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
You can now include in your email alerts information provided by clients when they book and cancel appointments online.
If you have added custom booking fields under Setup > Booking Details, you can choose to include client answers in the email alerts you receive each time a client books online. This is a great way to know when a client has made a special request or supplied information critical to providing the service. Just be sure to consider your clients’ confidentiality when deciding whether to include this information in your email alerts. Of course, you can still access this information on appointment details on the Schedule tab.
You can also choose to include in your email alerts any notes written by a client when they cancel an appointment online. With this information, you’ll know if you need to follow up with your client right away or otherwise take action.
By default, answers to custom booking fields and cancelation notes are not included in email alerts. To start, go to Messages > Alerts and check the boxes at the bottom of the page.
Custom booking fields can now be completed when booking appointments internally. Do you capture information from clients beyond name, phone and email? If so, in addition to asking clients to enter this information when they self-book online, you can now enter it when booking an appointment on the Schedule tab.
To create custom booking fields, go to Setup > Booking Details and click ‘Add field’. You can create text, multiple choice and checkbox fields, as well as use the built-in ‘how did you hear about us’, ‘opt-in’, ‘address’ and ‘birthday’ fields. The fields you create here will then be presented to clients when they self-book online and on the appointment details slider on the Schedule tab when you book internally. ‘Birthday’ and ‘Address’ can be captured on the client’s profile under Clients > Details.
To enter information for custom booking fields internally, simply create a new appointment on the Schedule tab and click ‘Show all fields’ to display your custom fields. You can even modify the answers on client-booked appointments in the event you later gather additional information.
If you make use of custom fields on your scheduling form, it’s easy to provide your clients with instructions on what to enter. Just go to Setup > Booking Details and click the ‘add instructions’ link next to the custom field you want to update. Enter the desired instructions in the text box and then be sure to click ‘Save’ at the top of the screen. Instructions will appear just below the custom field label on your scheduling form.
And remember, you can add a variety of custom fields to your scheduling form. Use custom fields to capture address information, birthdays, ‘how did you hear about us?’, promotion codes, special requests, etc. You can even create a multiple choice field that presents clients with a drop-down list of customized options.