📝 Overview
Now that your credit card reader is set up and connected to the software, you're ready to start accepting payments. This article walks you through how to process payments on the website and in the app.
💳 Take a Card payment
💻 Website
Click the arrow to learn how to take a payment with the DaySmart Website
Click the arrow to learn how to take a payment with the DaySmart Website
Click on the +Create button at the top left of the appointment book.
Select New Appointment or New Transaction will skip the appointment and go straight to ready to take a payment.
In the first search bar, search for an existing client, create a new client, or leave the client search blank for a walk-in.
The second search bar is for the Products and Services.
Once your service is added, you can adjust the appointment time and price if needed.
For a test payment on your own card, we recommend changing the price to $1.00
After you have everything added for the appointment, you can click Schedule in the upper right corner, or proceed to payments if there is no appointment being scheduled.
When the time of the appointment comes, you can click on the slot and check in, and when they are ready to pay, click on the appointment again and check out.
When the time of the appointment comes, you can click on the slot and check in, and when they are ready to pay, click on the appointment again and check out.
From the checkout page, click Proceed to Payments.
Click on Credit under Payment Methods.
Click on one of the options below to finish the payment.
🔢Manually Enter Payment
Click the arrow to learn how to run a manual payment
Click the arrow to learn how to run a manual payment
🎬 Want a video walkthrough?
Click the arrow for a video on how to manually enter a payment.
Click the arrow for a video on how to manually enter a payment.
Click on Enter card information.
Under Enter Card number, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used.
Click Process Card
The screen will load while it is processing the transaction.
Enter a tip under Tip Amount and click Add, or click Skip to skip the tip portion and move on to continue taking the payment.
Review the transaction from the Order Summary and click Close Ticket.
You can send yourself a receipt via email if you'd like, or tap Skip Receipt.
When the screen shows Transaction Complete!, select the Calendar option to return to the Appointment Book.
💳Credit Card Reader Payment
Click the arrow to learn how to run a card reader payment.
Click the arrow to learn how to run a card reader payment.
Wait for the device to show Connected, then click Process Card.
If you have multiple devices, you may need to click the dropdown to select the right one.
Once prompted on the device, the cardholder can insert their credit card into the slot, swipe, or tap using their card or smartphone/watch if using Apple Pay, Google Pay, Android Pay.
The device will prompt for Tip if available for this ticket based on your settings.
After the tip is selected, the client will be presented with their total amount due.
Once the transaction is successful, the device will show Approved, and the web page will return to checkout.
From the DaySmart webpage, click Close Ticket to finalize the payment.
You can send yourself a receipt via email if you'd like, or tap Skip Receipt.
When the screen shows Transaction Complete!, select the Calendar option to return to the Appointment Book.
📱Mobile App
Click the arrow to learn how to take a payment on the DaySmart App
Click the arrow to learn how to take a payment on the DaySmart App
Click on the plus sign + in the bottom right corner.
Select an existing client, create a new client, or walk in.
You can adjust the appointment date and time by clicking on Date or Time, depending on what you need to update.
Click Services and Products, then +Add Service or +Add Product, and search for the items you're looking to add.
After you have everything added for the appointment, you can click Book Appointment at the bottom.
When the time of the appointment comes, you can click on the time slot and click check out.
Under Payment Details, click Credit Card.
Click on one of the options below to finish the payment.
🔢Manually entered Payment
Click the arrow to learn how to run a manual payment
Click the arrow to learn how to run a manual payment
Under Other Options, click Enter Card Number Manually.
From the Enter Card Details screen, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used.
Tap Process Credit Card
You will then be given the option to select a tip amount. You can show this screen to the cardholder for them to select or ask them, so you can click the tip option.
You have now successfully taken your payment 🎉
You can send yourself a receipt via email if you'd like, or tap Skip Receipt to return to the app.
💳Credit Card Reader Payment
Click the arrow to learn how to run a card reader payment.
Click the arrow to learn how to run a card reader payment.
Under Process New Card, select your device (the device could be named something different during setup). Your reader should be showing as connected. If not, please reconnect your wifi.
Once prompted on the device, the cardholder can insert their credit card into the slot, swipe, or tap using their card or smartphone/watch if using Apple Pay, Google Pay, Android Pay.
The Cardholder can select their tip amount on the screen.
You have now successfully taken your Payment🎉
You can send yourself a receipt via email if you'd like, or tap Skip Receipt to return to the app.
💾 How to save a card on file
⚠️ Please Note: Saving a card on file will not be visible for walk-in clients.
💻 Website
During appointment creation
Click the arrow to learn more
Click the arrow to learn more
In the appointment book, create a new appointment.
Search for and add the client.
Click the Cards on File drop-down.
Click + Add New Card.
Enter card information from the pop-up window and click Add.
During checkout
Click the arrow to learn more.
Click the arrow to learn more.
Click Checkout on the appointment.
If you're not seeing checkout, please make sure they are already checked in.
If you're still not seeing checkout
Click Appt Details
Use the Actions drop-down menu from the top right.
Click Checkout
If everything looks correct, click Proceed to payment.
Choose the option for Credit for Payment Method.
Check the box for Keep card on file.
Enter card information manually through the Enter card information option, or process the card through your terminal.
On the client profile
Click the arrow to learn more.
Click the arrow to learn more.
Go to Clients on the header and select your client.
Scroll down to Cards on File
Click + Add New Card.
Enter card information from the pop-up window and click Add.
📱Mobile
During checkout
Click the arrow to learn more
Click the arrow to learn more
From Checkout,
Tap Credit Card under Add Payment
Enable Save Card on File at the top.
Once enabled, proceed with checkout by selecting your device or Manual.
Once the transaction is complete, the credit card will be securely saved to the client's profile.
On the client profile
Click the arrow to learn more.
Click the arrow to learn more.
Tap on Clients at the bottom of the app and search for the client whose card you want to save
Tap the desired client and click Edit at the top right.
Scroll down to Cards On File
Tap Add Card On File
Enter card information from the pop-up window and click Save Card.
🔄 Check out with a saved card on file.
💻 Website
Click the arrow to learn how to check out with a card on file on the DaySmart Website.
Click the arrow to learn how to check out with a card on file on the DaySmart Website.
Click on the appointment from the Appointment Book.
Click Checkout
If you're not seeing checkout, please make sure they are already checked in.
If you're still not seeing checkout
Click Appt Details
Use the Actions drop-down menu from the top right.
Click Checkout
From Checkout, click Proceed to Payments.
Under Payment Methods, you'll find the Saved Cards section.
Click on Use this card.
Confirm the amount and click Process Card.
A window will pop up to process the card.
Once complete, click Close Ticket
📱Mobile
Click the arrow to learn how to check out with a card on file on the DaySmart App.
Click the arrow to learn how to check out with a card on file on the DaySmart App.
From Checkout, tap Credit Card under Add Payment.
Under Cards On File, tap the existing card.
A confirmation pop-up will appear asking if you'd like to charge the card on file. Tap Yes to proceed.
You'll then have the option to add a tip using the saved card or select No Tip to skip this step.
Once you've made your selection for a tip, the card will be charged, and the transaction will be complete!
📢 FAQ
Q: Can I require a deposit?
Click the arrow to learn how to require deposits.
Click the arrow to learn how to require deposits.
Our amazing software team has written an article with the steps for all things deposit related.
Q: How do I refund/void a transaction?
Click the arrow to learn how to refund a transaction.
Click the arrow to learn how to refund a transaction.
We’ve put together a helpful article that walks you through the easy steps to refund payments in the software.
💬 Contact Us
Questions or issues with taking a payment? Click on the button below for different support options!
For more checkout situations from DaySmart Software, Click Here.