DaySmart

API Integration

Learn how to align with HIPAA requirements, manage Staff Member roles, control access to sensitive data using permissions and audit logging.

Healthcare-Enabled Environment Upgrade for Appointments

Angel Horowitz

Sabrina Herrera

Feature Overview

Create, manage, and view Events, configure settings, assign Staff Members, use templates, and understand Customer View/Site Administration scheduling.

Events

Learn how to enable, create, manage, sell, and report on Customer Packages, including scheduling, payments, coupons, and usage controls.

Packages

Learn about texting compliance, required branding options, and how to register your own Brand to customize SMS Notifications templates.

Registering Your Brand and Campaign

Learn how to setup and manage the following Marketplace plugins available within your account.

The Marketplace

Learn how to create, configure, edit, and delete Locations, including attributes, templates, Headquarters Values, and organizational settings across your account.

Managing Locations

Locations

Create a custom design with text, images, and links

About DaySmart

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.