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Prepare For Your Scheduled Call
Prepare For Your Scheduled Call

Learn how to prepare for your scheduled call with our Onboarding Team.

Written by Shaney Thrasher
Updated over a week ago

Before your call

  • Setting Up Your Hardware

  • Have your Merchant ID Number Available

Your Merchant ID number (MID) is a unique identifying number that ties your software to your card proccing account. After you are signed up for processing and your application is approved, you will receive an email from CardConnect with your Merchant ID number.

Cant find your email or are unsure as to what your MID is? Please feel free to send us an email or use our chat feature! Otherwise, your onboarding specialist can verify your MID with you at the time of your scheduled call.

  • Update your Software

*Updating your software is only needed if you are on the Desktop Version of your DaySmart Software. Please note, if your software is out of date, your onboarding specialist may need to reschedule your onboarding call.



  • What will we cover on our call?
    Your scheduled call will cover connecting your MID to your DaySmart Software, connecting your payment device to your software and completing a test transaction. As well as your Cardpointe account. We also do our best to answer any questions you may have on card processing while staying in our scheduled appointment time.

  • I can’t make my call, how can I cancel or reschedule?
    To cancel or reschedule, check out the email confirmation sent when you first signed up for the event. At the bottom of this email with be a few buttons with the option to cancel or reschedule for a better time.

  • Do I have to schedule a call?
    As much as we love to help, you can totally get setup on your own, at your own pace. Check out our Getting Started page for walkthrough articles and videos.

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