DaySmart Appointments Classic
Getting Started
- Getting Started Guide
- How do I get into my DaySmart Appointments account?
- What is a Resource/User?
- DaySmart Appointments Scheduling System Introduction Video
- Account Overview Video
- Key Preferences & Settings Video
News & Updates
Account Management
- Locating Your Account Number
- Account and Payment Management
- Getting Help for my Scheduling System Account
- DaySmart Appointments Pricing Plans
- Billing FAQs
- Why Can't I Log into DaySmart Appointments?
Additional Account Configuration
- Lists Overview
- Lists Field Definitions
- Pages/Text Overview
- Pages/Text Visual Help Guide
- Layout Overview
- Layout field definitions
Appointments
- Appointments Tab Overview
- Multiple Appointments Per Time Slot - User Guide
- Search for Appointments - Overview
- One Click Status Changing
- Scheduling Appointments with the Make Appointment Window
- Appointment Grid Paging Overview
Staff Members
- Staff Members Tab
- Staff Members Field Definitions
- Access Types Overview
- Staff Member Types Overview
- 24-Hour Scheduling
- Schedule Templates Overview
Locations
- Locations Overview
- Location Search Overview
- Location Attributes Overview
- Location Lookup Overview
- Can I share Customers between Locations?
- How do I edit my Location information?
Services
- Services Tab Overview
- What is the difference between Services, Add-on Services, & Events?
- How can I restrict the available times of Services?
- Service Field Definitions
- Service Times & Exceptions Overview
- Service Paging Overview
Customers
- Customers Tab Overview
- Customer Field Definitions
- Children Scheduling Overview
- Pet Scheduling Overview
- Merging Duplicate Customer Profiles
- What information does the system keep on customers?
Customer View
- Customer View Overview
- Can I use HTML code to format the text areas of the Customer View?
- Can I add some text to the Customer View?
- How do I add a logo to the Customer View?
- NextGen Customer View
- Why isn't the Staff Member dropdown showing on the Customer View?
Notifications
- Customizing Your Appointment Email Notification Templates
- Email Notification List
- Examples of Notification Merge Fields
- Service-specific Email Notifications
- Setting Up Classic Action Links in Emails
- Does the system send out e-mail appointment reminders?
Reports
- Reports Overview
- Appointment Report
- Appointment Analytics Report
- Appointment Sheets Report
- Customer Report
- Statistics Reports
Rooms
- Room Scheduling Overview
- Rooms Field Definitions
- How do I set up rooms?
- If I create a reserve time, does it block out that time in the rooms associated with that staff member?
- Does the room have the same schedule as the staff member associated with the room?
- Can customers select a room from the Customer View when scheduling an appointment?
Events
Customer Payments
- Customer Payments Overview
- How do I add payment types?
- Can I prompt my Customers to pay when they are making Appointments?
- Can I capture the credit card information from the Customer View to process later in my own terminal?
- Setting up Customer Payments with Paypal
- How do I accept payments with my TSYS/Cayan account?
Packages
- Packages Overview
- How to set what status will count as a "Used" Session in a Package
- Can a customer purchase a package from the customer view?
- Can I assign a package to a customer retroactively?
- Can we require customers to use a package when booking online?
- How do I disallow a customer from making appointments if their package is fully used?
Mobile Apps
Marketplace & Integrations
- The Marketplace Overview
- SMS Appointment Reminders with Replies
- Connect-Up for Microsoft Outlook 365
- Connect-Up for Google Calendar (version 2)
- Repeat Customer Reminders
- Document Upload