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.
Check out the updates in the following sections:
This article, just like the user experience, is continually being updated. Thank you for being one of our Beta Testers and being on this exciting journey with us. As always your feedback is welcomed. We wouldn't be able to release these enhancements without your input.
What’s happening?
This beta program will be rolled out in 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.
Phase 1: Enhanced appointments user interface updates announced.
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Dashboard after Logging In
Dashboard after Logging In
The menu options at the top have been moved to a "More" section
Calendar navigation has been updated for easier use.
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:
Phase 2: Dashboard, appointment grid, & other visual changes implemented.
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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
Calendar navigation has been updated for easier use.
Staff/Room Filters, Calendar, and Appointment Status Legend have been relocated for improved accessibility.
Relocated Filters for Better Accessibility
Filters Above the Grid: Staff/room filters have been moved from the left navigation to directly above the appointment grid.
Always Visible: Filters remain accessible at the top of the grid, allowing users to adjust resource selections without losing context.
Benefit: Saves time and ensures a streamlined workflow by keeping critical controls easily reachable.
Original User Interface:
Current User Interface:
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New Design Enhancement:
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Appointment Grid and Calendar
Appointment Grid and Calendar
Full Page for the Appointment Grid
Dedicated View: A new full-page appointment grid view is introduced for a focused and larger display.
Toggle Between Views: Users can expand the appointment grid by clicking the expand icon, providing a distraction-free experience with minimal scrolling and more visible appointment details.
Seamless Transition: To return to the standard homepage view, users can click the collapse icon.
Expanded Full Page View
No More Pagination: Pagination controls for staff/room calendars have been removed.
Scrollable Grid: Users can scroll horizontally to view all selected resources beyond the default five calendars displayed.
Containerized Grid: Ensures filters, resource names, and time slot labels remain visible while scrolling.
Benefit: Reduces complexity, improves accessibility, and allows users to maintain context while viewing additional resources..
New Calendar
Top-Middle Placement: The date picker has been relocated to the top-middle section of the page.
Improved Clarity: Users can easily identify and adjust the calendar date they are working with.
Benefit: Provides clear visibility and quick access to date controls, enhancing navigation and reducing confusion.
Phase 3: Changes to notes & reminders including a slide-out panel. Count display, built in options for notes, calendar zoom modes added.
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Notes, Reminders, Slide-Out Panel, & Notes
Notes, Reminders, Slide-Out Panel, & Notes
Notes & Reminders now accessible via a top-menu icon on the homepage.
Count Display: The icon shows the count of notes/reminders for the current day.
Slide-Out Panel for Notes
Quick Access: Icon to open a slide-out panel.
Default View: Displays notes for the current day by default.
Filter Options available (example: by date range)
Add Notes button located at the bottom of the panel. Use the following built out options: From, To, Note, Created By, and Date.
Calendar Zoom Modes Overview
Calendar Zoom Modes Overview
This will give you the ability to not only change the size of the calendar but it will adjust the number of resources you see.
Calendar View Modes:
Small
View nine resources
Appointment cards show the Status Bar and Customer Name
Medium
View seven resources
Appointment cards show the Status Bar, Customer Name, Icons, and Additional Fields (Service Name & PO Number)
Large
View five resources
Appointment cards show the Status Bar, Customer Name, Icons, and Additional Fields (up to three lines of information)
Accessing Calendar Zoom
Accessing Calendar Zoom
Navigate to the Appointments Homepage.
Locate the Zoom icon at the top of the calendar grid.
Hover over the icon to see the tooltip: "Adjust Calendar Zoom."
Click the icon to open the Zoom Option.
Adjusting Zoom Levels
Use the slider in the modal to select one of the three zoom modes:
Small
Medium
Large
Overlapping Appointments Support
Overlapping Appointments Support
Customers with overlapping appointments preference enabled will see space to the right of the appointment card (instead of a '+' sign). Clicking this space opens the Make an Appointment Window.
If multiple appointments are scheduled in the same time slot:
Appointment cards are displayed based on the selected zoom level and staff selection.
A "X" indicator (total number of appointments scheduled in that slot) appears before the appointment cards if not all are visible due to space. Clicking the indicator opens a slide-out displaying all appointments in that time slot.
Clicking any appointment in the slide-out opens the Make an Appointment details page.
Phase 4: Make an Appointment Window Updates including a new Slide Out Panel and improvements to Multiple Appointments Per Timeslot.
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Our February release focuses on our Multiple Appointments Per Time Slot (MAPTS) Feature.
This feature update enables businesses to schedule and manage multiple appointments within the same time slot. This will allow better utilization of resources and scheduling flexibility.
Original User Interface:
Multiple Appointments Per Time Slot (MAPTS) Feature:
Grid with Small Zoom Mode
Clicking into an appointment opens a slide out panel for the Make an Appointment Window. See the video below for a quick demonstration.
Customers with overlapping appointments preference enabled will see space to the right of the appointment card (instead of a '+' sign). Clicking this space opens the Make an Appointment Window. See the video below for a quick demonstration.
For group appointments we are adding an icon to call attention to them better in a calendar. The icon will display the number of participants/spots in the appointment.
Phase 5: Improvements to the Make an Appointment Window, one-click booking, improved customer management, and a streamlined payment process.
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Easier Appointment Booking
The Make an Appointment Window (MAW) now slides out instead of popping up, making scheduling smoother.
You can minimize MAW and keep working without losing progress.
Click a time slot, select "Reserve," and set details instantly.
A simple “Create Reserve Time” button with a recurrence option makes repeating appointments easier.
Faster & More Intuitive Experience
One-click booking: Pick a time and start scheduling immediately.
A cleaner, more modern design improves readability and usability.
Works seamlessly across desktop, tablet, and mobile devices.
Better Customer & Appointment Management
Adding customers is now quicker with a streamlined process.
Notes are grouped together for clarity, with a visual count to track important details.
Smarter Error Handling
Real-time validation highlights missing or incorrect fields instantly.
Prevents scheduling conflicts before finalizing an appointment.
Simplified Payment Process
Clearer payment status (Paid/Unpaid) and a quick "Pay Now" button for easy checkout.
Improved Accessibility & Performance
Enhanced color contrast and font sizes for better readability.
Faster loading times and a more responsive experience.
Works across all devices without manual adjustments.
Click this dropdown to see examples of the release
Click this dropdown to see examples of the release
Choosing a Timeslot:
Using the Make an Appointment Window in three steps:
Collapsing the Make an Appointment Window Slide Out:
Viewing Details in the Make an Appointment Window:
Viewing Notes in the Make an Appointment Window:
Viewing the 3-Dot in the Make an Appointment Window:
Viewing the Appoint Status in the Make an Appointment Window:
Making a Reservation in the Make an Appointment Window:
Adding a New Customer in the Make an Appointment Window:
Required Information Missing in the Make an Appointment Window:
Make an Appointment Window Cancel Pop-Up:
Make an Appointment Window Scheduling Conflicts:
Showing a Paid Customer versus an Unpaid Customer:
Recurring Reserves (SAPTS only):
Phase 6: Redesigned Recurring Appointment Maintenance UI, which brings a more modern, intuitive, and streamlined experience for managing recurring appointments
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Recurring Appointment with Conflicts
If a recurring appointment series has conflicts, a conflict icon will appear on the appointment card. Clicking the icon opens a slide-out panel with recurring appointment details and conflicts.
Conflicts Tab: Displays failed instances with dates and reasons.
Details Tab: Shows recurring appointment details, allowing users to update the series (e.g., date, time, staff) and save changes via the Save button.
Recurring Appointment:
If a recurring series has no conflicts (i.e., no failed instances), the Recurring Appointment icon is displayed. Clicking on it opens an off-canvas panel with:
Details Tab: Displays full recurring appointment details.
Edit Options: Allows updating recurrence settings (date, time, staff, etc.).
Save Changes: Apply updates with the Save button.
Recurring Appointments Maintenance page:
New UI/UX: Modern layout with improved navigation.
Enhanced Viewing: Paginated records with per-page controls.
New Customer Search: Quickly find a customer's recurring appointment.
Status filter: Quickly filter by Active and Inactive recurring appointments.
New Columns:
Conflicts: View scheduling issues.
Actions: Edit & Delete options.
Status: Active/Inactive.
Customer Details: Name & Email.
Staff Name: Displayed separately for clarity.
Sorting Options: Customer Name, Recurs, Service, Staff, Staff Name, Start Date, End Date, and Status.
View Recurring Appointment With Conflicts:
Clicking the View Conflicts icon opens an off-canvas panel displaying:
Conflicts Tab: Lists failed appointment instances with dates and reasons.
Details Tab: Shows full recurring appointment details.
Edit Options: Update recurrence settings (date, time, staff, etc.).
Save Changes: Apply updates with the Save button.
View Recurring Appointment Details in Recurring Maintenance page:
To view a recurring appointment details click on edit icon - opens an off-canvas panel with:
Details Tab: Displays full recurring appointment details.
Edit Options: Allows updating recurrence settings (date, time, staff, etc.).
Save Changes: Apply updates with the Save button.
Delete Recurring Appointment:
To delete an recurring appointment click on delete icon - opens a delete confirmation model:
Confirm delete - Deletes the recurring appointments and updates the recurring appointments list table
Cancel - closes the delete confirmation model.
Phase 7: The new Waiting List UI/UX delivers a cleaner, faster, and more intuitive experience for managing waitlisted customers. The redesigned interface improves visibility, reduces clicks, and streamlines tasks like adding entries, setting priorities, and booking appointments.
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Modernized Waiting List Drop-down on the Homepage
Redesigned drop-down showing waitlisted customers with clear visibility.
Customer priority flag (High / Medium / Low) displayed before each name for quick triage.
A clear “Add to Wait List” CTA at the bottom opens an intuitive slide-out for quick entry.
Add to Wait List Slide-Out Experience
Users can search/select: Customer, Service, Add-ons, Staff, Rooms, Number in Group, Set Priority (High, Medium, Low) — defaults to Low, Add Notes
Success toast message confirms addition once saved.
Search Functionality
Search by customer name (first or last) in real-time.
Combined use of search and fields allows quick isolation of desired records.
Edit & View Waitlist Entries
Edit option available from both the homepage dropdown and the Waiting List page.
Clicking Edit opens a slide-out form allowing users to:
Change Date, Time, Location, Service, Priority, Staff, Notes.
Note: Customer Name field is read-only and cannot be changed.
Unsaved changes trigger a discard confirmation modal.
Save updates shows a success toast and refreshes the list.
Delete Confirmation Workflow
Users can delete a waitlist record via the action column.
A delete confirmation modal prevents accidental deletion.
On confirmation: record is deleted, success toast shown, and the list refreshes.
On cancel: modal closes, no changes made.
Priority Management
Priority (Low / Medium / High) is shown next to customer names for fast recognition.
Priority can be updated anytime by editing the record.
Customers added via the Customer View default to Low Priority in the Site Admin interface
Waitlist Page List Table Enhancements
A clean, modern table design for easy scanning of customer records.
Key upgrades include:
Pagination Controls for better navigation across long lists.
Adjustable Rows Per Page — users can select how many records to display at once.
Column Sorting — sort customer records by clicking any sortable column header.
Responsive Layout to ensure smooth usage across devices.