Set Up SlateScope

SlateScope is a desktop add-on for Google Sheets™. Every new installation starts a 30-day free trial with no payment card required.

Install and open

Install SlateScope using the installation link provided to you, while signed into the Google account you will use with it.
Review Google's permission screen and approve the requested access to the current spreadsheet.
Open or create a Google Sheet.
Choose Extensions > SlateScope > Open Setup.

Choose a setup method

New Tab: Creates a clean client tab with SlateScope fields.
Prepare Current Tab: Keeps current data and adds missing SlateScope fields.
Import Existing CRM: Matches source columns and creates a new client tab. The source tab is not changed.

Your spreadsheet

You can start with sample data or your own client records. Make a backup first. Share the spreadsheet only with people who should be able to see its client information.

Trial and subscription

Open Extensions > SlateScope > Trial & Access to view your trial or subscription. After the 30-day trial, choose $5/month or $50/year. Stripe checkout displays your licence key; paste it into Trial & Access to activate paid access. Use Manage Subscription to update payment details, switch plans or cancel. Cancellation takes effect at the end of the paid period.

If access expires, SlateScope pauses. Your spreadsheet and client records remain editable.

Need help?

Use the private support form. Do not send private client records or passwords.