How To
By Angel and 2 others3 authors40 articles
Service Times & Exceptions Overview
Can I capture the credit card information from the Customer View to process later in my own terminal?
Can I prompt my Customers to pay when they are making Appointments?
Can I use the system for "Internal" scheduling only?
Can staff members be assigned to more than one location?
Credit Card Processing Error
Daily Appointment Service Limits
How can I restrict the available times of Services?
How do I add payment types?
How do I create a service?
How do I create add-on services?
How do I find my Authorize.net API login?
Service Paging Overview
Services Tab Overview
What is a Resource/User?
Why aren't any services showing in the services drop down list when making appointments?
Why is the wrong duration displaying when I select a service?
How do I make appointments for staff members on days they don't normally work?
How to adjust Menu Bar Access
Notes & Reminders Overview
Picture Upload
How do I accept payments with my Payscape gateway account?
How do I accept payments with my TSYS/Cayan account?
Customer Support & AssistanceLearn how to contact DaySmart Appointments Support through chat, scheduled calls, support tickets, and after-hours assistance to resolve issues efficiently.
Managing Staff MembersLearn how to add, organize, filter, manage, and delete staff member profiles in the software — all in one easy guide.
Appointment Grid Paging Overview
When I process transactions with Authorize.net I get a reason code. What does it mean?
Drag & Drop
Appointments Tab Overview
Waiting ListThis article explains how to set up, manage, and use the Waiting List feature in your account to organize Customer requests, schedule openings, and streamline booking management.
Managing Schedule ExceptionsLearn how to create and manage Schedule Exceptions to modify staff availability, override schedules, and customize appointment times for specific dates.
Multiple Resources Per AppointmentThis article explains how to schedule appointments requiring multiple staff, services, or resources, including setup, workflows, availability logic, and FAQs.
Multiple Appointments Per Time Slot
Rooms SchedulingLearn how to enable Room sharing, create and manage rooms, set schedules, assign Services, and understand how rooms interact with Staff availability and reservations.
Managing AppointmentsA comprehensive guide to creating, managing, and configuring Appointments. Covering scheduling, recurring series, search tools, statuses, and calendar settings.