# DaySmart Salon Help Center \(Desktop\)

> What can we help you with?

## Start Here

- [Reinstalling DaySmart Desktop Software](https://desktophelp.daysmartsalon.com/en/articles/9300629-reinstalling-daysmart-desktop-software.md)
- [How can I obtain my newest temporary serial number?](https://desktophelp.daysmartsalon.com/en/articles/9300642-how-can-i-obtain-my-newest-temporary-serial-number.md)
- [Registering with an Online Account](https://desktophelp.daysmartsalon.com/en/articles/9301318-registering-with-an-online-account.md)
- [First Time Setup and Installation](https://desktophelp.daysmartsalon.com/en/articles/9301362-first-time-setup-and-installation.md): Learn how to download, install, and complete first-time registration and setup for your software.
- [Switching Client and Server Computers](https://desktophelp.daysmartsalon.com/en/articles/9301595-switching-client-and-server-computers.md): Learn how to switch a client workstation with a server in a network environment, including how to backup your database, set up the new server, and reconnect client computers.
- [Updating the Desktop Software](https://desktophelp.daysmartsalon.com/en/articles/9301672-updating-the-desktop-software.md): Learn how to update your desktop software to the latest build of Version 13, or upgrade to Version 13 from an older version — including backup, uninstall, install, and registration steps.
- [Updating to Version 13 from a Previous Version](https://desktophelp.daysmartsalon.com/en/articles/9301680-updating-to-version-13-from-a-previous-version.md): Learn how to upgrade your desktop software to version 13 from a previous version, including backing up your database, uninstalling, and registering.
- [Transferring & Reinstalling DaySmart Desktop Software](https://desktophelp.daysmartsalon.com/en/articles/9301820-transferring-reinstalling-daysmart-desktop-software.md): Learn how to reinstall or transfer DaySmart desktop software to a new computer, including how to backup your database, work with support for setup, and reconnect networked computers.
- [Do I need assistance to install DaySmart?](https://desktophelp.daysmartsalon.com/en/articles/9302067-do-i-need-assistance-to-install-daysmart.md)
- [Connecting Your Client Computers](https://desktophelp.daysmartsalon.com/en/articles/9302118-connecting-your-client-computers.md): Learn how to set up your server, connect new client computers, and troubleshoot network connection issues.
- [I've lost my serial number. How can I recover it?](https://desktophelp.daysmartsalon.com/en/articles/9301042-i-ve-lost-my-serial-number-how-can-i-recover-it.md): Learn where to find your software serial number, including your purchase invoice and your account portal, and how to request a recovery if you no longer have access to either.
- [DaySmart Software Billing FAQ](https://desktophelp.daysmartsalon.com/en/articles/9302133-daysmart-software-billing-faq.md)
- [View & Manage Your Bill](https://desktophelp.daysmartsalon.com/en/articles/9301601-view-manage-your-bill.md): Use Account Management to view your next bill date and estimated total, manage subscription services, and access billing tools for your DaySmart Desktop account.
- [Hamachi Virtual Private Network Setup](https://desktophelp.daysmartsalon.com/en/articles/9300584-hamachi-virtual-private-network-setup.md)
- [Remote Access: Downloading the mobile app](https://desktophelp.daysmartsalon.com/en/articles/16311565-remote-access-downloading-the-mobile-app.md): Learn how to download the DaySmart Remote Access app on your mobile device to connect to the software from your phone or tablet.
- [Network Setup](https://desktophelp.daysmartsalon.com/en/articles/9300785-network-setup.md): Learn how to set up your DaySmart network by configuring the server computer and connecting additional client computers to the same database.
- [Installing SQL Server](https://desktophelp.daysmartsalon.com/en/articles/9300845-installing-sql-server.md): Learn what SQL Server is, why the software requires it, and how to get help installing it for the first time.
- [Receipt Printer Troubleshooting Guide](https://desktophelp.daysmartsalon.com/en/articles/9300899-receipt-printer-troubleshooting-guide.md)
- [How do I restore a backup copy of my database?](https://desktophelp.daysmartsalon.com/en/articles/9300921-how-do-i-restore-a-backup-copy-of-my-database.md)
- [Pole Display Setup](https://desktophelp.daysmartsalon.com/en/articles/9301014-pole-display-setup.md)
- [Epson Receipt Printer Setup](https://desktophelp.daysmartsalon.com/en/articles/9301121-epson-receipt-printer-setup.md): Learn how to download, install, and configure Epson receipt printer drivers so your printer works properly with the software.
- [Dymo Barcode Label Printer Setup](https://desktophelp.daysmartsalon.com/en/articles/9301268-dymo-barcode-label-printer-setup.md)
- [Exporting Database Information](https://desktophelp.daysmartsalon.com/en/articles/9301277-exporting-database-information.md): Learn how to export database information from the software using the Export tool. Each selection is saved as its own tab-delimited \(.txt\) file that can be opened in Microsoft Excel.
- [Manually Starting SQL Server](https://desktophelp.daysmartsalon.com/en/articles/9301471-manually-starting-sql-server.md): Learn how to manually start SQL Server if the software shows a message that SQL Server has not started or cannot be started.
- [Will My Computer Be Able to Run DaySmart Desktop?](https://desktophelp.daysmartsalon.com/en/articles/9301554-will-my-computer-be-able-to-run-daysmart-desktop.md): Check the recommended hardware requirements for running DaySmart Desktop on one computer or across multiple computers, including processor, memory, storage, internet, and supported Windows versions.
- [Upgrading SQL Server](https://desktophelp.daysmartsalon.com/en/articles/9301684-upgrading-sql-server.md): Learn what a SQL Server upgrade involves, how to back up your database first, and how to get help upgrading your version of SQL Server.
- [Database Restoration Overview](https://desktophelp.daysmartsalon.com/en/articles/9302098-database-restoration-overview.md): Learn how to restore a backup copy of your database to recover your information after data loss or database problems.
- [CipherLab Wireless Data Collector Setup](https://desktophelp.daysmartsalon.com/en/articles/9302276-cipherlab-wireless-data-collector-setup.md)
- [CipherLab Wireless Data Collector Troubleshooting](https://desktophelp.daysmartsalon.com/en/articles/9302286-cipherlab-wireless-data-collector-troubleshooting.md)
- [Barcode Scanner Setup & Troubleshooting](https://desktophelp.daysmartsalon.com/en/articles/9302489-barcode-scanner-setup-troubleshooting.md)
- [Database Backup Overview](https://desktophelp.daysmartsalon.com/en/articles/12557242-database-backup-overview.md): Learn how to restore a backup copy of your database using the software's built-in restore options, including automatic backups, specific file locations, and SQL Server database files.
- [Recommended Hardware](https://desktophelp.daysmartsalon.com/en/articles/12704004-recommended-hardware.md): Find recommended hardware for DaySmart Beauty, including computers, printers, scanners, and accessories. Use this guide to choose compatible devices and review troubleshooting steps for common hard...
- [Accessing your DaySmart Payments via CardConnect Merchant Portal](https://desktophelp.daysmartsalon.com/en/articles/9274520-accessing-your-daysmart-payments-via-cardconnect-merchant-portal.md): This article is for DaySmart users looking to see credit card Payments with CardPointe.
- [Get Set Up - DaySmart Beauty Payments via CardConnect!](https://desktophelp.daysmartsalon.com/en/articles/9285248-get-set-up-daysmart-beauty-payments-via-cardconnect.md): Learn how to set up your DaySmart Payments hardware, register your card reader, and run your first transaction using CardConnect for DaySmart Salon, Spa, and Body Art.
- [Setting Up Credit Card Processing](https://desktophelp.daysmartsalon.com/en/articles/9301695-setting-up-credit-card-processing.md)
- [Credit Card Setup for Booth Renters](https://desktophelp.daysmartsalon.com/en/articles/9301995-credit-card-setup-for-booth-renters.md)

## Learn the Essentials

- [Changing the Theme](https://desktophelp.daysmartsalon.com/en/articles/9302233-changing-the-theme.md): Learn how to change your software's theme, plus FAQs and tips on picking a style that works for your business.
- [Keyboard Shortcuts](https://desktophelp.daysmartsalon.com/en/articles/9312077-keyboard-shortcuts.md): Learn the function key and Ctrl key keyboard shortcuts available throughout the software.
- [How do I adjust when the Reorder Product pop-up message appears?](https://desktophelp.daysmartsalon.com/en/articles/9300780-how-do-i-adjust-when-the-reorder-product-pop-up-message-appears.md): 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 Currency](https://desktophelp.daysmartsalon.com/en/articles/9302197-changing-the-displayed-currency.md): Learn how to change the currency symbol shown in the desktop software, remote access website, and mobile app.
- [Support Options](https://desktophelp.daysmartsalon.com/en/articles/10740277-support-options.md): Find contact details, business hours, and the best ways to reach DaySmart support for software and payment assistance.
- [Kiosk Overview](https://desktophelp.daysmartsalon.com/en/articles/12334539-kiosk-overview.md): Set 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](https://desktophelp.daysmartsalon.com/en/articles/9311556-using-norton-security-in-a-network-environment.md)
- [Network Troubleshooting Guide](https://desktophelp.daysmartsalon.com/en/articles/9300802-network-troubleshooting-guide.md): Troubleshoot 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 Se...
- [Modifying Employee Schedules](https://desktophelp.daysmartsalon.com/en/articles/9300731-modifying-employee-schedules.md): Learn 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?](https://desktophelp.daysmartsalon.com/en/articles/9300771-how-do-i-adjust-the-order-of-the-employees-on-the-appointment-book.md): Learn how to change the order employees appear in on the appointment book.
- [Scheduling an Appointment - Desktop](https://desktophelp.daysmartsalon.com/en/articles/9301659-scheduling-an-appointment-desktop.md): Learn how to schedule a new appointment from the Remote Access website or the mobile app.
- [Creating a Recurring Appointment - Desktop](https://desktophelp.daysmartsalon.com/en/articles/9301913-creating-a-recurring-appointment-desktop.md)
- [Deleting Multiple/Recurring Time Blocks](https://desktophelp.daysmartsalon.com/en/articles/9302160-deleting-multiple-recurring-time-blocks.md): Learn how to delete multiple or recurring time blocks using the Tickets screen.
- [Changing the Length of an Appointment](https://desktophelp.daysmartsalon.com/en/articles/9302232-changing-the-length-of-an-appointment.md)
- [Appointment Book Color Codes Overview](https://desktophelp.daysmartsalon.com/en/articles/9302403-appointment-book-color-codes-overview.md): This 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](https://desktophelp.daysmartsalon.com/en/articles/9300679-processing-returns.md)
- [Multi-Ticket Checkout - Desktop](https://desktophelp.daysmartsalon.com/en/articles/9300750-multi-ticket-checkout-desktop.md): Learn how to combine multiple tickets into one checkout, and what happens if the primary ticket is deleted.
- [Sending Receipts](https://desktophelp.daysmartsalon.com/en/articles/9301514-sending-receipts.md): Learn how to set up automatic email receipts, send receipts after checkout, and print from a Clover device.
- [Ticket History - Desktop](https://desktophelp.daysmartsalon.com/en/articles/9301728-ticket-history-desktop.md): Learn 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](https://desktophelp.daysmartsalon.com/en/articles/9302151-sales-tax-overview.md)
- [Cash Drawer Balancing Overview](https://desktophelp.daysmartsalon.com/en/articles/9302222-cash-drawer-balancing-overview.md)
- [Accepting Online Promotions and Coupons](https://desktophelp.daysmartsalon.com/en/articles/9302310-accepting-online-promotions-and-coupons.md): Learn how to add, redeem, and track usage of coupons for online promotions like Groupon or Living Social.
- [Adding an Image or Logo to Receipts](https://desktophelp.daysmartsalon.com/en/articles/9302414-adding-an-image-or-logo-to-receipts.md): Learn how to add a custom image or logo to print on your client receipts.
- [How Do I Merge Duplicate Clients?](https://desktophelp.daysmartsalon.com/en/articles/9300945-how-do-i-merge-duplicate-clients.md): Learn how to merge duplicate client accounts and choose which information to keep.
- [Loyalty Points & Rewards Overview](https://desktophelp.daysmartsalon.com/en/articles/9301392-loyalty-points-rewards-overview.md): Learn how to set up loyalty point rewards, record and adjust client points, and redeem points on a ticket.
- [Client Formula History Overview](https://desktophelp.daysmartsalon.com/en/articles/9302345-client-formula-history-overview.md): Learn how to access a client's formula history from the Clients screen or a ticket, and how to manage notes.
- [Client Referrals Overview](https://desktophelp.daysmartsalon.com/en/articles/9302351-client-referrals-overview.md): Learn how to record client referrals, credit referring clients, and track referral activity and totals.
- [Client Balance Overview](https://desktophelp.daysmartsalon.com/en/articles/9302394-client-balance-overview.md): Learn how to apply, use, add amounts due to, pay off, and manually adjust a client's account balance.
- [Change a Client ID](https://desktophelp.daysmartsalon.com/en/articles/11072662-change-a-client-id.md): Learn 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?](https://desktophelp.daysmartsalon.com/en/articles/9301037-i-ve-forgotten-my-password-can-you-help-me-override-it.md): Learn how to recover a forgotten database, employee, or online account password.
- [Managing Employee Permissions](https://desktophelp.daysmartsalon.com/en/articles/9301390-managing-employee-permissions.md)
- [Password & Employee Access Overview](https://desktophelp.daysmartsalon.com/en/articles/9301398-password-employee-access-overview.md): Learn how to set up database password protection, manage employee access and permissions, and configure login/logout settings.
- [Viewing & Modifying All Employee Schedules](https://desktophelp.daysmartsalon.com/en/articles/9301647-viewing-modifying-all-employee-schedules.md): Learn 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 Overview](https://desktophelp.daysmartsalon.com/en/articles/9301714-time-clock-overview.md): Learn how to clock employees in and out, manage and edit time clock entries, and print time clock records for payroll.
- [Packages on the Mobile Apps](https://desktophelp.daysmartsalon.com/en/articles/9301379-packages-on-the-mobile-apps.md): Learn how to create, sell, redeem, and view client packages using the mobile apps.
- [Prepaid Services Overview](https://desktophelp.daysmartsalon.com/en/articles/9301441-prepaid-services-overview.md): Learn how to sell, redeem, manage balances for, and handle commission on prepaid services.
- [Gift Certificates Overview](https://desktophelp.daysmartsalon.com/en/articles/9301455-gift-certificates-overview.md): Learn how to sell, redeem, view balances for, edit, delete, print, and donate gift certificates in the software.
- [Resources Overview](https://desktophelp.daysmartsalon.com/en/articles/9302189-resources-overview.md): Learn how to add, edit, and manage resources like rooms or equipment, link them to services, and schedule their availability.
- [Adding Products](https://desktophelp.daysmartsalon.com/en/articles/9302242-adding-products.md): Learn how to add a new product, including pricing, category, stock, and supplier settings.
- [Adding Services](https://desktophelp.daysmartsalon.com/en/articles/9302244-adding-services.md): Learn how to add a new service, including pricing, time, category, and tax settings.
- [Product Ordering Overview](https://desktophelp.daysmartsalon.com/en/articles/9300690-product-ordering-overview.md)
- [Reports Overview](https://desktophelp.daysmartsalon.com/en/articles/9300696-reports-overview.md)
- [Profit & Loss Statement](https://desktophelp.daysmartsalon.com/en/articles/9300721-profit-loss-statement.md)
- [Payroll Reports & Extras](https://desktophelp.daysmartsalon.com/en/articles/9300778-payroll-reports-extras.md)
- [Employee Goals Report](https://desktophelp.daysmartsalon.com/en/articles/9301067-employee-goals-report.md)
- [Employee Performance Report](https://desktophelp.daysmartsalon.com/en/articles/9301068-employee-performance-report.md)
- [Mailing Report Overview](https://desktophelp.daysmartsalon.com/en/articles/9301375-mailing-report-overview.md)
- [Sales Total & Sales Tax Report](https://desktophelp.daysmartsalon.com/en/articles/9302152-sales-total-sales-tax-report.md)
- [Client Retention Report](https://desktophelp.daysmartsalon.com/en/articles/9302374-client-retention-report.md)
- [Report Details \(Desktop\)](https://desktophelp.daysmartsalon.com/en/articles/10924500-report-details-desktop.md)
- [Messaging Service Overview](https://desktophelp.daysmartsalon.com/en/articles/9300618-messaging-service-overview.md)
- [Modifying Text Reminder Templates](https://desktophelp.daysmartsalon.com/en/articles/9300724-modifying-text-reminder-templates.md): Learn how to edit text reminder templates so your messages are clear, consistent, and formatted correctly for clients.
- [How can I resend an appointment reminder?](https://desktophelp.daysmartsalon.com/en/articles/9300697-how-can-i-resend-an-appointment-reminder.md)
- [How can I receive client e-mail and SMS responses?](https://desktophelp.daysmartsalon.com/en/articles/9300693-how-can-i-receive-client-e-mail-and-sms-responses.md)
- [Editing Messaging Templates](https://desktophelp.daysmartsalon.com/en/articles/9300915-editing-messaging-templates.md)
- [Where do I receive client e-mail and text responses?](https://desktophelp.daysmartsalon.com/en/articles/9301607-where-do-i-receive-client-e-mail-and-text-responses.md)
- [Text Message Confirmations Overview](https://desktophelp.daysmartsalon.com/en/articles/9301713-text-message-confirmations-overview.md)
- [Messaging Best Practices](https://desktophelp.daysmartsalon.com/en/articles/12860556-messaging-best-practices.md): Learn how to manage client messaging responsibly, including messaging compliance, formatting, and best practices to ensure clear communication and successful delivery to clients.

## Grow Your Business

- [Text Marketing Overview](https://desktophelp.daysmartsalon.com/en/articles/9301733-text-marketing-overview.md)
- [How to Prompt Clients to Opt In for Text Marketing - Desktop](https://desktophelp.daysmartsalon.com/en/articles/9301264-how-to-prompt-clients-to-opt-in-for-text-marketing-desktop.md)
- [Marketing Overview](https://desktophelp.daysmartsalon.com/en/articles/9301488-marketing-overview.md)
- [Twilio’s Regulatory Compliance - UK Only](https://desktophelp.daysmartsalon.com/en/articles/9869179-twilio-s-regulatory-compliance-uk-only.md): Understand new UK KYC regulations and how to complete the required Twilio compliance form for text messaging.
- [Text Marketing Start Guide - Desktop](https://desktophelp.daysmartsalon.com/en/articles/11072603-text-marketing-start-guide-desktop.md)
- [No Appointments Available](https://desktophelp.daysmartsalon.com/en/articles/9300924-no-appointments-available.md)
- [Online Booking Client Account Creation - Desktop](https://desktophelp.daysmartsalon.com/en/articles/9301019-online-booking-client-account-creation-desktop.md)
- [Service Listing Options](https://desktophelp.daysmartsalon.com/en/articles/9301624-service-listing-options.md): Learn 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 - Desktop](https://desktophelp.daysmartsalon.com/en/articles/10362600-daysmart-online-booking-start-guide-desktop.md): Step-by-step instructions for setting up your Online Booking website and connecting it to your business software.
- [Online Gift Cards](https://desktophelp.daysmartsalon.com/en/articles/12169304-online-gift-cards.md): 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.
- [Reputation Management \(Desktop - Winform\)](https://desktophelp.daysmartsalon.com/en/articles/9300739-reputation-management-desktop-winform.md)
- [Remote Access & Firewalls](https://desktophelp.daysmartsalon.com/en/articles/9300630-remote-access-firewalls.md)
- [Multi-Location \(Wide Area Network or WAN\) Setup](https://desktophelp.daysmartsalon.com/en/articles/9300755-multi-location-wide-area-network-or-wan-setup.md): 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.
- [How do I manage employee permissions for Remote Access?](https://desktophelp.daysmartsalon.com/en/articles/9300998-how-do-i-manage-employee-permissions-for-remote-access.md)
- [How to Remove a Remote Access User](https://desktophelp.daysmartsalon.com/en/articles/9301301-how-to-remove-a-remote-access-user.md)
- [Keeping Remote Access Connected](https://desktophelp.daysmartsalon.com/en/articles/9301333-keeping-remote-access-connected.md)
- [What Web Browser is Recommended?](https://desktophelp.daysmartsalon.com/en/articles/9301518-what-web-browser-is-recommended.md): Find out which web browsers are recommended for the best experience with the software, including download links for each browser.
- [Creating and Adding Remote Access Users](https://desktophelp.daysmartsalon.com/en/articles/9301960-creating-and-adding-remote-access-users.md)
- [Does my computer need to be on for Remote Access to work?](https://desktophelp.daysmartsalon.com/en/articles/9302092-does-my-computer-need-to-be-on-for-remote-access-to-work.md)
- [Resetting Your Remote Access Password](https://desktophelp.daysmartsalon.com/en/articles/9302155-resetting-your-remote-access-password.md)
- [Restarting the Remote Access Service](https://desktophelp.daysmartsalon.com/en/articles/9302208-restarting-the-remote-access-service.md)
- [2 Way Texting](https://desktophelp.daysmartsalon.com/en/articles/9301901-2-way-texting.md)
- [Syncing with QuickBooks Connect](https://desktophelp.daysmartsalon.com/en/articles/9301597-syncing-with-quickbooks-connect.md)
- [Memberships Overview](https://desktophelp.daysmartsalon.com/en/articles/9312125-memberships-overview.md)
- [Payroll Commissions Overview](https://desktophelp.daysmartsalon.com/en/articles/9300576-payroll-commissions-overview.md)
- [DaySmart Desktop Payroll FAQs](https://desktophelp.daysmartsalon.com/en/articles/9300579-daysmart-desktop-payroll-faqs.md): Find answers to common DaySmart Desktop payroll questions, including payroll setup, tax tables, payroll tables, reports, and troubleshooting.
- [Payroll Deductions Overview](https://desktophelp.daysmartsalon.com/en/articles/9300593-payroll-deductions-overview.md)
- [Payroll Settings Overview](https://desktophelp.daysmartsalon.com/en/articles/9300776-payroll-settings-overview.md)
- [Purchase Orders Overview](https://desktophelp.daysmartsalon.com/en/articles/9300830-purchase-orders-overview.md)
- [Petty Cash Overview](https://desktophelp.daysmartsalon.com/en/articles/9300835-petty-cash-overview.md)
- [General Ledger Overview](https://desktophelp.daysmartsalon.com/en/articles/9301406-general-ledger-overview.md)
- [Payroll Calculation Overview](https://desktophelp.daysmartsalon.com/en/articles/9301462-payroll-calculation-overview.md)
- [Suppliers Overview](https://desktophelp.daysmartsalon.com/en/articles/9301614-suppliers-overview.md)
- [Tips Overview](https://desktophelp.daysmartsalon.com/en/articles/9301769-tips-overview.md)
- [Cash Drawer Setup & Troubleshooting](https://desktophelp.daysmartsalon.com/en/articles/9302235-cash-drawer-setup-troubleshooting.md)
- [Cash Drop Overview](https://desktophelp.daysmartsalon.com/en/articles/9302268-cash-drop-overview.md)
- [Check Printing Overview](https://desktophelp.daysmartsalon.com/en/articles/9302274-check-printing-overview.md)
- [Backbar Overview](https://desktophelp.daysmartsalon.com/en/articles/9302429-backbar-overview.md)
- [Calculating Payroll Totals](https://desktophelp.daysmartsalon.com/en/articles/9302479-calculating-payroll-totals.md)

## Manage Your Account

- [Serial Number Recovery Authorization Form](https://desktophelp.daysmartsalon.com/en/articles/9301515-serial-number-recovery-authorization-form.md): Learn how to request a replacement serial number for your software license using the Serial Number Recovery Authorization Form.
- [Data Transfer Approval Form](https://desktophelp.daysmartsalon.com/en/articles/9302086-data-transfer-approval-form.md): Submit this form to authorize the transfer of data between DaySmart accounts or business databases.
- [Update Account Information Form](https://desktophelp.daysmartsalon.com/en/articles/9301639-update-account-information-form.md): Learn how to complete and submit the Update Account Information Form to request changes to your business or contact details, including required authorizations, submission steps, and what to expect ...
- [Database Password Recovery Authorization Form](https://desktophelp.daysmartsalon.com/en/articles/9302069-database-password-recovery-authorization-form.md): Learn how to request authorization to recover a forgotten database or employee password using the Database Password Recovery Authorization Form.
- [Domain Name Transfer Agreement Form](https://desktophelp.daysmartsalon.com/en/articles/9301147-domain-name-transfer-agreement-form.md): Learn how to complete and submit the Domain Name Transfer Agreement Form to move your domain ownership, including preparation steps, submission process, and what to expect after the transfer reques...
- [Data Retrieval & Export Request Form](https://desktophelp.daysmartsalon.com/en/articles/9302079-data-retrieval-export-request-form.md): Learn how to complete and submit the Data Retrieval Request Form to access or export your account data, including eligibility requirements, submission steps, and what to expect after your request i...
- [Account Authorization Password](https://desktophelp.daysmartsalon.com/en/articles/9302395-account-authorization-password.md): Learn how to complete and submit the Account Authorization Password Form to request approval for resetting or removing your account password, including required authorizations, submission steps, an...
- [Update Billing Information & Process a Past Due Payment](https://desktophelp.daysmartsalon.com/en/articles/9301106-update-billing-information-process-a-past-due-payment.md): Learn how to update your payment method and process a past due payment through the Account Management page.
- [Importing & Migrating Data](https://desktophelp.daysmartsalon.com/en/articles/9301099-importing-migrating-data.md): Learn how to prepare, format, and import your data files to ensure a smooth transition into DaySmart Cloud.
- [Deleting Information from Your Database](https://desktophelp.daysmartsalon.com/en/articles/9302136-deleting-information-from-your-database.md): Learn how to make products, services, coupons, and clients inactive instead of deleting them, and how to permanently delete an item if you need to, including removing it from every ticket first.
- [Password Reset Request](https://desktophelp.daysmartsalon.com/en/articles/9301400-password-reset-request.md): Learn how to submit the Password Reset Request form to regain access to your account, including required authorizations, how to fill out the form, and what happens after you submit it.
- [Update Account Information/Transfer of Ownership](https://desktophelp.daysmartsalon.com/en/articles/9301779-update-account-information-transfer-of-ownership.md): Learn how to update your business contact details in the software —especially the company details shown to clients in confirmations, online booking, and messaging templates.

## Accepting Card Payments \(CardConnect\)

- [Become PCI Compliant](https://desktophelp.daysmartsalon.com/en/articles/9287452-become-pci-compliant.md): Learn how to access your Secure Trust Portal and complete your annual PCI compliance survey to protect your account and avoid fees.
- [Available Devices & How to Order - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/9648797-available-devices-how-to-order-daysmart-payments-via-cardconnect.md): This article is for DaySmart Payments via CardConnect users looking to order a credit card reader
- [How to Download your 1099-K Form - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/10421183-how-to-download-your-1099-k-form-daysmart-payments-via-cardconnect.md): Step-by-step instructions for accessing and downloading your 1099-K form from CardPointe for tax purposes
- [How to Process Transactions Within CardPointe Virtual Terminal](https://desktophelp.daysmartsalon.com/en/articles/10562065-how-to-process-transactions-within-cardpointe-virtual-terminal.md): Learn how to process transactions through the CardPointe Virtual Terminal when your credit card terminal is unavailable, and how to keep your records accurate afterward.
- [Breaking Down Blended DaySmart Payments via CardConnect Statements](https://desktophelp.daysmartsalon.com/en/articles/11174207-breaking-down-blended-daysmart-payments-via-cardconnect-statements.md): This article is for Cardconnect/CardPointe users wanting to understand their Card Present and Card not present \(swipe/nonswipe\) statements and fees.
- [Breaking Down Interchange+ \(IC+\) DaySmart Payments via CardConnect Statements](https://desktophelp.daysmartsalon.com/en/articles/11327586-breaking-down-interchange-ic-daysmart-payments-via-cardconnect-statements.md): This article is for CardPointe users wanting to learn how to read their Interchange+ statement and understand their fees.
- [Clover Device Troubleshooting](https://desktophelp.daysmartsalon.com/en/articles/9566615-clover-device-troubleshooting.md): This article is for CardPointe users who are having trouble with their credit card reader to resolve issues and return to taking payments.
- [Handling Chargebacks - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/9922685-handling-chargebacks-daysmart-payments-via-cardconnect.md): Learn how to locate chargeback details in CardPointe, understand your options for resolving them, and dispute a chargeback through Commerce Control Center if needed.
- [How to cancel your DaySmart Payments account](https://desktophelp.daysmartsalon.com/en/articles/15209087-how-to-cancel-your-daysmart-payments-account.md): Learn how to cancel your DaySmart payments/credit card processing account
- [Federal Backup Withholding Notice - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/9287089-federal-backup-withholding-notice-daysmart-payments-via-cardconnect.md): If your business information on file for CardConnect/CardPointe/Clover doesn't match IRS records, it can cause federal backup withholding. Here's how you would update your Business Information to s...
- [Update Business Address, Email, Phone Number - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/9285278-update-business-address-email-phone-number-daysmart-payments-via-cardconnect.md): Learn how to submit a Demographic Change Ticket to update phone number, mailing address, email address, or location address on file with CardPointe/CardConnect/Clover.
- [Legal Name & Tax ID Update - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/9287129-legal-name-tax-id-update-daysmart-payments-via-cardconnect.md): How to Update your Legal Name and Tax ID Number \(TIN\)/Employer Identification Number \(EIN\) on the CardPointe/CardConnect website.
- [Bank Account Change - DaySmart Payments via CardConnect](https://desktophelp.daysmartsalon.com/en/articles/9287249-bank-account-change-daysmart-payments-via-cardconnect.md): Learn how to submit a bank account change ticket through the CardPointe Merchant Portal, including what information and documents you'll need to complete the request.