Getting started · Questions
Getting started: common questions
Short answers to what new workspaces ask most in their first days.
Common questions
- Do I have to use every module?
No. Most businesses use a handful. Everything else stays off until you want it, and switching something on later does not disturb what you already have.
- What happens to my data if I switch a module off?
Nothing. Its screens leave the menu and the data stays where it is. Switch it back on and everything is as you left it.
- Can I try Setvos before paying?
Yes. Every new workspace starts with a 7-day trial of the Standard plan, and no card is needed to start. Choose a licence on Plan & billing when you are ready: nothing is charged until the trial ends. There is one trial per workspace.
- Why can’t a colleague see a client I added?
A client, deal or task belongs to whoever created it, unless they chose someone else under “Owner” or “Assignee”. Under the Member role, people see only their own and their team’s records. Put colleagues who share clients in one team in Settings › Teams, or give the record to the right person.
- Is there a phone app?
Two apps are coming to the App Store and Google Play: Setvos Business for your team and Setvos for your clients. There is no date yet. Until then, open Setvos in your phone’s browser; your clients book on your booking page.
- Which language do my clients get messages in?
The “Client language” set in Settings › General, whatever language you use yourself.
- If I change the business type, do I lose anything?
No data. A business type switches on the modules that kind of business needs and never switches one off. It does replace the team’s default dashboard layout; anyone who arranged their own dashboard keeps it.
- Why did the setup not fill in any prices?
Setvos never suggests a price: a figure it made up would appear on your booking page. A service is added only once you type its price, and 0 counts for a service you give free.
- I skipped part of the setup. Where do I finish it?
On Dashboard: the “Your first online booking” tile opens the next thing left to do — the services on Bookings › Services, the schedule on Bookings › Schedule or the page on Bookings › Public page. The setup itself does not come back; everything it does can be done on those screens.
Read next
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.
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.
Your 7-day trial, and what happens when it ends
How the free trial works, how to carry on without a break, and what happens to your data if you do not.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
Setvos on your phone: the apps that are coming, and what to use today
Two phone apps are on their way, one for your team and one for your clients. Until they are in the App Store and Google Play, here is how to run your day and let clients book from a phone.
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.
More in Getting started
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