Category: Announcements

Introducing Checkout– Bookkeeping’s New Best Friend

by Stephanie BowkerAnnouncementsLeave a Comment on 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.

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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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Help Us Make Full Slate Better

by Full Slate TeamAnnouncementsLeave a Comment on 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:  [email protected]

Sign up today!

Full Slate Makeover

by Full Slate TeamAnnouncementsLeave a Comment on Full Slate Makeover

Watch for a new and improved Full Slate next week! newfs

Based on the positive feedback we received after updating the mobile site, we’re refreshing the web-based scheduling application with a new look and feel.

You’ll find bigger controls that are easier to use, especially if you access Full Slate with an iPad or Android tablet. We think you’ll find the larger buttons and cleaner drop-down menus to be intuitive and easy to navigate.

If you happen to be a QuickBooks Online user, you’ll find the look and feel to be very familiar.

There are no changes to the mobile version of the software.

So keep an eye out for the new look, coming in just a few days.

Update on November 21, 2014:

Because the development team is all-hands-on-deck working on the Google Calendar sync issue, we put on hold the release of the new look for several weeks. It’s generally ready to go, but we want to ensure a super smooth transition, so we’re waiting until the entire team can focus on it.

As we have updates on timing, we’ll provide them here.

Update on December 4, 2014:

The Full Slate makeover was released today…check it out!

Sync Contacts with Quickbooks… for Free!

by Full Slate TeamAnnouncementsLeave a Comment on Sync Contacts with Quickbooks… for Free!

QuickBooks OnlineIt’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.

Connect to QuickBooks

  1. Go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.
  2. Enter your QuickBooks account credentials.
  3. Select the company you want to connect to and click Continue.
  4. Authorize Intuit to share your data with Full Slate.

Just the beginning of great things to come with QuickBooks Online…

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Notice Regarding Yahoo & AOL Email Addresses

by Full Slate TeamAnnouncementsLeave a Comment on Notice Regarding Yahoo & AOL Email Addresses

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 protected], 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 [email protected]), 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.

Full Slate is Now Part of Intuit

by ChrisAnnouncementsLeave a Comment on Full Slate is Now Part of Intuit

We are excited to announce that Full Slate has been acquired by Intuit!  With products like QuickBooks, TurboTax, and Demandforce, Intuit is one of the most respected and innovative software companies out there. Mostly, becoming part of Intuit makes good sense as they share our commitment to help small businesses succeed.

We remain intuitdedicated to our current customers and partners — nothing changes with our service for now.  And in time, the opportunities are endless.  We’ll share more as the teams begin working together.

It’s been an incredible, rewarding experience to work with so many small businesses over the past five years.  Thank you for helping us to get where we are today. Your input and feedback has made Full Slate into best-in-class appointment scheduling software. Now we have the opportunity to take it to the next level together with the help of Intuit and your continued support.

Thank You for a Great 2009; Here's to 2010!

by Full Slate TeamAnnouncementsLeave a Comment on Thank You for a Great 2009; Here's to 2010!

As 2009 comes to a close, the Full Slate team would like to say “Thank you!” to our customers, partners and friends, and wish everyone a prosperous 2010. We are grateful for the support we received when Full Slate launched earlier this year, and we’re happy to see Full Slate fulfill the promise of saving you time, securing more appointments and increasing client satisfaction. We also appreciate all your feedback, which contributed to many new features, a few of which include:

Our New Year’s resolution is to continue delivering high value to you and your business in 2010 with new features and great support. Here is just a sampling of what you’ll see next year:

  • Ability for Clients to Change and Cancel Appointments;
  • More Flexibility on Your Landing Pages; and
  • Enhancements to the Schedule and Ways to Search for Available Time Slots.

We’re looking forward to a great 2010. Happy New Year!

Come See Full Slate at the AMTA 2009 National Convention

by Full Slate TeamAnnouncementsLeave a Comment on Come See Full Slate at the AMTA 2009 National Convention

Full Slate is attending the American Massage Therapy Association’s 2009 National Convention in Orlando, Florida, today through Sunday. The AMTA expects at least a thousand massage therapists to descend upon Orlando to obtain continuing education, network with industry colleagues, and learn about the latest in massage products and services. We’re very proud to be part of this event. If you are attending as well, please go see Chris Korol on the convention floor in booth 116 !

AMTA 2009 National Convention

Full Slate Attending the Kelsey Group's 2009 DMS Conference

by Full Slate TeamAnnouncementsLeave a Comment on Full Slate Attending the Kelsey Group's 2009 DMS Conference

Full Slate is attending the Kelsey Group’s 2009 Directional Media Strategies (DMS) conference all week in Orlando, Florida. The Kelsey Group teamed up with the Yellow Pages Association (YPA) this year to bring together all the key players in the yellow pages and local search industry. We join an impressive list of attendees, including AT&T Yellowpages, Idearc Superpages, Yellowbook, RH Donnelley, ServiceMagic, Canpages, Yahoo, Google, AOL, Local.com, Marchex, Agendize, Clickable, WebVisible, MerchantCircle and Yodle, among many others. Full Slate plays a key role in the ‘directional media’ industry by enabling small advertisers–such as hair salons, massage therapists and pet groomers–to directly convert online visitors into booked appointments. If you’re attending as well, please seek out Bill Lange!

Directional Media Strategies 2009