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. Check out these changes:

  • The Clients tab now defaults to the List so you can scan, scroll and search to find the client you need.
  • You can sort just by clicking the column headings.
  • You can email a single client from the List by clicking the mail icon.
  • You can choose whether to show names as First Last or Last, First and which columns to display by clicking the gear icon;
  • If you’ve connected to QuickBooks Online, it now syncs in real-time when you add or modify a client record; and
  • There’s a handy count of the records shown under the “filter” icon at the top of the list.

This is only the beginning…watch for more features to help you manage and engage with your clients!

Posted in New & Improved
12 comments on “New & Improved Client List
  1. Linda says:

    I would love to be able to search by the clients’ business name, and have the business name appear in the appointment rather than just the first and last names.

  2. joewalkerguitar says:

    I’d love to be able to make clients inactive from that screen as well. When I select multiple clients, my options are “Email”, “Export”, “Merge”, “Remove”. I generally don’t want to remove client records, but I like filtering out the ones I haven’t seen in a while. I can manually click through each client’s records to uncheck the “Active” box, but it would be handy to do that in bulk as well.

  3. Looks nice! I do recommend, however, that you add text to the icons so that when hovering over one you know what it’s for. I just accidentally downloaded the CSV file because I didn’t know what the icon was for. My husband is a developer and I’ve discovered that what’s intuitive or obvious to him is rarely so for me, the end user.

    Also, when viewing a single client, it would be nice to have the year added to the date. The is especially important when viewing the message history and the history spans multiple years.

  4. The client list is a bit better but what would make a much BETTER improvement in the features of the client list would be to eliminate the names of INACTIVE clients from the drop-down list of client names that appears when you are scheduling clients. As our client list grows, so does the drop down list – which includes the names of at least 30% inactive clients. I agree with joewalkerguitar above in that I do not want client records removed (deleted) but if they are “inactive” it doesn’t make sense that their names appear in the drop down list when we are searching for the appropriate client to schedule in a time lot.

  5. Suzie Bush says:

    I agree- it would be great to be able to inactivate a client from the list instead of having to go to the individual client info — especially since the new look it added back in a lot of clients I have previously put on inactive status.

  6. Christie says:

    I’m sure I am not the only one that would love to type in the zip code and it automatically populates the city and state. Boy would that save time in scheduling patients.

  7. Brenda says:

    Any chance of adding a sort option based on last appointment? For example, my client list consists of clients that I see frequently and clients that came once over a year ago. I would love to purge the clients that have not booked for a while. Even if there was an option to see “last appointment booked” in the overall client list?

    I would still like to see the option to book more than one appointment per week. Such as a client that needs an appointment Monday, Wednesday and Friday.

    Patrick, I think this could open your overall demographic need. I am still hopeful you add more flexibility to scheduling so I may use FullSlate for my pet sitting business, too.

    • Patrick says:

      Hi Brenda – Thanks so much for the suggestion. The development team is working on client management features so I’ll be sure to pass this to them.

  8. lori smith says:

    PLEASE…add filter for clients by employee or booth renter! When paying per person it makes each person want to use their own schedule program to keep track of their own clients, please I want to have one program in very large salon.

  9. JP says:

    I agree with joewalkerguitar. To have the ability to make clients “active and inactive” in the list (bulk) besides within the details would be very beneficial and time saving. As well as being able to view the inactive only in the list. Having more options to filter and organize the client list is a good thing. I like the improvements so far and am looking forward to more.

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