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Account Management

3 authors28 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?
Site Administration Branding Guide
Why Can't I Log into DaySmart Appointments?
Why was my payment memo posted more than once?
Customer Fields/Terms Overview
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.
Maintenance ModeLearn how to pause your account with Maintenance Mode, including rates, how to request it, and how to reactivate when you're ready.