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Mobile Administrative App for Google Android
Mobile Administrative App for Google Android
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a week ago
  • PRICING TIER: All

  • APPOINTMENT VERSION: Single & Multiple

Contents

  • Overview

  • Installation Instructions

  • How It Works

  • Software Updates

Overview

DaySmart Appointments offers apps for you to access the administrative side of your account using a mobile device. The Android Mobile App is currently available for free download in the Google Play Store. With the app, you are able to:

  • Add/Edit Customers

  • Add/Edit Appointments

  • Add/Edit Reserve Times

  • Add/Edit Pets/Children

The app was designed to work similarly to the native Android environment while following your current account settings. Currently, the core functionality of adding/editing Customers (Including Pet and Children profiles), appointments, and reserve times are included in the app. While the app does have a lot of functionality, there are a few features that are currently not supported. They are:

  • Add/Edit Recurring Appointments

  • Add/Edit Recurring Reserve times

  • Sub Services

  • Events

  • Marketplace Plugins

  • Appointment Restrictions

  • IP Address Restrictions

  • 24 Hour Operation

  • Schedule Viewing By Access Type

  • Fields/terms by access type

  • Overlapping Time Slots (Example: 9:00-9:30, 9:15-9:45, 9:30-10:00)

If you are currently using features such as Sub Services, you will receive a warning message when trying to login into the app. The message will state that the app is not supported with a specific feature. With features like creating recurring appointments/reserve times, it will simply not be available within the app at this time.

Installation Instructions

  1. Open Google Play.

  2. Search for DaySmart Appointments

  3. Select the DaySmart Appointments app.

  4. Select Download.

  5. Select Accept & Download.

  6. Select Open.

  7. Select Accept for the EULA notification.

  8. Click on the DaySmart Appointments app icon.

  9. Enter your account login information. If you would like to save your login information for faster login access, select Yes for Save Login?

Note: Mobile Preference #1 will need to be enabled within your account by an Administrator prior to accessing the Mobile App.

To enable the Mobile App in your account or Location:

  • Log in to your DaySmart Appointments scheduling account from a web browser.

  • Click Settings.

  • Visit the Mobile page.

  • Set preference #1 to Yes.

  • Update to save changes.

How It Works

How to View & Edit Customers

  1. Tap the menu button.

  2. Tap the Customers link

  3. Select a Customer profile from the list

  4. To edit a profile, tap the edit button.

How to View & Edit Pets/Children

  1. Start by selecting an existing Customer profile.

  2. Tap the profile button to view the Pet list

  3. Select a Pet from the list

  4. To edit a profile, tap the edit button.

Registration Fields

The following fields can be used when adding Customers through the application. Changes made to the Customer Profile column in the Customer Fields/Terms section (Hidden, Required, Optional, View Only) will also apply to the mobile app. Changes made to the Display Name of each field will also apply to the mobile app.

First Name

Credit Card Number

Last Name

Credit Card Exp Month

Address 1

Credit Card Exp Year

Address 2

Name On Card

City

Employer

State

Occupation

Zip

Birth Date

Day Phone

Heard Via

Night Phone

Gender

Cell Phone

Allow To Log In

Email

Customer Type

Contact Okay

Assigned To

Call Okay

Special Needs

Email Okay

Alert

Mail Okay

Referred By

Payment Type

Customer ID

Customer Appointment History

  • An Arrow icon added to Customer profile page to navigate to Contact Details page.

  • A new Contact button has been added to show the Contact Details page.

Note: When accessing a Customer's history, you will be able to retrieve up to 60 most recent Appointments within the past 3 years. If the Customer frequently has Appointments, they may reach that total of 60 within 1 or 2 years.

Package Details

  • When creating and editing Appointments the amount, balance, and total will show for the package they have selected.

  • Package title will show when looking at existing Appointment details pages with packages assigned.

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