Stripe for Canadian & UK Businesses

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.

StripeTo 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.

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New Client Fields: Source & Referrer

You can track how clients find your business using new ‘Source’ and ‘Referrer’ fields.

Under Clients > Details, each client record now includes ‘Source’ and ‘Referrer’ fields that allow you to record where the client heard about you. If a new client was referred by a colleague or other client, you can record this in the ‘Referrer’ field in Source Referrerorder to ensure you thank them later. And if a client found you on Yelp or saw your flyer at the local coffee shop, you can record that in the ‘Source’ field.

Both are basic text fields, giving you the flexibility to capture anything you want.

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New Placeholders: Provider Phone & Email

Now you can automatically include the provider’s phone or email address in message templates. We recently added the following placeholders:

  • {provider phone}New Placeholders
  • {provider email}

These placeholders can be particularly useful if you have multiple providers that travel to meet clients at their home or business. By including the provider’s contact information in confirmation and reminder emails, you can ensure clients can reach the provider at the last minute when necessary.

These placeholders are appointment-specific and therefore only work on appointment-related templates, such as confirmations, reminders and followups.

For more information regarding email placeholders, check out the Help Center placeholders page.

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Include More Information in Email Alerts

You can now include in your email alerts information provided by clients when they book and cancel appointments online.

If you have added custom booking fields under Setup > Booking Details, you can choose to include client answers in the email alerts you receive each time a client books online. This is a great way to know when a client has made a special request or supplied information critical to providing the service. Just be sure to consider your clients’ confidentiality when deciding whether to include this information in your email alerts. Of course, you can still access this information on appointment details on the Schedule tab.

More_Info_AlertsYou can also choose to include in your email alerts any notes written by a client when they cancel an appointment online. With this information, you’ll know if you need to follow up with your client right away or otherwise take action.

By default, answers to custom booking fields and cancelation notes are not included in email alerts. To start, go to Messages > Alerts and check the boxes at the bottom of the page.

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Enter Custom Booking Fields Internally

Custom booking fields can now be completed when booking appointments internally. Do you capture information from clients beyond name, phone and email? If so, in addition to asking clients to enter this information when they self-book online, you can now enter it when booking an appointment on the Schedule tab.

To create custom booking fields, go to Setup > Booking Details and click ‘Add field’. You can create text, multiple choice and checkbox fields, as well as use the built-in ‘how did you hear about us’, ‘opt-in’, ‘address’ and ‘birthday’ fields. The fields you create here will then be presented to clients when they self-book online and on the appointment details slider on the Schedule tab when you book internally. ‘Birthday’ and ‘Address’ can be captured on the client’s profile under Clients > Details.

To enter information for custom booking fields internally, simply create a new appointment on the Schedule tab and click ‘Show all fields’ to display your custom fields. You can even modify the answers on client-booked appointments in the event you later gather additional information.

Custom booking fields

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Let Clients Add a Tip When Paying Online

You can now let clients add a tip to their payment when booking online. Full Slate’s online payment feature lets you accept payments from clients Tipswhen they book appointments online. With this added functionality, they can add a tip to the price of the service and the combined cost will be charged to their credit card.

The tip option will only be presented to clients when they pay for the appointment in full.

Your clients can then relax when attending their appointment with no worries about payment.

To enable tips, simply check the “Accept tips” box under Setup > Client Payments.

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Clients See Times in Their Own Time Zone

Openings are now presented to clients in their own time zone. This new feature is great for businesses with a national or international presence. Client no longer need to manually convert your time zone to theirs, helping to ensure they are available for the appointment.

Full Slate detects whereOnline scheduler for Full Slate Support your client is and shows available times in their local time zone. Your clients can also manually set their time zone on your landing page or scheduling widget.

You can even set each client’s time zone so that messages you send from the application and automatic messages, such as reminders and followup messages, include the client’s local time. You’ll find this under Clients > Details.

To turn on this optional feature, go to Setup > Booking Details. And check it out in action on our support scheduling page!

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Limit Appointment Hours by Provider

You can now set different appointment hour limits Hours limit by providerfor each provider in your business. We introduced the appointment hours limitation feature a year ago for massage professionals and anyone who needs to limit the number of hours they perform certain services each day. For businesses with multiple providers, this just became much more flexible; rather than apply the same hour limitation to all providers, you can establish different hour limits for each practitioner.

To use this feature, go to Setup > Booking Rules and select a global hours limitation (if you haven’t done this previously) or select “No limit, but allow per-provider limits”. You can exempt certain services that you don’t want to be included in the limitation, which will be applied to all providers. Then go to Setup > Staff and click on each provider to set their specific hour limitation, or simply use the global setting.

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Sell Packages and Track Usage

You can now sell packages online using Full Slate! Give clients a discount for buying multiple services in advance and then track usage against each purchased package.Packages landing page

Clients can buy packages on your landing page, website or Facebook page. They can even buy one as a gift and email the package voucher to the recipient.

To set up packages, go to Setup > Gifts & Packages and click ‘Add package’. Give the package a name, assign a service to it, and set the price and number of services. If you haven’t already, enable client payments under Setup > Client Payments; you can still sell packages on your landing page even if you don’t want clients to be able to pay for appointments at the time of booking.

A redemption code is issued with each package, which clients can enter when booking online; this automatically reduces the number of appointments left on the package. Also, under the Sales tab, you can create new package vouchers and decrement the number of services left on a package.Packages tracking3

Usage on each package is tracked under the Sales tab, as well as under each client record under Clients > Details so you’ll always know how many services are left on each package.

Please note that packages are part of Gifts & Packages (along with Gift Certificates), which costs $5/mo, but you can try Gifts & Packages free for 30 days.  Even if you drop the Gifts & Packages add-on and stop selling certificates and packages through Full Slate, you will still be able to use the Sales tab to redeem any outstanding vouchers.

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Track Appointment Status

You can now track the status of each appointment on your schedule. With our latest release, you can mark that your client has confirmed they’ll attend, as well as indicate when the client has checked in, when the appointment has been completed and when the client has no-showed.Appointment Status

To update the status of an appointment, simply click the appointment on the Schedule tab and click the Confirmed button and/or Checked In, Complete, or No Show button. Marking an appointment as Confirmed will add a checkmark icon to the appointment. And a separate icon will be added to indicate whether the appointment is in the Checked In, Complete or No Show status. That way you can see at a glance the status of each appointment.

 

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