This is article is currently for our Beta Test Group at DaySmart Appointments. We are currently updating our User Interface which is projected to be completed over the next several months.
What’s happening?
Click here for more information
Click here for more information
This beta program will be rolled out in four distinct phases over the next several months. During this transition, you may notice that some parts of the platform still reflect the current design, while others will showcase our exciting new updates. Rest assured, this phased approach ensures a smooth rollout without disrupting your workflow.
See the following about what changes are being made to our User Interface:
"Click into the following drop downs to see more information or visual changes you will see over the next several months per category:
Dashboard After Logging In
Dashboard After Logging In
We’ve made several visual changes to improve readability and navigation. Here are a few notable updates:
The menu options at the top have been shifted and adjusted and has a new "More" section
"Appointments" has been renamed to "Reservations."
Calendar navigation has been updated for easier use.
Current User Interface:
New User Interface:
Shifting Appointments to Reservations
Shifting Appointments to Reservations
The "Appointment" tab has now been renamed to "Reservations".
Here are a few notable items about Reservations:
The menu option for Reservations (previously Appointments) is still located in the top menu bar, but it has been slightly shifted to the right of the DaySmart Appointments logo.
In the left navigation pane, you can find the new Reservations section. You can still access the following features: Find Availability, Customer Search, Reservation Report (previously Appointment Report), and View Waiting List. Additionally, we've added a new option for "Recurring Reserve Maintenance."
On the right side of the screen, where you would previously expand options for "Appointment Status," it is now called "Reservation Status." The options remain the same, but the icon has been updated.
Customers
Customers
The Customer page has been completely refreshed with a new visual design.
Here are a few notable updates about the Customer page:
The menu option for Customers is still located in the top menu bar, but it has been slightly shifted to the right of the DaySmart Appointments logo.
The alphabetical search option at the top has been removed.
The search navigation has been shifted from vertical to horizontal.
After searching, you can now see the date the customer's account was created and their account status.
You now have the option to export their contact information directly to Microsoft Outlook from the search screen.
Current User Interface:
New User Interface:
Reports
Reports
The Reports page has been visually refreshed.
Here are a few notable items about Reports:
The menu option for Reports is still located in the top menu bar, but it has been slightly shifted to the right of the DaySmart Appointments logo.
We’ve added a new report option in the left navigation panel titled "Reservation Audit Trail Report."
Settings
Settings
The Settings page has been visually refreshed.
Here are a few notable updates about the Settings section:
The menu option for Settings is now located in the top menu bar. Previously, it was positioned at the top right of the screen but has since been moved to align with our other menu options.
Current User Interface:
New User Interface:
