📝 Overview
Whether you're a new user or just need a refresher, this guide will walk you through the essential setup and daily-use tasks in DaySmart. You’ll learn how to log in, configure business settings, add employees, manage appointments, and check out clients. Each section includes step-by-step instructions to help you get started quickly and confidently.
🧭 Getting Started
This section walks you through the essential first steps in DaySmart, from logging in to setting your hours and configuring key settings. It’s the perfect starting point whether you’re brand new or just need a quick refresher.
🔐 Login
Click the arrow to learn how to login
Click the arrow to learn how to login
⚠️ Please Note:
Be sure your DaySmart App is updated to the latest version. Use the following instructions to learn how:
📱 iPhone / iPad (Apple)
📱 iPhone / iPad (Apple)
Open the App Store.
Tap your profile picture (top-right).
Scroll to Available Updates.
Find your app and tap Update (or tap Update All).
Don’t see it? Pull down to refresh that screen, or search the app in the App Store - if the button says Update, tap it; if it says Open, you’re up to date.
🤖 Android (Google Play)
🤖 Android (Google Play)
Open the Google Play Store.
Tap your profile icon (top-right) → Manage apps & device.
Go to Updates available.
Find your app and tap Update (or Update all).
Alternatively, search the app in Play Store - if you see Update, tap it; if it says Open, you’re up to date.
Open the DaySmart Pet app on your device.
Select Log in.
Enter your Email and Password.
Click Log in.
🕒 Set Up Business Hours
Click the arrow to learn how to set your business hours
Click the arrow to learn how to set your business hours
Click More in the lower right of your app.
Then select Scheduling.
Click Business Hours.
For each day of the week:
Enter the Opening and Closing times to set open hours, or
Mark the day Closed by tapping the toggle to the right.
Click Save.
💡Pro Tip:
Changing your business hours in the software does not automatically update the hours shown in your Appointment Book. If your calendar view doesn’t reflect your new hours, you may need to manually adjust the display settings.
Click the arrow to learn how to adjust the hours displayed on the appointment book
Click the arrow to learn how to adjust the hours displayed on the appointment book
Log in to the cloud software. The Appointment Book will open by default.
Click the Settings tab. The Calendar Options screen will open automatically.
Set your Start Time and End Time to match your business hours.
(Optional) Adjust the Time Interval and Refresh Rate to customize how your Appointment Book displays and updates.
Click Save to apply your changes.
💰 Configure Taxes
Click the arrow to learn how to configure taxes
Click the arrow to learn how to configure taxes
Click More in the lower right of your app.
Then select Settings.
Select Tax Settings.
Toggle the Enable button next to a tax item.
Then enter the Name and Rate for products and services. Do this for each of the possible taxes that may apply to products and/or services in your region.
Then click Save. Once you have set up a tax, you will be able to come back to Modify or Disable the taxes at any time.
When adding a new product or service, check the box next to each tax that will apply to that item. You can also go back and adjust these settings for existing products and services.
🐾 Managing Clients and Pets
Effectively managing both human and pet clients builds trust, nurtures relationships, and enhances satisfaction!
Click the arrow to learn how to manage clients and pets
Click the arrow to learn how to manage clients and pets
➕Adding a Client & Pet
Click the arrow to view step-by-step instructions
Click the arrow to view step-by-step instructions
Tap Clients on the bottom of the page.
Click on the + button in the lower right-hand corner.
Fill out the client's information:
First and Last Name: Enter the client's full name. These two fields are required in order to save the client.
Marketing referral: If you would like to record how this client came to know about your business, fill out this option.
Birthday: Enter the client's birthdate for marketing or discounts.
Contact Information: Provide their mobile phone number (this is their primary number), alternate phone number, and email address.
Reminders: Choose what appointment notifications and marketing campaigns this client would like to receive by checking or unchecking the appropriate boxes.
Address: Input the client's address if necessary.
Client Category: Use this to sort your clients into groups for marketing and discounts.
Under the Client Information section, click Add Pet.
Fill out the Pet's information:
Pet Name: Enter the pet's name. This field is required in order to save the pet.
Species, Breed, Birth Date, Sex, Weight: These fields are not required, but are recommended.
Grooming Information: In the grooming tab, add difficulty, length, color and texture. You can also mark grooming conditions which may affect the pet.
Personality Information: In the personality tab, select any personality conditions which may affect the pet
Veterinarian: In the medical section, you can add the preferred veterinarian for the pet. Your DaySmart Pet Software makes it easy to save veterinarian profiles for future use. Simply type the information in the field, or select the pencil icon to edit existing veterinarian information.
Breeding status and medical conditions: These fields are not required, but are recommended.
Vaccinations: Add expiration dates and documentation for any required or recommended vaccinations. More info below on setting vaccination requirements.
Comments: This section is available to add more personal and specific notes for this pet. Comments are categorized by general, grooming, personality and medical.
Select Save to save details.
✏️ Editing a Client & Pet
Click the arrow to view step-by-step instructions
Click the arrow to view step-by-step instructions
Click the Clients icon at the bottom of the page.
Search for the client you wish to edit and click on their name.
Access the client's detailed profile to edit information.
Overview: See the client’s most recent and upcoming appointments, see and add cards on file, and see messages sent to the client. Messages sent include reminders.
Personal Info: see and edit client information.
History: See the client’s Visit Summary, Upcoming Appointments, Previous Services, Purchased Products, Cancelled Appointments (this includes cancelled and voided appointments), and Other Purchases.
Points & Balance: View and edit Loyalty Points. Leave a comment if you edit the loyalty point amount. View and edit Client Balances. Leave a comment if you add to or subtract from a client’s balance.
Forms: View the client's Pending Forms and Completed Forms. You can also manually send forms manually using the Complete Now button.
Notes: View and add client notes. Examples: Color formulas, haircut length, etc.
Photos: Upload and view before/after photos or reference images. You can also upload photos of paper documents, either from your photo library or by taking a picture on the spot.
📜Client Notes
Click the arrow to view step-by-step instructions
Click the arrow to view step-by-step instructions
From the mobile app, tap Clients.
Select a client from the list.
Open the Client Notes tab.
Add a new note or select the three dots on an existing note to Edit or Delete.
Check Show note as Pop-up if you want the note to appear during scheduling.
Click Save.
When the client is selected in the Appointment Book, the note appears automatically.
You can also toggle over to Appointments to view recent appointment notes
🗓️ Viewing Client & Pet Notes from an Appointment
Click the arrow to view step-by-step instructions
Click the arrow to view step-by-step instructions
Open the client’s appointment and click Notes.
Add a new note or select the three dots on an existing note to Edit or Delete.
Check Show note as Pop-up if you want the note to appear during scheduling.
Click Save.
When the client is selected in the Appointment Book, the note appears automatically.
You can also toggle over to Appointments to view recent appointment notes
🛍️ Services & Products
Providing excellent services and products leaves a lasting impact and ensures customer satisfaction!
📋 Adding a Service
Click the arrow to learn how to add a service
Click the arrow to learn how to add a service
Open the DaySmart mobile app and tap More.
Select Services.
Tap Add / + to create a new service.
Add service details:
Service Name: Enter the name of the service.
ID: This is meant to be a faster way to pull up your service, so you don’t have to type out the service name. This can be shorthand for the service name, numbers, or a combination of letters and numbers.
Service Duration: Specify the number of minutes the service takes to complete on average. You are able to edit this information on the appointment ticket.
Service Price: Enter the average cost of the service. You are able to edit this information on the appointment ticket.
Service Category: This option is not required. To add, simply type the name of the category you'd like to create in the box. After saving, this category will be available for future selection. Add/select the category that best fits the service.
Sales Tax: Don’t forget to click the box for Sales Tax if this service should be taxed.
(Optional) Assign additional settings if available, such as:
Tax settings
Online booking visibility
Description
Service color/category options
Employee Exceptions
Tap Save.
If you ever need to make changes to the service details, return to the Services page and use the search bar at the top of your screen to pull up the service. Simply click on the service name to edit the service.
📦 Adding a Product
Click the arrow to learn how to add a product
Click the arrow to learn how to add a product
Open the DaySmart mobile app and tap More.
Select Products.
Tap Add / + to create a new product.
Add product details:
Product Name: Enter the name of the product.
Product Category: Add/select the appropriate category that the product falls under. This option is not required.
Product Brand: To add, simply type the name of the brand you'd like to create in the box. After saving, this brand will be available for future selection. This option is not required.
Product Size: Enter the size of the product. This option is not required.
Product SKU: If your products have barcodes, you can enter them here for easy scanning. This option is not required.
Product Price: Enter the retail price of the product. You can also add the wholesale price. Retail = the amount the client pays. Wholesale = the price you purchased this product for.
Stock Count: Input the current amount of the product you have in stock. Remember to update this number each time you get more stock in.
Product Supplier: Enter the supplier or vendor name for the product.
Sales Tax: Don’t forget to click the box for Sales Tax if this product should be taxed.
(Optional) Add additional details if available, such as:
Tax settings
Cost
Quantity / inventory settings
Product description
Tap Save.
If you ever need to modify product details, return to the Products page, and use the search bar at the top to pull up the product. Simply click on the product name to edit the product.
💼 Employees
Adding someone to the team is exciting and adding them to your software is easy!
Click the arrow to learn how to set up employees
Click the arrow to learn how to set up employees
⛔️ Disclaimer:
Any active employee who can be scheduled (including employees without a login) may count toward your package’s user allotment. If you’re over your limit, additional users are billed at $9/month per user. If you’re unsure what your plan includes, contact us at [email protected].
➕ Adding an Employee
Click the arrow to learn how to add an employee on the mobile app
Click the arrow to learn how to add an employee on the mobile app
Open the Mobile App.
Tap the More Icon.
Select Employees.
Tap the ➕ (Add) Icon in the bottom right corner.
Fill in the employee’s details, you must enter at least a First Name, Last Name, Display Name and Email Address before moving to the next step.
(Optional) Enable Cloud Access
When prompted, select Yes under Create Cloud Account to give the new employee login access via the app or web.
Set Appointment Notifications
Under Appt. Notifications, check the boxes for Email Address and Text Message if you want the employee to receive appointment reminders.
(Optional) Set Booth Renter or Service Limits
If the employee is an Independent Contractor or Booth Renter, toggle the option to Yes.
You can also turn on Service Limitations and select only the services they can perform.
Choose Access Level
Select the employee’s Access Level (Admin, Manager, or Employee).
Access levels can be customized later from the Settings tab in the Employees screen.
Save the Employee Profile
Tap Save to complete setup.
The employee will receive an activation email prompting them to set a password and log in.
➖ Removing or Deactivating an Employee
Click the arrow to learn how to add an employee on the mobile app
Click the arrow to learn how to add an employee on the mobile app
Open the mobile app and sign in with an admin account.
Tap the More icon in the lower right of the screen.
Select Employees from the menu.
Scroll through the list and tap the employee’s name to open their profile.
Locate the Currently Employed toggle and tap it to switch the toggle to Inactive / Deactivated (grey).
Tap Save.
Once saved, the employee’s cloud user is deactivated. They will no longer be able to sign in, and their name will be removed from the schedule and most filters going forward.
💡Pro tip:
If that employee has not received the email please have them check their spam folder.
An administrator can manually active an employee as well with the following steps:
Select your name in the upper right.
Select Billing & Account.
Click Users.
Locate the employees name.
Select the Change Password option.
🛎️ Setting Up Reminders
Connecting with your clients is easier than ever with e-mail and text message reminders.
⛔️Disclaimer:
The following feature goes through a verification process through our partners at Twilio. Until this process is completed and customers opt-in for text messages, you will not be able to send text reminders.
A valid website is required as part of that verification process. If you do not have a website please utilize our free online booking website to fill that requirement. Social media links must be public profiles, private pages will result in the verification being rejected.
For any questions, feel free to chat with our support team or email us at [email protected]
Click the arrow to learn how to enable reminders
Click the arrow to learn how to enable reminders
From the appointment book click More.
Select Settings.
Select Business Messaging.
Click Turn on Automatic Notifications.
Enter company information. All fields including a valid website must be completed in order to comply with messaging verification requirements. Social media links must be public profiles, if you do not have a website please utilize our free online booking website.
Tap the box to agree to the terms and conditions and then click Save.
From the business messaging page select Text/E-mail Settings.
Here you can do the following:
Determine which delivery methods you would like to use:
Toggle Send E-mail Reminder on or off.
Toggle Sent Text Msg Reminders on or off.
Accept Confirmations by Text: Toggle on if you would like clients to be able to confirm their appointment via text.
Note: The message will include “reply C to confirm,” and client replies will mark appointments confirmed in the Appointment Book.
Days in Advance: Reminders can be sent to clients up to seven days in advance.
Determine how long prior to appointments you would like the reminder to be sent.
New Appointment Scheduled: Notifications can be sent to clients and staff when a new appointment is scheduled.
Determine the delivery method and recipients you would to receive a message when a new appointment is scheduled.
Appointment Changed: Notifications can be sent to clients and staff when an appointment is modified.
Determine the delivery method and recipients you would to receive a message each time an appointment is modified. This will prompt a message to send for minor changes as well, such as adjusting the employee or service duration.
Appointment Canceled: Cancellation notifications will be sent to clients and staff based on the options selected here.
Determine the delivery method and recipients you would to receive a message if an appointment is cancelled.
To customize the messages that are sent to clients and employees you will need to log into the software via the website and follow the steps outlined in the article below:
⚠️Please Note:
This completes Twilio’s verification process. After this, if clients have not opted in for text messaging, only email reminders will be sent.
🗓️ Managing Appointments
Mastering the appointment book keeps schedules smooth and efficient!
Click the arrow to learn how to manage appointments
Click the arrow to learn how to manage appointments
➕ Create an Appointment
Click the arrow to learn how to create appointments
Click the arrow to learn how to create appointments
From the Appointment book, tap at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment or tap the + in the lower right corner.
Click on Select Existing Client to bring up the Client list. By default the app will not show all clients, so you will most likely want to click in the search bar and type the client's name to search for the specific client. Click on the client when you have located them to add them to the ticket.
To add a service, select Add a Service. Just like with the client look up screen, not all service will appear at once. Instead you may need to use the magnifying glass.
To add a product, select Add a Product.
Set the Referred By field as desired.
Select Book Appointment to finish scheduling the appointment.
✏️ Edit an Appointment
Click the arrow to learn how to edit appointments
Click the arrow to learn how to edit appointments
Tap into an open appointment.
Tap the pencil icon to edit the appointment details.
On this page you can make the following edits as necessary:
Appt Details: Under this tab you can edit the client, date, time, and recurring schedule if applicable.
Services and Products: Under this tab you can add services and products, service duration, quantity, price and discounts.
Deposits: Toggle whether a deposit is required for this appointment and set the amount.
Appointment Notes: Edit client notes and appointment notes.
Appointment notes are tied to the appointment/ticket, while client notes are tied to the client profile.
Appointment notes now allow up to 300 characters.
The appointment notes list shows up to the 5 most recent appointments by default.
Use View All Appointments to access older notes in ticket history.
For more details on the recent mobile improvements please see the Client Notes & Balance article linked below:
History: Adjust confirmations and referrals, view the appointment log.
❌ Cancel an Appointment
Click the arrow to learn how to cancel appointments
Click the arrow to learn how to cancel appointments
⚠️ Please Note (Past appointments):
If the appointment time has already passed, the app may show No Show instead of Cancel. If you don’t want it recorded as a no show, tap the pencil (Edit) icon and choose Cancel.
Tap into an open appointment.
Tap the pencil icon to edit the ticket.
Click Cancel Appt on the bottom menu.
Select the appropriate action from the drop down menu:
Cancel: Provide reason for cancellation, then click Cancel Appointment to confirm.
Mark as No Show: If this is a no show customer, select the Mark as No Show option before confirming the cancellation.
Void: Provide reason for cancellation, uncheck the void payment option if this was a credit card transaction that you do not wish to fully refund, then click Void to confirm.
🛒 Checking Out
Efficiently checking out clients ensures a smooth, seamless end to their experience!
Click the arrow to learn how to checkout
Click the arrow to learn how to checkout
📅 From an Appointment
Click the arrow to learn how to checkout with an appointment
Click the arrow to learn how to checkout with an appointment
Open the mobile app and tap the appointment you want to check out.
Tap Check Out.
Confirm the client and pet.
Review the items on the ticket and add or remove services/products as needed.
Apply discounts, tips, gift cards, packages, or loyalty (if applicable).
Select payment type, add amount, any comments and select add payment.
Pay Later: When pay later is selected you can select an amount to be added to the clients profile. This can be paid off later through the checkout as well.
Custom: This option allows you to pick from a handful of payment options that you can add to and adjust as necessary.
Credit: If you are using DaySmart Payments and you select Credit, the software will connect to your card device that has been entered in the software. Once you find the device and see connected, select Process Card and follow the prompts on the card device. If you use DaySmart Payments but are not using a card device, you will see an option to Enter Card Information for manual transactions.
Tap Complete Transaction to finish and close the ticket.
Once you have completed the transaction you will be directed to receipt options.
🧍 Without an Appointment
Click the arrow to learn how to checkout without an appointment
Click the arrow to learn how to checkout without an appointment
From the appointment book tap Checkout in the top right.
Select a client and pet.
Add services and/or products to the ticket.
Apply discounts, tips, gift cards, packages, or loyalty (if applicable).
Select the payment method and enter the payment amount.
Pay Later: When pay later is selected you can select an amount to be added to the clients profile. This can be paid off later through the checkout as well.
Custom: This option allows you to pick from a handful of payment options that you can add to and adjust as necessary.
Credit: If you are using DaySmart Payments and you select Credit, the software will connect to your card device that has been entered in the software. Once you find the device and see connected, select Process Card and follow the prompts on the card device. If you use DaySmart Payments but are not using a card device, you will see an option to Enter Card Information for manual transactions.
Tap Complete Transaction to finish and close the ticket.
You’re on your way to becoming a pro!
Now that you have the essential pieces of DaySmart Software, you can dive deeper into our features by visiting our support site DaySmart Pet Knowledge Base.