📝 Overview
At DaySmart, we’re excited to help your business thrive! If you’re an Independent Service Provider (ISP) looking to accept credit card payments separate from the business easily, we’ve got you covered.
DaySmart Software allows you to set up multiple merchant accounts. Each Independent Service Provider should have their own merchant account ID so that card payments for their services are deposited directly into their individual bank account.
💬 Contact Us to Open a New Independent Service Provider Account
Need a new account for your booth renter or independent contractor?
Email our Merchant Consultants at [email protected] with your name, business name, phone number, and best time to reach you.
⛔️ Disclaimer:
Deposits and saved cards cannot be used with DaySmart Payments via Stripe, independent service provider merchants' accounts, due to limitations with shared tokenized card information between merchant accounts.
Saved cards can only be used with the main business merchant account and are not available for use with independent service provider merchant accounts when using DaySmart Payments via Stripe.
If a client books an appointment online, you will not be able to charge a deposit in advance to an independent service provider merchant account. Deposits will be collected via the main business merchant account instead.
Additionally, saved cards will not be able to be used at the time of payment during checkout. Clients will need to use their cards in person by tapping, swiping, inserting them into the card reader, or manually entering their card number.
🛠️Enable Payments for the Employee Account
💻 Website
Select Employees
Click on the employee this Account ID was created.
Select Employment Setup at the top right.
Scroll down
For DaySmart Salon, locate Booth Renter and choose Yes.
For all other DaySmart Software, locate Independent Contractor and choose Yes.
Enter the account ID in the box and click Connect to DaySmart Payments.
Verify the address on the pop-up is correct and click Proceed.
Once the card reader for the independent service provider has been delivered, you can follow the Getting Started guide below to add the device. The device must be added to Employment Setup, not the main Settings page.
If the independent service provider wants to surcharge, they can do so independently of the business by enabling surcharging on this page. There are requirements for using surcharging. Please review the surcharging article before enabling.
The tip options displayed on the device can also be independently set. Take a look below to see the options for tip settings.
Choose your Tip Preference
Smart Tips: This allows you to set a pre-tip amount to determine if a suggested amount or percent should be displayed. If $10.00 is the pre-tip amount, any transactions run until $10.00 will show the suggested amounts set. If the transaction is over $10.00, it will show the calculated percent set.
Suggested Percentages: When the tip screen appears, it will always calculate and display based on the three preset tip percentages
Suggested Amounts: When the tip screen appears, it will always display the same three preset dollar amounts.
No Prompt: The device will never ask your clients for a tip.
Locate the Tip Options boxes and update the percentages if desired.
Choose the amount you'd like to base the tips on
Service total: If products and Services are being checked out at the same time, the tip percentage will only calculate with the service total
Entire ticket: All products and services will be included to calculate the tip
Click update to save any changes.
You're all set to start taking payments on your own account!
📱 Mobile App
Please make sure to fully update your DaySmart app before attempting to connect ISP.
Select More, then Employees
Click on the employee this Account ID was created
Scroll down to Booth Renter or Independent Contractor and enable it.
Enable Individual Merchant Account
In the pop-up, type the ISP Stripe Account ID, then click Connect to DaySmart Payments.
Verify the address on the pop-up is correct, and click Confirm Address if all looks right.
You'll want to set up your device settings that work best for you. This image shows where to locate the settings mentioned for steps 8, 9, and 10
Once the card reader for the independent service provider has been delivered, you can follow the Getting Started guide below to add the device. The device must be added to the Employee page, not the main Settings page.
If the independent service provider wants to surcharge, they can do so independently of the business by enabling surcharging on this page. There are requirements for using surcharging. Please review the surcharging article before enabling. If you'd like to enable under the ISP, please use the Surcharging Options setting.
The tip options can also be set independently of what the business has. Take a look below to see the options for tip settings. Select the Credit card device tip settings to see these options.
Choose your Tip preference.
Smart Tips: This allows you to set a pre-tip amount to determine if a suggested amount or percent should be displayed. If $10.00 is the pre-tip amount, any transactions run until $10.00 will show the suggested amounts set. If the transaction is over $10.00, it will show the calculated percent set.
Suggested Percentages: When the tip screen appears, it will always calculate and display based on the three preset tip percentages
Suggested Amounts: When the tip screen appears, it will always display the same three preset dollar amounts.
No Prompt: The device will never ask your clients for a tip.
Locate the Tip Options boxes and update the percentages if desired.
Choose the amount you'd like to base the tips on
Service total: If products and Services are being checked out at the same time, the tip percentage will only calculate with the service total
Entire ticket: All products and services will be included to calculate the tip
Click Save.
You're all set to start taking payments on your own account!
📢 FAQ
Q: How do I add an Employee?
Click the arrow to learn more.
Click the arrow to learn more.
Our amazing software team has written an article with the steps to add an Employee in DaySmart.
To allow the ISP to edit their own setting, please set them up as Manager, Full access, or Customize employee access, making sure to allow Add/Edit employees.
Q: Do ISPs need to order their own credit card reader?
Click the arrow to learn more.
Click the arrow to learn more.
If you want to save some money and don't want to purchase a device, you can use the DaySmart Mobile App for your software and turn your phone or tablet into a credit card reader using tap to pay. We’ve put together a helpful article that walks you through the requirements and easy steps to take a payment.
If you want to use a physical card reader, one will need to be purchased on the ISP's Stripe account, as the one on the business account will not work. Below is an article about the devices we offer.