Have too many clients in your list and want to hide some of the old ones? You’re in luck; now you can mark mark multiple clients as inactive without have to go to each individual record.
Start from Clients > List and select the names you want. Remember, you can select a range of records by clicking one at the top, holding down “shift” and then clicking another at the bottom; all the records in between will be selected. Then click the “Mark Inactive” button.
Inactive clients are hidden by default. If you want to see them again, click the “Filter” icon at the top of the list and then under “Viewing clients that are” uncheck the box for “Active only.”
We’re excited to announce client tags are now available. Did you ever want to send targeted marketing campaigns or track common client characteristics?
Simply add custom tags to categorize your client list into groups of your choice.
You’re able to report and filter your client list based on the tag selected and send emails to clients with a common tag or groups of tags.
For more information on how to use client tags, please take a look here.
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!
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.
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.
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.
Did you notice the new Reports tab? If you haven’t already, check it out! Interactive graphs help you see at a glance how your business is doing on key performance indicators. You can choose from a variety of metrics including appointments, new bookings, dollar value, and hours booked.
By default, the bar chart shows total appointments by day for the current week. Each column represents a time period; you can change the interval to group by day, week or month. You can change the timeframe too to see trends over longer periods like four to thirteen weeks or even a full year. Best of all, you can look forward and see what’s booked in the future.
The pie charts at the top give you a detailed breakdown by service, booking type (by clients online or by staff offline), status (no-show or completed), and staff/location. Just move your mouse over a pie slice to see the details. You can also filter the graphs to show data for just a specific service, booking type, status, or employee.
When you change any of the settings, all of the graphs and tables update instantly. You can export that data to a CSV (comma separate values) file that you can open and analyze further in a program like Excel, or print a pretty report that looks just like what you see on the screen.
We’re really proud of this feature. It was inspired by the reports in QuickBooks and built by a developer from Intuit. Just the beginning of many great new things to come!
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!
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.
Canadian and UK businesses can now use Stripe to process client payments. Stripe is a great way to accept payments from clients when they book online, and it’s now available to businesses in the United States, Canada and the United Kingdom.
To set up Stripe as your payment processor, go to Setup > Client Payments in your Full Slate account. There, you’ll find a link to Stripe where you can set up your Stripe account.
For more on Full Slate’s client payments offering, please click here.
You can track how clients find your business using new ‘Source’ and ‘Referrer’ fields.
Under Clients > Details, each client record now includes ‘Source’ and ‘Referrer’ fields that allow you to record where the client heard about you. If a new client was referred by a colleague or other client, you can record this in the ‘Referrer’ field in order to ensure you thank them later. And if a client found you on Yelp or saw your flyer at the local coffee shop, you can record that in the ‘Source’ field.
Both are basic text fields, giving you the flexibility to capture anything you want.