DetailSlate Features

Share a public booking page from your website, social profile, email, or printed materials.

Customers can browse participating businesses by category or location and start a booking without first creating an account.

Set provider availability and schedule shared spaces such as rooms, bays, chairs, or stations. Mobile, fixed, hybrid, and multi-location workflows are supported.

Manage waitlist requests and offer an available appointment time when a slot opens.

Connect a business calendar to sync appointment events and check busy times.

Keep contact details, appointment history, and service notes together in the business workspace.

Ask for relevant details during booking instead of using one generic questionnaire for every service.

Create intake forms and acknowledgments for customers to complete before an appointment.

Keep optional work photos connected to the related booking and customer record.

Import supported customer records from CSV, Excel, or vCard files and review them before adding.

Connect Stripe to collect eligible booking deposits and balances online; applicable checkout fees are shown to customers.

Accept in-person card payments with Tap to Pay on supported devices, where available.

Prepare estimates and give customers a link to review the details.

Sell stored-value gift cards and service packages, then track available value or remaining credits.

Offer recurring client plans with membership status and available credits visible to customers.

Send booking updates and reminders through the delivery channels configured for your business.

Keep customer conversations and booking-related follow-up organized in the business workspace.

Send targeted announcements and eligible birthday campaigns to customers who have opted in.

Invite customers to review completed appointments and use the business referral program to connect with other providers.

Offer website visitors conversational help with common questions and managing existing bookings.

Give team members workspace access and set provider-specific availability.

Set up a service menu with category, duration, pricing, and the details customers need before they book.

Schedule bookable resources such as rooms, work bays, chairs, or equipment alongside staff.

Use dispatch tools to coordinate mobile appointments and their assignments.

Review booking activity, revenue, and repeat-client trends in business reports.

Review payment and payout status alongside the rest of your business activity.

Export supported records and restore a DetailSlate backup when you need to recover business data.

Customers with accounts can review appointments, saved payment methods, favorites, notifications, waitlist activity, memberships, gift cards, and package credits.