Learn the Essentials
By Kyle and 4 others5 authors46 articles
Request a New FeatureLearn how to submit feedback or feature requests directly to the DaySmart team.
Dashboard GuideLearn how to view, understand, and customize your Dashboard to track business performance and key metrics.
Change Currency SymbolLearn how to update your account’s displayed currency to match your business location and pricing.
Resetting your passwordFollow these steps to reset your DaySmart login password and regain account access.
Support OptionsFind contact details, business hours, and the best ways to reach DaySmart support for software and payment assistance.
Recommended HardwareFind recommended hardware for DaySmart Desktop, including computers, printers, scanners, and accessories. Use this guide to choose compatible devices and review troubleshooting steps for common hardware issues.
What Web Browser is Recommended?Find out which web browsers are recommended for the best experience with the software, including download links for each browser.
Manage Time BlocksSet up and manage time blocks to organize your schedule, block off availability, and streamline appointment prep.
Waitlist ManagementLearn how to track requests and convert the waitlist into appointments.
Managing AppointmentsLearn how to create, edit, and manage appointments/tickets in DaySmart from both the website and mobile app.
Edit a Closed TicketUse this guide to update appointment details, payments, or tips on a closed ticket without recreating it.
Client CheckoutStep-by-step guide for checking out clients, processing payments, and completing group or individual transactions.
Ticket History (Cloud)Learn how to view and track all ticket activity, including edits, reschedules, and payment changes.
Printing & Sending ReceiptsLearn how to print or email client receipts and configure printer settings for your setup.
How-To do a Partial RefundFollow these steps to process a partial refund by adjusting item prices and selecting the correct tender type.
Void / Refund - Pet, Salon, Spa, and Body Art Credit Card PaymentsThis article is for Pet, Salon, Spa, and Body Art users to refund credit card payments.
Managing EmployeesLearn how to add new employees to your DaySmart account, including how to set up profiles, assign access levels, and activate cloud accounts for team members.
How to Remove a Cloud User
Time Clock OverviewLearn how employees can clock in and out, and how to manage or edit time clock entries in DaySmart.
Employee Access SetupLearn how to set employee login permissions and customize access levels for different roles in your business.
Employee Service Limitations
Editing Employee SchedulesFollow these steps to adjust employee work hours, shifts, and recurring schedules from the website or mobile app.
Create and Set Up an Independent Service Provider with DaySmart Payments via Stripe!This article is to help you set up an Independent Service Provider (independent contractor/booth renter) if you use Stripe for integrated credit card processing in your software.
Employee Service LimitationsSet and manage which services employees can perform to streamline scheduling and prevent booking errors.
Add Payment & Tender TypesFollow this guide to add, edit, or remove payment methods for accurate reporting and checkout flexibility.
Sales Tax RatesLearn how to set up and manage sales tax rates in your DaySmart software, including how to enable, modify, or disable taxes and apply them to products and services for…
Packages OverviewStep-by-step guide to creating, selling, and redeeming service packages in DaySmart.
PromotionsCreate and manage promotions to apply discounts and special offers directly to client tickets.
Packages on the Mobile Apps
Managing Loyalty PointsLearn how to create, manage, and redeem client loyalty points to reward repeat business and boost retention.
Gift Cards OverviewLearn how to sell, redeem, and manage gift cards in DaySmart from both the website and mobile app.
Resources OverviewLearn how to create and manage resources like rooms or equipment and schedule them for appointments.
Manage Tele-ConsultationsLearn how to set up, start, and troubleshoot virtual tele-consultations in DaySmart Cloud.
Managing TipsLearn how to add, settle, and manage tips in DaySmart, including correcting assignments and processing tips through payroll.
Memberships Overview - DaySmart Payments via StripeSet up, sell, and manage memberships to offer clients recurring service bundles, discounts, or subscription benefits.
Memberships Overview - DaySmart Payments via CardConnectSet up, sell, and manage memberships to offer clients recurring service bundles, discounts, or subscription benefits.