---
title: Account Setup | Help Center
description: Account Setup
---

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1. [Help Center](https://support.fullslate.com/knowledge)
2. [Account Setup](https://support.fullslate.com/knowledge/account-setup)

# Account Setup

## Booking Rules

- [What if I only want to let certain people book online?](https://support.fullslate.com/knowledge/what-if-i-only-want-to-let-certain-people-book-online)
- [How do I set the window for when clients can schedule?](https://support.fullslate.com/knowledge/how-do-i-set-the-window-for-when-clients-can-schedule)
- [How can I avoid big gaps between appointments?](https://support.fullslate.com/knowledge/how-can-i-avoid-big-gaps-between-appointments)
- [Can I limit how many openings are displayed to clients?](https://support.fullslate.com/knowledge/can-i-limit-how-many-openings-are-displayed-to-clients)
- [Can I review appointment requests before confirming with a client?](https://support.fullslate.com/knowledge/can-i-review-appointment-requests-before-confirming-with-a-client)
- [How does Full Slate verify a client's email address?](https://support.fullslate.com/knowledge/how-does-full-slate-verify-a-clients-email-address)

See less ▼

## Company Details

- [How are my company details used in Full Slate?](https://support.fullslate.com/knowledge/how-are-my-company-details-used-in-full-slate)
- [How do I set up multiple locations?](https://support.fullslate.com/knowledge/how-do-i-set-up-multiple-locations)

## Getting Started

- [How do I get started using Full Slate?](https://support.fullslate.com/knowledge/how-do-i-get-started-using-full-slate)
- [Can I transfer my clients & appointments from another scheduler?](https://support.fullslate.com/knowledge/can-i-transfer-my-clients-appointments-from-another-scheduler)
- [How do I get existing appointments into Full Slate?](https://support.fullslate.com/knowledge/how-do-i-get-existing-appointments-into-full-slate)

## Appointment Times

- [Can I limit my daily appointment hours?](https://support.fullslate.com/knowledge/can-i-limit-my-daily-appointment-hours)
- [How do I set specific start times for openings?](https://support.fullslate.com/knowledge/how-do-i-set-specific-start-times-for-openings)
- [How do I limit when 'daily deal' clients can schedule?](https://support.fullslate.com/knowledge/how-do-i-limit-when-daily-deal-clients-can-schedule)

## Staff

- [How do I invite staff to log into multiple accounts?](https://support.fullslate.com/knowledge/how-do-i-invite-staff-to-log-into-multiple-accounts)
- [How do I set up my staff in Full Slate?](https://support.fullslate.com/knowledge/how-do-i-set-up-my-staff-in-full-slate)
- [Managing Staff](https://support.fullslate.com/knowledge/managing-staff)
- [How do I remove staff from my account?](https://support.fullslate.com/knowledge/how-do-i-remove-staff-from-my-account)
- [How do I invite staff to log into my Full Slate account?](https://support.fullslate.com/knowledge/how-do-i-invite-staff-to-log-into-my-full-slate-account-1)

## Services & Classes

- [How do I set up my menu of services?](https://support.fullslate.com/knowledge/how-do-i-set-up-my-menu-of-services)
- [Can I split appointments to let clients book during downtime?](https://support.fullslate.com/knowledge/can-i-split-appointments-to-let-clients-book-during-downtime)
- [Can I offer classes or group sessions to clients?](https://support.fullslate.com/knowledge/can-i-offer-classes-or-group-sessions-to-clients)
- [Why am I getting the "This service is an add-on" message?](https://support.fullslate.com/knowledge/why-am-i-getting-the-this-service-is-an-add-on-message)

## Booking Details

- [How do the various 'booking details' settings work?](https://support.fullslate.com/knowledge/how-do-the-various-booking-details-settings-work)
- [Where can I find client answers to custom booking fields?](https://support.fullslate.com/knowledge/where-can-i-find-client-answers-to-custom-booking-fields)
- [Can clients see times in their own time zone?](https://support.fullslate.com/knowledge/can-clients-see-times-in-their-own-time-zone)
- [What do the check-boxes at the bottom of Booking Details mean?](https://support.fullslate.com/knowledge/what-do-the-check-boxes-at-the-bottom-of-booking-details-mean)

- [Account Setup](https://support.fullslate.com/knowledge/account-setup#main-content)

    - [Booking Rules](https://support.fullslate.com/knowledge/account-setup#booking-rules)
    - [Company Details](https://support.fullslate.com/knowledge/account-setup#company-details)
    - [Getting Started](https://support.fullslate.com/knowledge/account-setup#getting-started)
    - [Appointment Times](https://support.fullslate.com/knowledge/account-setup#appointment-times)
    - [Staff](https://support.fullslate.com/knowledge/account-setup#staff)
    - [Services & Classes](https://support.fullslate.com/knowledge/account-setup#services-classes)
    - [Booking Details](https://support.fullslate.com/knowledge/account-setup#booking-details)
- [Service Alerts](https://support.fullslate.com/knowledge/service-alerts#main-content)

    - [Click below for operations updates including scheduled maintenance, critical issues and outages.](https://support.fullslate.com/knowledge/service-alerts#click-below-for-operations-updates-including-scheduled-maintenance-critical-issues-and-outages)
- [Gifts & Packages](https://support.fullslate.com/knowledge/gifts-packages#main-content)

    - [Managing Gifts & Packages](https://support.fullslate.com/knowledge/gifts-packages#managing-gifts-packages)
    - [Setting Up Gifts & Packages](https://support.fullslate.com/knowledge/gifts-packages#setting-up-gifts-packages)
- [Client Communications](https://support.fullslate.com/knowledge/client-communications#main-content)

    - [Message Delivery](https://support.fullslate.com/knowledge/client-communications#message-delivery)
    - [Message Templates](https://support.fullslate.com/knowledge/client-communications#message-templates)
    - [Mass Emails](https://support.fullslate.com/knowledge/client-communications#mass-emails)
    - [Automatic Messages](https://support.fullslate.com/knowledge/client-communications#automatic-messages)
- [Publishing to the Web](https://support.fullslate.com/knowledge/publishing-to-the-web#main-content)

    - [Add Scheduling to Your Website](https://support.fullslate.com/knowledge/publishing-to-the-web#add-scheduling-to-your-website)
    - [Add Scheduling to Your Facebook Page](https://support.fullslate.com/knowledge/publishing-to-the-web#add-scheduling-to-your-facebook-page)
- [Square](https://support.fullslate.com/knowledge/square#main-content)

    - [Locations](https://support.fullslate.com/knowledge/square#locations)
    - [Overview](https://support.fullslate.com/knowledge/square#overview)
    - [Getting Started](https://support.fullslate.com/knowledge/square#getting-started)
- [Calendar Syncs & Subscriptions](https://support.fullslate.com/knowledge/calendar-syncs-subscriptions#main-content)

    - [Connecting to Other External Calendars](https://support.fullslate.com/knowledge/calendar-syncs-subscriptions#connecting-to-other-external-calendars)
    - [Google Calendar Synchronization](https://support.fullslate.com/knowledge/calendar-syncs-subscriptions#google-calendar-synchronization)
    - [Specific External Calendar Instructions](https://support.fullslate.com/knowledge/calendar-syncs-subscriptions#specific-external-calendar-instructions)
    - [Overview of Connecting to Other Calendars](https://support.fullslate.com/knowledge/calendar-syncs-subscriptions#overview-of-connecting-to-other-calendars)
- [Mobile](https://support.fullslate.com/knowledge/mobile#main-content)

    - [Mobile-Optimized Client Scheduling](https://support.fullslate.com/knowledge/mobile#mobile-optimized-client-scheduling)
    - [Full Slate Mobile](https://support.fullslate.com/knowledge/mobile#full-slate-mobile)
- [iPhone App (BETA)](https://support.fullslate.com/knowledge/iphone-app-beta#main-content)

    - [FAQ](https://support.fullslate.com/knowledge/iphone-app-beta#faq)
    - [Known Bugs](https://support.fullslate.com/knowledge/iphone-app-beta#known-bugs)
    - [Getting Started](https://support.fullslate.com/knowledge/iphone-app-beta#getting-started)
- [Client Payments](https://support.fullslate.com/knowledge/client-payments#main-content)

    - [Using Client Payments](https://support.fullslate.com/knowledge/client-payments#using-client-payments)
    - [Client Payments Overview](https://support.fullslate.com/knowledge/client-payments#client-payments-overview)
    - [Client Payments Troubleshooting](https://support.fullslate.com/knowledge/client-payments#client-payments-troubleshooting)
    - [Client Payment Options](https://support.fullslate.com/knowledge/client-payments#client-payment-options)
- [General Information](https://support.fullslate.com/knowledge/general-information#main-content)

    - [General Information](https://support.fullslate.com/knowledge/general-information#general-information)
    - [Troubleshooting](https://support.fullslate.com/knowledge/general-information#troubleshooting)
    - [Logging into Full Slate](https://support.fullslate.com/knowledge/general-information#logging-into-full-slate)
    - [Other](https://support.fullslate.com/knowledge/general-information#other)
- [QuickBooks Sync & Checkout](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#main-content)

    - [Getting Started with Checkout](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#getting-started-with-checkout)
    - [Using Checkout - Other Options](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#using-checkout-other-options)
    - [QuickBooks Sync](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#quickbooks-sync)
    - [Using Checkout - Payment Methods](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#using-checkout-payment-methods)
    - [Common Questions](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#common-questions)
    - [Troubleshooting](https://support.fullslate.com/knowledge/quickbooks-sync-checkout#troubleshooting)
- [Client Management](https://support.fullslate.com/knowledge/client-management#main-content)

    - [Client List](https://support.fullslate.com/knowledge/client-management#client-list)
    - [Client Reviews](https://support.fullslate.com/knowledge/client-management#client-reviews)
    - [Client Tags](https://support.fullslate.com/knowledge/client-management#client-tags)
    - [Client Details](https://support.fullslate.com/knowledge/client-management#client-details)
- [Schedule Management](https://support.fullslate.com/knowledge/schedule-management#main-content)

    - [Appointment Booking](https://support.fullslate.com/knowledge/schedule-management#appointment-booking)
    - [Viewing My Schedule](https://support.fullslate.com/knowledge/schedule-management#viewing-my-schedule)
    - [Managing Availability](https://support.fullslate.com/knowledge/schedule-management#managing-availability)
    - [Exporting Appointment Data](https://support.fullslate.com/knowledge/schedule-management#exporting-appointment-data)
- [Security](https://support.fullslate.com/knowledge/security#main-content)

    - [Staff Access](https://support.fullslate.com/knowledge/security#staff-access)
    - [Logging On](https://support.fullslate.com/knowledge/security#logging-on)
    - [HIPAA / GDPR Compliance](https://support.fullslate.com/knowledge/security#hipaa-gdpr-compliance)
- [Reports](https://support.fullslate.com/knowledge/reports#main-content)

    - [Reports](https://support.fullslate.com/knowledge/reports#reports)
- [Email & SMS Alerts](https://support.fullslate.com/knowledge/email-sms-alerts#main-content)

    - [Staff Alerts for SMS & Email](https://support.fullslate.com/knowledge/email-sms-alerts#staff-alerts-for-sms-email)
    - [Troubleshooting](https://support.fullslate.com/knowledge/email-sms-alerts#troubleshooting)
- [Reseller Program](https://support.fullslate.com/knowledge/reseller-program#main-content)

    - [How It Works](https://support.fullslate.com/knowledge/reseller-program#how-it-works)
- [Contact Us](https://support.fullslate.com/knowledge/contact-us#main-content)

    - [Didn't find the answer?](https://support.fullslate.com/knowledge/contact-us#didnt-find-the-answer)

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