Full Slate Team – The Full Slate Blog

Add a 'Book Now' Button to Your Facebook Page

by Full Slate TeamJune 4, 2015Build Your Business / Tips & TricksLeave a Comment

Facebook recently made it easy to add a “Book Now” button to the top of your Facebook page. This is a great way to let visitors to your Facebook page know you offer online scheduling and convert them to paying clients. It’s also an easy way for your existing clients to book online with you.

Follow these instructions to add the Book Now button to your Facebook page:

1. Click the “Create Call-to-Action” button near the top of your Facebook business page.

2. Select “Book Now from the drop-down menu.

3. Go to your Full Slate account and copy your landing page URL under Web > Landing Page.

4. Return to your Facebook page and paste the landing page URL into both the Website and Mobile Website fields.

5. On the following two screens, select “Website” from the drop-down menus. This is the default option.

6. Click Create to complete the process and post your new Book Now button.

The Book Now button will be displayed on the web AND on your Facebook Mobile page, so new and existing clients can book from any device.

If you have any troubles, please contact support and we’ll be happy to help.

New & Improved Client List

by Full Slate TeamMarch 20, 2015New & ImprovedLeave a Comment

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!

Help Us Make Full Slate Better

by Full Slate TeamMarch 11, 2015AnnouncementsLeave a Comment

We want your feedback on new features we are developing and new ideas we have for Full Slate.

Feedback from users

Hearing from our users help us to create and design the right product experience that is user-friendly and enjoyable to use. We are continuously conducting research to develop new features and explore ideas on how to better serve our customers. Be one of the first to see what we are working on at Full Slate. Read on to find out how you can participate (and earn some money in the process).

3 types of user research participation:

Site Visit, Lab Study, and Remote Study

We come to you (Site Visit)

Whether it is your home, office, dorm room, school, or on the road, we will meet up wherever you use our products the most.

You come to us (Lab Study)

We will conduct user research sessions face-to-face at one of our locations in the U.S.

Meet us online or by phone (Remote Study)

You give us your thoughts by phone. We might also ask you to view and interact with our design ideas online.

What is in it for you? Glad you asked.

Not only will you help us build better products (and have a blast in the process), you will receive up to $100/hour in the form of online Visa gift cards.

Questions?

Sign up today!

Appointment Details Update

by Full Slate TeamJanuary 13, 2015New & ImprovedLeave a Comment

The appointment details window, which slides down when you book an appointment on the Schedule tab, was updated to better display on all device types, including small laptops and tablets.

Key changes include:

The ‘Client’ field was moved to the right side of the page for prominent display;
The ‘details’ tab next to the client field is now a ‘new’ link until you select a client, at which point it changes to ‘details’;
The status fields, notes, and custom fields were placed under a ‘show more’ link on the right side of the page; and
The ‘Cancel Appointment’ button was replaced with a trash can icon at the bottom of the window.

Tip: When using Full Slate with Chrome, Firefox or Safari on a computer, you can expand the Notes field by clicking the lower-right corner of the box and dragging it down. This expanded view will remain until you change it, so you’ll see the larger Notes box on the next appointment you book or modify.

Based on your suggestions today, we will be switching the appointment/class/personal drop-down back to a button format and we’ll expand the notes field to several times it’s current size, along with other enhancements. We truly appreciate everyone’s feedback and are actively applying it in an effort to optimize Full Slate for all the devices you use.

Tagged : appointment details

Full Slate Makeover

by Full Slate TeamOctober 23, 2014AnnouncementsLeave a Comment

Watch for a new and improved Full Slate next week!

Based on the positive feedback we received after updating the mobile site, we’re refreshing the web-based scheduling application with a new look and feel.

You’ll find bigger controls that are easier to use, especially if you access Full Slate with an iPad or Android tablet. We think you’ll find the larger buttons and cleaner drop-down menus to be intuitive and easy to navigate.

If you happen to be a QuickBooks Online user, you’ll find the look and feel to be very familiar.

There are no changes to the mobile version of the software.

So keep an eye out for the new look, coming in just a few days.

Update on November 21, 2014:

Because the development team is all-hands-on-deck working on the Google Calendar sync issue, we put on hold the release of the new look for several weeks. It’s generally ready to go, but we want to ensure a super smooth transition, so we’re waiting until the entire team can focus on it.

As we have updates on timing, we’ll provide them here.

Update on December 4, 2014:

The Full Slate makeover was released today…check it out!

Sync Contacts with Quickbooks… for Free!

by Full Slate TeamJuly 29, 2014AnnouncementsLeave a Comment

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 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.

Go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.
Enter your QuickBooks account credentials.
Select the company you want to connect to and click Continue.
Authorize Intuit to share your data with Full Slate.

Just the beginning of great things to come with QuickBooks Online…

Tagged : client records / qbo / quickbooks / sync

Mobile Makeover

by Full Slate TeamJuly 3, 2014New & ImprovedLeave a Comment

Managing your schedule from your cell phone just got better – and a whole lot prettier! If you haven’t seen the new look of the mobile version of Full Slate, check it out now at m.fullslate.com on your iPhone or Android!

You’ll find a cleaner, more streamlined schedule tab that makes it easy to check your schedule on the go and quickly book appointments.

If you like a more compact “Agenda” view, you can hide the extra rows highlighting gaps between appointments. Just click the menu icon (looks like three horizontal lines) at the top-left corner of the Schedule tab to hide or show available windows. You can still add a new appointment by clicking the “Plus” sign in the upper right.

Screen Shot 2014-07-03 at 1.08.01 PM It’s also easier to get in touch using new text, email and phone icons on each client’s profile. If you run a mobile business, you can even pull up a map of your client’s address with one touch of the map icon.

You can view other custom fields too. If you ask special questions on your booking form, you’ll find the client’s answers in the appointment details. Just tap an appointment to see all the information filled out.

And that’s not all – there’s lots more enhancements to the mobile site coming this summer.

Tagged : android / iphone / mobile

Notice Regarding Yahoo & AOL Email Addresses

by Full Slate TeamApril 16, 2014AnnouncementsLeave a Comment

If you use a Yahoo or AOL email address on your Full Slate account, please read this important notice.

Yahoo and AOL recently changed their “dmarc” policies such that they block messages that are sent with a Yahoo or AOL email address used as a “reply to” email. When Full Slate sends emails, they are sent from [email protected], but in certain circumstances we set your email address as the “reply to” address. Yahoo and AOL are now blocking this, which means your confirmations, reminders and other emails will not reach clients.

To address this, go to Setup > Company and either remove the Yahoo/AOL email address (in which case the system will send emails from [email protected]), or change it to a non-Yahoo/AOL email address. If you leave it blank, and you also use a Yahoo or AOL email address for your user profile (i.e. the email address you use to login), then you’ll also need to change this email to a non-Yahoo/AOL address so that manual emails sent through the system will be delivered to clients, which you can do under Account > My Profile.

For more on how automatic and manual emails are delivered, please click here.

Please see this CNET article if you’re interested in learning more about the topic.

Sorry for the trouble; we wish we could offer a way to continue using your Yahoo or AOL email, but this new protocol is controlled by Yahoo and AOL, not Full Slate.

The New Help Center

by Full Slate TeamMarch 31, 2014New & Improved / Tips & TricksLeave a Comment

Introducing the new Full Slate Help Center!

We recently upgraded our help content to be more comprehensive, organized and searchable. Now many of the questions you may have about using Full Slate are at your fingertips.

Just click the ‘help’ link in the upper-right corner of your Full Slate account to access the Help Center. You can even bookmark http://support.fullslate.com so it’s always readily available.

If you don’t find your answer there, don’t worry; nothing has changed with our world-class customer support. You can still call, email or chat with us, as detailed here!

Tagged : help

Restrict Staff from Making Changes

by Full Slate TeamMarch 18, 2014New & ImprovedLeave a Comment

You can now restrict a staff member from making changes in your Full Slate account. Do you have an employee who needs access to Full Slate but is not authorized to book or modify appointments or edit client details? Now you can provide them with access to your Full Slate account without giving them the ability to make modifications.

You can choose to provide an employee access to all staff schedules or only to their own schedule, while restricting their ability to make changes.

To restrict an employee from making changes, add them as a provider under Setup > Staff and select “Yes, to all schedules, cannot make changes” or “Yes, to own schedule, cannot make changes” under the “Allow this staff member to log into Full Slate?” setting. Then click ‘send invitation’ to invite them to access your account.

For further details on staff access levels, please click here.

Tagged : staff / staff access