a message went out
- Messaging: common questions
Support
Your clients’ questions as tickets, with statuses, replies and a portal.
Loyalty & gift cards
Points, gift cards, memberships and client referrals.
Reports
Charts and tables built from your own data, on screen or by email.
People and payroll
People
Employee records, documents and the time clock.
- People: your team's records in one place
- Add an employee
- Read and update an employee's record
- Link an employee record to a login
- Keep an employee's documents and their expiry dates
- Organise people into departments
- Use the time clock
- Let clients tip a staff member through monobank
- Get time off, reviews and hiring, and what happens if the group lapses
- People: questions and answers
Payroll
Pay runs, payslips, bonuses and deductions, and the wage bill by day and period.
- Payroll: pay worked out from what actually happened
- Set how someone is paid
- What a payslip is built from
- Run payroll for a month
- Pay an advance and a remainder
- Check a run's payslips and download a payslip
- Add bonuses and deductions, and review them
- See a period's pay day by day
- Compare pay month by month
- Set the pay cadence and reference taxes
- Payroll: questions and answers
Time off, reviews and hiring
Time off
Leave requests, approvals, balances and holidays.
Performance
Reviews and goals for your team.
Recruitment
Candidates from application to hire.
Onboarding
Checklists that get a new colleague started.
Account, workspace and billing
Workspace and profile
Your business details, custom fields, modules, AI and your own profile.
- Workspace and profile: how your business is set up
- Set your business details: country, time zone, currency and language
- Decide what members may change on their own profile
- Switch modules on and off
- Add your own fields to contacts, companies and deals
- Switch AI features on or off
- See who changed what in the audit log
- Edit your profile: name, photo and contact details
- Choose your language, time zone and theme
- Workspace settings: common questions
Members, roles and teams
Who can sign in, what each person may see and do, and teams.
Billing, plans and extras
Your plan, the trial, paying, extras by the day and what happens at renewal.
- Plan & billing: your licence, extras and invoices
- Your 7-day trial, and what happens when it ends
- Choose a plan and pay for it, or change it later
- Pay by card in euros or dollars, and pay a failed charge
- Pay by bank transfer, with a QR code
- Change how many employees your licence covers
- Buy or cancel extras: credit packs, module groups and an extra place
- What happens at renewal, and what a cancelled extra takes with it
- Read your invoice history
- Cancel your licence
- Refer another business: you both get a month
- Plan and billing: common questions
Integrations
Payments, SMS gateways, messaging channels, the bots and everything you connect.
- Integrations: connect the services your business already uses
- Connect a service, test it and keep it working
- Take online payments by card or by bank transfer
- Send texts through your own SMS gateway
- Connect WhatsApp, Instagram and Messenger, and Viber
- Reach clients on Telegram with @Setvos_bot or your own bot
- Link your own Telegram to add leads and get notices in a chat
- Connect a shared mailbox to the Inbox
- Issue receipts through your Checkbox cash register (ПРРО)
- Connect Nova Poshta, Ukrposhta or Meest for deliveries
- Take orders from Rozetka, Prom.ua and OLX
- See your appointments in Google, Apple or Outlook Calendar
- Add booking and a contact form to your own website
- Create and manage API keys for your own systems
- Send Setvos events to your other systems with webhooks
- Integrations: common questions
Import, export and data
Bringing data in from another system, taking it out, and deleting it.
Security and sign-in
Passwords, two-factor sign-in, sessions and support access.
Notifications
What you are told about, where, and when to stay quiet.
Phone apps
The staff app and the client app that are coming, and what to use on a phone today.
Getting help
Reporting a problem, asking a question and following your reports.
Tips
Tips
Short ways to get more out of Setvos.
- Publish the rota before you share your booking link
- Put your booking link in your Instagram and Google profiles
- Print the QR code for your counter and mirror
- Let clients get reminders in Telegram for free
- Reminders go out by themselves — time them per service
- Set quiet hours so automated messages never arrive at night
- Press ⌘K to find anything
- Arrange your dashboard around your day
- Set up roles before you invite your team
- Check for duplicate clients after an import
- Capture a lead from Telegram in one message
- See your Setvos appointments in your phone’s calendar
- Attach a screenshot when you report a problem
- Put a retainer client on a monthly invoice
- Book a pupil’s term in one go
- Use a pipeline as a job board
More guides
Moving from Altegio
Clients, services with prices and visit history — masters matched to your team — with a preview and an undo.
Receipts through your ПРРО
Connect the cash register you already have, and receipts follow the payment.
Switching to Setvos
What to bring from your current system, and how the import reads it.
Your booking link on Google and Instagram
Put your booking page where clients already look — free, with no partner programme.
API keys, webhooks and Zapier
Keys for your scripts, webhooks for your other systems, and a recipe for Zapier or Make.
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.