Open your web browser.

Go to DaySmart Pet Login.

Enter your Email and Password.

Click Login.

Click More > Client/Pet from the top of the page.

Click on the + button in the lower right-hand corner.

Fill out the client’s information:

Click on the Save button.

Click More > Client/Pet from the top of the page if you have already created your client OR From the New Client Page, Select Next: Add Pet (Skip to step 5)

Select the Client owner of the pet you wish to add

Select Pet Info on the top right of the clients page

Click the Add Pet button on the left and side

Fill out the Pet's information:

Select Save to save details.

Click More > Client/Pet from the top 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.

Click More > Client/Pet from the top of the page.

Search for the client you wish to edit and click on their name.

Click the Notes tab at the top right.

Enter, view, or edit notes.

If you wish to have the note pop up when creating an appointment, check the box Show note as Pop-up.

Click More > Client/Pet from the top of the page.

Select a client from the list to modify.

Click Pet info.

Select the pet's name on the left-hand side you would like to enter notes for.

At the bottom of the page will be a Comments section to enter General, Grooming, Personality, or Medical Comments.

Click Save when you are done

Open an existing appointment for the client and click on Appt Details.

Click Notes under the Clients email to view or enter client notes.

Additionally, you can click on the pet's name at the top of the appointment to view Comments, Medical Info, Grooming notes, Personality notes, Recent Visits and Photos

From the Vaccinations page, click the + at the bottom right side of the page.

Type in the name of the vaccination you wish to add.

Check the box if it's required or not.

If this is only for a certain species, choose the one that applies.

Choose the services that this vaccination must be required for in order to perform.

Click Save at the bottom right to add the vaccination.

From your DaySmart cloud software, navigate to More and then Vaccinations.

Here, you will see a list of all your current vaccinations.

Click on the vaccination that you would like to require and click the box This Vaccination is Required.

Then choose which services require this vaccination to be up to date.

Click Save at the bottom right to finish.

Once you mark a vaccination as required, you will see an icon on the Appointment Book if the pet doesn't have those vaccinations up to date.

You can update these vaccinations directly from the appointment as well.

Click on the client's appointment and click Update.

This will pull up a list of the vaccinations and show which are required.

Confirm the client has these vaccinations and check the boxes next to the vaccinations they have, as well as update expiration dates.

You may also upload a copy of their vaccination by clicking +Add Document next to the vaccination you wish to update.

Click Update Vaccinations when you are finished and then click Save at the top right to save all of your changes and the appointment.

Select the Services Icon at the top of the page.

Click the + button.

Add service details:

Click the Save button.

Editing: 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.

Select the Products Icon at the top of the screen. This icon may be under the More button, which is also at the top of the screen.

Click the + button.

Add product details:

Click the Save button.

Editing: 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.

Select the Employees icon at the top of the screen.

Select the + in the bottom right corner.

Enter employee's information. You must add at least the employee's first name, last name, and email address before you can move on to the next step. Then, press Next.

Selecting Yes for the Create Cloud Account option will add your new employee to the software. This will also allow them to login to the software from the website or a mobile app.

Check the boxes for Email Address and Text Message in the Appt. Notifications sections to allow the employee to receive notifications about their appointments.

If applicable, set Booth Renter status and Service Limitations.

Select the access level for this employee. Employee Access levels can be edited from the Settings tab of the Employees screen.

Press Save.

The employee will now get an e-mail to that address asking them to complete the setup, including a link to click to create their account password. Once they complete their password set up, their account will be activated and added to the business’ billing account.

Select More > Settings

Choose E-mail And Texting > Reminders And Notifications.

Click the Get Started button and enter company information.

Click Save Company Info.

You will be taken to the Company Contact Info section. Click on Reminders And Notifications.

Choose which message types you would like your clients to receive by toggling between tabs. Simply move the slider from Off to On if you wish to turn it on for any message type on any tabs in the Appointment Notifications screen.

Clicking On for the Confirmation will add a "reply C to confirm" at the end of your reminder. Your client may respond C back to you and you will see this appointment confirmed on your appointment book

Clicking On for the Cancellations will add a "reply X to cancel" at the end of your reminder. It's recommended to turn on the notifications for employees when an appointment is cancelled as that will allow them to be notified if a client responds with X to cancel.

Select the Appt Book icon to navigate to the appointment book screen.

Click the desired start time under the employee's column.

In the Which Client? field, enter client's name and select client from the list.

In the What Services? field, enter the service, and select service from the list. Repeat this step for any additional services you wish to schedule for the client.

Click Schedule to save the appointment.

Click on the Appointment Book icon.

Click on the appointment to edit, then select Appointment Details.

Modify appointment details as needed.

Click the Save button.

Click on the Appointment Book Icon at the top of the page.

Click on the appointment you wish to cancel, then select the Appointment Details button.

Click on the Actions button in the upper right corner of the appointment and select the appropriate option.

Select the Appointment Book icon at the top of the page.

Click on an existing appointment.

If checked-in, click Check Out. Otherwise, go to Appt Details, select Actions, then choose Check Out.

After clicking Check Out, confirm the information is correct on this screen. Clicking on the shopping cart icon at the top of the screen will give you a list of appointments for the day. Selecting one of these appointments will take you to the same screen. You can change prices or add services, products, packages, memberships, and gift cards on this screen.

Click Proceed to Payments.

Select payment type, add amount, any comments and select add payment.

Once you have selected the payment type and confirmed the amount to be paid select Close Ticket.

Select the Checkout shopping cart at the top of the page.

Choose + New Transaction tab for new tickets. If you select this tab, you can search for a client via the search bar and create a new ticket. This is a great way to check out a ticket containing just products.

Follow steps 5-7 in the How to Checkout section.