📝 Overview
This guide explains how to set up and manage tele-consultations in DaySmart Cloud. You’ll learn how to enable and configure virtual consultations, connect successfully using your webcam and microphone, and ensure clients can join sessions smoothly.
Tele-consultations make it easy to meet with clients remotely which is perfect for virtual check-ins, consultations, or product demonstrations.
⚠️ Please Note: Tele-consultations are an older feature that is no longer being offered or sold to new accounts. Existing customers who already have access can continue to use it, but it will not be added to new subscriptions going forward.
⚙️ Setting Up Tele-Consultations
This section explains how to enable and configure the tele-consultation feature in DaySmart Cloud. You’ll learn how to activate the service, assign eligible staff and services, generate booking links for clients, and customize your online booking page.
🔌 Activating Tele-Consults
Click the arrow to learn how to enable the feature
Click the arrow to learn how to enable the feature
From the Cloud website, click More → Consults.
Click Activate Service.
🗂️ Assign Service Categories
Click the arrow to learn how to assign service categories
Click the arrow to learn how to assign service categories
Select Settings towards the top right.
To remove categories that you do not perform, press Delete.
To add a new category, press Add New.
Enter in the category Name.
Enter the Duration.
Select Choose File to upload an image to be used as the background for the category.
Press Save.
🔗 Client Access
Click the arrow to learn how to generate your consultation link
Click the arrow to learn how to generate your consultation link
💡 Pro Tip: Remind clients to use a device with a working camera, microphone, and internet connection. Most modern browsers, like Chrome or Safari, support DaySmart's tele-consultation feature automatically.
Select Settings in the top right.
Select the Tele-Consults Link tab.
The link will be copied to your clipboard. Press OK on the pop-up message.
🎥 Starting a Tele-Consultation
This section covers how staff and clients begin a tele-consultation session. It includes step-by-step instructions for launching a consultation from the Appointment Book, joining via client links, and browser permissions for camera and microphone access.
👩💼 For Staff
Click the arrow to learn how staff can start a consultation
Click the arrow to learn how staff can start a consultation
⚠️ Please Note:
You will need to schedule the actual appointment within the appointment book of the Salon Iris software separately.
Notes made during consultation will not appear within the client's profile within Salon Iris. If you wish to save these notes you would need to copy them into the client's profile.
From your Consults tab, open the scheduled tele-consultation.
Click the phone icon to launch the video session.
When prompted, allow your browser to access your camera and microphone.
Once connected, greet your client and begin the session.
👥 For Clients
Click the arrow to learn how clients can join a consultation
Click the arrow to learn how clients can join a consultation
💡 Pro Tip:
Advise clients to join from a quiet, well-lit space for the best experience.
Clients receive an appointment confirmation containing their join link.
They can click the link from any supported browser - no app download required.
They’ll be prompted to allow camera and microphone access before joining.
🧰 Equipment & Technical Requirements
This section outlines the minimum device, browser, and internet requirements for running tele-consultations successfully. It also includes tips for maintaining strong video quality and ensuring both staff and clients meet connection standards.
Click the arrow to learn about devices, browsers, and setup requirements
Click the arrow to learn about devices, browsers, and setup requirements
💡 Pro Tip:
Ask clients to close other streaming or video apps to improve call quality.
💻 Recommended Devices
Desktop or Laptop computers with a webcam and microphone
Tablets or Smartphones with front-facing cameras
🌐 Browser Support
Chrome, Firefox, Safari, or Edge (latest versions recommended)
Internet Explorer is not supported
📶 Internet Connection
A stable high-speed internet connection is required
Minimum upload/download speed: 5 Mbps
Wired connections are preferred for staff computers
🎥 Webcam & Connection Troubleshooting
This section helps diagnose and resolve common video and audio issues. It walks you through browser permissions, system settings, and connection fixes to ensure your webcam, microphone, and browser are configured correctly before a session.
Click the arrow to learn how to fix camera or connection issues
Click the arrow to learn how to fix camera or connection issues
💡 Pro Tip:
If a client’s camera or mic isn’t working ask them to try a different browser, restart their device, or rejoin the session.
Make sure your browser is updated to the latest version.
Confirm that your camera and microphone are connected and recognized.
Close your browser, reconnect your webcam (if applicable), then reopen it.
In browser settings, go to Privacy & Security → Site Settings → Camera/Microphone, and make sure DaySmart Cloud is allowed.
On Mac or Windows, verify that the browser has system permission to use the camera and mic.
Disable VPNs or firewalls temporarily if they block the video connection.
Test your setup before client sessions to confirm everything works.
❓FAQ's
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Are tele-consultations recorded?
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Click the arrow to view the answer
No. Sessions are not recorded by default. Recording requires enabled permissions and client consent.
Can I charge for tele-consultations?
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Click the arrow to view the answer
Yes. You can apply standard service pricing and collect payment through checkout or prepayment at booking.
Can clients join on mobile devices?
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Click the arrow to view the answer
Yes. Clients can join from smartphones or tablets using a supported browser (Chrome, Safari, or Edge).
What if video quality is poor?
Click the arrow to view the answer
Click the arrow to view the answer
Close unused applications or tabs, ensure a strong Wi-Fi connection, and have clients switch to a wired or faster connection when possible.