📝 Overview

This guide walks you through scheduling your first appointment in the software: scheduling, modifying duration, and setting recurring appointments.

📅 Create a New Appointment

These instructions will help you successfully create a ticket for a new appointment on the cloud website and from the mobile app.

🖥️ Website

Click the arrow to learn how to book appointments on the website

Create a New Appointment
- Select + to create a new appointment ticket or click any available time slot in the column of the employee who will perform the service.
Enter the Appointment Details:
- When? - Select the appointment's date and time. This will auto-fill if you selected an open time slot from the Appointment Book.
- Which Employee? - Clicking into the service will allow you to choose the employee who will perform the service. This will auto-fill to the logged in user or specific employee if you selected an open time slot from the Appointment Book.
- Which Pet? - Select an existing client from the list or enter a new one for this appointment.
- What Services? - Search a service manually or choose one from the list. Repeat this step for any additional services you'd like to schedule for the client.
- Appointment Type? - Select the type of appointment this, will be from a prefilled list or custom additions.
- Select Appt Details to see more editing options.
If you are adding multiple pets to a ticket:
- Click Appt Details to view more options, here you will see the initial service added.
- Use the Search bar to add an additional service.
- Use the Pet dropdown to select the additional pet for that service.
Select "Schedule" or "Book Appointment" to save your ticket.

📱 Mobile App

Click the arrow to learn how to book appointments on the mobile app

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.
- If you’re only adding a product (and not a service), it won’t be scheduled as an appointment. The product will simply need to be checked out at the time of purchase.
Set the Referred By field as desired.
Select Book Appointment to finish scheduling the ticket.

⏱️ Time Blocks

Learn how to add time blocks (like breaks, meetings, or unavailable time) and remove them when they’re no longer needed.

➕ Adding Time Blocks

Click the arrow to learn how to add a time block

Open the Appointment Book.
Click +Create in the upper left
1. or select an open time slot on your appointment book then select Time Block at at the top of the prompt.
Select the employee/resource the time block should apply to.
Enter the date, start time, recurring options and end time.
Choose the appropriate time block type (if prompted) and add any notes or labels (optional).
Click Save to add the time block to the appointment book.

❌ Deleting Time Blocks

Click the arrow to learn how to delete a time block

Open the Appointment Book.
Locate the time block you want to remove. Click the time block to open its details.
Click Delete (or the remove option shown in the time block window).

🗑️ Removing Multiple Time Blocks (Bulk)

Click the arrow to learn how to delete time blocks in bulk

Time blocks must be deleted one at a time, but you can speed this up by using the Appointment Log to group them together.

From the Appointment Book, select Appointment List in the upper right.
Filter or sort the log so the time blocks you want to remove are grouped together (for example by date, employee, or type). To see all existing time blocks set the date filter to All Time.
Check the box to the left of each time block you'd like to delete or select the checkbox in the upper left to check all shown time blocks.
Click 'Delete Selected Time Blocks'.

🔁 Create Recurring Appointments

To save time, the DaySmart Salon program allows you to create recurring appointments from both the mobile apps and the website. This article will walk you through the process of creating recurring appointments for your customers.

🖥️ Website

Click the arrow to learn how to set up recurring appointments on the website

Create a New Appointment:
- Select +Create > New Appointment, OR
- Click on the desired time slot on the appointment book for the initial appointment.
Select the client and add the services for the appointment.
Next, click "Appt Details" to proceed.
Check the "Recurring" box under Appointment Details.
Select how often the appointment repeats (weekly or monthly)
- If you choose weekly, specify the day(s) of the week for the recurring appointment.
Set an end date to determine when the recurring series should stop.
Click "Schedule" in the top right to save the recurring appointment.

📱 Mobile App

Click the arrow to learn how to set up recurring appointments on the mobile app

Double-click on the desired time slot on the appointment book for the initial appointment.
Select either Existing Client or Add New Client. Then search for the client or enter the new client's information.
Select Add Services and enter the service for the appointment.
Click on the customer's name to view the Recurring option.
Toggle on the slider for Recurring.
Select the Start Date for the appointments to begin occurring.
Select the End Date for the appointments to stop occurring.
Tab on How Frequently? and select how often the appointment should occur.
Select which day(s) of the week the appointments should take place.
Select Done.
Select Book Appointment.

✏️ Edit an Appointment

These instructions will help you modify an appointment by updating the appointment details page.

🖥️ Website

Click the arrow to learn how to make changes to an appointment on the website

From the Appointment Book, select an open appointment.
The appointment pop-up will appear, click Appt Details.
On this page you can make the following edits as necessary:
- Date: Select or change the appointment date.
- Time: Set the appointment start time.
- Duration: Adjust how long the service will last.
- Employee: Assign or change the staff member performing the service.
- Quantity: Choose how many of the service items are booked.
- Price: Edit or confirm the service cost.
- Appointment Type: Specify the category or purpose of the appointment.
- Confirmation Type: Choose how the appointment will be confirmed with the client.
Select Save in the upper right once you have made the desired changes.

📱 Mobile App

Click the arrow to learn how to make changes to an appointment on the mobile app

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.
- Notes: Adjust confirmations, referrals, view the appointment log and appointment notes.

🎨 Appointment Color Codes

Use color coding to visually organize your Appointment Book. You can customize colors for services, service categories, or appointment types, helping staff quickly identify appointment details at a glance.

⚠️ Please Note:
The ability to edit color codes is not currently available in the mobile app, this would need to be done on the web browser through the cloud website.

Click the arrow to learn how to assign color codes

Navigate to the Appointment Book.
Select the Settings tab (upper right, beneath your name).
Choose Appointment Colors from the menu on the left.
Select whether you want to customize colors for Services or Appointment Types:
- Services:
  - Allows color coding by service category or individual service.
  - These lists can be edited at More → Settings → Management → Customize Lists → Services → Categories.
- Appointment Types:
  - Controls the color of appointments based on type (e.g., New Client, Walk-In, etc.).
  - This list can be edited at More → Settings → Management → Customize Lists → Tickets → Referral.
When you're finished customizing colors, click Save.

If more than one color code applies:

The service color appears as the main tile color.
The appointment type color appears as a thin vertical stripe on the left side of the appointment tile.

❓ FAQs

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

Click the arrow to view frequently asked questions