Help guides
How to do things in Slate
Short, step-by-step guides for studios already on Slate. If you can't find what you need, get in touch and one of us will help, usually the same working day.
Getting started
- Set up your studioThe setup steps you go through the first time you sign in, and how to add more locations later.
- Connect Stripe to take paymentsCustomers pay by card straight into your own Stripe account. Here's how to connect it.
- Add the booking page to your websitePut your timetable on your own site, so customers book without leaving it.
- Make the booking page look like yoursColours, fonts, your logo, your waiver, and what happens after someone books.
- Sign in and reset your passwordSigning in to the dashboard, and what to do if you've forgotten your password.
Bookings and the front desk
- What customers see when they bookThe booking journey from your customer's side, so you can help them over the phone.
- Check people in and add walk-insThe front desk view: who's booked, who's arrived, and adding people at the door.
- Book a customer in yourselfAdd a booking for someone who phoned, emailed or asked at the desk.
- Cancel, refund or move a bookingWhat you can do from the dashboard, and what customers can do themselves.
- Set your cancellation rulesDecide whether customers can cancel or move their own bookings, and what they get back.
- Use the waitlist when a session is fullWhen a session is full, customers can join the waitlist and hear as soon as a place opens.
- Find and export bookingsSearch your bookings, filter them, and download them as a spreadsheet.
- Find a customer and see their historyLook someone up, see their bookings, and manage their gift cards and emails.
- Customer accounts and signing inWhat customers can do in their own account, and how they sign in without a password.
- Collect and approve reviewsCustomers get a review email after a visit. You decide which reviews to keep.
Sessions and your timetable
- Create your classes and pricesSession types are the things customers book: a sauna session, a reformer class, a private hire.
- Build your timetableCreate weeks of sessions in one go, check them as drafts, then publish.
- Let customers choose between sessions in one slotOffer a choice in a time slot, for example a shared session or a private hire. The first booking decides.
Memberships, packs, gift cards and discounts
- Sell membershipsMonthly or yearly plans that bill automatically and include a set number of sessions.
- Sell class packsA bundle of sessions customers buy up front and use when they like.
- Sell and issue gift cardsSell gift cards online, issue them by hand, and see what's outstanding.
- Create discount codesCodes customers enter at checkout for money or a percentage off.
Your team
Running the studio
- Opening and closing checklistsMake sure the same jobs get done every shift, with a record of who did them.
- Log and review incidentsRecord accidents, complaints and anything else that went wrong, and follow it up.
- Health and safety documentsShare policies with your team and keep a record of who has read them.
- Count your stockKeep track of towels, drinks, retail and anything else you count.
- Check if Slate is workingSee at a glance whether a problem is on our side before you get in touch.
Emails
- Edit the emails customers getBooking confirmations, cancellations, gift cards and more, written in your own words.
- Send an email to your customersOne-off emails, such as news, offers or a new class, to everyone or a group you choose.
- Set up emails that send themselvesWelcome new customers and win back the ones who have gone quiet, automatically.
Can't find what you're looking for? Ask us, and one of us will reply, usually the same working day.