Log into the cloud software and navigate to Settings ( More > Settings)

On the left, click Add-ons and select Online Booking

Click Sign Up, log-in to your account management page.

Under Services, select +Add On under Online Booking to get started

Log into the cloud software and navigate to your name in the top right.

A dropdown will appear, select Manage Online Booking.

Choose an account name for your website address. Most businesses use their business name (all one word) at the beginning of the website address. Click on Check Availability to verify that your account name (domain name) is not already taken by another business. If it's already taken, you must choose a name that is available.

You will be given an opportunity to change your selected name or continue the setup process. If you are satisfied with your website URL, click Continue Setup. Otherwise, choose Change Name to pick something else.

Pick a theme for your site. Everything on your site can be customized to match your style, but selecting a pre-designed theme will help get you started. Use the magnifying glass icon to see a preview of any available theme. If you will be doing a lot of customization, it may be best to choose a theme like Simplicity since it's very basic.

Click on Finish! Create Website. This may take a couple minutes. This completes the setup of your website. Click the Continue to Edit Your Website button if you would like to start making changes and modifying your preferences now. Otherwise, your site is live with all the default settings and clients can start requesting appointments. The next section provides some helpful starting tips for getting started with your website.

Select Add More Content from the bottom of the page.

Select the section style you wish to use and press the Check mark when you have your decision.

Select Save Changes.

In the content section you created, click on the Text option.

Select the icon for </> as shown in the picture below.

You can then enter your HTML code, by cutting it from your local file and pasting it into this input box. Make sure to press Update HTML when you are finished in order to save your edits and make your changes public. Be sure to "proof your post" by checking your booking page right away to ensure that this HTML is doing what you expected.

Click on More and then the Schedule icon on your cloud website.

Click on the blue square next to the employee and under the date that you would like to modify.

Select if the employee will be working or not in the upper left. If you choose that the employee will be off that day, you can also choose a reason as well.

To enter the hours an employee will work, enter the start and end times in the boxes in the bottom right, and then click the Add button.

If an employee will be taking a scheduled break in the middle of the day, you can include that by entering multiple start and end times for the first and second halves of the day when the employee will be working.

To copy this schedule to other days, you can click the Repeat button and check the days of the week that this schedule applies to, and select the end date to indicate how far from the start date you want to copy this schedule.

When you are done, click the Save button in the lower right.

Your employee will have gray time blocks on the appointment book when he/she is not scheduled to work and the column will be white when the employee is available.

Go to More.

Under the scheduling section, select Employee Schedules.

At the bottom of the screen, you can adjust what employee’s schedule to look at.

Click on the day you wish to edit the schedule.

Select whether the employee is working or not that day.

Select Start Time and enter the employee’s start time

Select End Time and enter the employee’s end time.

To copy this schedule to other days, you can click Make Recurring Schedule and select the days of the week that this schedule applies to, and select the end date to indicate how far from the start date you want to copy this schedule. Press OK when you are done.

When you are done, click the Save button in the top right.

Your employee will have grey time blocks on the appointment book when he/she is not scheduled to work and the column will be white when the employee is available.

Go to your Online Booking website and select Manage Site at the bottom of the page.

Log in with your email address and password.

Under the Manage Business Information section, select Employee Profiles.

Select Edit next to the employee you wish to modify.

From here you can set a display name and choose whether to show working hours, social media accounts, contact information, or add a description.

If you do not want the employee's contact information to appear, clear the corresponding fields under the Contact section.

To prevent the employee from appearing on the site altogether, uncheck Show this employee on the website in the top left.

Press Save when finished — your Online Booking page will update immediately.

From the software, click on Employees at the top.

Select the employee you wish to modify.

Click on Employment Setup.

Scroll down to Employee Status and Display Options.

Check the box for Online Booking to allow that employee to be booked online. Uncheck it to remove them.

Press Save in the bottom right — your Online Booking page will update immediately.

Go to your Online Booking website and select Manage Site at the bottom of the page.

Sign in with your email address and password.

Under the Manage Business Information section, select Service Listing.

Press Edit.

Adjust the display name and description for each service, and choose whether the service appears to website visitors.

Press Save Service in the bottom right when finished.

Go to your Online Booking website and select Manage Site at the bottom of the page.

Sign in with your email address and password.

Under the Manage Business Information section, select Service Listing.

To edit the individual service order, press Reorder Service List. To edit the category order, select Reorder Category List.

Click and drag the services or categories to their new position in the order.

Press Save List in the bottom right when finished.

Log into the cloud software and click on your name in the top right.

A dropdown will appear, select "Manage Online Booking".

Once your Website Options page appears, click "Booking Plugin Setup" in the Set Your Preferences section.

The Booking Plugin Setup page will appear with two options:

Open up the Instagram app.

Go to your business profile in the bottom right of the screen.

Tap Edit Profile.

Under Public Business Information, tap Action Buttons..

Tap Book Now.

Select the action button for DaySmart under Add a Book Now Button.

You will then be prompted to enter your login credentials for DaySmart. Once you have entered your e-mail address and password, tap Log In.

The following screen will confirm the Instagram business profile that you want to connect with the software. If the Instagram page is correct, select Continue as [Instagram Username].

Confirm settings on the following page and tap Continue.

The Book Now button will be added. You can tap Done and return to your Instagram Page.

Press the Book Now button to confirm that it opens your online booking website so your clients (and maybe some new ones!) can begin booking appointments from this popular social media app.

Open your Facebook Business Page.

Select Edit Button (or update your Page’s action button).
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Choose Book Now.

Select Connect another tool.

Scroll through the list and select DaySmart.

When prompted, log in to your DaySmart account to complete the connection.

Save your changes and test the button on your Page.

Go to your online booking website and select Manage Site at the bottom of the page.

Sign in with your email and password.

Select Booking Preferences.

Scroll down to the Client Settings Section.

For the Require Credit Card When Booking an Appointment option, change the slider from No to Yes.

If desired, check the box for Include service prices when booking an appointment.

You can adjust the Online Booking Policy. This will display on the website when the customer is entering their credit card information.

Press Save Changes at the top of the Client Settings section.