It’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.
- Go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.
- Enter your QuickBooks account credentials.
- Select the company you want to connect to and click Continue.
- Authorize Intuit to share your data with Full Slate.
Just the beginning of great things to come with QuickBooks Online…
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.
It’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.
Did you notice the new Reports tab? If you haven’t already, check it out! Interactive graphs help you see at a glance how your business is doing on key performance indicators. You can choose from a variety of metrics including appointments, new bookings, dollar value, and hours booked.
By default, the bar chart shows total appointments by day for the current week. Each column represents a time period; you can change the interval to group by day, week or month. You can change the timeframe too to see trends over longer periods like four to thirteen weeks or even a full year. Best of all, you can look forward and see what’s booked in the future.
The pie charts at the top give you a detailed breakdown by service, booking type (by clients online or by staff offline), status (no-show or completed), and staff/location. Just move your mouse over a pie slice to see the details. You can also filter the graphs to show data for just a specific service, booking type, status, or employee.
When you change any of the settings, all of the graphs and tables update instantly. You can export that data to a CSV (comma separate values) file that you can open and analyze further in a program like Excel, or print a pretty report that looks just like what you see on the screen.
We’re really proud of this feature. It was inspired by the reports in QuickBooks and built by a developer from Intuit. Just the beginning of many great new things to come!
If you use a Yahoo or AOL email address on your Full Slate account, please read this important notice.
Yahoo and AOL recently changed their “dmarc” policies such that they block messages that are sent with a Yahoo or AOL email address used as a “reply to” email. When Full Slate sends emails, they are sent from email@example.com, but in certain circumstances we set your email address as the “reply to” address. Yahoo and AOL are now blocking this, which means your confirmations, reminders and other emails will not reach clients.
To address this, go to Setup > Company and either remove the Yahoo/AOL email address (in which case the system will send emails from firstname.lastname@example.org), or change it to a non-Yahoo/AOL email address. If you leave it blank, and you also use a Yahoo or AOL email address for your user profile (i.e. the email address you use to login), then you’ll also need to change this email to a non-Yahoo/AOL address so that manual emails sent through the system will be delivered to clients, which you can do under Account > My Profile.
For more on how automatic and manual emails are delivered, please click here.
Please see this CNET article if you’re interested in learning more about the topic.
Sorry for the trouble; we wish we could offer a way to continue using your Yahoo or AOL email, but this new protocol is controlled by Yahoo and AOL, not Full Slate.
Introducing the new Full Slate Help Center!
We recently upgraded our help content to be more comprehensive, organized and searchable. Now many of the questions you may have about using Full Slate are at your fingertips.
Just click the ‘help’ link in the upper-right corner of your Full Slate account to access the Help Center. You can even bookmark http://support.fullslate.com so it’s always readily available.
If you don’t find your answer there, don’t worry; nothing has changed with our world-class customer support. You can still call, email or chat with us, as detailed here!
You can now restrict a staff member from making changes in your Full Slate account. Do you have an employee who needs access to Full Slate but is not authorized to book or modify appointments or edit client details? Now you can provide them with access to your Full Slate account without giving them the ability to make modifications.
You can choose to provide an employee access to all staff schedules or only to their own schedule, while restricting their ability to make changes.
To restrict an employee from making changes, add them as a provider under Setup > Staff and select “Yes, to all schedules, cannot make changes” or “Yes, to own schedule, cannot make changes” under the “Allow this staff member to log into Full Slate?” setting. Then click ‘send invitation’ to invite them to access your account.
For further details on staff access levels, please click here.
Canadian and UK businesses can now use Stripe to process client payments. Stripe is a great way to accept payments from clients when they book online, and it’s now available to businesses in the United States, Canada and the United Kingdom.
To set up Stripe as your payment processor, go to Setup > Client Payments in your Full Slate account. There, you’ll find a link to Stripe where you can set up your Stripe account.
For more on Full Slate’s client payments offering, please click here.