New & Improved Client List

The look and feel of the client list has been updated to display better on tablets, match the rest of the product, and set the foundation for future client communication features. We added some handy new features too:

  • the Clients tab now defaults to the List tab so you can more quickly find the client information you need;
  • with one click, you can email a single client from the List tab;
  • if you use the QuickBooks Online sync, clients now sync in real-time when you add or modify a client record; and
  • there’s a handy client count (found under the “filter” icon at the top of the list) so you always know how many clients you have.

This is only the beginning…watch for more features to help you manage and engage with your clients!

Client List

Posted in New & Improved

Introducing Checkout– Bookkeeping’s New Best Friend

Now you can checkout customers and easily keep track of payments for appointments in QuickBooks Online. All the details from your appointment book — like who came in when, what services were rendered and how the client paid — flow from Full Slate into QuickBooks with the click of a button. After an appointment, you can take and record payment with the choice to email or print a receipt for your client. Add a tip, apply sales tax, even give a discount to your favorite clients, we’ll do all the math.

If you have enabled Client Payments and take deposits or payments online, those transactions also automatically sync to QuickBooks. You’ll continue to see price and amount paid by the client online in appointment details, and when you check out after the appointment, it will automatically apply the deposit and calculate the balance due.

Bonus – if you’ve configured a credit card processor for client payments, you’ll be able to charge a card during checkout.

If you haven’t setup client payments or prefer to use another merchant service or external POS, you can still record the payment without actually charging the card in Full Slate. To check out this new feature, go to your “Schedule” tab in Full Slate, open an existing appointment, and click the register icon.

screenshot-01

At this time, you must have a QuickBooks Online account and have the QuickBooks sync turned on within your Full Slate account to use the checkout feature. If you have a QuickBooks account but have not set up sync, simply go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.

If you do not have a QuickBooks account, click HERE to learn more and set up a free 30-day trial.

For many common questions on the new “Checkout” feature, please take a look at our Help Center. If you have any additional questions or trouble, feel free to reach out to support by clicking on the “Support” link in your Full Slate account. We’re happy to help!

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Posted in Announcements

Help Us Make Full Slate Better

We want your feedback on new features we are developing and new ideas we have for Full Slate.

Sign up here.

Feedback from users

Hearing from our users help us to create and design the right product experience that is user-friendly and enjoyable to use. We are continuously conducting research to develop new features and explore ideas on how to better serve our customers. Be one of the first to see what we are working on at Full Slate. Read on to find out how you can participate (and earn some money in the process).

3 types of user research participation:

Site Visit, Lab Study, and Remote Study

We come to you (Site Visit)

Whether it is your home, office, dorm room, school, or on the road, we will meet up wherever you use our products the most.

You come to us (Lab Study)

We will conduct user research sessions face-to-face at one of our locations in the U.S.

Meet us online or by phone (Remote Study)

You give us your thoughts by phone. We might also ask you to view and interact with our design ideas online.

What is in it for you? Glad you asked.

Not only will you help us build better products (and have a blast in the process), you will receive up to $100/hour in the form of online Visa gift cards.

Questions?

Contact us at:  research@fullslate.com

Sign up today!

Posted in Announcements

Appointment Details Update

The appointment details window, which slides down when you book an appointment on the Schedule tab, was updated to better display on all device types, including small laptops and tablets.

Key changes include:

  • The ‘Client’ field was moved to the right side of the page for prominent display;
  • The ‘details’ tab next to the client field is now a ‘new’ link until you select a client, at which point it changes to ‘details';
  • The status fields, notes, and custom fields were placed under a ‘show more’ link on the right side of the page; and
  • The ‘Cancel Appointment’ button was replaced with a trash can icon at the bottom of the window.

Tip: When using Full Slate with Chrome, Firefox or Safari on a computer, you can expand the Notes field by clicking the lower-right corner of the box and dragging it down. This expanded view will remain until you change it, so you’ll see the larger Notes box on the next appointment you book or modify.

Based on your suggestions today, we will be switching the appointment/class/personal drop-down back to a button format and we’ll expand the notes field to several times it’s current size, along with other enhancements. We truly appreciate everyone’s feedback and are actively applying it in an effort to optimize Full Slate for all the devices you use.

appointment_details

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Posted in New & Improved

Full Slate Makeover

Watch for a new and improved Full Slate next week! newfs

Based on the positive feedback we received after updating the mobile site, we’re refreshing the web-based scheduling application with a new look and feel.

You’ll find bigger controls that are easier to use, especially if you access Full Slate with an iPad or Android tablet. We think you’ll find the larger buttons and cleaner drop-down menus to be intuitive and easy to navigate.

If you happen to be a QuickBooks Online user, you’ll find the look and feel to be very familiar.

There are no changes to the mobile version of the software.

So keep an eye out for the new look, coming in just a few days.

Update on November 21, 2014:

Because the development team is all-hands-on-deck working on the Google Calendar sync issue, we put on hold the release of the new look for several weeks. It’s generally ready to go, but we want to ensure a super smooth transition, so we’re waiting until the entire team can focus on it.

As we have updates on timing, we’ll provide them here.

Update on December 4, 2014:

The Full Slate makeover was released today…check it out!

Posted in Announcements

Sync Contacts with Quickbooks… for Free!

QuickBooks OnlineIt’s super easy to sync your clients between QuickBooks Online and Full Slate so you never again have to  manually enter contact info twice.  Bonus – now you can connect to QuickBooks Online for free (a little perk of being an Intuit company)!

If you were previously being charged a connection fee, we already removed this line item from your bill; you’ll no longer have to pay $5/mo to sync. But you may need to reconnect if you connected to QuickBooks before June 30, 2014.  We recently upgraded to the latest, greatest application programming interface (API), as the previous version is no longer supported.  All the old connections were removed, so we won’t be able to sync again until you re-authorize Full Slate to access your QuickBooks data – which is easy to do!

Whether you’re an old-timer or a new-comer, you can establish a connection by going to the new “QuickBooks Sync” tab under Setup.

Connect to QuickBooks

  1. Go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.
  2. Enter your QuickBooks account credentials.
  3. Select the company you want to connect to and click Continue.
  4. Authorize Intuit to share your data with Full Slate.

Just the beginning of great things to come with QuickBooks Online…

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Posted in Announcements

Mobile Makeover

Managing your schedule from your cell phone just got better – and a whole lot prettier! If you haven’t seen the new look of the mobile version of Full Slate, check it out now at m.fullslate.com on your iPhone or Android!

You’ll find a cleaner, more streamlined schedule tab that makes it easy to check your schedule on the go and quickly book appointments.

If you like a more compact “Agenda” view, you can hide the extra rows highlighting gaps between appointments.  Just click the menu icon (looks like three horizontal lines) at the top-left corner of the Schedule tab to hide or show available windows.  You can still add a new appointment by clicking the “Plus” sign in the upper right.

Screen Shot 2014-07-03 at 1.08.01 PMIt’s also easier to get in touch using new text, email and phone icons on each client’s profile. If you run a mobile business, you can even pull up a map of your client’s address with one touch of the map icon.

You can view other custom fields too.  If you ask special questions on your booking form, you’ll find the client’s answers in the appointment details.  Just tap an appointment to see all the information filled out.

And that’s not all – there’s lots more enhancements to the mobile site coming this summer.

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Posted in New & Improved
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