Everything your AI appointment setter needs to book for you
Capture intent, qualify leads, collect payment, and confirm bookings—through the AI widget, booking forms, or a hosted booking page. One engine underneath.
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Integrates with
Built to replace appointment setting work
Pick the surface (widget, forms, or hosted page). The appointment-setting engine underneath stays consistent: qualify, take payment, book, and sync.
AI Chat Widget
Embed a conversational assistant that captures lead details, qualifies intent, collects payment, and books appointments.
Booking Forms
Build multi-step forms with multiple embed types, brand styling, and optional pay + book steps.
Scheduling & Availability
Offer available time slots, route bookings, and sync appointments back to supported calendars.
Payments & Invoicing
Take deposits or full payment through Stripe and generate invoices customers can view.
Integrations
Connect Google Calendar, Calendly, HubSpot, and Xero via OAuth and keep workflows in sync.
Analytics & Controls
Track performance in your dashboard, monitor usage limits, and manage settings across your business.
Feature categories
Verified capabilities across the widget, forms, hosted pages, payments, scheduling, integrations, and analytics surfaces.
Convert with conversations
Use the AI chat widget to capture intent, qualify leads, and move visitors into a paid booking flow.
- Embeddable AI chat widget for your website
- Replaces manual follow-up and appointment setter phone tag
- Lead capture and qualification data collected in the conversation
- Optional payment collection through Stripe
- Appointment booking from your available time slots
- Advanced AI and custom prompt controls on Starter & Pro
Convert with high-control forms
For buyers that prefer traditional UX, Setmate supports multi-step booking forms with multiple embed modes.
- Multi-step booking forms (Contact → Pay → Book)
- Embed types: inline, popup, floating, and slider
- Visual theme controls for colors, typography, and layout
- Form analytics and event tracking
- Embed code generator and embed API key management
Scheduling that matches your availability
Availability is a first-class primitive so visitors only see bookable times, with caching for performance.
- Public availability endpoints for widgets and forms
- Cached availability for fast slot lookup
- iCal export feeds for services
- Google Calendar webhook handling and refresh jobs
- Sync booked appointments back to Google Calendar
Payments and invoices, built into the flow
Collect payment at the point of intent and keep billing records organized for reconciliation.
- Stripe payment intents for deposits or full payment
- Invoice creation, listing, and customer invoice pages
- Webhook handling for Stripe payment and subscription events
- Stripe Connect account support for connected payout workflows
Note: Payments are processed by Stripe; Setmate stores payment identifiers and invoice records.
Hosted booking pages (Starter & Pro)
Publish a Setmate-hosted booking page for your business and control how it looks and what it books.
- Public hosted booking pages at /b/{slug}
- Hero image upload and photo gallery management
- Default service/form selection and booking modes
- SEO fields: meta title and description
- Custom branding controls on Pro
Integrations you can actually operationalize
Setmate runs the booking flow. Connect optional syncs for scheduling, CRM, and accounting so outcomes land in your systems.
- Google Calendar: availability + appointment sync
- Calendly: connect and process invitee events
- HubSpot: connect and sync CRM data
- Xero: connect, pull tax rates, and create invoices
- OAuth-based connect and disconnect controls
Teams, roles, and brand control (Pro)
Run Setmate across a team with controlled access and brand settings.
- Team member invites and management (Pro)
- Assign services to team members (Pro)
- Custom branding / white-label controls (Pro)
- Widget customization on Starter & Pro
- Free tier shows a “Powered by Setmate” badge
Analytics and operational reporting
Understand what’s happening across conversations, forms, bookings, and revenue outcomes.
- Dashboard analytics endpoints for KPIs and trend charts
- Per-form and aggregated form analytics
- Conversation and appointment usage limit tracking
- Notification center for product events
How Setmate turns intent into bookings
Add it to your site, capture the details you need, take payment when required, and confirm the appointment.
Embed
Add the AI widget or booking form to any page in minutes.
Capture
Collect contact details and qualification answers in a structured flow.
Pay
Take deposits or full payment through Stripe when you need it.
Book
Offer available slots and confirm appointments from your scheduling setup.
Fully automated — from first click to confirmed booking
Trust signals
Trust signals buyers look for, built into Setmate
Payments run through Stripe’s hosted flows. OAuth integrations are revocable. Export and deletion pathways are available for business accounts.
Payment safety
Card entry and processing run through Stripe's hosted flows.
Access control
OAuth-based integrations provide revocable provider access.
Data control
Export and deletion pathways are available from the platform.
Feature questions
Clear answers about what’s included and how it works
Yes. Setmate supports both surfaces. You can embed the AI widget on high-intent pages and use booking forms on campaigns or landing pages where you want more layout control.
Hosted booking pages and advanced AI features are available on Starter and Pro. Team features and custom branding controls are available on Pro.
Setmate integrates with Stripe for payments, Google Calendar for scheduling, and supports OAuth connections for Calendly, HubSpot, and Xero.
No. Card entry and payment processing are handled by Stripe’s hosted payment flows. Setmate stores only payment identifiers and invoice records.
Yes. Business accounts have data export and account deletion workflows available within the platform, subject to legal and operational retention requirements.
Ready to see Setmate on your traffic?
Start free and prove the flow end-to-end. Upgrade only when you need more volume, teams, or branding.
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