How To
By Angel and 3 others4 authors51 articles
- Ticket History - DesktopLearn how to access a ticket's history, what details it tracks, and an example of how to use it to find changes.
- Creating a Recurring Appointment - Desktop
- Multi-Ticket Checkout - DesktopLearn how to combine multiple tickets into one checkout, and what happens if the primary ticket is deleted.
- Changing the Length of an Appointment
- Deleting Multiple/Recurring Time BlocksLearn how to delete multiple or recurring time blocks using the Tickets screen.
- How do I adjust the order of the employees on the appointment book?Learn how to change the order employees appear in on the appointment book.
- Appointment Book Color Codes OverviewThis article explains how appointment book color codes help you quickly identify appointments, how color priority works, and how to customize employee colors and order in the appointment book.
- Adding ServicesLearn how to add a new service, including pricing, time, category, and tax settings.
- Adding ProductsLearn how to add a new product, including pricing, category, stock, and supplier settings.
- Modifying Employee SchedulesLearn how to create and copy employee schedules so they show correctly on the appointment book.
- Syncing with QuickBooks ConnectSync your clients, tickets, employees, products, and more with QuickBooks Desktop Edition using the QuickBooks Connect add-on, then manage mapping, manual sync, and AutoSync.
- Registering with an Online Account
- Multi-Location (Wide Area Network or WAN) SetupLearn how to connect two or more business locations using Tailscale or Hamachi VPN so you can share and view database information across locations in the software.
- Database Restoration OverviewLearn how to restore a backup copy of your database to recover your information after data loss or database problems.
- Processing ReturnsProcess product and service returns on a new ticket, choose whether returned products go back into inventory, and refund clients by cash or credit card.
- How Do I Merge Duplicate Clients?Learn how to merge duplicate client accounts and choose which information to keep.
- How do I restore a backup copy of my database?
- Manually Starting SQL ServerLearn how to manually start SQL Server if the software shows a message that SQL Server has not started or cannot be started.
- Password & Employee Access OverviewLearn how to set up database password protection, manage employee access and permissions, and configure login/logout settings.
- Cash Drawer Setup & Troubleshooting
- Upgrading SQL ServerLearn what a SQL Server upgrade involves, how to back up your database first, and how to get help upgrading your version of SQL Server.
- Importing & Migrating DataLearn how to prepare, format, and import your data files to ensure a smooth transition into DaySmart Cloud.
- I've forgotten my password. Can you help me override it?Learn how to recover a forgotten database, employee, or online account password.
- Changing the ThemeLearn how to change your software's theme, plus FAQs and tips on picking a style that works for your business.
- Adding an Image or Logo to ReceiptsLearn how to add a custom image or logo to print on your client receipts.
- Accepting Online Promotions and CouponsLearn how to add, redeem, and track usage of coupons for online promotions like Groupon or Living Social.
- Keyboard ShortcutsLearn the function key and Ctrl key keyboard shortcuts available throughout the software.
- Keeping Remote Access ConnectedKeep Remote Access connected by leaving your computer on and awake, adjusting Windows power settings, restarting the Remote Access service, and opening the required firewall ports.
- How do I adjust when the Reorder Product pop-up message appears?Learn how to control when the Reorder Product pop-up appears in the software, including after a ticket closes, once a day, every few hours, or turning it off entirely.
- Deleting Information from Your DatabaseLearn how to make products, services, coupons, and clients inactive instead of deleting them, and how to permanently delete an item if you need to, including removing it from every…
- Sales Tax OverviewSet up your sales tax rates and region, choose which products and services are taxable, and run the Sales Totals and Sales Tax Report to see how much tax your…
- Cash Drawer Balancing OverviewSet a starting cash balance, record cash drawer balance entries during the day, close out and balance the drawer at day's end, and view or delete past balance entries.
- Loyalty Points & Rewards OverviewLearn how to set up loyalty point rewards, record and adjust client points, and redeem points on a ticket.
- Change a Client IDLearn how to check permissions, enable client ID editing, and change a client's ID.
- Database Backup OverviewLearn how to restore a backup copy of your database using the software's built-in restore options, including automatic backups, specific file locations, and SQL Server database files.
- Support OptionsFind contact details, business hours, and the best ways to reach DaySmart support for software and payment assistance.
- View & Manage Your BillUse Account Management to view your next bill date and estimated total, manage subscription services, and access billing tools for your DaySmart Desktop account.
- Reinstalling DaySmart Desktop Software
- Transferring & Reinstalling DaySmart Desktop SoftwareLearn how to reinstall or transfer DaySmart desktop software to a new computer, including how to backup your database, work with support for setup, and reconnect networked computers.
- How To Reset Your Remote Access PasswordLearn how to reset a forgotten Remote Access password from a web browser or the mobile app.
- Exporting Database InformationLearn how to export database information from the software using the Export tool. Each selection is saved as its own tab-delimited (.txt) file that can be opened in Microsoft Excel.
- Switching Client and Server ComputersLearn how to switch a client workstation with a server in a network environment, including how to backup your database, set up the new server, and reconnect client computers.
- Updating the Desktop SoftwareLearn how to update your desktop software to the latest build of Version 13, or upgrade to Version 13 from an older version — including backup, uninstall, install, and registration…
- Updating to Version 13 from a Previous VersionLearn how to upgrade your desktop software to version 13 from a previous version, including backing up your database, uninstalling, and registering.
- Changing the Displayed CurrencyLearn how to change the currency symbol shown in the desktop software, remote access website, and mobile app.
- Connecting Your Client ComputersLearn how to set up your server, connect new client computers, and troubleshoot network connection issues.
- How To Create & Manage Remote Access UsersLearn how to create a Remote Access administrator account, add employee users, manage their permissions, and remove users from the Remote Access website.
- Do I need assistance to install DaySmart?
- First Time Setup and InstallationLearn how to download, install, and complete first-time registration and setup for your software.
- How can I obtain my newest temporary serial number?
- Network Troubleshooting GuideTroubleshoot network connection issues in DaySmart Desktop when a client computer can’t connect to the server, including checking the server name, firewall settings, ping testing, and common SQL Server components.