Skip to main content

Getting Started with DaySmart Payments - Powered by CardConnect!

For DaySmart Salon, Pet, Spa, and Body Art:

Stephanie avatar
Written by Stephanie
Updated this week

If you are looking for an easy way to streamline your payment process and modernize your checkout experience, DaySmart Payments Powered by CardPointe has everything you need. We are happy to have you aboard and look forward to helping you simplify and strengthen your payment experience!


Step 1: Set up Credit Card Reader

Included components

  • Clover Quick-Start Guide

  • Charging cradle or Device hub with an Ethernet port

  • Power cable

  • Receipt paper

  • Screwdriver

Setting up the reader is quite simple; the readers have bases they sit on for charging purposes. To get started, please make sure the reader is plugged in correctly and is allowed some time to charge. Take a look at the images to see where to plug the cables in at. Once the device is plugged in and powered on and select your language.

Flex:

Mini:

Wifi / Ethernet connection

PCI Compliance standards require the device to connect to a secure, password-protected network

Flex

  1. On the Connect to Wi-Fi screen, configure the device’s network connection:

    • Tap Select a network.

    • From the WIFI list, tap on the network, then Done.

    • Enter the WIFI password, then connect. When the network says connected, tap on Done

  2. Enter your Network Password.

  3. The device displays Successfully Connected to Server upon connecting.

Mini

WiFi

  1. To connect to a Wi-Fi network, tap Connect next to the Wi-Fi option.

  2. Select your network. Enter the password.

Ethernet

  1. To connect to a wired network, tap Ethernet

  2. Plug the Ethernet cable into the device hub adapter.

  3. Press Check Connection.

Updates & Registration code

After your device connects to your internet, it's going to look for any updates that might have been made while the device was in shipping, this can take 5-15 minutes. While waiting you can prepare for the next step by looking for your registration code for the device. that would have been sent in the email with the shipping information. make sure to check you've spam/junk folder if you're not seeing it.

Still not able to see your registration code? Contact us!

Lock Customer Mode: Optional

Locking customer mode ensures a client isn't able to change any settings. The credit card reader will display a static screen of the DaySmart or CardPointe Logos.

  1. Go to Admin Panel

  2. Enable Lock Customer Mode

  3. After you enable Lock Customer Mode, go back to the welcome screen, then choose Customer Mode, and press Okay.


Step 2: Connect to DaySmart

Go back to the main settings screen and click customer mode, then okay before running a payment. If the device is not in customer mode, the device can not be located by the DaySmart software.

Cloud

Look for the corresponding headings to follow along!

  1. Click ... More

  2. Open Settings from the menu (Gear icon)

  3. Click on Card Processing on the left.

  4. Click Settings from the dropdown.

  5. Click + Add New Device.

  6. Enter a Display name - this is your choice and comes in handy if you have more than one device.

  7. Select the correct Device Type.

  8. Enter the Serial Number of the device. This can be found inside the receipt printer opening.

  9. Click Save

  10. Click the icon to test the connection. If it was successful, then the device was added successfully.

Look for the corresponding headings to follow along!

App

  1. Click ... More in the bottom right-hand corner

  2. Select Settings towards the bottom of the list.

  3. Click Credit Card Processing Settings

  4. Click Credit Card Device Settings

  5. Click the plus sign in the bottom right.

  6. Select the reader you ordered

  7. Enter a Display name - this is your choice and comes in handy if you have more than one device.

  8. Click Save

Desktop

Look for the corresponding headings to follow along!

  1. Click on Tools in the upper left corner.

  2. Select Credit Card Setup from the menu.

  3. Click the Enable credit card processing checkbox (Should be blue)

  4. Ensure the processing method says CardConnect.

  5. Enter your MID and click Verify.

  6. Click the add button.

  7. Select the Device Type

  8. Enter a Display name, this is your choice and comes in handy if you have more than one device.

  9. Click Okay


Step 3: Run a Test Payment

As soon as your credit card reader is all set up, you're good to go! Just create a new appointment and get ready to check out. It's that easy!


Step 4: CardPointe Merchant Portal

CardPointe offers some great insights into your credit card payments! If you're curious about how to log in and explore the merchant portal, we’ve got you covered. Dive in and discover all the helpful features!


Contact Us

Issues with setting up the device or running a transaction, and still have questions? Contact us through our live chat option in our Support Center, email us at [email protected], or schedule a call.

Did this answer your question?