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 customize the new template — titled ‘Invite Client to Register’ — under Messages > Templates. To send it to a client, open up the client’s record under Clients > Details, click ‘Send message’ and select that template. Or you can send out the template in bulk under Clients > List. The email includes a link with a unique code, which when clicked by your client will take them to a registration page with their name and email pre-filled. They just need to enter a password and they’re done.
You’ll know they’ve registered when their client record says “Registered as email@example.com”.
Full Slate does not require registration to book an appointment, but both you and your clients benefit from registration. So invite your clients to register today!
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 minute, there’s much to gain. After they register, they will no longer have to re-enter their contact information each time they book an appointment. Even their credit card information will be available if you offer online payments. They’ll also be able to see all their past and upcoming appointments including the date, provider and service. And best of all, they’ll be able to cancel and reschedule any upcoming appointments within your cancelation rules.
You gain too when your clients register. Because clients can easily cancel and reschedule online, as well as see their past and upcoming appointments, they’re much less likely to call or email you. Further, when your clients log in to book an appointment, you can be assured their appointment will be matched with your client record, avoiding duplicates.
Clients are provided an opportunity to register after they book an appointment. You can also invite your clients to register by directing them to your registration page, which is at https://yourlandingpage.fullslate.com/register (just be sure to include your landing page in that web address).
You can determine if a client has registered for a Full Slate account by viewing their record under Clients > Details. At the top of the gray box on the right, it will either say “Not registered” or “Registered as firstname.lastname@example.org”.
We won’t market to your clients or sell their information to others, so go ahead and encourage your clients to register today!
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 Full Slate account (more on that in a future blog post), some clients prefer not to. And what will these clients do if they’re required to register? They’ll pick up the phone and call you, starting the inevitable game of phone tag…or worse yet, decide not to book an appointment after all. That’s why Full Slate does not require client registration; we don’t place barriers in front of your clients that might discourage them scheduling online.
“But won’t that result in a new client record every time my clients book an appointment?” you say. No, because Full Slate employs sophisticated logic to match client bookings with existing client records. As a general rule, if there’s a match on client email and a close match on client name, Full Slate will match the client booking with the client record. For example, if you have client Dan Fowler with email email@example.com in your client list, and Dan books (without registering) as Daniel Fowler at firstname.lastname@example.org, Full Slate will match them up.
And in cases where a duplicate client record is created, you can easily merge the two records using the handy client merge feature!