Learn the Essentials
By Kyle and 4 others5 authors56 articles
- Changing the ThemeLearn how to change your software's theme, plus FAQs and tips on picking a style that works for your business.
- Keyboard ShortcutsLearn the function key and Ctrl key keyboard shortcuts available throughout the software.
- How do I adjust when the Reorder Product pop-up message appears?Learn how to control when the Reorder Product pop-up appears in the software, including after a ticket closes, once a day, every few hours, or turning it off entirely.
- Changing the Displayed CurrencyLearn how to change the currency symbol shown in the desktop software, remote access website, and mobile app.
- Support OptionsFind contact details, business hours, and the best ways to reach DaySmart support for software and payment assistance.
- Kiosk OverviewSet up and use the DaySmart Kiosk app to streamline client check-ins, manage waitlists, and improve front desk efficiency.
- Using Norton Security in a Network Environment
- Network Troubleshooting GuideTroubleshoot network connection issues in DaySmart Desktop when a client computer can’t connect to the server, including checking the server name, firewall settings, ping testing, and common SQL Server components.
- Modifying Employee SchedulesLearn how to create and copy employee schedules so they show correctly on the appointment book.
- How do I adjust the order of the employees on the appointment book?Learn how to change the order employees appear in on the appointment book.
- Scheduling an Appointment - DesktopLearn how to schedule a new appointment from the Remote Access website or the mobile app.
- Creating a Recurring Appointment - Desktop
- Deleting Multiple/Recurring Time BlocksLearn how to delete multiple or recurring time blocks using the Tickets screen.
- Changing the Length of an Appointment
- Appointment Book Color Codes OverviewThis article explains how appointment book color codes help you quickly identify appointments, how color priority works, and how to customize employee colors and order in the appointment book.
- Processing Returns
- Multi-Ticket Checkout - DesktopLearn how to combine multiple tickets into one checkout, and what happens if the primary ticket is deleted.
- Sending ReceiptsLearn how to set up automatic email receipts, send receipts after checkout, and print from a Clover device.
- Ticket History - DesktopLearn how to access a ticket's history, what details it tracks, and an example of how to use it to find changes.
- Sales Tax Overview
- Cash Drawer Balancing Overview
- Accepting Online Promotions and CouponsLearn how to add, redeem, and track usage of coupons for online promotions like Groupon or Living Social.
- Adding an Image or Logo to ReceiptsLearn how to add a custom image or logo to print on your client receipts.
- How Do I Merge Duplicate Clients?Learn how to merge duplicate client accounts and choose which information to keep.
- Loyalty Points & Rewards OverviewLearn how to set up loyalty point rewards, record and adjust client points, and redeem points on a ticket.
- Client Formula History OverviewLearn how to access a client's formula history from the Clients screen or a ticket, and how to manage notes.
- Client Referrals OverviewLearn how to record client referrals, credit referring clients, and track referral activity and totals.
- Client Balance OverviewLearn how to apply, use, add amounts due to, pay off, and manually adjust a client's account balance.
- Change a Client IDLearn how to check permissions, enable client ID editing, and change a client's ID.
- I've forgotten my password. Can you help me override it?Learn how to recover a forgotten database, employee, or online account password.
- Password & Employee Access OverviewLearn how to set up database password protection, manage employee access and permissions, and configure login/logout settings.
- Viewing & Modifying All Employee SchedulesLearn how to view all employees' schedules, including those not on Remote Access, and modify schedules from the Android, iPhone, and iPad apps or the Remote Access website.
- Time Clock OverviewLearn how to clock employees in and out, manage and edit time clock entries, and print time clock records for payroll.
- Packages on the Mobile AppsLearn how to create, sell, redeem, and view client packages using the mobile apps.
- Prepaid Services OverviewLearn how to sell, redeem, manage balances for, and handle commission on prepaid services.
- Gift Certificates OverviewLearn how to sell, redeem, view balances for, edit, delete, print, and donate gift certificates in the software.
- Resources OverviewLearn how to add, edit, and manage resources like rooms or equipment, link them to services, and schedule their availability.
- Adding ProductsLearn how to add a new product, including pricing, category, stock, and supplier settings.
- Adding ServicesLearn how to add a new service, including pricing, time, category, and tax settings.
- Messaging Service Overview
- Modifying Text Reminder TemplatesLearn how to edit text reminder templates so your messages are clear, consistent, and formatted correctly for clients.
- How To Resend an Appointment ReminderLearn how to resend an appointment reminder to a client from the appointment ticket, and when the software resends reminders automatically.
- How To Receive Client Email & Text ResponsesLearn where client replies to emails and text messages go, and how to set the Primary E-mail and Primary Phone that receive those responses.
- How To Edit Messaging TemplatesLearn how to find and edit your email and text message templates, use the editing tools, and add <Insert> items to personalize each message.
- Text Message Confirmations Overview
- Messaging Best PracticesLearn how to manage client messaging responsibly, including messaging compliance, formatting, and best practices to ensure clear communication and successful delivery to clients.