# DaySmart Pet Help Center \(Cloud\)

> Help center for DaySmart

## Start Here

- [Quick Start Guide for DaySmart Pet](https://help.daysmartpet.com/en/articles/9312213-quick-start-guide-for-daysmart-pet.md): Get up and running quickly with this beginner’s guide to essential setup and daily tasks.
- [Quick Start Guide for DaySmart Pet - Mobile App](https://help.daysmartpet.com/en/articles/12461528-quick-start-guide-for-daysmart-pet-mobile-app.md): Learn the essentials of the DaySmart mobile app: logging in, finding key tools, managing schedules, and handling everyday workflows on mobile.
- [Twilio Messaging Verification](https://help.daysmartpet.com/en/articles/12897451-twilio-messaging-verification.md): Verify your messaging so reminders, notifications, and texts deliver reliably—what it is, why it’s required, and how DaySmart completes it for you.
- [New Cloud Site vs. Cloud Classic: What’s Improved?](https://help.daysmartpet.com/en/articles/13766092-new-cloud-site-vs-cloud-classic-what-s-improved.md): Compare the New Cloud Site to Cloud Classic and learn what’s improved: reliability, appointment management, checkout tools \(discounts + deposits\), forms and waivers, reminders, and other workflow u...
- [Credit Card Setup for Independent Contractors](https://help.daysmartpet.com/en/articles/9302017-credit-card-setup-for-independent-contractors.md)
- [Checkout Using Saved Card On File - Core](https://help.daysmartpet.com/en/articles/9912551-checkout-using-saved-card-on-file-core.md): Optimize your checkout process with DaySmart Payments by using your saved card on file for a fast and seamless checkout.
- [How To Save a Credit Card On File](https://help.daysmartpet.com/en/articles/9903734-how-to-save-a-credit-card-on-file.md)
- [Take a Payment - Pet, Salon, Spa, and Body Art DaySmart Payments via CardConnect!](https://help.daysmartpet.com/en/articles/12083546-take-a-payment-pet-salon-spa-and-body-art-daysmart-payments-via-cardconnect.md): This article is for Pet, Salon, Spa, and Body Art users ready to take payments with CardConnect/CardPointe.
- [Take a Payment - Pet, Salon, Spa, and Body Art DaySmart Payments via Stripe!](https://help.daysmartpet.com/en/articles/9922268-take-a-payment-pet-salon-spa-and-body-art-daysmart-payments-via-stripe.md): This article is for Pet, Salon, Spa, and Body Art users ready to take payments with Stripe.
- [Benefits of Integrated Credit Card Processing with DaySmart Pet!](https://help.daysmartpet.com/en/articles/15000241-benefits-of-integrated-credit-card-processing-with-daysmart-pet.md): This article is to help DaySmart Pet business owners set up integrated credit card processing in their software. DaySmart Pet Cloud Software works with Stripe for credit card processing.
- [DaySmart Software Billing FAQ](https://help.daysmartpet.com/en/articles/9302133-daysmart-software-billing-faq.md)
- [Desktop to Cloud: What to Expect](https://help.daysmartpet.com/en/articles/9302124-desktop-to-cloud-what-to-expect.md): A step-by-step guide to the migration process, key differences from desktop, what data moves, and how to get started in Cloud.

## Learn the Essentials

- [Change Currency Symbol](https://help.daysmartpet.com/en/articles/9302218-change-currency-symbol.md): Learn how to update your account’s displayed currency to match your business location and pricing.
- [Resetting your password](https://help.daysmartpet.com/en/articles/9302176-resetting-your-password.md): Follow these steps to reset your DaySmart login password and regain account access.
- [Support Options](https://help.daysmartpet.com/en/articles/10348280-support-options.md): Find contact details, business hours, and the best ways to reach DaySmart support for software and payment assistance.
- [Dashboard Guide](https://help.daysmartpet.com/en/articles/11964042-dashboard-guide.md): Learn how to view, understand, and customize your Dashboard to track business performance and key metrics.
- [Request a New Feature](https://help.daysmartpet.com/en/articles/11964190-request-a-new-feature.md): Learn how to submit feedback or feature requests directly to the DaySmart team.
- [Recommended Hardware](https://help.daysmartpet.com/en/articles/12821846-recommended-hardware.md): Find recommended hardware for DaySmart Pet, including computers, printers, scanners, and accessories. Use this guide to choose compatible devices and review troubleshooting steps for common hardwar...
- [Customize Calendar View](https://help.daysmartpet.com/en/articles/16783859-customize-calendar-view.md): Learn how to switch the Appointment Book calendar between Day, 3 Day, 5 Day, Week, and Month views to see the level of detail you need.
- [Managing Appointments](https://help.daysmartpet.com/en/articles/9301668-managing-appointments.md): Learn how to create, edit, and manage appointments/tickets in DaySmart from both the website and mobile app.
- [Manage Time Blocks](https://help.daysmartpet.com/en/articles/11845015-manage-time-blocks.md): Set up and manage time blocks to organize your schedule, block off availability, and streamline appointment prep.
- [Mobile Routing Feature](https://help.daysmartpet.com/en/articles/9300672-mobile-routing-feature.md): Use the mobile routing map to plan routes, navigate to appointments, and manage visits efficiently in the app.
- [Printing & Sending Receipts](https://help.daysmartpet.com/en/articles/9300655-printing-sending-receipts.md): Learn how to print or email client receipts and configure printer settings for your setup.
- [Ticket History \(Cloud\)](https://help.daysmartpet.com/en/articles/11842409-ticket-history-cloud.md): Learn how to view and track all ticket activity, including edits, reschedules, and payment changes.
- [Client Checkout](https://help.daysmartpet.com/en/articles/11842680-client-checkout.md): Step-by-step guide for checking out clients, processing payments, and completing group or individual transactions.
- [Void / Refund - Pet, Salon, Spa, and Body Art Credit Card Payments](https://help.daysmartpet.com/en/articles/9829509-void-refund-pet-salon-spa-and-body-art-credit-card-payments.md): This article is for Pet, Salon, Spa, and Body Art users to refund credit card payments.
- [How-To do a Partial Refund](https://help.daysmartpet.com/en/articles/12082498-how-to-do-a-partial-refund.md): Follow these steps to process a partial refund by adjusting item prices and selecting the correct tender type.
- [Edit a Closed Ticket](https://help.daysmartpet.com/en/articles/12082523-edit-a-closed-ticket.md): Use this guide to update appointment details, payments, or tips on a closed ticket without recreating it.
- [Client Balance](https://help.daysmartpet.com/en/articles/9302419-client-balance.md)
- [Merge Client Profiles](https://help.daysmartpet.com/en/articles/9300603-merge-client-profiles.md): Combine duplicate client profiles into a single record to keep your client database accurate and organized.
- [Client / Pet Notes & Balance](https://help.daysmartpet.com/en/articles/9302416-client-pet-notes-balance.md)
- [Online Client Forms](https://help.daysmartpet.com/en/articles/12091925-online-client-forms.md): Learn how to create, send, and manage online forms to collect client information efficiently.
- [Managing Employees](https://help.daysmartpet.com/en/articles/9302448-managing-employees.md): Learn how to add new employees to your DaySmart Pet account, including how to set up profiles, assign access levels, and activate cloud accounts for team members.
- [Editing Employee Schedules](https://help.daysmartpet.com/en/articles/9300728-editing-employee-schedules.md): Follow these steps to adjust employee work hours, shifts, and recurring schedules from the website or mobile app.
- [How to Remove a Cloud User](https://help.daysmartpet.com/en/articles/9301312-how-to-remove-a-cloud-user.md)
- [Time Clock Overview](https://help.daysmartpet.com/en/articles/9301743-time-clock-overview.md): Learn how employees can clock in and out, and how to manage or edit time clock entries in DaySmart.
- [Employee Service Limitations](https://help.daysmartpet.com/en/articles/9301079-employee-service-limitations.md)
- [Employee Access Setup](https://help.daysmartpet.com/en/articles/12081780-employee-access-setup.md): Learn how to set employee login permissions and customize access levels for different roles in your business.
- [Employee Service Limitations](https://help.daysmartpet.com/en/articles/12082923-employee-service-limitations.md): Set and manage which services employees can perform to streamline scheduling and prevent booking errors.
- [Manage Vaccinations](https://help.daysmartpet.com/en/articles/9301492-manage-vaccinations.md): Learn how to manage pet vaccines in DaySmart Pet, including setting vaccine requirements, recording vaccine details, and updating vaccination status from the website or mobile app.
- [Add Payment & Tender Types](https://help.daysmartpet.com/en/articles/12168587-add-payment-tender-types.md): Follow this guide to add, edit, or remove payment methods for accurate reporting and checkout flexibility.
- [Sales Tax Rates](https://help.daysmartpet.com/en/articles/12921543-sales-tax-rates.md): 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 accurate billing and reporting.
- [Customize List Settings - Cloud](https://help.daysmartpet.com/en/articles/16645398-customize-list-settings-cloud.md): 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 save.
- [Packages on the Mobile Apps](https://help.daysmartpet.com/en/articles/9301381-packages-on-the-mobile-apps.md): Learn how to create, sell, redeem, and view client packages using the mobile apps.
- [Managing Tips](https://help.daysmartpet.com/en/articles/9301783-managing-tips.md): Learn how to add, settle, and manage tips in DaySmart, including correcting assignments and processing tips through payroll.
- [Waitlist Management](https://help.daysmartpet.com/en/articles/9301907-waitlist-management.md): Learn how to track requests and convert the waitlist into appointments.
- [Daycare Setup](https://help.daysmartpet.com/en/articles/9302128-daycare-setup.md): Configure daycare rooms and manage daily bookings.
- [Boarding Setup](https://help.daysmartpet.com/en/articles/9302491-boarding-setup.md): Configure kennels, enable boarding, and manage reservations.
- [Resources Overview](https://help.daysmartpet.com/en/articles/9302212-resources-overview.md): Learn how to create and manage resources like rooms or equipment and schedule them for appointments.
- [Promotions](https://help.daysmartpet.com/en/articles/12167978-promotions.md): Learn how to create, apply, and manage promotions on appointments and packages in the software.
- [Packages Overview](https://help.daysmartpet.com/en/articles/12168577-packages-overview.md): Step-by-step guide to creating, selling, and redeeming service packages in DaySmart.
- [Managing Loyalty Points](https://help.daysmartpet.com/en/articles/12168605-managing-loyalty-points.md): Learn how to create, manage, and redeem client loyalty points to reward repeat business and boost retention.
- [Gift Cards Overview](https://help.daysmartpet.com/en/articles/12168625-gift-cards-overview.md): Learn how to sell, redeem, and manage gift cards in DaySmart from both the website and mobile app.
- [Reports Management](https://help.daysmartpet.com/en/articles/10706735-reports-management.md): Understand DaySmart’s reporting tools for tracking sales, clients, services, and financial performance.
- [Tax Season FAQs](https://help.daysmartpet.com/en/articles/12805486-tax-season-faqs.md)
- [Memberships Overview - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/12272634-memberships-overview-daysmart-payments-via-cardconnect.md): Set up, sell, and manage memberships to offer clients recurring service bundles, discounts, or subscription benefits.
- [Memberships Overview - DaySmart Payments via Stripe](https://help.daysmartpet.com/en/articles/9300611-memberships-overview-daysmart-payments-via-stripe.md): Set up, sell, and manage memberships to offer clients recurring service bundles, discounts, or subscription benefits.
- [Payroll Management](https://help.daysmartpet.com/en/articles/9301465-payroll-management.md): Learn how to configure, process, and manage payroll in DaySmart, including settings, commissions, and reports.
- [Managing the Cash Drawer](https://help.daysmartpet.com/en/articles/11887321-managing-the-cash-drawer.md): Learn how to connect, configure, and balance your cash drawer, including petty cash and cash drop tracking.
- [Managing Deposits](https://help.daysmartpet.com/en/articles/9302020-managing-deposits.md): Learn how to set up and collect deposits for services in DaySmart, including scheduling with deposits, pay-later options, and common deposit questions.
- [Reminders & Notifications](https://help.daysmartpet.com/en/articles/12451730-reminders-notifications.md): Learn how to set up, customize, and manage appointment reminders in DaySmart Cloud, including email and text notifications, template editing, confirmation tracking, and best practices for client me...

## Grow Your Business

- [Messaging Best Practices](https://help.daysmartpet.com/en/articles/12886734-messaging-best-practices.md): Learn how to manage client messaging responsibly, including messaging compliance, formatting, and best practices to ensure clear communication and successful delivery to clients.
- [Text Marketing Start Guide - Cloud](https://help.daysmartpet.com/en/articles/10950426-text-marketing-start-guide-cloud.md): Follow these steps to set up and manage text marketing campaigns to connect with clients and grow your business.
- [How to Prompt Clients to Opt-In for Text Marketing](https://help.daysmartpet.com/en/articles/9301326-how-to-prompt-clients-to-opt-in-for-text-marketing.md)
- [Sending an E-mail Marketing Campaign](https://help.daysmartpet.com/en/articles/9301535-sending-an-e-mail-marketing-campaign.md): Learn how to create, schedule, and send one-time or recurring email marketing campaigns to your clients using the built-in marketing tools in the software.
- [Twilio’s Regulatory Compliance - UK Only](https://help.daysmartpet.com/en/articles/14760061-twilio-s-regulatory-compliance-uk-only.md): Understand new UK KYC regulations and how to complete the required Twilio compliance form for text messaging.
- [No Appointments Available](https://help.daysmartpet.com/en/articles/9300953-no-appointments-available.md)
- [Double Booking](https://help.daysmartpet.com/en/articles/9301223-double-booking.md)
- [Online Booking Start Guide - Cloud](https://help.daysmartpet.com/en/articles/10030148-online-booking-start-guide-cloud.md): Learn how to set up your Online Booking website in the Cloud version, allowing clients to book and manage appointments online.
- [Online Gift Cards](https://help.daysmartpet.com/en/articles/12169293-online-gift-cards.md): Learn how to enable online gift card sales, set up gift card options, and understand how customers purchase and check gift card balances from your website.
- [DaySmart Booking Start Guide \(New - Cloud\)](https://help.daysmartpet.com/en/articles/12553378-daysmart-booking-start-guide-new-cloud.md): Learn how to set up and customize your new online booking settings directly in DaySmart Cloud.
- [Reputation Management \(Cloud - Legacy\)](https://help.daysmartpet.com/en/articles/9300773-reputation-management-cloud-legacy.md): Learn how to use the Reputation Management feature in DaySmart to collect, organize, and respond to client feedback.
- [Reputation Management \(Cloud - New\)](https://help.daysmartpet.com/en/articles/13215786-reputation-management-cloud-new.md): Set up Reputation Management to request reviews by email/text, connect your Google Business Profile, customize templates, and view client feedback in one place.
- [Simple Website Builder \(New - Cloud\)](https://help.daysmartpet.com/en/articles/10553457-simple-website-builder-new-cloud.md): Create and customize your own professional business website using DaySmart’s built-in website builder.
- [2-Way Texting](https://help.daysmartpet.com/en/articles/9301903-2-way-texting.md): Send and receive text messages with clients inside the software. Learn how to access 2-way texting, start new conversations, and view unread or archived messages on desktop and mobile.
- [QuickBooks Online FAQ](https://help.daysmartpet.com/en/articles/10842044-quickbooks-online-faq.md): Find answers to common questions about connecting, syncing, and managing QuickBooks Online with DaySmart.

## Manage Your Account

- [How to cancel your DaySmart Payments account](https://help.daysmartpet.com/en/articles/15209087-how-to-cancel-your-daysmart-payments-account.md): Learn how to cancel your DaySmart payments/credit card processing account
- [Pet Cloud Subscription Plans & Features](https://help.daysmartpet.com/en/articles/16551547-pet-cloud-subscription-plans-features.md): See which DaySmart Pet Cloud plan includes the features you need. Compare scheduling, payments, marketing, staffing, and business tools across all subscription tiers, from Basic to Premium Growth.
- [Data Transfer Approval Form](https://help.daysmartpet.com/en/articles/10355894-data-transfer-approval-form.md): Submit this form to authorize the transfer of data between DaySmart accounts or business databases.
- [Update Account Information Form](https://help.daysmartpet.com/en/articles/9301641-update-account-information-form.md): Learn how to complete and submit the Update Account Information Form to request changes to your business or contact details, including required authorizations, submission steps, and what to expect ...
- [Data Retrieval & Export Request Form](https://help.daysmartpet.com/en/articles/9302080-data-retrieval-export-request-form.md): Learn how to complete and submit the Data Retrieval Request Form to access or export your account data, including eligibility requirements, submission steps, and what to expect after your request i...
- [Domain Name Purchase & Transfer Agreement Form](https://help.daysmartpet.com/en/articles/9301211-domain-name-purchase-transfer-agreement-form.md): Learn how to request a domain name transfer or purchase a new domain using the Domain Name Transfer Agreement Form.
- [Account Authorization Password](https://help.daysmartpet.com/en/articles/9302362-account-authorization-password.md): Learn how to complete and submit the Account Authorization Password Form to request approval for resetting or removing your account password, including required authorizations, submission steps, an...
- [Update Account Information/Transfer of Ownership](https://help.daysmartpet.com/en/articles/10347840-update-account-information-transfer-of-ownership.md): Follow these steps to update account details or transfer ownership securely through your DaySmart account.
- [Password Reset Request](https://help.daysmartpet.com/en/articles/10362112-password-reset-request.md): Learn how to submit the Password Reset Request form to regain access to your account, including required authorizations, how to fill out the form, and what happens after you submit it.
- [Update Billing Information & Process a Past Due Payment](https://help.daysmartpet.com/en/articles/10355881-update-billing-information-process-a-past-due-payment.md): Learn how to update your payment method and process a past due payment through the Account Management page.
- [Importing & Migrating Data](https://help.daysmartpet.com/en/articles/9301101-importing-migrating-data.md): Learn how to prepare, format, and import your data files to ensure a smooth transition into DaySmart Cloud.
- [Data Deletion](https://help.daysmartpet.com/en/articles/12805495-data-deletion.md): How to handle client data removal requests while preserving reporting.

## Accepting Card Payments \(Stripe\)

- [Breaking Down the Blended DaySmart Payments via Stripe Rate Plan!](https://help.daysmartpet.com/en/articles/12302675-breaking-down-the-blended-daysmart-payments-via-stripe-rate-plan.md): This article is for Stripe users wanting to understand their Card Present and Card not present \(swipe/nonswipe\) fees.
- [Breaking Down the Interchange+ \(IC+\) DaySmart Payments via Stripe Rate Plan!](https://help.daysmartpet.com/en/articles/14047450-breaking-down-the-interchange-ic-daysmart-payments-via-stripe-rate-plan.md): This article is for Stripe users wanting to understand their Interchange+ \(IC+\) fees.
- [Viewing Fees](https://help.daysmartpet.com/en/articles/9285295-viewing-fees.md): Click here to find how how to view fees on Payments and Payouts.
- [Accessing your DaySmart Payments via Stripe Dashboard!](https://help.daysmartpet.com/en/articles/9286221-accessing-your-daysmart-payments-via-stripe-dashboard.md): This article is for DaySmart users looking to see Credit card Payments with Stripe.
- [Setting Up Your BBPOS WisePad 3](https://help.daysmartpet.com/en/articles/9286290-setting-up-your-bbpos-wisepad-3.md): Setting Up Your BBPOS WisePad 3 for DaySmart Salon, Pet, Spa, or Body Art mobile apps.
- [View Account Status - Stripe](https://help.daysmartpet.com/en/articles/9287075-view-account-status-stripe.md): Understand how to check your account status and prevent past due payments.
- [Tap to Pay: Requirements & Getting Started - DaySmart Beauty & Pet Payments via Stripe](https://help.daysmartpet.com/en/articles/9301921-tap-to-pay-requirements-getting-started-daysmart-beauty-pet-payments-via-stripe.md): This article goes over Tap to Pay \(TTP\) requirements and how to run a TTP transaction with DaySmart Beauty & Pet Payments via Stripe
- [How to Download your 1099-K Form - DaySmart Payments via Stripe](https://help.daysmartpet.com/en/articles/10513480-how-to-download-your-1099-k-form-daysmart-payments-via-stripe.md): Learn what a 1099-K form is, when to expect it, and how to download it from your Stripe dashboard for tax purposes
- [Surcharging - DaySmart Pet & Beauty Payments via Stripe](https://help.daysmartpet.com/en/articles/10827990-surcharging-daysmart-pet-beauty-payments-via-stripe.md): This article goes over surcharging requirements and how to use Pet, Salon, Spa, and Body Art Cloud DaySmart Payments via Stripe
- [Create and Set Up an Independent Service Provider with DaySmart Payments via Stripe! \(Pet\)](https://help.daysmartpet.com/en/articles/9302006-create-and-set-up-an-independent-service-provider-with-daysmart-payments-via-stripe-pet.md): This article is to help you set up an Independent Service Provider \(independent contractor/booth renter\) if you use Stripe for integrated credit card processing in your software.
- [Available Devices & How to Order - DaySmart Payments Via Stripe](https://help.daysmartpet.com/en/articles/10159624-available-devices-how-to-order-daysmart-payments-via-stripe.md): This article is intended for DaySmart Salon, Pet, Spa, and Body Art users utilizing DaySmart Payments via Stripe who are looking to order a Stripe reader.
- [Get Set Up - DaySmart Beauty & Pet Payments via Stripe!](https://help.daysmartpet.com/en/articles/9294574-get-set-up-daysmart-beauty-pet-payments-via-stripe.md): This article is for Pet, Salon, Spa, and Body Art users setting up DaySmart Payments with Stripe, including device setup and running your first payment.
- [Stripe Device Troubleshooting](https://help.daysmartpet.com/en/articles/12140652-stripe-device-troubleshooting.md): This article is for Stripe users who are having trouble with their credit card reader to resolve issues and return to taking payments.
- [Update Business Information with Stripe](https://help.daysmartpet.com/en/articles/9286129-update-business-information-with-stripe.md): How to Edit Demographic Information such as your business address, home address, Email address, Date of Birth, or Phone number.
- ["Doing Business As" Name Update - DaySmart Payments via Stripe](https://help.daysmartpet.com/en/articles/9286142-doing-business-as-name-update-daysmart-payments-via-stripe.md): Learn how to update your "Doing Business As" \(DBA\) name and statement descriptors on your Stripe Dashboard
- [Legal Name & Tax ID Update - DaySmart Payments via Stripe](https://help.daysmartpet.com/en/articles/9286151-legal-name-tax-id-update-daysmart-payments-via-stripe.md): Learn how to update your legal business name and Tax ID \(TIN/EIN\) on your DaySmart Payments via Stripe account.
- [Bank Account Change - DaySmart Payments via Stripe](https://help.daysmartpet.com/en/articles/9286160-bank-account-change-daysmart-payments-via-stripe.md): Learn how to update your deposit bank account in the Stripe Dashboard

## Accepting Card Payments \(CardConnect\)

- [Become PCI Compliant](https://help.daysmartpet.com/en/articles/9287452-become-pci-compliant.md): Learn how to access your Secure Trust Portal and complete your annual PCI compliance survey to protect your account and avoid fees.
- [Handling Chargebacks - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9922685-handling-chargebacks-daysmart-payments-via-cardconnect.md): Learn how to locate chargeback details in CardPointe, understand your options for resolving them, and dispute a chargeback through Commerce Control Center if needed.
- [How to Download your 1099-K Form - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/10421183-how-to-download-your-1099-k-form-daysmart-payments-via-cardconnect.md): Step-by-step instructions for accessing and downloading your 1099-K form from CardPointe for tax purposes
- [How to Process Transactions Within CardPointe Virtual Terminal](https://help.daysmartpet.com/en/articles/10562065-how-to-process-transactions-within-cardpointe-virtual-terminal.md): Learn how to process transactions through the CardPointe Virtual Terminal when your credit card terminal is unavailable, and how to keep your records accurate afterward.
- [Accessing your DaySmart Payments via CardConnect Merchant Portal](https://help.daysmartpet.com/en/articles/9274520-accessing-your-daysmart-payments-via-cardconnect-merchant-portal.md): This article is for DaySmart users looking to see credit card Payments with CardPointe.
- [Breaking Down Blended DaySmart Payments via CardConnect Statements](https://help.daysmartpet.com/en/articles/11174207-breaking-down-blended-daysmart-payments-via-cardconnect-statements.md): This article is for Cardconnect/CardPointe users wanting to understand their Card Present and Card not present \(swipe/nonswipe\) statements and fees.
- [Breaking Down Interchange+ \(IC+\) DaySmart Payments via CardConnect Statements](https://help.daysmartpet.com/en/articles/11327586-breaking-down-interchange-ic-daysmart-payments-via-cardconnect-statements.md): This article is for CardPointe users wanting to learn how to read their Interchange+ statement and understand their fees.
- [Available Devices & How to Order - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9648797-available-devices-how-to-order-daysmart-payments-via-cardconnect.md): This article is for DaySmart Payments via CardConnect users looking to order a credit card reader
- [Create and Set Up an Independent Service Provider with DaySmart Payments via CardPointe! \(Pet\)](https://help.daysmartpet.com/en/articles/12901650-create-and-set-up-an-independent-service-provider-with-daysmart-payments-via-cardpointe-pet.md): This article is to help you set up an Independent Service Provider \(independent contractor/booth renter\) if you use CardPointe \(CardConnect/Clover\) for integrated credit card processing in your sof...
- [Get Set Up - DaySmart Pet Payments via CardConnect!](https://help.daysmartpet.com/en/articles/15179141-get-set-up-daysmart-pet-payments-via-cardconnect.md): Learn how to set up your DaySmart Payments hardware, register your card reader, and run your first transaction using CardConnect for DaySmart Pet.
- [Clover Device Troubleshooting](https://help.daysmartpet.com/en/articles/9566615-clover-device-troubleshooting.md): This article is for CardPointe users who are having trouble with their credit card reader to resolve issues and return to taking payments.
- [Update Business Address, Email, Phone Number - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9285278-update-business-address-email-phone-number-daysmart-payments-via-cardconnect.md): Learn how to submit a Demographic Change Ticket to update phone number, mailing address, email address, or location address on file with CardPointe/CardConnect/Clover.
- ["Doing Business As" Name Update - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9285289-doing-business-as-name-update-daysmart-payments-via-cardconnect.md): Learn how to update your "Doing Business As" \(DBA\) name on your CardConnect merchant account by submitting a ticket through the CardPointe portal.
- [Federal Backup Withholding Notice - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9287089-federal-backup-withholding-notice-daysmart-payments-via-cardconnect.md): If your business information on file for CardConnect/CardPointe/Clover doesn't match IRS records, it can cause federal backup withholding. Here's how you would update your Business Information to s...
- [Legal Name & Tax ID Update - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9287129-legal-name-tax-id-update-daysmart-payments-via-cardconnect.md): How to Update your Legal Name and Tax ID Number \(TIN\)/Employer Identification Number \(EIN\) on the CardPointe/CardConnect website.
- [Bank Account Change - DaySmart Payments via CardConnect](https://help.daysmartpet.com/en/articles/9287249-bank-account-change-daysmart-payments-via-cardconnect.md): Learn how to submit a bank account change ticket through the CardPointe Merchant Portal, including what information and documents you'll need to complete the request.