DaySmart

Angel Horowitz

Thalia Perez

Kyle Goodman

Grow Your Business

Text Marketing Overview

How to Prompt Clients to Opt In for Text Marketing - Desktop

Marketing Overview

Understand new UK KYC regulations and how to complete the required Twilio compliance form for text messaging.

Twilio’s Regulatory Compliance - UK Only

Text Marketing Start Guide - Desktop

Text & E-mail Marketing

Purchasing Gift Cards Online

No Appointments Available

Online Booking Client Account Creation - Desktop

Service Listing Options

Step-by-step instructions for setting up your Online Booking website and connecting it to your business software.

DaySmart Online Booking Start Guide - Desktop

Learn 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.

Online Gift Cards

Online Booking

Reputation Management (Desktop - Winform)

Reputation Management

Remote Access & Firewalls

Learn 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.

Multi-Location (Wide Area Network or WAN) Setup

How do I manage employee permissions for Remote Access?

How to Remove a Remote Access User

Keeping Remote Access Connected

Find out which web browsers are recommended for the best experience with the software, including download links for each browser.

What Web Browser is Recommended?

Creating and Adding Remote Access Users

Does my computer need to be on for Remote Access to work?

Resetting Your Remote Access Password

Restarting the Remote Access Service

Remote Access

2 Way Texting

2-Way Texting

Syncing with QuickBooks Connect

Quickbooks

Memberships Overview

Memberships

Payroll Commissions Overview

Find answers to common DaySmart Desktop payroll questions, including payroll setup, tax tables, payroll tables, reports, and troubleshooting.

DaySmart Desktop Payroll FAQs

Payroll Deductions Overview

Payroll Settings Overview

Purchase Orders Overview

Petty Cash Overview

General Ledger Overview

Payroll Calculation Overview

Suppliers Overview

Tips Overview

Cash Drawer Setup & Troubleshooting

Cash Drop Overview

Check Printing Overview

Backbar Overview

Calculating Payroll Totals

Accounting & Payroll

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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