Mark Multiple Clients as Inactive

Have too many clients in your list and want to mark some of them as inactive? You’re in luck; we just released an enhancement to our client management tools that allows you to mark multiple clients as inactive in a single action.

Just go to Clients > List, select the clients you’d like to mark inactive, then click “Mark Inactive.” The state of the client profile will be changed from “Active” to “Inactive.” A friendly reminder: to select a range of records quickly, click one at the top then hold down “shift” and click another at the bottom; all the records in between will be selected.

inactive

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Posted in New & Improved

Add a ‘Book Now’ Button to Your Facebook Page

Facebook recently made it easy to add a “Book Now” button to the top of your Facebook page. This is a great way to let visitors to your Facebook page know you offer online scheduling and convert them to paying clients. It’s also an easy way for your existing clients to book online with you.

Facebook Book Now

Follow these instructions to add the Book Now button to your Facebook page:

1. Click the “Create Call-to-Action” button near the top of your Facebook business page.

2. Select “Book Now from the drop-down menu.

3. Go to your Full Slate account and copy your landing page URL under Web > Landing Page.

4. Return to your Facebook page and paste the landing page URL into both the Website and Mobile Website fields.

5. On the following two screens, select “Website” from the drop-down menus. This is the default option.

6. Click Create to complete the process and post your new Book Now button.

The Book Now button will be displayed on the web AND on your Facebook Mobile page, so new and existing clients can book from any device.

If you have any troubles, please contact support and we’ll be happy to help.

 

Posted in Build Your Business, Tips & Tricks

Client tags are here

We’re excited to announce client tags are now available. Did you ever want to send targeted marketing campaigns or track common client characteristics?

Simply add custom tags to categorize your client list into groups of your choice.

Screen Shot 2015-04-27 at 2.52.19 PM

You’re able to report and filter your client list based on the tag selected and send emails to clients with a common tag or groups of tags.

Screen Shot 2015-04-27 at 3.03.43 PMFor more information on how to use client tags, please take a look here.

Posted in New & Improved

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
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