How To
By Angel and 2 others3 authors17 articles
- 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.
- Lists Tab ManagementLearn how to access, manage, and customize list types in site administration, including appointment statuses, payment types, customer types, and staff designations.
- Getting Started GuideGuides new users through setup, customization, staff/services creation, customer view, notifications, and test workflows before launch.
- Customer Fields/Terms OverviewConfigure customer profile fields and set display options for customer views, registration, and appointments; add help text, customize field names, and request additional custom fields.
- Book Now ButtonsLearn how to add Book Now buttons to your website and Facebook business page, enabling your customers to easily schedule appointments and events directly online.
- Customer View ManagementThis article covers setup, customization, branding, payment prompts, text areas, iFrames, logos, and custom scheduling links for the Customer View.
- 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 SlotEnable multiple customers to book fixed time slots simultaneously with defined spot limits; create specific appointment times instead of broad availability ranges for staff scheduling.
- 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.