📝Overview
No matter if you’re using the Cloud or Desktop version of the software, updating account information or transferring ownership can be done quickly and securely through your Account Management settings. The steps below will guide you through updating business owner information, card processing details, and your billing method to ensure a smooth transition with no service interruptions.
⚠️ Please Note:
For the best experience, we suggest using a web browser to complete this process.
If you have any questions about transferring ownership or updating your account information, please don’t hesitate to chat with us or send an email to [email protected].
🔄Update Account Information
These instructions explain how to update your account information in DaySmart, including contact details, business name, and ownership transfers. You’ll also learn how to confirm changes, update payment settings if ownership changes, and guide new owners through completing the transfer process.
Click the arrow to learn how to update account information
Click the arrow to learn how to update account information
To update your account information, head to Account Management here.
This can also be accessed through the cloud software by clicking your name in the upper right and then selecting Billing & Account.
Select the My Info tab.
From My Info, review your account details and update what clients see.
Account Overview: View your Customer ID and update key company details like your business name, location, and time zone.
Account Owner: Update the account owner’s information for transfers of ownership or other changes.
Online Booking: Select Edit Online Booking Info to update the company contact information shown to clients in Online Booking.
Messaging Service: Select Edit Contact Info to update the company contact details used in messaging. This information is used to populate placeholders in reminder/notification templates.
⚠️ Next: Choose the section below based on what you’re updating:
Transfer ownership to a new account owner, or
Update the company details shown to clients in online booking and messaging
🏷️ Transfer of Ownership (change the account owner)
Learn how to update the account owner information and complete the ownership transfer steps.
Click the arrow to view the steps to transfer ownership
Click the arrow to view the steps to transfer ownership
From the Account Owner section select the option to Edit Contact Info.
Click Change Business Name/Owner in the lower left.
Fill in the required information and check the boxes as necessary. Then click Change Business Info to confirm the changes.
If the account ownership is changing to another individual, check the first box to remove the existing payment method from Daysmart.
If you are transferring ownership, the new owner will receive an email at the listed address instructing them to finish the transfer by setting a password.
⚠️ Please Note: Ownership updates may impact who receives billing emails and has access to account-level settings.
🧾 Update Company Details Shown to Clients (online booking + messaging)
Learn how to update the client-facing company information shown in online booking and used in reminder/notification templates.
Click the arrow to view the steps to update company details
Click the arrow to view the steps to update company details
Online Booking
In Online Booking, select Edit Online Booking Info.
Update the client-facing company contact information, then Save.
Messaging (Reminders/Notifications placeholders)
In Messaging Service, select Edit Contact Info.
Update the company contact details used in messages, then Save.
💡 Pro Tip: After updating, send yourself a test confirmation/reminder to confirm the correct info is displaying.
💳 Update Billing Payment Method
Updating the account ownership information will not remove or automatically update any billing details. To ensure billing continues smoothly after the ownership change, both new and former owners should prioritize updating the accounts billing information. This section will walk you through that process.
Click the arrow to learn how to update the account billing information
Click the arrow to learn how to update the account billing information
⚠️ Please Note:
ACH payments are available only for U.S. based customers. Customers outside the U.S. will need to use a credit or debit card for account billing.
💡Pro Tip:
For more detailed instructions please visit our dedicated article for updating your billing information: How do I update my billing information?
Navigate to the Account Management portal.
Select the Billing tab.
Click Update Payment Method.
Enter the new credit card or bank (ACH) details.
If there's a past-due balance, click Update & Process Credit Card to settle it immediately.
Save the new payment method to finalize.
🏦 Update Payment Processing
To continue utilizing our integrated payment processing under the new ownership, it is necessary to create a new merchant account for the new owner, along with canceling the old merchant account to avoid interruptions with deposits or payouts. You can reach out to our Payment Support department directly at [email protected] for swift support with this process.
❓ FAQs
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Will my billing automatically update when new ownership is set?
Click the arrow to view the answer
Click the arrow to view the answer
Not automatically, you must manually update or confirm the payment information post-transfer under Billing → Update Payment Method.
Who handles merchant account changes for integrated payments?
Click the arrow to view the answer
Click the arrow to view the answer
The new owner must create a new merchant account, and the old one should be canceled to prevent deposit disruptions. For help, contact Payment Support at [email protected]
Can I update my info without transferring the account ownership?
Click the arrow to view the answer
Click the arrow to view the answer
Yes! While the steps for updating account information and transfers of ownership are similar you will not be transferring the software registration unless you change the email address to one you do not own.
How do I add an administrator (admin user)?
Click the arrow to view the answer
Click the arrow to view the answer
If you want to make an existing employee an administrator, open the Employees screen, select the employee, go to the Employment Setup tab, and check the box labeled Set as administrator.
If you’re adding a new employee who should be an admin from the start, follow the steps in this article:
During profile creation, be sure to check the Set as administrator box in step 4.