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.

https://www.communitycare.com/News/Health-Blog-Article?URLName=Memorial-Day-Weekend-Quarantine-Style&utm_source=google&utm_medium=social%20media&utm_campaign=covid_19

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!

Updates to Authorize.net

Authorize.net has made security improvements to the way they accept payments!

You will have a window, from 03/21/2018 to 04/06/2018, to ensure uninterrupted client payments. If you happen to miss the window, no worries. You will still be able to accept client payments – just make sure to follow these steps as soon as possible:

1. Log in to Authorize.net.

2. Click the “Settings” link under the “Account” section.

3. On the Settings page, click the “Manage Public Client Key” link under the General Security Settings section.

4. Enter your Secret Answer to the Secret Question and click Submit button to create a new client key.

Note: If you need to reset your Secret Answer, please refer to this help page:
https://support.authorize.net/authkb/index?page=content&id=A524&actp=LIST

 

5. Select and copy the newly created client key.

6. Sign into the Full Slate app.

7. Navigate to the Setup -> Client Payments tab.

8. Paste your client key to the “Client Key” text box and click Save.

 

If you have any questions on this or any feature of Full Slate, please feel free to reach out to our team and we’d be happy to help!

 

Thanks and Happy Scheduling!

The Full Slate Team
[email protected]
(888) 489-6543

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Account Security

Full Slate is committed to making sure your company and client information is secure.

HIPAA rules require Covered Entities and Business Associates to implement technical policies and procedures for electronic information systems that maintain electronically-protected health information (EPHI), to ensure that only authorized individuals to have access to EPHI. The auto-logoff feature is one such procedure included in the HIPAA regulations. The feature provides a practical and effective method of guarding against the unauthorized access of EPHI.

If you would like more information on the password protocol in Full Slate, please see http://blog.fullslate.com/strong-passwords/

As always, we invite you to let us know what we can do to improve your experience with Full Slate.  You can reach us at (888) 489-6543 or [email protected]