📝Overview
Track and manage important client information using notes and account balances. You can record service history, apply account credits, track outstanding amounts, and personalize the client experience—all from the client profile or during checkout.
🗂️Client Notes
You can access and manage notes for any client to help personalize services or track important information.
🗒️Manage Client Notes
Click the arrow to learn how to view, add, or update client notes
Click the arrow to learn how to view, add, or update client notes
From the cloud software, click the Clients icon.
Select a client from the list.
Click the Notes tab in the top-right of the profile.
Add a new note or view, edit, or delete existing notes.
Check Show note as Pop-up if you'd like the note to appear automatically when scheduling from the Appointment Book.
📆View Notes from an Appointment
Click the arrow to learn how to view notes from an appointment
Click the arrow to learn how to view notes from an appointment
Open a client's existing appointment and click Appt Details.
Under the client's email, click Notes to view or enter client notes.
💬Pop-up Notes
Click the arrow to learn how pop-up notes work during scheduling
Click the arrow to learn how pop-up notes work during scheduling
If a note is set to pop up, it will display automatically when you enter the client’s name while creating an appointment from the Appointment Book.
Client Balance Management
Manage client account balances by adding credit, recording amounts due, or applying credit during a transaction.
➕ Add a Balance at Checkout
Click the arrow to learn how to add a client balance at checkout
Click the arrow to learn how to add a client balance at checkout
Log in to your DaySmart software.
Select an existing ticket and click Checkout, or click the Checkout icon from the menu bar and choose an existing ticket from the list.
On the first checkout screen, confirm the client and ticket details.
Click Proceed to Payments.
Select the Pay Later option.
Enter the amount to add to the client’s balance.
This amount will be saved to the client’s profile and can be paid off later.
🛠️ Manually Adjust a Client Balance
Click the arrow to learn how to manually add or adjust a client balance
Click the arrow to learn how to manually add or adjust a client balance
Click the Clients icon and select a client.
Go to the Points & Balance tab.
Under the Client Balance section, click the pencil icon.
Add Credit – Reduces the balance (applies a payment).
Remove Credit – Increases the balance due.
Click Save to apply the change.
🪙 Pay Off a Balance at Checkout
Click the arrow to learn how to pay off a client balance at checkout
Click the arrow to learn how to pay off a client balance at checkout
Select an existing ticket and click Checkout, or click the Checkout icon from the menu bar and choose an existing ticket from the list.
At the top of the checkout screen, locate the Balance section next to the client’s email.
Click Pay Off to apply a payment.
Enter the amount the client wants to pay and click Add to Order.
The amount will appear as a Paid Towards Balance Due line item.
Click Proceed to Payments to complete the transaction.
🎟️Use Credit at Checkout
Click the arrow to learn how to apply a client credit at checkout
Click the arrow to learn how to apply a client credit at checkout
Select an existing ticket and click Checkout, or click the Checkout icon from the menu bar and choose an existing ticket from the list.
Confirm all ticket details, then click Proceed to Payments.
Under Payment Options, find the Client Balance to Redeem field.
Enter the amount to apply and click Apply.
The credit will be deducted from the total due in the Payments section.