DaySmart

Follow this guide to add, edit, or remove payment methods for accurate reporting and checkout flexibility.

Add Payment & Tender Types

Learn how to set up and manage sales tax rates in your DaySmart software, including how to enable, modify, or disable taxes and apply them to products and services for…

Sales Tax Rates

Learn how to access Customize Lists in DaySmart Pet Cloud, manage list items like payment types and pet breeds, understand how items get added automatically, and troubleshoot lists that won't…

Customize List Settings - Cloud

Kyle Goodman

Kate Biel

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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