Grow Your Business
By Angel and 3 others4 authors37 articles
- How To Set Up Text Marketing & CampaignsLearn how to sign up for text marketing and create a text message campaign to send to your clients, including one-time and recurring campaigns.
- How to Prompt Clients to Opt In for Text Marketing - Desktop
- How To Create an Email Marketing CampaignLearn how to set up a one-time or recurring email marketing campaign, choose which clients receive it, and create the email for your campaign.
- Twilio’s Regulatory Compliance - UK OnlyUnderstand new UK KYC regulations and how to complete the required Twilio compliance form for text messaging.
- Text Marketing Start Guide - DesktopEverything you need to set up text marketing: sign up, create campaigns and templates, manage reminders and responses, prompt clients to opt in, and track usage.
- How To Fix No Available Appointments in Online BookingTroubleshoot an Online Booking site that shows no available times by checking employee and resource schedules, booking preferences, and your service listing.
- How To Set Up Online Booking Client Accounts - DesktopLearn how to let clients create Online Booking accounts to view upcoming appointments and update contact info, and how to email clients an invitation.
- Service Listing OptionsLearn how to control which services appear on your Online Booking website, and how to customize their names, descriptions, and display order.
- DaySmart Online Booking Start Guide - DesktopStep-by-step instructions for setting up your Online Booking website and connecting it to your business software.
- Online Gift CardsLearn how to enable online gift card sales, set up gift card options, and understand how customers purchase and check gift card balances from your website.
- Remote Access & FirewallsIf Remote Access can't connect or the software can't detect an internet connection, your Windows Firewall may be blocking it. Follow these steps to enable the rules Remote Access needs.
- Multi-Location (Wide Area Network or WAN) SetupLearn how to connect two or more business locations using Tailscale or Hamachi VPN so you can share and view database information across locations in the software.
- Keeping Remote Access Connected
- 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.
- How To Create & Manage Remote Access UsersLearn how to create a Remote Access administrator account, add employee users, manage their permissions, and remove users from the Remote Access website.
- Does my computer need to be on for Remote Access to work?
- How To Reset Your Remote Access PasswordLearn how to reset a forgotten Remote Access password from a web browser or the mobile app.
- Restarting the Remote Access Service
- Payroll Commissions Overview
- DaySmart Desktop Payroll FAQsFind answers to common DaySmart Desktop payroll questions, including payroll setup, tax tables, payroll tables, reports, and troubleshooting.
- Payroll Deductions Overview
- Payroll Settings Overview
- Purchase Orders OverviewCreate, edit, email, print, and delete the purchase orders (POs) you send to suppliers when ordering products.
- Petty Cash OverviewTrack money taken out of and put back into the cash drawer with petty cash transactions, and view, edit, or delete them as needed.
- General Ledger Overview
- Payroll Calculation Overview
- Suppliers OverviewAdd, edit, print, and delete suppliers, associate products with them, and keep a history of orders and notes for each supplier.
- Tips Overview
- Cash Drawer Setup & Troubleshooting
- Cash Drop OverviewRecord cash and check drops when you move excess money from the cash drawer to the safe or bank, then view or delete cash drop entries.
- Check Printing OverviewPrint payroll, employee, general, and general ledger checks on a full-size Windows printer, set up check formatting, and quick print non-payroll checks.
- Backbar OverviewLearn how backbar works on services, how to track and remove backbar product inventory, and how backbar affects payroll commission details.
- Calculating Payroll Totals