Learn the Essentials
By Angel and 2 others3 authors67 articles
Creating and Adding Remote Access Users
Restarting the Remote Access Service
Resetting Your Remote Access Password
Cash Drawer Setup & Troubleshooting
How to Remove a Remote Access User
Importing DataLearn how to prepare, format, and import your data files to ensure a smooth transition into DaySmart Cloud.
Changing the Theme
Keyboard Shortcuts
How do I adjust when the Reorder Product pop-up message appears?
Changing the Displayed Currency
Does my computer need to be on for Remote Access to work?
Keeping Remote Access Connected
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.
Exporting Database InformationLearn how to export database tables from DaySmart Desktop into text files you can open in Excel for reporting, review, or sharing with your team.
Modifying Employee Schedules
How do I adjust the order of the employees on the appointment book?
Scheduling an Appointment - Desktop
Creating a Recurring Appointment - Desktop
Deleting Multiple/Recurring Time Blocks
Changing the Length of an Appointment
Appointment Book Color Codes OverviewThis 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.
How can I receive client e-mail and SMS responses?
Editing Messaging Templates
Ready for Pickup Notifications
Where do I receive client e-mail and text responses?
Text Message Confirmations Overview
How can I resend an appointment reminder?
Messaging Service Overview
Messaging Best PracticesLearn how to manage client messaging responsibly, including messaging compliance, formatting, and best practices to ensure clear communication and successful delivery to clients.
Modifying Text Reminder TemplatesLearn how to edit text reminder templates so your messages are clear, consistent, and formatted correctly for clients.