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Account Management

3 authors30 articles
Do you offer a referral program?
Do you offer Business Associate Agreements for HIPAA compliance?
Submitting Work RequestsSubmit customization requests directly through the Work Requests section in your account settings.
Is there a limit on the number of locations that can be set up on one account?
My Account is in Maintenance Mode. Can I Reactivate it Myself?
Site Administration Branding Guide
What is Maintenance Mode?
Why Can't I Log into DaySmart Appointments?
Why was my payment memo posted more than once?
Customer Fields/Terms Overview
Customer View Video
How can I change the company name that displays at the top of the customer view?
How to record a screen video with Apple iOS 11?
Key Preferences & Settings Video
Layout field definitions
Layout Overview
Lists Field Definitions
Lists Overview
Login Required
Pages/Text Overview
What is cache and how do I clear it from my browser? (Windows Browser Versions)
What web browsers are compatible with DaySmart Appointments software?
Where do I adjust or view the timezone for my account?
How do I upload appointments?
How do I upload my customer list?
Getting Started GuideGuides new users through setup, customization, staff/services creation, customer view, notifications, and test workflows before launch.
Pages/Text Visual Help Guide
Automatic Inactivity Logout
Can a location be deleted?
Account Billing ManagementLearn how to manage your account's subscription and support options and update payment details.