The Knowledge Base (KB) for DaySmart Appointments NextGen provides you with an opportunity to get help on features of the Appointment scheduling system. Here are a few things to know about using the KB. |
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Content Sections
The KB is broken into key sections related to the navigational structure of the application. You'll find sections for the key Appointment elements (Staff Members, Services, Customers, etc). Each section will have an article that provides an overview of the application's feature support, as well as other articles that answer some common questions. Any user, regardless of access type or permission level, may access the KB from the Help link.
Subscribing for Updates
You can subscribe to any Section or Article in order to get notified of new articles or updates to a specific article. If you Follow a section, you'll be notified when a new article is published to that same area. If you Follow a specific article, the system will send you an email when we publish an update to the specific information. Customize your subscription settings to get notified when we update our content.
It is recommended that you follow the News & Updates section, so you can get alerted to upcoming software releases or news about the scheduling system.
Appointment Versions
The DaySmart Appointments scheduling system supports two primary scheduling styles or versions: Single Appointments per Time Slot (SAPTS) or Multiple Appointments per Time Slot (MAPTS). While many features are applicable to both versions, some features are uniquely applicable to one or the other.
Each article displays the version(s) where the feature is applicable. Please review this legend so you are familiar with these article identifiers:
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Supported in SAPTS | Supported in MAPTS | Supported in All versions |
You'll find this indicator at the top of all articles, link this:
Additionally, the end of each article will provide additional details, including the version so you can determine if the feature is supported on your subscription's pricing tier. For questions on upgrading your account to leverage features on higher price tiers, please contact our Sales Consultant team at 800.988.0061 ext 2.
Default Terms
All articles are written using the default terminology of the DaySmart Appointments scheduling system. The terms you see may be different based on the business type or configuration of your account. This includes the left-hand navigation after you log in. Although the names might be different, the order of the options is the same. The default terms for the application (in both singular and plural form) are:
- Appointment(s)
- Staff Member(s)
- Service(s)
- Customer(s)
- Location(s)
- Room(s)
Terms are currently managed in the Classic mode through the Settings > Terms page. Contact your administrator if you have any questions about your navigation.
Article published April 5, 2018
Supports Single and Multiple Appointments versions - Available on all pricing tiers
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