5 Reasons Why Full Slate is the Best Appointment Scheduling Software

If you’re a small business looking to grow your client base and stand out from the crowd, you need an appointment scheduling software that works as hard as you do. Thousands of small businesses place their trust in Full Slate, and so we wanted to present 5 reasons why we think Full Slate is the best appointment scheduling software for your business.

Reason No. 1: Full Slate offers online scheduling

If you’re goal is to book more appointments, you need to make booking a simple and convenient process for your clients. With Full Slate’s online scheduler, your business accepts appointments where your clients and prospects already are: online. If you don’t have the option for online scheduling, you may be missing out on new revenue!

Of course, you can still make appointments over the phone or in person, and add these into your schedule in Full Slate, so that all your appointments show in the same place.

Reason No. 2: Full Slate doesn’t tack on extra transaction fees

With Full Slate, you have the option to require clients to put a credit card on file, make a deposit, or pay in full when they schedule online. Full Slate integrates with several popular payment solutions so that all transactions are secure, and—unlike some other platforms out there—we don’t charge transaction fees or take a percentage of your sales.

Reason No. 3: Full Slate offers a feature-rich platform that’s customizable to your business

Full Slate scheduling software does it all. From automatically sending personalized emails on your behalf that drive repeat business, reviews, and referrals; to allowing quick online booking and accepting credit card payments and deposits—you’ll be able to customize your experience to perfectly match your business’ needs. Do you have multiple locations? No problem. You can share business hours and staff, and coordinate work across multiple offices. You can track client info, appointment history; and email correspondence all in one place; and you can even sell gift certificates and packages… plus so much more. For a full list of features, click here.

Reason No. 4: Full Slate syncs to QuickBooks and Checkout

No more switching back and forth between your scheduling software and accounting software, because Full Slate readily integrates with QuickBooks Sync, so you never have to manually double-enter data again. Plus, Full Slate also works with Checkout, so that you can collect payment and record them from within Full Slate and your transactions automatically upload to QuickBooks Online.  For more information on acquiring QuickBooks Online for your business, please visit https://quickbooks.intuit.com/online/

Reason No. 5: Full Slate offers unlimited appointments for a flat fee

At Full Slate, we know that your business is going to grow—and we don’t think you should be punished or charged for more appointments. That’s why we offer unlimited appointments at a flat monthly or yearly price, so that you can focus fully on growing your business, and not worry about tacked on fees.

There are just 5 of the reasons why Full Slate is the best appointment scheduling software for your business. But don’t take our word for it – you can try Full Slate for free! Sign up for your free trial by clicking here.

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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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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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Connect to QuickBooks

Now you can connect your existing Full Slate account to QuickBooks to sync client contact information.  In the past, this capability was only available to businesses who created and accessed their Full Slate accounts through Intuit App Center.  Now, any business using Full Slate can connect to QuickBooks Online or QuickBooks for Windows (2009 or later, US only) through Intuit Anywhere.

Just go to Clients > List and click the “Import & Sync” button, then follow the prompts to authorize Full Slate to access your QuickBooks data.  Once connected, clients created in Full Slate will appear in QuickBooks and vice versa.  Plus any updates to contact info like name, email, phone, and address will be automatically synchronized – so no more double data entry!

Unlike most features in Full Slate, the integration with QuickBooks is an add-on that costs a little extra. Intuit charges $5/month to connect to QuickBooks, so we have to pass this charge on to cover our costs.  But hopefully it’s a small price to pay for the convenience and time savings.

For more information and detailed instructions on connecting to QuickBooks, see our online manual.

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