How To
By Angel and 2 others3 authors56 articles
- Ticket History - Desktop
- Creating a Recurring Appointment - Desktop
- Multi-Ticket Checkout - Desktop
- Changing the Length of an Appointment
- Deleting Multiple/Recurring Time Blocks
- How do I adjust the order of the employees 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 Services
- Adding Products
- Modifying Employee Schedules
- Syncing with QuickBooks Connect
- 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.
- Restarting the Remote Access Service
- Processing Returns
- How Do I Merge Duplicate Clients?
- 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 Overview
- 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.
- Managing Employee Permissions
- Where do I go in my software to set up employee access and passwords?
- I've forgotten my password. Can you help me override it?
- Changing the Theme
- Adding an Image or Logo to Receipts
- Accepting Online Promotions and Coupons
- Keyboard Shortcuts
- Keeping Remote Access Connected
- How do I adjust when the Reorder Product pop-up message appears?
- Deleting Information from Your Database
- Sales Tax Overview
- Cash Drawer Balancing Overview
- Loyalty Points & Rewards Overview
- How do I donate a Gift Certificate?
- Change a Client ID
- Does my computer need to be on for Remote Access to work?
- 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 DaySmart to a New Computer
- Resetting Your Remote Access Password
- 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 Currency
- Connecting Your Client Computers
- Creating and Adding Remote Access Users
- Do I need assistance to install DaySmart?
- First Time Setup and Installation
- How can I obtain my newest temporary serial number?
- How to Remove a Remote Access User
- 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.