📝 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
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
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.
🔁 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
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
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
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
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.
❓ 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
Click the arrow to view frequently asked questions
Can I schedule an appointment for a new client?
Click the arrow to view the answer
Click the arrow to view the answer
Yes. In the Which Client? field, type the new client’s name and click + Add Client to create their record before scheduling.
Does changing the appointment duration affect pricing?
Click the arrow to view the answer
Click the arrow to view the answer
No. Updating the duration only changes the appointment’s time slot, service pricing remains the same unless you manually edit the service or apply a discount.
Can I cancel or modify a recurring series?
Click the arrow to view the answer
Click the arrow to view the answer
Recurring appointments can only be edited or canceled individually. If you need to make changes to multiple appointments in a series, use the Appointment List View and sort by Customer and Date. This makes it easy to locate and void multiple appointments at once.