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.

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

Clients get automatic WhatsApp messages when 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.

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.

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

Sell products alongside your services — protein shakes, hair products, recovery supplements — priced per item.

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.

Browse large client lists with configurable page sizes (10/25/50/100) and sort by name or creation date.

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

Send a personalised WhatsApp 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 WhatsApp chat and book straight away.

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.

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

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.

View the complete transaction history of a client's credits: additions, deductions, bookings, and manual adjustments with timestamps.

Give service credits an expiry period — credits can be set to expire a set number of days or weeks after the subscription renews. Expired credits are automatically blocked at booking time so nothing slips through.

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

AllSet sends a payment link in the WhatsApp chat after booking. Clients tap, pay by card or Apple Pay, and you're done.

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 next time. You can check whether a client has a saved card on file.

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.

Two-way sync with Google Calendar. Your Google events show in AllSet, and AllSet bookings appear in Google.

Two-way sync with Microsoft Outlook and Office 365 calendars.

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.

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

Every booking, change, or cancellation triggers an instant WhatsApp confirmation — clients always know where they stand.

Payment links sent right in the chat. Clients tap, pay by card or Apple Pay, and the booking is confirmed — no separate apps.

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

Verify client phone numbers through the chatbot to keep your contact list accurate and secure.

Everything runs through one WhatsApp number — every client, every booking, every payment, all in one place.

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

AllSet celebrates your wins — first booking, 10th client, Stripe connected — keeping you motivated as your business grows.

AllSet tracks your setup progress and sends targeted guidance for anything you haven't completed yet.

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

Start each day with a WhatsApp summary of what happened — new bookings, cancellations, payments received, and client activity.

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

Message your PA in WhatsApp to ask questions, check stats, or get things done — like having a business-savvy colleague on call.

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.

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.

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

Link your Google or Outlook calendar through a simple sign-in flow.

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.

Every service, package, add-on, and form supports translated labels — so your clients see content in their language.

Set pricing in your local currency, with different currencies available per location.

Gather client details on their first booking — name, contact info, and any custom fields you need. Saved for next time.

Require clients to fill in a questionnaire before specific services — health screening, preferences, allergies, or anything you need to know.

Collect extra information when a client selects a specific service option or add-on.

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 or email and password.

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.

Define who you want to reach, what you want to say, and how the conversation should flow. AllSet handles the rest.

Launch engagement conversations with individual clients and track each one through to completion — from first contact to outcome.

Get a summary report from each completed engagement conversation — what was discussed, the outcome, and what to do next.

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.

Create follow-up sequences for each service — set the timing, the trigger, and the message, and AllSet runs them automatically.

Trigger follow-ups at the right moment: after booking, before appointment, after session, on course completion, or at subscription renewal.

See exactly which follow-ups were sent, to whom, and when — so you know your retention pipeline is working.