Frequently Asked Questions
This page answers common questions about how FullDay works.
If you would like more detailed explanations of a specific feature, follow the related documentation links included throughout this page.
Organizations & Locations
Section titled “Organizations & Locations”Do I have to finish onboarding before I can use the dashboard?
Section titled “Do I have to finish onboarding before I can use the dashboard?”New organizations are guided through setup after registration. You can skip the wizard and return later from the dashboard Continue setup card. Until you finish or skip, admin pages send you back to onboarding (billing pages stay available). Existing organizations that were already set up before this wizard shipped are not asked to complete it.
See Guided Onboarding.
Why does Overview show no data?
Section titled “Why does Overview show no data?”The dashboard Overview card calculates Booking Rate, Client Retention, and Avg Revenue/Day from the last 7 days of bookings. A new organization, or one with no bookings in that window, sees no data instead of a percentage or revenue figure.
See Getting Started.
What is an organization?
Section titled “What is an organization?”An organization represents your business within FullDay. It contains your locations, services, specialists, clients, bookings, subscriptions, and organization-wide settings.
See Locations & Organization Settings.
Why would I create multiple locations?
Section titled “Why would I create multiple locations?”Multiple locations allow one organization to manage several business sites from a single platform. Each location can have its own business hours, pricing, specialists, and availability.
Can different locations have different business hours?
Section titled “Can different locations have different business hours?”Yes. Business hours are managed independently for each location, allowing every site to operate on its own schedule.
Can locations have different pricing?
Section titled “Can locations have different pricing?”Yes. Services support location-specific pricing, allowing the same service to have different prices at different locations.
See Services, Specialists & Scheduling.
How do I turn off appointment reminders?
Section titled “How do I turn off appointment reminders?”Open Settings, then the General tab. Under Appointment Reminders, turn off Appointment reminder SMS and Appointment reminder email independently. You can also customize the reminder wording per language on that page, or leave a language empty to keep its default. Online bookings use the language selected on the booking page. Staff-created bookings use the language saved on the client profile. Editing a language tab changes its wording, it does not change a client’s reminder language. Cart abandonment emails and review-request emails have separate switches on the same page.
SMS goes out on the next hourly check after the visit is within 48 hours, and email after it is within 24 hours, both in the location timezone. Turning a reminder on after that window has already opened sends it on the next hourly check, once per booking.
See Locations & Organization Settings.
Does Opening Flow block specialists from using FullDay?
Section titled “Does Opening Flow block specialists from using FullDay?”No. Specialists scheduled that day see a greeting on the dashboard, and a reminder on other admin pages, but they can choose Later and continue using the platform. They can also use Opening under Daily operations to complete the flow manually on a cover day without a scheduled shift.
See Opening Flow.
Does Closing Flow block specialists from using FullDay?
Section titled “Does Closing Flow block specialists from using FullDay?”No. Specialists with a shift ending soon see a reminder on the dashboard and on other admin pages, but they can choose Later and continue using the platform. They can also use Closing under Daily operations to complete the flow manually on a cover day without a scheduled shift.
See Closing Flow.
Can I complete another opening or closing without going back to the dashboard?
Section titled “Can I complete another opening or closing without going back to the dashboard?”Yes. After you submit, choose Stay on page to return to a blank opening or closing form. Choose Back to dashboard if you are done.
See Opening Flow and Closing Flow.
Can we track laser shots or other daily counters?
Section titled “Can we track laser shots or other daily counters?”Yes. In Settings → Daily operations, add daily meters with the label and unit your business uses. Specialists enter a reading during Opening Flow and again during Closing Flow. Administrators can review opening, closing, and used amounts on the opening and closing reports.
If you add no meters, the flows stay cash and checklist only.
See Opening Flow and Closing Flow.
Where do staff find emergency contacts and what to do if a machine fails?
Section titled “Where do staff find emergency contacts and what to do if a machine fails?”Enable the Company handbook in Settings → Daily operations. Staff open Handbook under Daily operations to see emergency contacts and scenario instructions. Administrators add phone numbers and rewrite the starter scenarios on the Manage tab.
See Company Handbook.
What if a specialist cannot attend work?
Section titled “What if a specialist cannot attend work?”Enable Emergency cancellation in Settings → Daily operations. The specialist opens Emergency under Daily operations, selects remaining bookings or the current shift, and confirms. FullDay sends SMS and email notifications through each channel available for the customer. An administrator can run the same flow for a specialist who cannot log in.
You can cancel at most 50 bookings per confirm. Unchecked bookings stay booked. If more remain, run the flow again.
A second run does not text or email the same booking again. If a send fails, staff can run the flow again for that booking.
Services & Scheduling
Section titled “Services & Scheduling”Why isn’t a service available for online booking?
Section titled “Why isn’t a service available for online booking?”A service is available only when the scheduling engine can find a valid combination of service, location, specialist, and available time that satisfies your scheduling rules.
Why can’t clients see available appointment times?
Section titled “Why can’t clients see available appointment times?”Availability is calculated using business hours, specialist shifts, scheduling rules, and existing bookings. If any requirement is not met, that time is not offered.
Can multiple specialists provide the same service?
Section titled “Can multiple specialists provide the same service?”Yes. A service can be assigned to multiple specialists. FullDay automatically considers every qualified and available specialist when calculating appointment availability.
How is appointment availability calculated?
Section titled “How is appointment availability calculated?”Availability is generated in real time by evaluating services, locations, specialists, business hours, scheduling rules, and existing bookings together.
See Services, Specialists & Scheduling.
Can clients pay for a package in installments?
Section titled “Can clients pay for a package in installments?”Yes. If you set a default installment count in Settings, clients buying a new multi-session package on the Booking Portal can choose Pay in N visits or Pay in full. Pay in N visits is pre-selected. Your team can also split the price when they sell a package from the dashboard, and they can change the count per sale. The client pays at those visits until the plan is complete, then remaining sessions are already covered. Staff can complete a visit while an installment balance remains; the dashboard shows a warning so the unpaid amount stays visible.
See Booking Portal, Booking Management, and Clients.
What happens if a package session is cancelled?
Section titled “What happens if a package session is cancelled?”The cancelled visit does not skip ahead in the package. The next booking for that package reuses the same session number, whether it is created from Booking Management or the Booking Portal. If staff overrode the package session count, that updated count stays on the rebooked session.
See Booking Management and Booking Portal.
Does a payment have to match the booking price?
Section titled “Does a payment have to match the booking price?”No. On the client detail page, record the amount you actually received, even if it is lower, higher, or unrelated to the current booking (a deposit, a split payment, an outstanding debt, an advance for a future visit). This includes free bookings and prepaid package sessions. The booking price stays the same. Status stays Pending while a balance remains and becomes Paid once payments cover the price.
See Clients.
Bookings
Section titled “Bookings”What’s the difference between Booking Portal and Booking Management?
Section titled “What’s the difference between Booking Portal and Booking Management?”The Booking Portal is where clients book appointments online. Booking Management is where your team creates, updates, and manages bookings internally. Both use the same scheduling engine and real-time availability.
See Booking Portal and Booking Management.
Does availability update automatically?
Section titled “Does availability update automatically?”Yes. Whenever a booking is created, updated, cancelled, or rescheduled, availability is recalculated immediately across the platform.
Can staff create bookings manually?
Section titled “Can staff create bookings manually?”Yes. Staff can create appointments directly from Booking Management while using the same scheduling rules that apply to online bookings.
Is a phone number required to book online?
Section titled “Is a phone number required to book online?”Yes. Clients must enter a phone number on the Booking Portal to complete a booking. When they open a booking from the confirmation email, they can still verify with their email address or phone number.
See Booking Portal.
Clients & Forms
Section titled “Clients & Forms”How are forms connected to clients?
Section titled “How are forms connected to clients?”Completed forms become part of the client’s permanent record, allowing documents to be viewed alongside bookings and other client information.
Where are signed documents stored?
Section titled “Where are signed documents stored?”Once completed and signed, documents are stored securely and remain attached to the client’s record for future reference.
See Forms & Documents.
Billing & Subscriptions
Section titled “Billing & Subscriptions”Can I change my subscription plan?
Section titled “Can I change my subscription plan?”Yes. Organizations can move between available subscription plans as their business needs change.
What’s the difference between monthly and annual billing?
Section titled “What’s the difference between monthly and annual billing?”Both options include the same platform functionality. Annual billing provides discounted pricing compared to monthly billing.
What does my subscription include?
Section titled “What does my subscription include?”Your subscription determines the features and capacity available to your organization, including supported locations and other plan-specific capabilities.
How is SMS billed?
Section titled “How is SMS billed?”SMS is billed at the actual send cost (destination rate plus a small per-part markup), shown as SMS spend on Billing. Both SMS spend and invoice usage are rounded up to the nearest euro cent. The monthly plan price is a spend cap. SMS stops when that cap is reached. On the booking form, clients see that SMS verification cannot be sent because the organization billing limit was reached, and they can continue without verification. It is not the SMS charge itself.
Reports & Finance
Section titled “Reports & Finance”What information is included in Reports & Finance?
Section titled “What information is included in Reports & Finance?”Reports & Finance provide insights into revenue, cash reconciliation, financial summaries, SMS usage, and other operational metrics generated through daily business activity.
What is cash reconciliation?
Section titled “What is cash reconciliation?”Cash reconciliation compares expected cash with recorded balances to help identify discrepancies and maintain accurate financial records.
See Reports & Finance.
Integrations
Section titled “Integrations”What services does FullDay integrate with?
Section titled “What services does FullDay integrate with?”FullDay integrates with external services that support subscription billing, email delivery, and other operational workflows while keeping your business data centralized within the platform.
Where is my business data stored?
Section titled “Where is my business data stored?”Business data—including clients, bookings, services, scheduling, and reports—is managed within FullDay. External providers handle specialized services such as payment processing and email delivery without replacing the platform as your central source of business information.
See Integrations.
AI assistants
Section titled “AI assistants”Can I connect Claude or ChatGPT to Full Day?
Section titled “Can I connect Claude or ChatGPT to Full Day?”Yes, when the AI assistants feature is enabled for your organization. Copy the MCP server URL under Settings → Integrations → AI assistants, add it in your assistant, then sign in and approve the connection. The assistant can only do what your Full Day role allows.
See AI Assistants.
What can I ask the assistant?
Section titled “What can I ask the assistant?”Look up clients and bookings, check payments, list who is working, reschedule or cancel appointments, and (as an admin) create, update, or cancel shifts. The assistant cannot create new bookings, edit clients, or change organization settings.
Example: “What bookings do we have today?” or “Find the client named [name] and summarize their payment history.” Destructive changes show a preview first. You confirm before anything is applied.
See AI Assistants for the full capability list and more example prompts.
Customer Support
Section titled “Customer Support”Which channels does Customer Support support?
Section titled “Which channels does Customer Support support?”Email, Facebook Messenger, and Instagram Direct Messages. You connect them under Settings → Integrations → Support channels. Replies go back out on the same channel the customer used.
Does the AI reply to customers on its own?
Section titled “Does the AI reply to customers on its own?”No. AI drafts suggested replies (Reply, Ask for clarification, or Escalate). A person on your team must choose a draft, edit it if needed, and send it.
What is the knowledge base for?
Section titled “What is the knowledge base for?”The knowledge base is a per-organization library of articles and files the AI uses when drafting replies. Add policies, hours, and common answers so suggestions stay accurate.
Who can access the Support inbox?
Section titled “Who can access the Support inbox?”Team members who can view bookings can open the inbox. Team members who can update bookings can reply, change status, and manage AI settings and the knowledge base.
See Customer Support.