Blog Archives

Mark Multiple Clients as Inactive

Have too many clients in your list and want to hide some of the old ones? You’re in luck; now you can mark mark multiple clients as inactive without have to go to each individual record. Start from Clients >

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Sync Contacts with Quickbooks… for Free!

It’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

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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

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Invite Clients to Register

Encouraging your clients to register for a Full Slate account is easier than ever. Using the new built-in email template, you can invite clients to sign up and their account will automatically be linked with your client record. You can

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Past & Upcoming Appointments on Mobile

You can now view a client’s past and upcoming appointments on your mobile phone. Do clients occasionally call to find out when their next appointment is? Do you need to know details from a client’s last appointment in order to

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Benefits of Client Registration

When your clients register for a Full Slate account, they benefit in many ways…and so do you. Full Slate does not require clients to register to schedule appointments online. But if your clients choose to register, which takes less than a

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Client Registration Not Required

Did you know your clients don’t have to create a Full Slate account to book an appointment but you can still maintain a full history on each client? Though there are compelling reasons for your clients to register for a

Posted in Tips & Tricks Tagged with: , , ,

Merge Duplicate Client Records

You can now merge duplicate client records to more effectively maintain contact information and track client history. Although Full Slate generally matches client-booked appointments with existing client records, duplicate client records are sometimes created. Now it’s easy to merge those

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