Setmore onboarding

6 emails over 9 days, counted from the day we signed up.

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Day 0First email
Email 1 · WelcomeHi [First name]! Let’s get set up and your bookings rolling.
Day 11 day later
Email 2 · OnboardingTime to stand out – customize your Booking Page
Day 21 day later
Email 3 · OnboardingBrand management, simplified.
Day 31 day later
Email 4 · OnboardingReady to get paid? Cha-ching 💸
Day 41 day later
Email 5 · OnboardingDare to share—your Booking Page, that is 😉
Day 95 days later
Email 6 · OnboardingGrow your rep, reach, and revenue with reviews ⭐

What each email does

Day 0First emailWelcomeHi [First name]! Let’s get set up and your bookings rolling.Welcomes new users and guides them through setting up their Booking Page, services, team, business hours, and notifications. It also points to the mobile app and support options.
Day 11 day laterOnboardingTime to stand out – customize your Booking PageSent a day after signup, this email guides new users through customizing and sharing their Booking Page. It highlights setup options and offers help from Setmore’s support team.
Day 21 day laterOnboardingBrand management, simplified.Guides a new user through final calendar setup, including testing an appointment, choosing a calendar view, and enabling calendar sync. It directs them to their calendar and offers several support options.
Day 31 day laterOnboardingReady to get paid? Cha-ching 💸Setmore guides new users through connecting a payment provider and explains ways to accept payments through their Booking Page. It closes with a prompt to set up payments and offers support options.
Day 41 day laterOnboardingDare to share—your Booking Page, that is 😉Setmore guides new users through sharing their Booking Page across social media, websites, Google, QR codes, and mobile devices. It also explains payment options and links to the Booking Page.
Day 95 days laterOnboardingGrow your rep, reach, and revenue with reviews ⭐Setmore explains how customer reviews can build trust and highlights tools for showcasing feedback and syncing Google reviews. It encourages the recipient to connect Google reviews, with a mention of Pro features.

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