Learn the Essentials
By Angel and 4 others5 authors57 articles
- Cash Drawer Setup & Troubleshooting
- Keyboard ShortcutsLearn the function key and Ctrl key keyboard shortcuts available throughout the software.
- Changing the ThemeLearn how to change your software's theme, plus FAQs and tips on picking a style that works for your business.
- Changing the Displayed CurrencyLearn how to change the currency symbol shown in the desktop software, remote access website, and mobile app.
- Support OptionsFind contact details, business hours, and the best ways to reach DaySmart support for software and payment assistance.
- Using Norton Security in a Network Environment
- Network Troubleshooting GuideTroubleshoot 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 Server components.
- Database Restoration OverviewLearn how to restore a backup copy of your database to recover your information after data loss or database problems.
- How do I adjust when the Reorder Product pop-up message appears?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.
- Adding ProductsLearn how to add a new product, including pricing, category, stock, and supplier settings.
- Modifying Employee SchedulesLearn how to create and copy employee schedules so they show correctly on the appointment book.
- Scheduling an Appointment - DesktopLearn how to schedule a new appointment from the Remote Access website or the mobile app.
- How do I adjust the order of the employees on the appointment book?Learn how to change the order employees appear in on the appointment book.
- Creating a Recurring Appointment - Desktop
- Deleting Multiple/Recurring Time BlocksLearn how to delete multiple or recurring time blocks using the Tickets screen.
- 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.
- Processing Returns
- Adding an Image or Logo to ReceiptsLearn how to add a custom image or logo to print on your client receipts.
- Accepting Online Promotions and CouponsLearn how to add, redeem, and track usage of coupons for online promotions like Groupon or Living Social.
- Multi-Ticket Checkout - DesktopLearn how to combine multiple tickets into one checkout, and what happens if the primary ticket is deleted.
- Ticket History - DesktopLearn how to access a ticket's history, what details it tracks, and an example of how to use it to find changes.
- Sending ReceiptsLearn how to set up automatic email receipts, send receipts after checkout, and print from a Clover device.
- Sales Tax Overview
- Loyalty Points & Rewards OverviewLearn how to set up loyalty point rewards, record and adjust client points, and redeem points on a ticket.
- How Do I Merge Duplicate Clients?Learn how to merge duplicate client accounts and choose which information to keep.
- Client Balance OverviewLearn how to apply, use, add amounts due to, pay off, and manually adjust a client's account balance.
- Client Referrals OverviewLearn how to record client referrals, credit referring clients, and track referral activity and totals.
- Change a Client IDLearn how to check permissions, enable client ID editing, and change a client's ID.
- Viewing & Modifying All Employee SchedulesLearn 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.
- Password & Employee Access OverviewLearn how to set up database password protection, manage employee access and permissions, and configure login/logout settings.
- I've forgotten my password. Can you help me override it?Learn how to recover a forgotten database, employee, or online account password.
- Time Clock OverviewLearn how to clock employees in and out, manage and edit time clock entries, and print time clock records for payroll.
- Change a User's Email Address - DesktopLearn how to update the email address on a user's login through their DaySmart Pet Account.
- Kenneling & Daycare Overview
- Adding ServicesLearn how to add a new service, including pricing, time, category, and tax settings.
- Gift Certificates OverviewLearn how to sell, redeem, view balances for, edit, delete, print, and donate gift certificates in the software.
- Resources OverviewLearn how to add, edit, and manage resources like rooms or equipment, link them to services, and schedule their availability.
- Packages on the Mobile AppsLearn how to create, sell, redeem, and view client packages using the mobile apps.
- Prepaid Services OverviewLearn how to sell, redeem, manage balances for, and handle commission on prepaid services.
- How To Receive Client Email & Text ResponsesLearn where client replies to emails and text messages go, and how to set the Primary E-mail and Primary Phone that receive those responses.
- How To Edit Messaging TemplatesLearn how to find and edit your email and text message templates, use the editing tools, and add <Insert> items to personalize each message.
- Text Message Confirmations Overview
- How To Send Ready for Pickup NotificationsLearn how to send clients a text message letting them know their pet is ready for pickup, from the appointment book or from within the appointment.
- How To Resend an Appointment ReminderLearn how to resend an appointment reminder to a client from the appointment ticket, and when the software resends reminders automatically.
- 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.