Overview
In order to require credit card information be entered when creating online booking appointment requests
Setting Up Card Connect
These instructions will help you set up integrated credit card processing in your software. DaySmart Software products work exclusively with CardConnect for credit card processing.
To use this feature, we recommend you have the following:
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Merchant Account: Before you can process your first integrated credit card transaction, you need to have a merchant account. Ownership of a merchant account is required to process credit cards and also provides a way for the credit card funds to be routed to your bank account. Businesses can have multiple merchant accounts to facilitate each independent contractor employed.
Credit Card Reader: A credit card reader is a device that attaches to your computer and allows you to quickly obtain the information needed for a credit card transaction by swiping the credit card through the reader. If you use a credit card reader, you will not need to manually type in the credit card information. Some credit card readers are a little larger than a candy bar and plug directly into the USB port on your computer. You can also purchase a keyboard with a built-in credit card reader. It is recommended that you only use processing hardware obtained directly from CardConnect.
Printer: A receipt printer is used to print receipts. One receipt is kept by the customer and the other receipt is signed by the customer and returned to you. DaySmart Software officially supports and sells Epson brand receipt printers. You can also use a regular full-size (8.5" x 11" sheets of paper) Windows printer to print receipts.
Internet Connection: A phone line modem is used by your computer to connect to your merchant account provider and process the charge. For higher processing speeds, we recommend a cable modem or DSL line to process the credit card transactions.
Desktop Instructions
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Setup for CardConnect Customers
Make sure that you are on version 13 of the software. If you are not on version 13 you will need to update the software in order to use CardConnect. Use the following to download the update.
Obtain your business' merchant account information by contacting DaySmart Payments at +1(800) 982-6419. A merchant account is required to process credit cards.
With your merchant account number, go to Tools > Credit Card Setup.
Check the box for Enable Credit Card Processing.
From the Processing Method drop down menu, select CardConnect.
Enter the merchant ID into the corresponding field.
Press the Verify button to confirm that it was entered correctly.
Hardware Setup for CardConnect Customers
Obtain processing hardware and connect it to your network's router. If the device is able to make the required connection, it will change from saying Unbolted to Bolted at the bottom of the screen.
Within the software, go to Tools > Credit Card Setup.
To connect to the credit card machine, select Add Device.
Select the device type that corresponds with the credit card machine that you received from CardConnect.
For the Serial Number, take a look at the device. When it is powered on, it will list your serial number at the top of the device. Enter the number into the corresponding field within the software.
The display name can be whatever you would like, but it is recommended you name it so you know which device specifically it is.
Press OK to save the device.
With the device added, press Test Connection to make sure that the device is working. If it comes up with a message saying "A successful connection was made to the selected device" you are setup to process with the device. if you get a different message, double check that you entered the serial number correctly and that the device itself says Bolted.
You should now test your integrated credit card processing. To do so, add or edit a ticket. Add a service and mark the prices as a dollar. Click the Tender = Due button and click the Process Credit Card button. Swipe the credit card and your software will process the card. You will then receive a message saying that it was either approved or declined. If the card is approved the ticket will automatically close. To return the funds to your card, simply go back into the ticket and press Void at which point the software will also ask if you want to void the transaction through CardConnect. Press Yes. If your credit card did not process, call DaySmart Payments at +1(800) 982-6419.
Cloud Instructions
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Setting Up Credit Card Processing on the Mobile Apps
From the mobile app, Select More.
Scroll down and select Credit Card Processing Signup.
If prompted, select Enable Credit Card Processing.
Select either CardConnect from the Processor section.
If you are a CardConnect customer, enter the Merchant ID provided to you by CardConnect. Press Verify Merchant ID to make sure that your information was entered correctly. If you need help obtaining this info, call DaySmart Payments at +1(800) 982-6419 or email [email protected].
Press Save.
You are now all set on your mobile devices to accept credit cards. Now when you go to check out a ticket you will have the option to process credit cards when you select to add a payment. The first time you try to process the software will ask for permission to access the audio jack, you will want to allow access.
Setting Up Credit Card Processing from the Cloud Website
From the Cloud website, select More -> Settings.
Select Credit Card Setup along the left side.
Select Already have a DaySmart Payments account?
For CardConnect customers, enter in your merchant ID provided to you by CardConnect.
If you need help obtaining this info, call CardConnect at (877) 828-0720.
If you have a credit card reader press Add Device. Select the device that you have and enter the Serial Number showing at the top of the device. The Display Name can be set to whatever you would like. Press Save Device when finished.
Press Verify & Update Settings.
You are now all set to process credit cards through the Cloud website. Now when you go to check out a ticket you will have the option Card when you are selecting the payment type.
Credit Card Setup for Independent Contractors
If you have independent contractors that will be processing credit cards though the software as well, see instructions to add their individual merchant accounts.
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Your software allows you to set up multiple merchant accounts. Each independent contractor can have his or her own merchant ID number and the credit card transaction amounts from a ticket for a specific independent contractor can be deposited directly into his or her account.
Setting Up Independent Contractors From the Mobile App
Once you have set up credit card processing for the business, select More -> Employees
Select the employee who is an independent contractor.
Press Edit in the top right.
Scroll down to Independent Contractor and enable it.
Enable Use Individual Credit Card Account.
Enter in the independent contractor's Merchant ID. If the independent contractor does not have a merchant ID already set up, they will need to contact DaySmart Payments at +1(800) 982-6419 and they will be able to assist you with obtaining a merchant ID.
Click the Save button.
Repeat Steps 2-8 for each employee that is an independent contractor.
Setting Up Independent Contractors From the Cloud Website
Once you have set up credit card processing for the business, Select Employees.
Click on the employee who is an independent contractor.
Select Employment Setup at the top right.
Scroll down to Independent Contractor and choose Yes.
Enter in the independent contractor's Merchant ID. If the independent contractor does not have a merchant ID already set up, they will need to contact DaySmart Payments at +1(800) 982-6419 and they will be able to assist you with obtaining a merchant ID.
Click the Save button in the bottom right.
Repeat Steps 2-6 for each employee that is an independent contractor.
Enable Client Online Account Access
With the online booking service, you can allow your clients to create logins for your business. With these login accounts, your customers will be able to view their upcoming appointments and change their contact information as needed from your website.
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Desktop Users:
You must be on the latest version of the software in order to take advantage of this feature. Click here for software update instructions.
From your online booking website, select Manage Site at the bottom of the page.
Login with your email and password.
Select Booking Preferences.
Scroll down to the section labelled Client Settings.
Move the slider for Allow Client Online Account Access from NO to YES.
Click Save Changes to save your settings.
Now that you have enabled account creation, you customers will be able to setup a login so that they can view their upcoming appointments and change their contact information. Customers will be able to create their account during the appointment booking process.
Emailing your Customers to Create their Online Booking Account
It is suggested that you email your customers to let them know they can create an account for your online booking website. Having your clients create their accounts through this email will ensure that the account is linked to the correct client within the database and will avoid potential duplicate clients.
Desktop Instructions
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Within the installed desktop software, go to the Online Services drop down menu.
Select Online Booking.
In the Account Options section, select Invite Clients to Book Online.
You will receive a message asking if you want to send e-mail login information to all active clients that do not already have an account. Press Yes.
You will now receive a message stating how many clients will receive the email to create a login account. Press OK. Your clients will not start to receive emails to create a login for use with your online booking website.
Cloud Instructions
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From your software, go to Clients.
Click on the client's name that you would like to invite.
Click on Personal Info at the top.
Click Invite Client to Make an Online Account.
An email will be sent and this will allow them to make an online account for your Online Booking
Require Credit Card Information
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Go to your online booking website and select Manage Site at the bottom of the page.
Sign in with your email and password.
Select Booking Preferences.
Scroll down to the Client Settings Section.
For the Require Credit Card When Booking an Appointment option, change the slider from No to Yes.
If desired, check the box for Include service prices when booking an appointment.
You can adjust the Online Booking Policy. This will display on the website when the customer is entering their credit card information.
Press Save Changes at the top of the Client Settings section.
You are now setup to have your customers be required to enter their credit card information when making online booking requests. This credit card information will be stored with CardConnect, but you will be able to charge the card when checking a customer out through your software.