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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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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Client Payments Now Displayed on Full Slate Mobile

Now you can see on your phone if clients have paid for appointments and classes.  Under price, we’ll add up any payments made by credit card, gift certificate or package, and Checkout to show the total amount a client has paid.

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This can be especially handy when you meet with your client(s).  Knowing about any deposits, online payments or vouchers lets you quickly determine how much you need to collect at the time of service. We hope this enhancement to our mobile site makes it easier to run your business while you’re on the go or don’t have access to a tablet or computer.

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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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