How To
By Angel and 2 others3 authors57 articles
Service Times & Exceptions Overview
24-Hour Scheduling
Can I capture the credit card information from the Customer View to process later in my own terminal?
Can I change the colors of the appointment statuses?
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?
How can I overlap appointments?
Credit Card Processing Error
Daily Appointment Service Limits
How can I add more Appointment Status Types/Colors?
How can I restrict the available times of Services?
How can I turn off the ability to reserve calendar time?
How do I add payment types?
How do I block out time when I won't be available for appointments?
How do I change my schedule to a Day, Week or Month view?
How do I change the times listed along the left side of the appointment grid?
How do I create a service?
How do I create add-on services?
How do I find my Authorize.net API login?
How do I get into my DaySmart Appointments account?
How do I tell the system my vacation days?
How do I view more information about an Appointment?
How to Create an Appointment
How Can I Change Hour Limitations for Same Day Appointments?
One Click Status Changing
Recurring Appointments Overview
Search for Appointments - Overview
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 create a weekly recurring schedule?
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?
Recurring Reserve Times Overview
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.