DaySmart

Creating a Resource from the Website

Press the + sign in the bottom right corner.

Enter in the Name for the resource.

Enter in a Category for the resource.

In the Services section, click into the search bar and type the service that will require the resource in order to be scheduled.

Repeat step 5 for any additional services that will require the resource.

Press Save to finish creating your resource.

1. Click More.
2. Select Resources.
3. Press the + sign in the bottom right corner.
4. Enter in the Name for the resource.
5. Enter in a Category for the resource.
6. In the Services section, click into the search bar and type the service that will require the resource in order to be scheduled.
7. Repeat step 5 for any additional services that will require the resource.
8. Press Save to finish creating your resource.
 
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Creating an Appointment with a Resource from the Website When scheduling a service that requires a resource, the software will automatically assign a resource when one is available. If however you wish to set a specific resource to be used, then you can adjust that as well. If a resource is not available, you will receive a notification.

Click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.

Use the search bar at the top-left to search your client list for the client that is booking the appointment. Double-click the client’s name to select him or her.

In the Which Client? field, enter the clients name and select the 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

The resource that was automatically assigned for the service will be listed just under the service. If you wish to change the resource, select Change and select the resource you wish to schedule the appointment with.

Select Schedule to save the appointment.

1. Click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.
2. Use the search bar at the top-left to search your client list for the client that is booking the appointment. Double-click the client’s name to select him or her.
3. In the Which Client? field, enter the clients name and select the client from the list.
4. 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
5. The resource that was automatically assigned for the service will be listed just under the service. If you wish to change the resource, select Change and select the resource you wish to schedule the appointment with.
6. Select Schedule to save the appointment.

Creating a Resource from the Mobile App

Press the + sign in the top right.

Select the Category for the resource.

Click into the search bar and type the service that will require the resource in order to be scheduled.

Repeat steps 6 and 7 for any additional services that will require the resource.

1. Select More.
2. Select Resources.
3. Press the + sign in the top right.
4. Enter the Name for the resource.
5. Select the Category for the resource.
6. Select Add a Service.
7. Click into the search bar and type the service that will require the resource in order to be scheduled.
8. Repeat steps 6 and 7 for any additional services that will require the resource.
9. Press Save to finish creating your resource.
 
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Creating an Appointment with a Resource from the Mobile Apps

From the Appointment book, double-click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.

Click on Select Existing Client to bring up the Client list. By default the app will not show all clients, so you will most likely want to click in the search bar and type the client's name to search for the specific client. Click on the client when you have located them to add them to the ticket.

To add a service, select Add a Service. Just like with the client look up screen, not all service will appear at once. Instead you may need to use the magnifying glass.

Select the resource you wish to schedule the service with.

Select Book Appointment to finish scheduling the appointment.

1. From the Appointment book, double-click at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.
2. Click on Select Existing Client to bring up the Client list. By default the app will not show all clients, so you will most likely want to click in the search bar and type the client's name to search for the specific client. Click on the client when you have located them to add them to the ticket.
3. To add a service, select Add a Service. Just like with the client look up screen, not all service will appear at once. Instead you may need to use the magnifying glass.
4. Select the resource you wish to schedule the service with.
5. Press Done.
6. Select Book Appointment to finish scheduling the appointment.
 
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