The Full Slate Blog

May 14, 2012

Online Scheduling in a Hair Salon

Filed under: Case Studies — Patrick @ 12:18 pm

Jake Gravbrot, owner of Mars Hair/Art/Life salon in Seattle, has always had an eye for cutting-edge hair – and technology. He was the very first stylist to sign up for online appointment scheduling with Full Slate three years ago.  He was renting a booth at the time, and has since opened the doors of his own salon.

Before Full Slate: Pulling His Hair Out

We asked Jake if he could remember what it was like before he started using online scheduling.  His answer: “A lot more stressful.”  He was already using Google Calendar and text messaging, but “that required a lot of work.  I was trying to book appointments on top of doing hair, and often found myself returning phone calls in the evening. Despite my best efforts, I know I missed opportunities.  I definitely had more last-minute cancellations and no-shows.”

Once he started using Full Slate, “My workload decreased dramatically,” reports Jake.  He can’t imagine how hair salons get by without online scheduling nowadays.

More Connected With Clients

Over half his appointments are booked through Jake’s online scheduler now. He says clients appreciate having appointment availability at their finger tips 24/7, automated reminders, and the “cool factor” of the latest technology.  “They love using Full Slate.  THEY. LOVE. IT.”

Not only is online scheduling a huge timesaver for Jake and his clients, he believes clients respect appointment times more because they pick the time themselves instead of going through a receptionist.  “Clients have little to no excuse anymore if they can’t make it in, unless it’s a family emergency or a sick day.”  He says, “No-shows have been truly cut back.”

At any given time, Jake and his team can tap into a breadth of information about their clients, including appointment history, email correspondence, and special service notes.  It helps them feel more in tune and build stronger relationships with their client base.

“Having access to my clients’ information at the touch of a button is insanely helpful,” says Jake.

“At a moment’s notice, we can be in touch to inform a client if we’re running late or have a spot open up.”

Social Media + Online Scheduling = More Appointments

Jake also uses social media to connect with clients and always tries to work in a link to his scheduling page. I blog constantly,” he says.  He added an “Appointments” tab to his Facebook page too, and has even used Twitter to fill last minute openings (see screenshot).  “When I post a link to make an appointment, it’s going to get viewed hundreds of times.”

He’s coupled online scheduling with blogging, Facebook, Twitter and Yelp to build his business and grow his client base, and encourages others to do the same. “Clients are going online already to find out about your business, read reviews, and see who works at your salon,” Jake points out. “Why not allow them to book appointments during this process?”

Owning It

Without question, Jake is a huge proponent of technology.  There’s even a tab devoted to it on his website.  His philosophy: “Be ahead of the curve instead of behind it.  It’s just like with hair – if you own the style, you’ll attract positive attention.  The same goes for technology.”

We asked Jake if he had any advice for other salon owners and hair stylists.  Here it is:

“Full Slate cuts overhead costs drastically and helps us all work more efficiently. In this industry, time is money.  Why not give yourself and your salon the opportunity to turn the best profits you can?”

May 7, 2012

NEW ‘SMART’ SCHEDULING FEATURE MINIMIZES GAPS

Filed under: New & Improved — Tags: — Bill @ 1:03 pm

Want to minimize gaps and idle time on your schedule? Our new ‘smart’ scheduling feature gives you the option to only show clients openings that are near other appointments on your schedule.  It’s designed to give you additional control and present openings the same way you might if a customer called in to schedule.

You’ll find this feature under ‘Setup’ > ‘Booking Rules’.  The default is to maximize flexibility for clients and show openings throughout the day.  You can choose to always display only those openings that are near other appointments.  Or you can combine the two: minimize gaps within the next few days and maximize client flexibility for appointments that are further out.

Minimizing gaps in your schedule let’s you make better use of your time and allows you to be more productive.  But don’t just take our word for it.  Here’s what Randy G. Sorter from Actualize Healing Arts in Denver says about it: “This new feature is a terrific solution to a professional dilemma: I can allow clients to book freely online and still be assured of an optimal schedule. I couldn’t be happier.”

February 23, 2012

Real-time, Two-way Sync with Google Calendar

Filed under: New & Improved — Chris @ 6:53 pm

Now you can synchronize your schedule with Google Calendar™ in real-time.  We heard some reports that subscribed calendars were not updating fast enough, so now you can setup a direct connection between Full Slate and Google Calendar for instantaneous updates.

Better yet, you can choose two-way sync to AND from Google Calendar, or one-way sync in either direction.  Want to make, change and cancel appointments in either application?  Two-way sync is for you!  Rather keep your personal and professional calendars separate but still see everything in one place?  Then go with one-way sync.

Our online manual has step-by-step directions on how to setup calendar sync.  If you need help, have questions or think something is not working the way it should, email us at support@fullslate.com.

One more thing – Full Slate is now available in the Google Apps Marketplace™, and if you like the new two-way sync and other Full Slate features, we could really use some rave reviews!

February 8, 2012

Unlock Your Data for Reporting and Analysis

Filed under: New & Improved — Patrick @ 3:37 pm

You now have greater access to your operating data so you can track how your business is performing and make key business decisions. Interested in learning who your most active clients are, what services are your most popular or which employees are generating the most revenue? Need last week’s appointment information for billing, or last year’s activity for tax reporting? Now you can easily export your data into a CSV (“comma separated value”) file and open it in Excel to report, filter, sort and otherwise analyze the data any way you want.

Everything you need is there: date and time of the appointment, client, service, provider, price, no-show status, and more. Just go to the Schedule tab, click ‘More’ > ‘Sync, Import & Export’ > ‘Export appointments’ > ‘Download .csv file’. Choose the date range you want, including past and upcoming appointments. And then select which providers you want and whether or not to include canceled appointments. Click OK and in seconds you’ll have your data.

So go ahead…unlock your operating data to track performance and make informed business decisions!

January 31, 2012

Tracking Clients: Active and Opt-In

You can now track and filter clients based on their active/inactive and opt-in status. You may have noticed two new checkboxes on each of your client records: ‘Active’, and ‘Marketing email opt-in’.

By default, all of your clients are marked as Active. You can uncheck the box to mark inactive clients and hide them in your Clients > List without having to permanently delete their records. That way you can filter out your inactive clients when sending bulk emails.

‘Marketing email opt-in’ is a custom field you can add under Setup > Booking Details to the form your clients fill out when scheduling appointments. It lets your clients indicate whether they’d like to receive promotional messages from you. Then when you send a mass message from Clients > List, you can filter to only those clients who have explicitly opted-in.

In general, it’s a good practice to ask permission before sending someone bulk email. But if you haven’t added the opt-in field to your booking form or a client hasn’t made an appointment with it in place, they wouldn’t have had a chance to opt-in and the box will be unchecked. Note that you can also ask clients in person and then check the opt-in box yourself.

January 12, 2012

Let Clients Choose ‘No Preference’ on Provider

Filed under: New & Improved — Patrick @ 10:46 am

Now you can let clients specify ‘no preference’ on the provider when they schedule appointments with you, even under the ‘provider before service’ scheduling workflow. Previously, when you chose to have clients select the provider and then the service, clients had to choose a provider in order to schedule an appointment. Now, you can let them select ‘no preference’, which works great for new clients or those who simply want the time that works best in their schedule.

You can establish this setting under Setup > Booking Details. If a client chooses ‘no preference’, they will be presented with a list of all services and available time slots across all staff members. And if more than one staff member has availability during a selected time slot, a provider will be selected randomly or selected in the order in which they’re listed, as defined under the last setting under Setup > Booking Rules.

This is another customer-requested feature, so thanks as always for the feedback!

January 11, 2012

Online Scheduling in a Therapy & Marriage Counseling Practice

Filed under: Case Studies — Tags: , , , — Chris @ 2:01 pm

Colleen Crafton of Murfreesboro Counseling Services

Colleen Crafton, a licensed therapist, has embraced technology to keep her counseling practice growing and running smoothly.  She predicts that more and more mental health professionals will overcome their fears this year and start using online tools.

More Convenient & Discrete

Colleen started using Full Slate’s appointment scheduling software when she opened her private practice almost two years ago.  She put a button to schedule an appointment at the top of her website.  Many of her clients work during the day and appreciate this discrete alternative to calling for an appointment.

According to Colleen, the response from clients has been very positive.  “About 80 percent make appointments online on their own,” she says. “A good many find my website and use the online scheduler without me even telling them.”

Booked Solid

Her schedule fills up fast, so Colleen blocks out some time to ensure there is room for people who call in need of an urgent appointment. That way she can still fit in clients having a crisis and last-minute referrals from insurance companies.

She encourages current clients to setup a treatment schedule in advance. “At the end of a session, I whip out my iPad, bring up Full Slate, and say, ‘Let’s schedule your next session right now.’ I’ve got clients who are already booked three months out,” Colleen says.  “They think, ‘Good heavens, I need to plan ahead or there won’t be any slots left.’”

And she doesn’t have many missed appointments anymore.  Colleen added a paragraph at the bottom of the email reminder that’s sent automatically before each appointment.  It reinforces her cancellation policy and puts the client on notice that there is a $60 fee for failing to appear. As a result, she’s “decreased no-shows to almost nothing.”  On the rare occasion when someone doesn’t show, a flag in the client’s appointment history gives her a heads-ups.

Color-Coded Calendar

Full Slate’s appointment scheduling software has helped Colleen streamline billing, too.  She color-codes appointments based on intake and billing status.  “My favorite color is purple – then I know everything is done; the paperwork’s complete, I’ve been paid.”

Just by glancing at her calendar, Colleen can tell if it’s a patient’s first visit and the necessary forms are complete.  She can see right on her schedule when a client has made a co-pay through PayPal, and uses the notes field on appointments to keep track of insurance claims and payments.  When she emails a client about a co-pay or the balance due, it’s logged in Full Slate’s message history.

Safe & Sound

Although the software has become integral to her practice management, Colleen acknowledges “it’s a new thing for people to see therapists using technology.  We have not, as a group, used any kind of online tools.”  She thinks fears about hacking and concerns over confidentiality are to blame.

Despite widespread misconceptions, the reality is mental health professionals can use online tools to facilitate health care operations and be HIPAA compliant.  There are helpful FAQs posted on the U.S. Department of Health & Human Service’s website clarifying the patient Privacy Rule as it relates to appointment scheduling and reminders.  Full Slate has also published a statement to allay concerns about online HIPAA compliance and online scheduling.

Perhaps 2012 will be the year therapists reconcile with technology. Colleen thinks so: “Having online tools like Full Slate easily accessible, more of us will grab hold.”

January 9, 2012

View All Upcoming and Past Appointments

Filed under: New & Improved — Patrick @ 3:12 pm

Now you can view all upcoming and past appointments for each of your clients. Full Slate has always shown the next five and last five appointments for each client on the Clients > Details tab, but now you can extend the listing to include the next year’s upcoming appointments and all past appointments. It’s much easier to get a complete picture of each client’s appointment record, including individual appointments within recurrences.

Have a client that needs to change an appointment that’s still several months away? No problem, you can pull up their client record, quickly find the appointment and make the change on the spot.

Just go to the Clients > Details tab, pull up a client and look for the expansion links under Upcoming Appointments and Past Appointments on the left side of the page.

Note also that clients who’ve registered for an account can log in to view their full list of appointments and make changes as necessary.

This useful functionality is the result of user requests, so please keep those requests coming!

December 14, 2011

Enhance Social Media with Online Scheduling

Filed under: Build Your Business — Patrick @ 2:09 pm

Social media, like Facebook and Twitter, can be an effective way for service professionals to stay in touch with clients and find new ones. But to get the most out of your posting and tweeting, be sure to combine it with online scheduling! Here are a few ideas to optimize your socializing:

Add an Appointment App to Your Facebook Page

Facebook can be a fantastic way to stay top-of-mind with your clients and encourage them to recommend your services to their friends. The trick is posting something on your wall that they’ll want to share – like an offer to buy one/get one free or a reward for referrals. Then make it super easy for friends on Facebook to make appointments by adding a ‘Schedule Now’ tab to your business page using Full Slate’s Facebook app.

Fill Openings in Your Schedule with Twitter

Last-minute cancellations and slow days are an inevitable facet of the service industry, but with an active Twitter following and online scheduling, you can fill the gaps. Just fire off a tweet about those openings with a tiny URL linking to your online scheduler. Time-sensitive deals are one of Twitter’s Best Practices for Businesses. Tweeting discounts on same-day and next-day appointments gives people a reason to follow you and can turn idle time into billable hours.

Link to Your Online Scheduler in Blog Posts

A blog is a great way to announce new services and special offers. Be sure to include a link to your appointment scheduler in these posts. You can make a schedule appointment button that links to openings for a specific provider or service under Web > Buttons in Full Slate.

Send an Automatic Follow-up Email to Generate Reviews

Online review sites like Yelp and Google Places are a great source of new clients. People go there to find popular businesses and the more reviews you have, the better.

How can you get more reviews? Easy. Set up an automatic follow-up email in Full Slate to go out after every appointment.  Thank your client for coming in, link them to your Yelp and Google Places profiles, and ask for feedback. Don’t be afraid of a few negative reviews – they actually enhance credibility.

You might consider adding a Yelp Deal or Google Offer for new clients too… and don’t forget to link right to your appointment scheduler!

November 22, 2011

Resize Your Logo with Ease

Filed under: New & Improved — Patrick @ 2:25 pm

You don’t have to be a graphic designer to resize your logo to the perfect size on your landing page. Now you can change the size of your logo with just the slide of a button. Simply upload your logo under Setup > Company, and if it’s too large on your landing page, quickly resize it to the perfect fit. What more can we say about this handy new feature?

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