Open your web browser.

Go to DaySmart Body Art Login

Enter your Email and Password.

Click Login.

Click the Clients icon at the top of the page.

Click on the + button in the lower right-hand corner.

Fill out the client’s information:

Click on the Save button.

Click the Clients icon at the top of the page.

Search for the client you wish to edit and click on their name.

Access the client's detailed profile to edit information.

Click the Clients icon at the top of the page.

Search for the client you wish to edit and click on their name.

Click the Notes tab at the top right.

Enter, view, or edit notes.

If you wish to have the note pop up when creating an appointment, check the box Show note as Pop-up.

Open an existing appointment on the appointment book.

Click Appt Details.

Click Notes under the client's email line.

Enter, view, or edit notes.

Select the Services Icon at the top of the page.

Click the + button.

Add service details:

Click the Save button.

Editing: If you ever need to make changes to the service details, return to the Services page and use the search bar at the top of your screen to pull up the service. Simply click on the service name to edit the service.

Select the Products Icon at the top of the screen. This icon may be under the More button, which is also at the top of the screen.

Click the + button.

Add product details:

Click the Save button.

Editing: If you ever need to modify product details, return to the Products page, and use the search bar at the top to pull up the product. Simply click on the product name to edit the product.

Select the Employees icon at the top of the screen.

Select the + in the bottom right corner.

Enter employee's information. You must add at least the employee's first name, last name, and email address before you can move on to the next step. Then, press Next.

Selecting Yes for the Create Cloud Account option will add your new employee to the software. This will also allow them to login to the software from the website or a mobile app.

Check the boxes for Email Address and Text Message in the Appt. Notifications sections to allow the employee to receive notifications about their appointments.

If applicable, set Booth Renter status and Service Limitations.

Select the access level for this employee. Employee Access levels can be edited from the Settings tab of the Employees screen.

Press Save.

The employee will now get an e-mail to that address asking them to complete the setup, including a link to click to create their account password. Once they complete their password set up, their account will be activated and added to the business’ billing account.

Select More > Settings

Choose E-mail And Texting > Reminders And Notifications.

Click the Get Started button and enter company information.

Click Save Company Info.

You will be taken to the Company Contact Info section. Click on Reminders And Notifications.

Choose which message types you would like your clients to receive by toggling between tabs. Simply move the slider from Off to On if you wish to turn it on for any message type on any tabs in the Appointment Notifications screen.

Clicking On for the Confirmation will add a "reply C to confirm" at the end of your reminder. Your client may respond C back to you and you will see this appointment confirmed on your appointment book

Clicking On for the Cancellations will add a "reply X to cancel" at the end of your reminder. It's recommended to turn on the notifications for employees when an appointment is cancelled as that will allow them to be notified if a client responds with X to cancel.

Select the Appt Book icon to navigate to the appointment book screen.

Click the desired start time under the employee's column.

In the Which Client? field, enter client's name and select client from the list.

In the What Services? field, enter the service, and select service from the list. Repeat this step for any additional services you wish to schedule for the client.

Click Schedule to save the appointment.

Click on the Appointment Book icon.

Click on the appointment to edit, then select Appointment Details.

Modify appointment details as needed.

Click the Save button.

Click on the Appointment Book Icon at the top of the page.

Click on the appointment you wish to cancel, then select the Appointment Details button.

Click on the Actions button in the upper right corner of the appointment and select the appropriate option.

Select the Appointment Book icon at the top of the page.

Click on an existing appointment.

If checked-in, click Check Out. Otherwise, go to Appt Details, select Actions, then choose Check Out.

After clicking Check Out, confirm the information is correct on this screen. Clicking on the shopping cart icon at the top of the screen will give you a list of appointments for the day. Selecting one of these appointments will take you to the same screen. You can change prices or add services, products, packages, memberships, and gift cards on this screen.

Click Proceed to Payments.

Select payment type, add amount, any comments and select add payment.

Once you have selected the payment type and confirmed the amount to be paid select Close Ticket.

Select the Checkout shopping cart at the top of the page.

Choose + New Transaction tab for new tickets. If you select this tab, you can search for a client via the search bar and create a new ticket. This is a great way to check out a ticket containing just products.

Follow steps 5-7 in the How to Checkout section.