Updates to Staff Management in Full Slate

Hello Full Slate Users,

Exciting new changes are here! To help you better manage your staff and schedules, Full Slate is launching an update on how you can configure your team. You will now efficiently address current and former staff, and adding managers, admins, and front office staff has never been easier! Best of all, these changes will not interfere with your monthly or annual subscription plan.

So what exactly is new? Under Setup → Staff a Staff Status field will be added to each staff profile with the options to select Active, Inactive, or Manager. Here is an explanation of each status and how they will affect the schedule and billing:  

  • Active: This status is for staff actively taking appointments. This user will be visible on the Schedule, and depending on if they perform services or not, appointments can be booked internally or online by clients. A two-way calendar sync is available. This user will count towards a monthly or annual subscription plan.
    • Performs All Services: Appointments can be booked internally or online
    • Performs select services: Appointments can be booked internally or online
    • Performs No Services: Appointments can only be booked internally

In this image, this staff is Active and performs All Services

In this image, this staff is Active and performs No Services

  • Inactive: This status is best used for former staff. This user will be visible on the Schedule tab but not bookable for new appointments (any appointment history will remain intact). Only a one-way calendar sync is available from this Full Slate schedule to an external calendar. This user will not count towards the monthly or annual subscription plan.
    • Performing All or select Services or No Services does not affect this user’s status.

In this image, this staff is Inactive and performs No Services

In this image, this staff is Inactive and performs All Services 

  • Manager: This status is for managers, receptionists, and staff not taking appointments. This user will not be visible on the Schedule tab and will not be bookable for appointments. Only a one-way calendar sync is available from this Full Slate schedule to an external calendar. This user will not count towards the monthly or annual subscription plan.
    • Performing All or select Services or No Services does not affect this user’s status.

In this image, this staff is Manager and performs All Services 

Some Tips: 

As long as users are listed as Active, nothing will change. Any user that needs to be scheduled online or internally on the Schedule tab must be listed as Active (make sure that you check which services they perform).  

For any users that are only booked for appointments internally, they MUST be set to Active.

Only Active status allows for two-way calendar sync. Inactive or Manager status are only allowed one-way calendar syncs – since they are not taking appointments.

PLEASE NOTE!  This update will take effect as of July 22, 2021. Any user listed as ACTIVE will count towards your billing. To avoid any sudden invoice amount increases, please email [email protected]. Our Customer Care Team is ready to answer any questions and help you configure your account, staff, and schedules to meet your company’s unique needs.

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Full Slate and Square!

We at Full Slate take pride in bringing you innovations to help you achieve business success. That’s why we’re excited to announce our new partnership with Square, one of the world’s leading payment processors. 

Square offers so many features that have been requested by our business partners, including the ability to collect a card on file to secure appointments.  

Why is Square awesome for Full Slate users?

  • Option available to simply collect a card on file without charging 
  • Reduce no-shows by adding Square as your payment processor
  • Low processing fees mean more money in your pocket
  • Square offers a user-friendly dashboard to help you easily see cash flow

Want to learn more about Square and how it can benefit your business? Read on for all you need to know about Square.

Meet Square, Our New Payment Processing Partner

You’ve probably encountered Square, the fast, easy, payment processor that lets businesses transact anywhere, even on the go. Square is a mainstay of brick-and-mortar and online shopping. No matter what you sell or where you sell it, you can make payment processing effortless with Square.

Founded in 2009, Square is on a mission to empower more businesses and people to participate in the economy. Square’s founders wanted to make it possible for any business to accept credit card payments. Today, Square has offices in the U.S., Canada, Japan, Australia, Ireland, Spain, and the UK.

More than two million businesses around the globe use Square. While 72% of Square clients are small businesses with <50 employees, Square solutions also meet the needs of large enterprises. Some household names you know — like Facebook and Whole Foods — use Square for payment processing.

Top-Notch Features for Every Business

You’ve probably encountered Square, the fast, easy, payment processor that lets businesses transact anyway. Square is a mainstay of brick-and-mortar and online shopping like. No matter what you sell or where you sell it, you can make payment processing effortless with Square.

  • Get Started Quickly: Setting up your square account is a quick, painless process. No bank visits or a merchant account set up required. You also don’t need to pay any upfront fees or sign up for a long-term commitment. 
  • Receive Payments Promptly: Square makes it easy to accept payment wherever you are, even on the go. You can get your money in your bank account as soon as the next business day (or instantly for a fee per transfer).
  • Sales and Inventory Tracking: Not only does Square streamline your payments, it also helps you keep a close watch on business trends. Keep an eye on your sales and cash flow, while receiving real-time updates about your sales and inventory.
  • No Hidden Fees: There aren’t any statement fees, chargeback fees, or any other small-type, weird-word fees. You pay only when you make a sale. All you pay are transaction fees are each sale, so you won’t have any surprises.
  • Streamlined Disputes: When payment disputes occur, their team of experts deals with the bank for you so you can focus on more important things, like your customers.
  • State-of-the-Art Security: Square has engineered into its products from the ground up. The company follows industry requirements that keep data safe (instead of passing that responsibility on to you). 
  • Protection for Your Business: Square’s systems constantly monitor for suspicious activity. If they suspect something fishy, they notify you and help you avoid lost goods or sales. Square’s tools help prevent the wrong people from accessing your account.

Get Started with Square Today

Starting today, Full Slate users can sign up for a free Square account. The good news is that It only takes a few minutes to sign up with Square — and doesn’t require a long term contract. You can start risk-free and learn first-hand about all the powerful benefits can bring to your business.

When you sign up with Square you’re joining a community of global business owners driving the next chapter in commerce. Square users transact every day in every location you can imagine — from a pop-up booth at a farm market to a downtown restaurant, to a multi-million dollar online enterprise.

At Full Slate, we’re proud to partner with Square to bring our users access to next-generation payment processing. We look forward to supporting you and innovating with you as your business grows and thrives.

To sign up for Square and start enjoying all the great benefits they have to offer for a Full Slate customer, please visit https://buff.ly/3bKEBXi

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GDPR Updates

If your company is based, or does business, in the EU and are concerned about how Full Slate has updated to meet the new requirements, fret no more!

Here is an overview of what we have done in order to comply with the conditions under the GDPR.

Consent
We’ve added a consent banner to collect and record consent from EU residents. Similarly, we are also collecting and recording consents in the registration page and upon a customer’s first login.
Transparency – Privacy Policy
We’ve updated and restructured some sections of the Privacy Policy to make it easier to understand the information that we collect and how we use that information. We made such updates keeping the GDPR in mind.
Data Subject Rights
We’ve created policies and procedures to enable end users (a Full Slate customer’s client) to exercise their rights under the GDPR. Full Slate will confirm and validate such data subject requests with the customer prior to proceeding.
Security of Processing
We have reviewed our technical and organizational measures to ensure data protection and security. We currently encrypt all personal data. Further, all Full Slate employees undergo security awareness training and are subject to confidentiality obligations.
Data Processing Agreement
We have this documentation available, please let us know if you would like us to send you a copy.
If you have any questions on this, please feel free to reach out to our support staff.

Updates to Authorize.net

Authorize.net has made security improvements to the way they accept payments!

You will have a window, from 03/21/2018 to 04/06/2018, to ensure uninterrupted client payments. If you happen to miss the window, no worries. You will still be able to accept client payments – just make sure to follow these steps as soon as possible:

1. Log in to Authorize.net.

2. Click the “Settings” link under the “Account” section.

3. On the Settings page, click the “Manage Public Client Key” link under the General Security Settings section.

4. Enter your Secret Answer to the Secret Question and click Submit button to create a new client key.

Note: If you need to reset your Secret Answer, please refer to this help page:
https://support.authorize.net/authkb/index?page=content&id=A524&actp=LIST

 

5. Select and copy the newly created client key.

6. Sign into the Full Slate app.

7. Navigate to the Setup -> Client Payments tab.

8. Paste your client key to the “Client Key” text box and click Save.

 

If you have any questions on this or any feature of Full Slate, please feel free to reach out to our team and we’d be happy to help!

 

Thanks and Happy Scheduling!

The Full Slate Team
[email protected]
(888) 489-6543

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Our Gift Certificates and Packages are getting a little facelift!

While this is not an Extreme Makeover, we have managed a little nip and tuck to the way our Gift Certificates and Packages look to your clients.

For several years we have offered an additional service with Full Slate whereby you can create and sell gift certificates and packages. More on that feature can be found via our Help Center 

While this is a great feature, we know that it was due for a bit of an upgrade, so we have added some changes to make them more visually appealing.

So what has changed?

Here is the what our certificates have looked like.

Click to download printout

And this the new version

 

Starting today, your logo will now appear on the certificate.  This is the logo featured in your company settings found via Setup >  Company Details.  Your company name will appear beneath the logo.  Information about your Landing Page address, the redemption code, and the expiration dates will appear on the black bar.

A few other tweaks were made so that the vouchers look more streamlined than before.  Another change was to limit the characters used in the description of the product and the length of your title of services.  A character-counter was added, so when you are creating these items, the system will let you know how many characters you have left.

We are still hard at work on making this feature even better but we hope that you enjoy this improvement.  If you have any questions about these updates or would like some help setting up this feature, please feel free to Contact Us at Full Slate Support.

 

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Full Slate Partners with Google on Pilot Launch of Reserve with Google

Now Full Slate users in LA, NYC, and SF can accept client appointments directly from Google Search and Google Maps

Full Slate, the online appointment scheduling company for local businesses, today announced that it is an initial partner on the pilot launch of Reserve with Google.

As announced by Google this morning, Reserve with Google launches today as a limited pilot in three regions: Los Angeles, New York City, and the San Francisco Bay Area. As a result of today’s announced partnership, Full Slate merchants in these regions are now immediately able to accept appointments booked by Google users directly from Google Search and Google Maps.

“Full Slate’s mission is to help local businesses grow, and this exciting partnership with Google provides our merchants in the pilot regions with a very efficient new customer acquisition channel,” said John Nebergall, General Manager of Full Slate. “Accepting appointments directly from Google removes the need for a customer to leave search engine results pages, which we think will lead to increased bookings and more customers for Full Slate merchants.”

Reserve with Google functionality is being offered at no additional charge to Full Slate merchants in the program’s pilot regions. Full Slate plans to offer the functionality to merchants in additional geographies as the Reserve with Google pilot expands.

About Full Slate

Full Slate (www.fullslate.com) is the appointment scheduling company that helps local businesses grow. Thousands of businesses trust Full Slate’s appointment scheduling software to help fill more openings, reduce no-shows, convert new clients, and drive repeat business. Full Slate was founded in 2008 and acquired by Internet Brands in 2016.

 

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A Full Slate Facebook Update

Here at Full Slate we always want to keep our users informed of the latest and greatest happenings at our company, so we wanted to let you know of a change you’ll start seeing in the coming weeks and months. First and foremost, we’re sorry we’ve been so quiet lately! We recognize this, and are working to set new processes to keep the blog alive and well!

Also, if you’ve been keeping track – we’ve currently been utilizing our Facebook page as a de facto Help Center for our users. We announce maintenance times and respond to customer inquires there, and while that is all great, and we love chatting with you and always want you to be up-to-date on what’s happening with the software and your business, moving forward – we’ll also now be posting more interesting articles, fun images, and relevant content geared to you.

We will of course continue to announce any important updates or planned downtime we might have, and you can always reach out to us on our Facebook page if you have questions or concerns. However, you can also send us a direct message if you’d rather communicate privately with us, or visit our Help Center to see if your question already has an answer!

If you haven’t yet, visit us on Facebook and LIKE our page! Thanks so much!

https://www.facebook.com/fullslate

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A Bright New Chapter for Full Slate

All of us here at Full Slate are excited to share news that Full Slate has been acquired by Internet Brands, a software services and online media organization with a proven record of over 15 years of success. Internet Brands is a true online pioneer, operating an industry-leading portfolio of software, data services, consumer websites, as well as hosting and marketing services.

We’d like to assure you that delivering an excellent service and experience remains our top priority. We’re confident that Internet Brands is the ideal partner for Full Slate going forward, and we’re dedicated to making this transition seamless and transparent. Internet Brands is fully committed to continued, unwavering support and improvement of our products and services.

Stay tuned to this blog for updates on new product development, as we plan to keep you fully informed along the way! As Full Slate begins its next chapter with Internet Brands, we thank you for your business and look forward to continuing to help fulfill your scheduling needs.

Here’s to a bright future!

Sincerely,
The Full Slate Team

See Past Dates on Full Slate Mobile

You can now view and book events on dates in the past on Full Slate Mobile.

If you scroll up on the ‘Schedule’ tab just slightly, you’ll see a ‘Load earlier dates’ button. Tapping this button will load a week at a time.

If you want to jump farther back into the past, you can select the ‘calendar’ icon in the top-left of the ‘Schedule’ tab, then go to the month and select the date you wish to load. The schedule will then refresh to this date.

If you need to make an update to a past event, check on any details, or even log a historical event, you can now do so right from Full Slate Mobile, accessible at m.fullslate.com.

 

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