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.

Validate booking addresses and, when location access is allowed, show customers distance to participating businesses or help owners plan assigned mobile jobs.

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 Google, Microsoft 365/Outlook, Apple/iCloud, or compatible CalDAV calendars. Connected calendars are checked for busy times; one selected writable primary calendar receives booking-event updates.

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 deposits and balances online. When enabled, supported buy-now-pay-later methods may be offered for eligible balances; provider approval and terms apply.

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.

Apply supported referral, promotional, or beta benefits to eligible accounts; the applicable price and eligibility are shown before confirmation.

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.

Choose optional AI chat, a phone receptionist, or both. The receptionist uses configured business information and owner-managed FAQs, supports callers with appointments, offers caller-requested live transfer when enabled, and routes unresolved requests into a tracked callback workflow.

• Callers can choose English, Spanish, Vietnamese, Arabic, Portuguese, or French before the consent prompt.
• The receptionist can book one or more selected services as a single combined appointment, help with verified changes to existing appointments, and send secure payment links when required.
• Businesses can enable live transfer to a separately verified phone number during configured hours. The caller must request and confirm the transfer, and the recipient must accept before the call connects. If the transfer does not connect, callers can leave a message or request a callback; no transcript or booking details are sent to the recipient.
• Owners manage FAQs and preview how caller phrasing matches them, review call outcomes, and track callbacks as open, in progress, or resolved. The setup checklist covers greeting, forwarding, availability, and a simulated booking/payment-link walkthrough; a real call is optional.
• Optional service add-on suggestions are owner-controlled and off by default.
• Optional, owner-enabled missed-call texts require an active SMS-capable DetailSlate number and Twilio campaign approval for the enabled flow. Forwarded calls must be routed to the receptionist; a direct DetailSlate number sends one initial text only after a busy, failed, or unanswered call. Texts come from the assigned DetailSlate number, not a carrier line. Replies can be handled for 24 hours; the hard cap is 100 outbound segments per business per billing period, with no rollover or overage.
• When the owner enables text storage, eligible receptionist text threads can be handled in the shared inbox by the owner and inbox-authorized staff. The owner controls when AI handling resumes; message content is retained for 30 days after the thread’s last activity.

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.

Track bookings by status and service date, revenue and average completed-booking value, repeat-client rates, top services, cancellation and no-show patterns, and public booking-funnel outcomes.

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.