📝 Overview

We’ve made it easier than ever to manage your Online Booking settings!
With this update, you can now customize and control your Online Booking preferences directly in the Cloud website without needing to switch between systems.

This improvement consolidates your online booking setup, appearance, and management tools into one central location for a faster, more streamlined experience.

🚀 What’s New

This improvement consolidates your online booking setup, appearance, and management tools into one central location for a faster, more streamlined experience.

Click the arrow to learn all the new improvements

New Navigation: Access Online Booking directly from the Cloud navigation bar.
Integrated Settings: Manage all booking preferences, appearance, and policies without leaving Cloud.
Custom Colors: Choose from preset themes or create a custom color with the Advanced Color Picker.
Simplified Access:
- The old Add-ons → Settings path has been removed.
- The former Online Booking Preferences page now redirects to the Cloud version.
- Users can still temporarily access the legacy site via Manage Online Booking under their profile.
Streamlined Management:
- Configure appointment approval, card requirements, and cancellation settings.
- Adjust employee and service display order.
- Set cancellation policies independently of payment settings.

⚙️ Accessing Online Booking Settings

These instructions explain how to access the new Online Booking settings in DaySmart Cloud.

Click the arrow to learn how to access the new online booking page

Log into your DaySmart Cloud account.
From the navigation menu, click Online Booking.
Here you'll see options for Booking Site Design and Online Booking Settings.

🎨 Booking Site Design

These instructions explain how to find your booking link, preview your booking site, and customize its appearance directly within the Cloud.

Click the arrow to learn more about the booking site design settings

On the Booking Site Design tab you will see the following options:

Manage your website: If you have our website builder add on ($15/month) enabled this link will allow you to edit your website appearance.
- Learn more about Website Builder in the Help Center article for full instructions.
Direct Booking Link: A copyable link to your booking website that can be pasted or shared directly with clients as needed.
Integrate with external website: A toggle to access your Booking Plugin Code to be embedded on an external website.
Booking Site Preview: A preview of the styling applied to your booking plugin in real time before saving.
Customize Color: Choose from preset color themes or select your own using the Advanced Color Picker.

🛠️ Online Booking Settings

These instructions explain how to manage Online Booking settings in DaySmart Cloud. You’ll learn how to configure appointment preferences, adjust how services and employees display, set independent cancellation policies, and customize email notifications for booking requests all from one streamlined settings page.

📋 Appointment Settings

Click the arrow to learn more about appointment settings

From the Online Booking Settings tab, you can configure:

Require Approval: Choose whether appointments must be reviewed before confirmation.
Require Card to Book: Toggle on/off based on your payment preferences.
Allow Clients to Enter Home Address: Allow clients to enter their address when booking appointments online.
Allow Client Online Account Access: Allow clients to log in, view upcoming appointments, and update contact info.
- Allow Rescheduling: Clients can reschedule their own appointments online (when enabled).
- Allow Cancellation: Let clients cancel through their online account.
Booking Time Window: Set minimum and maximum notice windows for online booking.
Appointment Intervals: Choose appointment time increments for availability display.

🧩 Display Options

Click the arrow to learn more about display options

Organize how services and employees appear on your booking site:

Employee Order: Rearrange staff display order easily.
Customize Service Visibility and Order: Choose and reorder services or categories directly in the same window.
Show Prices: Toggle price visibility for online visitors.
Cancellation Policy: Previously linked to card requirements, the Cancellation Policy can now be managed independently.

🔔 Notifications

Click the arrow to learn more about notification settings

Manage notification preferences just like before but now, all within Cloud:

Appointment Accepted: Customize Accepted email messages.
Appointment Rejected: Customize Rejected Appointment email messages.
Always Email Scheduled Employee: Toggle on/off to have employees emailed when an appointment is booked with them.
Allow Request Approval via Email: Include an option in the employee notification email that allows the request to be approved or rejected.
Additional Recipients: These employees will receive a notification when appointment requests are made.

❓ FAQs

Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Will I still be able to access the old Online Booking system?

Click the arrow to view the answer

Yes, temporarily. You can reach it through Manage Online Booking in your account menu.

What if I use Website Builder?

Click the arrow to view the answer

If your account includes Website Builder, the Manage Your Website button in Cloud will take you directly there with no separate login required.