Let Clients Choose 'No Preference' on Provider

Now you can let clients specify ‘no preference’ on the provider when they schedule appointments with you, even under the ‘provider before service’ scheduling workflow. Previously, when you chose to have clients select the provider and then the service, clients had to choose a provider in order to schedule an appointment. Now, you can let them select ‘no preference’, which works great for new clients or those who simply want the time that works best in their schedule.

You can establish this setting under Setup > Booking Details. If a client chooses ‘no preference’, they will be presented with a list of all services and available time slots across all staff members. And if more than one staff member has availability during a selected time slot, a provider will be selected randomly or selected in the order in which they’re listed, as defined under the last setting under Setup > Booking Rules.

This is another customer-requested feature, so thanks as always for the feedback!

View All Upcoming and Past Appointments

Now you can view all upcoming and past appointments for each of your clients. Full Slate has always shown the next five and last five appointments for each client on the Clients > Details tab, but now you can extend the listing to include the next year’s upcoming appointments and all past appointments. It’s much easier to get a complete picture of each client’s appointment record, including individual appointments within recurrences.

Have a client that needs to change an appointment that’s still several months away? No problem, you can pull up their client record, quickly find the appointment and make the change on the spot.

Just go to the Clients > Details tab, pull up a client and look for the expansion links under Upcoming Appointments and Past Appointments on the left side of the page.

Note also that clients who’ve registered for an account can log in to view their full list of appointments and make changes as necessary.

This useful functionality is the result of user requests, so please keep those requests coming!

Enhance Social Media with Online Scheduling

Social media, like Facebook and Twitter, can be an effective way for service professionals to stay in touch with clients and find new ones. But to get the most out of your posting and tweeting, be sure to combine it with online scheduling! Here are a few ideas to optimize your socializing:

Add an Appointment App to Your Facebook Page

Facebook can be a fantastic way to stay top-of-mind with your clients and encourage them to recommend your services to their friends. The trick is posting something on your wall that they’ll want to share – like an offer to buy one/get one free or a reward for referrals. Then make it super easy for friends on Facebook to make appointments by adding a ‘Schedule Now’ tab to your business page using Full Slate’s Facebook app.

Fill Openings in Your Schedule with Twitter

Last-minute cancellations and slow days are an inevitable facet of the service industry, but with an active Twitter following and online scheduling, you can fill the gaps. Just fire off a tweet about those openings with a tiny URL linking to your online scheduler. Time-sensitive deals are one of Twitter’s Best Practices for Businesses. Tweeting discounts on same-day and next-day appointments gives people a reason to follow you and can turn idle time into billable hours.

Link to Your Online Scheduler in Blog Posts

A blog is a great way to announce new services and special offers. Be sure to include a link to your appointment scheduler in these posts. You can make a schedule appointment button that links to openings for a specific provider or service under Web > Buttons in Full Slate.

Send an Automatic Follow-up Email to Generate Reviews

Online review sites like Yelp and Google Places are a great source of new clients. People go there to find popular businesses and the more reviews you have, the better.

How can you get more reviews? Easy. Set up an automatic follow-up email in Full Slate to go out after every appointment.  Thank your client for coming in, link them to your Yelp and Google Places profiles, and ask for feedback. Don’t be afraid of a few negative reviews – they actually enhance credibility.

You might consider adding a Yelp Deal or Google Offer for new clients too… and don’t forget to link right to your appointment scheduler!

More Client Booking Customization

You can now further customize the pages your clients see when they schedule appointments with you.

The last button clients click when they book an appointment says, by default, “Schedule Appointment”. Wish it said “Schedule Session”, “Book Appointment” or “Book Now!”? Now you can make it say anything you want. Mobile businesses might use “Schedule Visit”. Room reservation businesses might use “Reserve Room”. Get creative and use what works best for your business.

You can also change the “staff” label to anything you like. Maybe you want it to be more specific to your business:  “Therapist”, “Stylist”, “Counselor”. Or maybe you’re using staff to schedule resources:  “Room”, “Booth”, “Vehicle”.

Just go to Setup > Booking Details to change either of these fields. Your changes will automatically show up on your landing page, website widget, and Facebook page.

We’ve seen you use Full Slate in so many ways! Now, combined with ‘look and feel’ stylization, month/week view, custom fields, and other customization options, you have more ways to personalize your scheduling pages to really meet the needs of YOUR business.

Mobile Scheduling by Clients

It’s now easier than ever for clients to schedule appointments from their mobile phones. Your Full Slate landing page now recognizes when a mobile phone is used and renders your client scheduling pages in a mobile-friendly format.

When a client accesses your landing page (which is your custom scheduling webpage at http://yourbusiness.fullslate.com) with an iPhone, Android or other smart phone, available times are formatted to fit the screen size of a mobile phone and organized by day, making it easy to browse for the time that works best. Once your client finds they time they want, it’s easy to select it using their phone’s touch screen. No resizing. No horizontal scrolling. Just some quick browsing and the appointment is booked.

If you’d prefer that clients schedule directly from your website, we recommend using the javascript widget for optimal scheduling on mobile phones. The iframe widget isn’t supported on some phones, so if you use it on your website, we suggest also including a link to your landing page for mobile scheduling.

And don’t forget, if your clients are always on the go, you can send them text message (SMS) reminders too.

Easy scheduling on the go makes for happy clients and more appointments!

Faster Scheduling on iPhone & Android

Now you can schedule appointments with clients faster than ever on your mobile phone. Recent improvements to Full Slate let you quickly browse for openings and schedule appointments on your iPhone or Android.

To schedule an appointment on your phone, go to the Schedule tab and browse for openings; these are easy to find and specify the amount of time available. So if you need to schedule a one-hour service, you can quickly find openings that are at least that long. When you find an opening that works for your client, click on the opening — the day and time will pre-populate on the appointment details page. Just select the service and client from the drop downs and you’re done. With the new “in-schedule” booking, appointments can be scheduled faster and with greater accuracy than ever before.

Not already using Full Slate on your mobile phone? Check out the benefits here. If you have an iPhone or Android phone, just type “https://fullslate.com/mobile” into your phone’s browser, log in to your account, and Full Slate will be with you wherever you go!

Managing Email/SMS Staff Alerts

Account administrators can now set email and SMS alerts for all staff members so they can be notified of new appointments scheduled by clients or other staff members.

Do some of your staff need help setting up new appointment alerts? Or do you not want to invite certain staff to log in to your Full Slate account? Now it’s easy to set up alerts on their behalf.

Just go to Setup > Staff and click on a staff member’s name. You can turn on email alerts or SMS (text message) alerts, or both…and you can define when they’ll receive the alerts. You can also establish whether they receive alerts when other staff members book on their schedule, or only when clients do. And for staff members with the Schedule Manager role, you can let them receive alerts for appointments scheduled on all staff schedules.

Only staff members with Administrator access (not those with Schedule Manager and Employee roles) can set alerts for other staff members.

Online Scheduling in a Massage Practice

We often hear from customers about the impact of online scheduling on their business – comments like “Online scheduling has changed my life!” and “This is the best thing I could have done for my business!”  And who doesn’t love a compliment?  So we asked Lisa Bedoya, a massage therapist who owns her own business in Boston, to tell us more.

Before Lisa began using Full Slate’s appointment scheduling software, she used Google calendar to manage her business. Clients called and emailed to schedule appointments, and Lisa returned their messages during breaks or at the end of the day, often resulting in a game of phone tag. Then she found Full Slate.

Growing your business

Lisa added Full Slate’s online scheduler to her website and Facebook page and updated her voicemail greeting to ask clients to book online instead of leaving voicemail.

She immediately saw an increase in new clients.  People are looking for certain information to decide whether they want to make an appointment, and one key piece of information is when she’s available. Since online scheduling lets visitors to her website see when she has openings, Lisa is getting more bookings.

“Before I offered online scheduling, my clients would never have told me that they would prefer booking online, or that it would cause them to book more frequently either, but that’s what I found,” reported Lisa. One client actually said it was because of the convenience of online scheduling that she switched to Lisa as her regular massage therapist.  Clients make appointments farther in advance, too, helping to ensure a busy schedule well into the future.

And online scheduling is helping her fill times that aren’t as busy. Lisa noticed once she was wide open on Saturday, so she offered a one-time reduced rate.  She fired off an email to her clients with a link to book online, and before she finished lunch, that Saturday was fully booked.

Saving you time

Lisa used to have to go back and forth with clients in order to schedule each and every appointment. After two months with Full Slate, over 70% of her appointments were made online, saving Lisa a lot of time. Before online scheduling, she spent up to an hour a day checking and responding to email and phone calls; now it’s down to less than an hour a week.

Lisa commented, “I didn’t realize how much time and energy I was spending on scheduling. Now I can focus on my core business, not scheduling.”

Lisa uses the various settings in her Full Slate account to control when clients can schedule appointments with her, resulting in a more organized and optimized calendar. And, she doesn’t have to spend time after sessions arranging the next appointment.  She invites clients to schedule online instead, an option that all but one or two prefer.  As a result, she’s able to schedule appointments closer together.

Client reaction

“My clients LOVE it!” Lisa has recently added many things to her business, including credit card payment and gift certificates, but it’s online scheduling that clients go out of their way to rave about. And the increase in bookings speaks for itself.

With more appointments, saved time, and happy clients, Lisa said “Full Slate has taken my business to a whole new level.”  Her advice: “If you are just starting out – or even already established – and you think that online appointment scheduling is too costly or an unnecessary ‘bell and whistle,’ think again!”

Pay Annually – Get A Month Free!

Would you like a free month of Full Slate? Take advantage of our annual payment plan and get 12 months of Full Slate for the price of 11.

Annual rates are:

  • Single-schedule:             $329.45
  • Up to 5 schedules:          $549.45
  • Up to 10 schedules:        $879.45

Please note the annual discount cannot be combined with other discounts.

If you’re interested in the annual payment plan, email us at [email protected] and we’ll set you up!