Feature Tracker

Create a booking for any client — pick the service, date and time, and AllSet checks availability so nothing clashes.

Find any booking fast with date range filters, status tabs (active or cancelled), past/future quick filters, and free-text search.

Move a booking to a new date and time. AllSet checks the new slot is available and notifies the client automatically.

Cancel a booking and let AllSet apply your refund policy automatically — full refund, partial refund, or credit back to the client's package.

Book multiple sessions for a client in one go — ideal for block-booking a week or filling a course.

Set up repeating appointments — weekly, fortnightly, or monthly — with an end date or a set number of sessions. AllSet checks availability for the entire series and creates as many bookings as it can if some dates are unavailable. Time slots correctly respect your custom slot intervals.

See all your bookings on a monthly calendar alongside events from connected Google or Outlook calendars.

Clients get automatic messages the moment a booking is created, rescheduled, or cancelled — no manual chasing needed.

Set rules per service: maximum bookings per client, minimum notice period, and date restrictions to control when bookings can be made.

Choose how each booking is paid: request card payment, use package credits, or mark as zero cost.

Clients message what they need and AllSet guides them through service selection, date, time and confirmation — all in chat.

Clients check their upcoming bookings, cancel, or reschedule — all through chat, without calling you or logging into anything.

Mark sessions that have already taken place as attended — from the dashboard or just by telling AllSet in chat. Clients receive a confirmation that reflects the completed session.

Add new services or update existing ones — set the name, description, duration, and price in your local currency.

Set prices per service, with different pricing available for each location if you operate from multiple sites.

Set how long each service takes. AllSet uses this to calculate available time slots and prevent overbooking.

Set specific working hours for each service, per day of the week — useful when certain services are only available at certain times.

Override your regular hours for specific dates — holiday hours, special events, or early finishes. When adding an override, you can choose to apply it to just one service or all your active services at once.

Offer optional upgrades on top of your services — like aromatherapy add-ons or deluxe upgrades — each with its own price.

Hide services from active listings without deleting them. Archived services can be restored at any time.

Define which staff, rooms, or equipment each service needs. Choose 'any available' or a specific person or resource.

Add clients with their name, phone number, and email. Phone numbers are validated for international format automatically.

Find any client instantly with free-text search across names and contact details.

Move inactive clients to archive to keep your active list clean. Restore archived clients when needed.

Send a personalised invite to any client, bringing them straight into your booking chat.

AllSet flags clients who haven't booked recently, so you can spot who's drifting and re-engage before they're gone.

Share your business QR code so new clients can start a chat and book straight away.

Verify client phone numbers in chat to keep your contact list accurate and secure.

See each client's subscription status directly on their client card. Tap to view plan details, price and billing interval, credits per cycle and key dates. Cancel a subscription from the same panel — no digging through settings.

Bundle service credits at a set price. Clients buy the package and use credits each time they book.

Sell multi-session courses — like a 6-week programme — with a fixed number of sessions and your cancellation policy built in.

Offer monthly subscriptions with set service entitlements and credit allowances. Billing handled automatically through Stripe. You can set a fixed billing day (e.g. the 1st or 15th of each month) so every subscriber renews on the same date, with prorated credits for the period before their first renewal. Clients receive a message confirming their credit balance each time their subscription renews.

Hide discontinued packages from active listings. Restore them when needed.

Clients manage their own subscription directly in chat — cancelling, changing plan, or updating payment details — with AllSet sending secure links for anything that needs Stripe.

See remaining credits per client per package at a glance. Low-credit and zero-credit alerts flag clients who may need a top-up.

Manually add credits to a client's account — as a goodwill gesture, correction, or reward.

Deduct credits from a client's balance with a recorded reason, keeping a clear audit trail.

A full audit trail of every credit movement for each client — grants, usage, manual adjustments, and expiry events. Covers credits from all sources: package purchases, subscription grants, refunds, and rewards. The running balance reconciles exactly with the current credit total.

Give service credits an expiry period — credits expire a set number of days or weeks after the subscription renews. Expired credits are blocked at booking time so nothing slips through. Set expiry when creating or editing a subscription package.

Connect your Stripe account to start accepting payments. Supports card, Apple Pay, and Google Pay.

AllSet sends a payment link in the chat after booking. Clients tap, pay by card, Apple Pay or Google Pay, and the booking is confirmed.

Clients receive an automatic email receipt after every payment — no manual paperwork.

When a booking is cancelled, AllSet processes the refund automatically based on your refund policy.

Create and manage discount coupon codes with configurable validity periods and discount rules.

Clients can save their card for quicker payments. When a client pays via their saved card in chat, AllSet charges it directly. If the bank requires a security verification step, the client receives a checkout link to complete it and confirm their purchase.

If a booking goes unpaid, AllSet sends a reminder when the payment window passes, then follows up again the day after the session ends. Clients with a saved card get a one-tap payment button right in the chase message. Two automated chances to collect before you need to get involved.

Set your regular operating hours for each day of the week per location.

Block out holidays, personal time, or maintenance periods. AllSet removes those slots from availability automatically.

Manage your staff, rooms, and equipment. Each resource has its own availability schedule and can be linked to the services that need it.

Set weekly schedules for each staff member, room, or piece of equipment — AllSet only offers time slots when the right resources are free.

Block out specific staff or rooms for holidays, sick days, or maintenance. Bulk operations make it quick to manage across the team.

AllSet automatically calculates available slots by combining your business hours, staff schedules, existing bookings, time off, and buffer time.

Set a gap between bookings per service — for prep, cleanup, or travel time — so you're never back-to-back when you shouldn't be.

Each location runs in its own timezone. Clients and staff always see times in the right local format.

Run multiple locations — each with its own hours, pricing, staff, and services — all managed from one dashboard.

Describe what you want in plain language and the assistant designs the whole follow-up — the conversation, the goal and the automation — grounded in your real services, prices and packages, and validated before it can be saved.

Fire follow-ups from real business moments: a client joins, books, cancels or reschedules, buys a package, credits change, or a subscription starts, fails, renews or is cancelled.

Approve sends before they go out with check-with-me-first, dry-run any client to see whether an automation would fire and why, review a plain-language activity log, and switch everything off with one kill switch.

Every follow-up works towards a goal. The AI explores, makes exactly one natural ask, and the moment a client says yes it hands them straight into your booking or package flow — they never have to say it twice.

When a follow-up conversation ends, AllSet writes an outcome-aware report — what was discussed, whether the goal was met, and what happened next. You get a message with a link that opens the report in your dashboard in one tap.

A library of ready-made follow-ups — feedback requests, re-engagement, goal reviews, check-ins, referrals and more. Pick one, tweak the timing, and turn it on.

React to the booking lifecycle — after a booking is made, changed or cancelled, or timed against the appointment itself, like a check-in two days before the session.

Send immediately, wait minutes to months after the trigger, or anchor to the appointment time. Keep messages inside business hours with timezone-aware send windows, limit to once per client, and set cooldowns so nobody is over-messaged.

Send only when it makes sense — stack conditions on credit balance, days since last booking, time as a client, booking count, or an active package or subscription, combined with any/all logic.

Daily nudges tailored to where your business is right now — setup steps, growth actions, or things that need attention.

Your partner's coach celebrates the wins — first client, first booking, payments connected — keeping you motivated as your business grows.

Tracks your setup progress and sends targeted guidance from your partner for anything you haven't completed yet.

If your business goes quiet, your partner's coach reaches out to help you get back on track — before inactivity becomes a habit.

Start each day with a summary of what happened — new bookings, cancellations, payments received, and client activity. Tap action buttons in the digest to act immediately: tap 'Chase now' next to an unpaid booking and AllSet sends the payment reminder to the client on the spot.

Instant updates when something important happens — your first payment lands, a new client joins, or a pattern needs your attention.

Ask who's booked tomorrow, check availability, book a client in, reschedule or cancel — even record a past session — all in one message.

Say 'I'm off Friday' and it's done. Block out holidays or set recurring time off, and AllSet clears your availability automatically.

Add a new client, check who's got credits left, or look up payments, refunds and receipts — without opening the dashboard.

See your total services, packages, and client counts the moment you log in, with quick links to every section.

A visual checklist of setup steps — see what's done and what's left so you can get up and running quickly.

Change your business display name anytime, right from the dashboard.

Browse all sent messages by month — see who received what, when, and through which channel.

Track your monthly usage at a glance. On a billed plan, see credit consumption and how it affects your balance. On a pre-paid plan, see message volumes and AllSet activity.

Tap into any activity to see the full message, recipient, and details.

Browse AllSet plans — compare what's included and subscribe through Stripe.

See your current credit balance — including monthly allowance and any top-ups you've purchased.

Buy extra credits whenever you need them. Top-up credits never expire, so they're always there when you need more.

View every subscription payment and credit purchase with links to receipts.

Update your card, change your plan, or cancel — all through the Stripe customer portal.

The AI knows which page you're on and gives relevant help straight away — no need to explain what you're looking at.

A comprehensive knowledge base covering setup, feature guides, troubleshooting, and frequently asked questions — all searchable through the AI assistant.

Help links and icons throughout the dashboard that open the AI chat with the right question already filled in.

View and update your name, email, sign-up date, and business QR code.

Change your account email securely — both old and new addresses must confirm before the switch takes effect.

Change your password through a secure reset flow.

See which login providers (like Google) are linked to your account.

Request account deletion through our support team. We protect against accidental data loss.

Two-way sync with Google Calendar. Your Google events show in AllSet, clients can't book on top of them, and AllSet bookings appear in Google.

Two-way sync with Microsoft Outlook and Office 365 calendars. Clients can't book on top of calendar events.

See events from all your connected calendars directly in your AllSet bookings view — one calendar for everything.

AllSet monitors calendar sync health and can replay missed updates if your calendar provider had an outage.

Connect, check status, or disconnect your Stripe payment account.

At-a-glance summary of your tenant portfolio — total tenant count, CRM reference coverage, and quick status indicators.

View all your tenants in one list — business name, owner, email, CRM reference, and tenant ID. Data is anonymised for privacy compliance.

Track your earnings month by month. See total revenue across all tenants, your commission per payment, and expand any tenant to view their full payment history.

For partners who pre-pay AllSet licenses for their team — view your tenants and their subscription status in one place.

See who has access to your partner dashboard. New owners are added by the AllSet team on request.

Every partner login is secured with mandatory two-factor authentication — magic link email plus a TOTP authenticator app code.

Partners can connect Mailchimp Customer Journeys to AllSet so marketing sequences can trigger template messages directly to clients.

Every business's data is fully isolated. No business can see another's clients, bookings, or settings — guaranteed at the database level.

Secure login with Google sign-in, email and password, or a one-tap magic link sent straight to your inbox.

Every change to your data is logged — who changed what, when, and what it was before.

All payment notifications are verified cryptographically, ensuring no fraudulent transactions are processed.

Make the page yours — theme it to match your brand.

Add buttons that link straight to what matters: book a session, try a taster, buy a package, or start an icebreaker follow-up conversation.

One scan takes a new client from stranger to booked — no app, no sign-up, no friction.

Book, reschedule, and pay through Google Messages on Android. AllSet brings the full booking experience to RCS, with tappable buttons for service selection, dates, and confirmations, all within your clients messages app.

Connect your Instagram business profile with a quick OAuth sign-in. AllSet sits inside your DMs, answering questions and taking bookings for anyone who messages your page — replying within Instagram's 24-hour messaging window.

Connect or disconnect your WhatsApp Business number, Instagram account or Facebook Page directly from the connections tab in your dashboard — no help from the AllSet team needed.

Connect your Facebook Page and AllSet handles Messenger end to end — the same conversations, bookings and payments as WhatsApp, straight from your page's DMs.

Ready to go from day one — AllSet provides the numbers your clients message. In the UK that's WhatsApp, SMS and RCS; in the US it's SMS, RCS and iMessage. No connecting, no configuration — usage simply comes out of your plan's credits.

Connect the WhatsApp Business number you already own. AllSet works inside it without taking it over — you keep using your WhatsApp Business app as normal, while AllSet answers client messages, takes bookings and handles payments. Replies go out on your number, all booking and payment templates are copied to your account automatically when you connect, and each WhatsApp number keeps its own separate conversation history.

Connect your own Twilio account to add additional SMS, RCS and iMessage numbers to your AllSet setup — your numbers, your billing, the same AllSet experience.