Updates to Staff Management in Full Slate

Hello Full Slate Users,

Exciting new changes are here! To help you better manage your staff and schedules, Full Slate is launching an update on how you can configure your team. You will now efficiently address current and former staff, and adding managers, admins, and front office staff has never been easier! Best of all, these changes will not interfere with your monthly or annual subscription plan.

So what exactly is new? Under Setup → Staff a Staff Status field will be added to each staff profile with the options to select Active, Inactive, or Manager. Here is an explanation of each status and how they will affect the schedule and billing:  

  • Active: This status is for staff actively taking appointments. This user will be visible on the Schedule, and depending on if they perform services or not, appointments can be booked internally or online by clients. A two-way calendar sync is available. This user will count towards a monthly or annual subscription plan.
    • Performs All Services: Appointments can be booked internally or online
    • Performs select services: Appointments can be booked internally or online
    • Performs No Services: Appointments can only be booked internally

In this image, this staff is Active and performs All Services

In this image, this staff is Active and performs No Services

  • Inactive: This status is best used for former staff. This user will be visible on the Schedule tab but not bookable for new appointments (any appointment history will remain intact). Only a one-way calendar sync is available from this Full Slate schedule to an external calendar. This user will not count towards the monthly or annual subscription plan.
    • Performing All or select Services or No Services does not affect this user’s status.

In this image, this staff is Inactive and performs No Services

In this image, this staff is Inactive and performs All Services 

  • Manager: This status is for managers, receptionists, and staff not taking appointments. This user will not be visible on the Schedule tab and will not be bookable for appointments. Only a one-way calendar sync is available from this Full Slate schedule to an external calendar. This user will not count towards the monthly or annual subscription plan.
    • Performing All or select Services or No Services does not affect this user’s status.

In this image, this staff is Manager and performs All Services 

Some Tips: 

As long as users are listed as Active, nothing will change. Any user that needs to be scheduled online or internally on the Schedule tab must be listed as Active (make sure that you check which services they perform).  

For any users that are only booked for appointments internally, they MUST be set to Active.

Only Active status allows for two-way calendar sync. Inactive or Manager status are only allowed one-way calendar syncs – since they are not taking appointments.

PLEASE NOTE!  This update will take effect as of July 22, 2021. Any user listed as ACTIVE will count towards your billing. To avoid any sudden invoice amount increases, please email [email protected]. Our Customer Care Team is ready to answer any questions and help you configure your account, staff, and schedules to meet your company’s unique needs.

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Full Slate and Square!

We at Full Slate take pride in bringing you innovations to help you achieve business success. That’s why we’re excited to announce our new partnership with Square, one of the world’s leading payment processors. 

Square offers so many features that have been requested by our business partners, including the ability to collect a card on file to secure appointments.  

Why is Square awesome for Full Slate users?

  • Option available to simply collect a card on file without charging 
  • Reduce no-shows by adding Square as your payment processor
  • Low processing fees mean more money in your pocket
  • Square offers a user-friendly dashboard to help you easily see cash flow

Want to learn more about Square and how it can benefit your business? Read on for all you need to know about Square.

Meet Square, Our New Payment Processing Partner

You’ve probably encountered Square, the fast, easy, payment processor that lets businesses transact anywhere, even on the go. Square is a mainstay of brick-and-mortar and online shopping. No matter what you sell or where you sell it, you can make payment processing effortless with Square.

Founded in 2009, Square is on a mission to empower more businesses and people to participate in the economy. Square’s founders wanted to make it possible for any business to accept credit card payments. Today, Square has offices in the U.S., Canada, Japan, Australia, Ireland, Spain, and the UK.

More than two million businesses around the globe use Square. While 72% of Square clients are small businesses with <50 employees, Square solutions also meet the needs of large enterprises. Some household names you know — like Facebook and Whole Foods — use Square for payment processing.

Top-Notch Features for Every Business

You’ve probably encountered Square, the fast, easy, payment processor that lets businesses transact anyway. Square is a mainstay of brick-and-mortar and online shopping like. No matter what you sell or where you sell it, you can make payment processing effortless with Square.

  • Get Started Quickly: Setting up your square account is a quick, painless process. No bank visits or a merchant account set up required. You also don’t need to pay any upfront fees or sign up for a long-term commitment. 
  • Receive Payments Promptly: Square makes it easy to accept payment wherever you are, even on the go. You can get your money in your bank account as soon as the next business day (or instantly for a fee per transfer).
  • Sales and Inventory Tracking: Not only does Square streamline your payments, it also helps you keep a close watch on business trends. Keep an eye on your sales and cash flow, while receiving real-time updates about your sales and inventory.
  • No Hidden Fees: There aren’t any statement fees, chargeback fees, or any other small-type, weird-word fees. You pay only when you make a sale. All you pay are transaction fees are each sale, so you won’t have any surprises.
  • Streamlined Disputes: When payment disputes occur, their team of experts deals with the bank for you so you can focus on more important things, like your customers.
  • State-of-the-Art Security: Square has engineered into its products from the ground up. The company follows industry requirements that keep data safe (instead of passing that responsibility on to you). 
  • Protection for Your Business: Square’s systems constantly monitor for suspicious activity. If they suspect something fishy, they notify you and help you avoid lost goods or sales. Square’s tools help prevent the wrong people from accessing your account.

Get Started with Square Today

Starting today, Full Slate users can sign up for a free Square account. The good news is that It only takes a few minutes to sign up with Square — and doesn’t require a long term contract. You can start risk-free and learn first-hand about all the powerful benefits can bring to your business.

When you sign up with Square you’re joining a community of global business owners driving the next chapter in commerce. Square users transact every day in every location you can imagine — from a pop-up booth at a farm market to a downtown restaurant, to a multi-million dollar online enterprise.

At Full Slate, we’re proud to partner with Square to bring our users access to next-generation payment processing. We look forward to supporting you and innovating with you as your business grows and thrives.

To sign up for Square and start enjoying all the great benefits they have to offer for a Full Slate customer, please visit https://buff.ly/3bKEBXi

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Downloading Custom Booking Field Answers

A small but great change has been made to the Export Appointment Data feature of Full Slate! Now the custom booking field answers are included in the download.

Full Slate offers a feature that allows you to export your appointment history as a .csv file. You can then edit and filter this document in a program like Excel. Just go to Schedule –> More –> Sync, Import & Export –> Export Appointments –> Download .csv file, enter in the time range you want to export and select from which schedule.

If you would like to include canceled appointments, make sure the box is checked next to Include canceled appointments.

The system will automatically download the document and title it events.csv

Various columns will provide detailed appointment and client information such as the appointment date, start and stop time, Client, Service, Provider, Created by, Notes, etc

You can also view the answers to any Custom Booking Fields you may have set up.  Please note that this only applies to one on one appointments and not available in classes at this time. 

For more on Custom Booking Details please see Custom Booking Fields

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Managing Appointments Times to Meet New Challenges

While businesses are reopening, many are looking at adjusting their practice to allow for proper social distancing and sanitation practices. One feature on Full Slate that can help with this is our Setup and Cleanup Times.

This feature can be found under Setup> Services.
If you want to build a buffer between appointments or classes, click to add setup/cleanup time. This feature will automatically block extra time before and/or after this service or class, so clients can’t schedule back-to-back.
We generally recommend using cleanup times only; that makes it easy to avoid nonworking gaps between appointments when the cleanup time for one appointment is added to the setup time for the next meeting.
For example, say you have a service that takes an hour and 30 minutes to set up and 30 minutes to clean up. If you’re available starting at 9 am, the first start time Full Slate would offer to clients is 9:30. That gives you a half-hour to set up from 9-9:30. Afterward, another half-hour would be reserved for cleanup, so whatever is next couldn’t start until after 11 am. If you provide services on location, you can also use Setup and cleanup to factor in drive time before and after an appointment.
Note that Setup and cleanup time don’t appear on the ‘Schedule’ tab; they leave a gap between appointments. You (or your staff) can override these settings if you want and book back-to-back appointments, but Full Slate builds in the buffer when clients self-schedule online or click ‘New appointment’ above the calendar.

More on configuring your schedule can be found https://support.fullslate.com/hc/en-us/sections/200278308-Managing-Availability

The Full Slate Customer Care Team is ready to help you with any questions you may have. To book your free One on One Support appointment with our Specialists, please visit https://fssupport.fullslate.com/

Client Tags

A little known feature of Full Slate is the ability to tag clients. Why is this feature nifty? You can tag clients based on any criteria you like. This allows you to then pull lists of customers based on a tag.

Client tags are a great way to categorize your client list into groups of your choice. There are many reasons you might want to use tags, including grouping clients for marketing campaigns, so feel free to get creative. 

For more on this feature please see http://Client Tags

If you have questions on this feature or any feature of Full Slate, please reach out to our excellent Customer Care Team at

Social Issues and Full Slate

We have not posted anything on our social media the past few days to make space for issues and stories to be heard. We stand in solidarity with the Black Lives Matter movement. We stand for love and equality, and we do not tolerate hate and racism.  

We know that there is much work to be done, but it starts with the willingness to accept that we all can do better to inspire belonging and help to bring about meaningful change.

To that end, Full Slate wants to help to support efforts being made across the country. If you have or know of an organization that is helping bring about social change, please contact us at [email protected]

Full Slate would like to help by offering free use of our software for such organizations for three months (some restrictions apply) to assist with any scheduling needs they may have and to help foster healthy social distancing. It is a small part, but all great movements start with many people making small steps. 

If recent events have impacted your business, please reach out to our Care Team. We are here to help navigate any updates that may need to be made for your company.  

For those that are interested in helping to support the BLM movement with a financial donation, then click here.

Resources & Ways to Support Black Lives Matter

Happy Memorial Day from all of us at Full Slate

The Full Slate Care Team will be out of the office on Monday, May 25th, as we observe Memorial Day.

While this Memorial Day will be different, we wish everyone a Happy and Healthy Memorial Day.

Here are some tips for enjoying your Memorial Day weekend while observing the current health and safety guidelines.


Managing post-shutdown appointment requests

With parts of the country slowly opening back up for business, you may want to consider adding a Wait List option to your booking page. A waitlist can give you a sense of just how many clients are eager to return, when, and for which services. You can also get a sense of which appointment types are in the highest demand to start building your schedule.

While we do not have a direct waitlist feature, we do offer a workaround that we hope can help. For more on this workaround, please see https://support.fullslate.com/hc/en-us/articles/203424809

We are excited to see our partners come back to work. If you want any help with configuring this workaround, please reach out to us at [email protected]

Using Gift Certificates and Packages to help drive business

While it is hard to sometimes see the light at the end of the tunnel, some areas are slowly starting to come back to allow for businesses to resume activities, with some restrictions in place for everyone’s safety.

One way to get clients excited for your business reopening is to offer gift certificates and packages. Using this feature you can bundle certain services for a discount. This can be helpful for our salon and massage partners, as many clients will be looking to book several services in a session, and using packages can allow them to pre-pay for them, and adding the discount will further drive that decision.

You can send some incentives manually to loyal customers, as a way to let them know that you are ready to start scheduling again. This is done via the Sales tab on your Full Slate account.

If you want any help configuring this feature please reach out to us at [email protected]

Click here to learn more about Gift Certificates and Packages

Auto Log Out Option Update

Full Slate is committed to making sure your company and client information is secure. One way that we’ve done this is by implementing our auto-logout feature, ensuring the invaluable safety of your client information and schedule.

Since then, we’ve made some great enhancements with the help of your feedback!

Here are some of the updates you may notice:

  • We’ll let you know that you’re about to be logged out due to inactivity (with the chance to stay logged in!)
  • Once logged out, we’ll let you know why the logout has occurred (no more feeling of uncertainty!)
  • Finally, you now have the option to take on the responsibility of your account’s session security and opt out of auto-logout

Let’s see what this will look like! Below you’ll see the auto-logout notice; on it, we’ve included a timer as well as two options – “Disable Auto Logout” or simply continue your session by clicking “Stay Signed-In”.

If ever you’d like to view or edit your user settings (including auto-logout), you can do this by opening your “Account” in the top navigation bar.

When making the decision to disable the auto-logout feature, we recommend reviewing your device settings regarding screen locks to protect your data (in case you do forget to logout!).  If you have any questions about this, please contact support via email at [email protected] or phone at (888) 489-6543.

As always, we invite you to let us know what we can do to continue improving your experience with Full Slate!