📝 Overview
Now that you have set up your credit card reader and connected it to the software, you're ready to start bringing in the money! In this article, you can find the steps to take payments on the website and in the app!
Take a Card payment
💻 Website
Click the arrow to learn how to take a payment on the DaySmart Website
Click the arrow to learn how to take a payment on the DaySmart Website
Click on the +Create button at the top left of the appointment book
Select New Appointment or New Transaction will skip the appointment and go straight to ready to take a payment
In the first search bar, search for an existing client, create a new client, or leave the client search blank for a walk-in
The second search bar is for the Products and Services
Once your service is added, you can adjust the appointment time and price if needed. For a test payment, we recommend changing the price to $1.00
After you have everything added for the appointment, you can click Schedule in the upper right corner, or proceed to payments if there is no appointment being scheduled.
When the time of the appointment comes, you can click on the slot and check in, and when they are ready to pay, click on the appointment again and check out.
Click on one of the options below to finish the payment
Manually entered Payment
Click the arrow to learn how to run a manual payment
Click the arrow to learn how to run a manual payment
🎬 Want a video walkthrough?
Click the arrow for a video that covers this section of the document
Click the arrow for a video that covers this section of the document
Click Proceed to Payments
From the next screen, click on Credit under Payment Methods
To take a payment manually, click on Enter card information
Enter a tip under Tip Amount and click Add, or click Skip to skip the tip portion and move on to continue taking the payment.
If you're looking to split the tip, click the +Add Tip button to select another employee and enter the amount for each
Under Enter Card number, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used.
If you want the card saved on file, you can check the option for Keep card on file (note - this will not be visible for walk-in clients)
Click Process Card
The screen will load while it is processing the transaction
Review the transaction from the Order Summary and click Close Ticket
You can send yourself a receipt via email if you'd like, or tap Skip Receipt
When the screen shows Transaction Complete!, select the Calendar option to return to the website.
Credit Card Reader Payment
Click the arrow to learn how to run a card reader payment
Click the arrow to learn how to run a card reader payment
From the checkout page, click Proceed to Payments
Click the Credit button
Wait for the device to show Connected, then click Process Card.
If you have multiple devices, you may need to click the dropdown to select the right one
A window will pop up while a signal is sent to the device for checkout. Follow device prompts.
The device will prompt for Tip - Present to your client for them to select from one of the options.
After the tip is selected, the client will be presented with their total amount due.
From here, they can insert their credit card into the slot at the bottom, swipe from the top, or tap using their card or smartphone/watch if using Apple Pay, Google Pay, Android Pay.
If you're looking to split the tip, click the +Add Tip button to select another employee and enter the amount for each
Once the transaction is successful, the device will show Approved, and the web page will return to checkout
From the web page, click Close Ticket to finalize the payment
Transaction Complete! 🎉You can choose to send your client a receipt via email or print it using a receipt printer.
📱Mobile App
Click the arrow to learn how to take a payment on the DaySmart App
Click the arrow to learn how to take a payment on the DaySmart App
Click on the plus sign + in the bottom right corner
Select an existing client, create a new client, or walk in
You can adjust the appointment time by clicking Time
Click Services and Products, then +Add Service or +Add Product, and search for the items you're looking to add
After you have everything added for the appointment, you can click Book Appointment at the bottom
When the time of the appointment comes, you can click on the slot and check in, and when they are ready to pay, click on the appointment again and check out
Click on one of the options below to finish the payment
Manually entered Payment
Click the arrow to learn how to take a manual payment
Click the arrow to learn how to take a manual payment
🎬 Want a video walkthrough?
Click the arrow for a video that covers this section of the document.
Click the arrow for a video that covers this section of the document.
Tap Payment Details
Select Credit Card
If you want the card saved on file for future use, you can slide the option for Save Card on File
Under Process Card With, click Manual Card Entry
You select a preset tip from the Tip screen, or tap No Tip to move on to the payment of the test transaction
From the Enter Card Details screen, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used
Tap Pay
You have now successfully taken your payment 🎉
You can send yourself a receipt via email if you'd like, or tap Skip Receipt to return to the app.
Credit Card Reader Payment (Stripe Reader S700 and BBPOS WisePOS E)
Click the arrow to learn how to run a card reader payment
Click the arrow to learn how to run a card reader payment
Tap Payment Details
Select Credit Card
you want the card saved on file for future use, you can slide the option for Save Card on File
Under Process Card With, select the device (the device could be named something different during setup)
The app will let you know it's connecting to the reader for payment.
Once connected, the Cardholder can select their tip amount on the screen.
From here, they can insert their credit card into the slot at the bottom, swipe from the top, or tap using their card or smartphone/watch if using Apple Pay, Google Pay, Android Pay
You have now successfully taken your Payment🎉
You can send yourself a receipt via email if you'd like, or tap Skip Receipt to return to the app.
Credit Card Reader Payment (Stripe Reader M2 and BBPOS WisePad 3)
Click the arrow to learn how to run a card reader payment
Click the arrow to learn how to run a card reader payment
Turn the device on
From checkout, select Credit Card under Payment Details
Under Process Card With, select the device (the device could be named something different during setup)
You will be prompted to enter a tip
Once the Amount Due page appears, tap/swipe/insert card
Tap card/phone (Apple Pay/Google Pay) at the top of the device
Insert option at the bottom
Swipe option at the top on the backside
The device will beep once and light up to let you know it was successful
2 beeps mean the transaction failed or was canceled
You have now successfully taken your payment 🎉
Once complete, you will be prompted to send a receipt via email, print, or skip receipt.
Tap To Pay with iPhone & Android.
Click the arrow to learn how to run a tap to pay payment
Click the arrow to learn how to run a tap to pay payment
Before getting started with Tap to Pay on iPhone and Android, please make sure to review Mobile Tap to Pay Requirements and FAQs.
From Checkout, tap Credit Card under Add Payment
Under Process Card With, tap Tap to Pay on [iPhone/Android]
Note: On the very first use of Tap to Pay on iPhone, the user will be prompted to link their Apple ID with Tap to Pay on iPhone.
You will then be prompted to add a tip
The Tap to Pay screen will then be presented. The total cost of the transaction will be displayed on the screen. Your client can either hover their card horizontally at the top or hold their phone over the screen. This will work on the front or back of the device
After a successful transaction, the phone will chime and say 'Done'!
You have now successfully taken your payment 🎉
The final screen will ask if they want their receipt emailed, printed, or skipped.
How to Save a card on file
Website
During appointment creation
Click the arrow to learn more
Click the arrow to learn more
On the appointment book, create a new appointment
Search and add the client
Click the Cards on File drop-down
Click + Add New Card
Enter card information from the pop-up window and click Add
During checkout
Click the arrow to learn more
Click the arrow to learn more
Click Checkout on the appointment
If you're not seeing checkout, please make sure they are already checked in
If you're still not seeing checkout
Click Appt Details
Use the Actions drop-down menu from the top right
Click Checkout
If everything looks correct, click Proceed to payment
Choose the option for Credit for Payment Method
Check the box for Keep card on file
Enter card information manually through the Enter card information option, or process the card through your terminal
On the client profile
Click the arrow to learn more
Click the arrow to learn more
Go to Clients on the header and select your client
Scroll down to Cards on File
Click + Add New Card
Enter card information from the pop-up window and click Add
Mobile
During checkout
Click the arrow to learn more
Click the arrow to learn more
From Checkout,
Tap Credit Card under Add Payment
Enable Save Card on File at the top
Once enabled, proceed with checkout by selecting your device or Manual
Once the transaction is complete, the credit card will be securely saved to the client's profile
On the client profile
Click the arrow to learn more
Click the arrow to learn more
Tap on Clients at the bottom of the app and search for the client whose card you want to save
Tap the desired client and click Edit at the top right
Scroll down to Cards On File
Tap Add Card On File
Enter card information from the pop-up window and click Save Card
Check out with a saved card on file
Website
Click the arrow to learn how to
Click the arrow to learn how to
Click on the appointment from the Appointment Book.
Click Checkout
If you're not seeing checkout, please make sure they are already checked in
If you're still not seeing checkout
Click Appt Details
Use the Actions drop-down menu from the top right
Click Checkout
From Checkout, click Proceed to Payments
Under Payment Methods, you'll find the Saved Cards section
Click on Use this card
Confirm the amount and click Process Card
A window will pop up to process the card
Once complete, click Close Ticket
Mobile
Click the arrow to learn how to
Click the arrow to learn how to
From Checkout, tap Credit Card under Add Payment
Under Cards On File, tap the existing card
A confirmation pop-up will appear asking if you'd like to charge the card on file. Tap Yes to proceed.
You'll then have the option to add a tip using the saved card or select No Tip to skip this step.
Once you've made your selection for a tip, the card will be charged, and the transaction will be complete!
📢 FAQ
Q: Can I require a deposit?
Click the arrow to learn how to require deposits
Click the arrow to learn how to require deposits
Our amazing software team has written an article with the steps for all things deposit related.
Q: How do I refund/void a transaction?
Click the arrow to learn how to refund a transaction
Click the arrow to learn how to refund a transaction
We don't recommend refunding your first test transaction, as this starts your 7-day payment hold. Refunding the transaction will not trigger this period to start. We want to ensure you get your funds as soon as possible!
We’ve put together a helpful article that walks you through the easy steps to refund payments in the software.
💬 Contact Us
Still have questions or running into issues? Contact us through our live chat option at the bottom right of this article or email us at [email protected].
For more checkout situations from DaySmart Software, Click Here.