📝 Overview
We’ve made it easier than ever to manage your Online Booking settings!
With this update, you can now customize and control your Online Booking preferences directly in the Cloud website without needing to switch between systems.
This improvement consolidates your online booking setup, appearance, and management tools into one central location for a faster, more streamlined experience.
🚀 What’s New
New Navigation Item: A dedicated Online Booking icon now appears in your Cloud navigation bar.
Integrated Settings: All online booking preferences are now fully accessible within the Cloud.
Color Customization: Choose from preset color themes or use the Advanced Color Picker for a custom match.
Streamlined Management:
Configure appointment approval, required cards, rescheduling, and cancellation options.
Manage employee display order and service listings in one place.
Set cancellation policies, regardless of card requirements.
⚙️ Accessing Online Booking Settings
These instructions explain how to access the new Online Booking settings in DaySmart Cloud.
Click the arrow to learn how to access the new online booking page
Click the arrow to learn how to access the new online booking page
Log into your DaySmart Cloud account.
From the navigation menu, click Online Booking.
Here you'll see options for Booking Site Design and Online Booking Settings.
🎨 Booking Site Design
These instructions explain how to find your booking link, preview your booking site, and customize its appearance directly within the Cloud.
Click the arrow to learn more about the booking site design settings
Click the arrow to learn more about the booking site design settings
On the Booking Site Design tab you will see the following options:
Manage your website: If you have website builder enabled this link will allow you to edit your website appearance.
Direct Booking Link: A direct link to your booking website.
Integrate with external website: A toggle to access your Booking Plugin Code to be embedded on an external website.
Booking Site Preview: A preview of the styling applied to your booking plugin in real time before saving.
Customize Color: Choose from preset color themes or select your own using the Advanced Color Picker.
🛠️ Online Booking Settings
These instructions explain how to manage Online Booking settings in DaySmart Cloud. You’ll learn how to configure appointment preferences, adjust how services and employees display, set independent cancellation policies, and customize email notifications for booking requests all from one streamlined settings page.
📋 Appointment Settings
Click the arrow to learn more about appointment settings
Click the arrow to learn more about appointment settings
From the Online Booking Settings tab, you can configure:
Require Approval: Choose whether appointments must be reviewed before confirmation.
Require Card to Book: Toggle on/off based on your payment preferences.
Allow Rescheduling: Clients can reschedule their own appointments online (when enabled).
Allow Cancellation: Let clients cancel through their online account.
Booking Time Window: Set minimum and maximum notice windows for online booking.
Appointment Intervals: Choose appointment time increments for availability display.
🧩 Display Options
Click the arrow to learn more about display options
Click the arrow to learn more about display options
Organize how services and employees appear on your booking site:
Employee Order: Rearrange staff display order easily.
Service Order: Reorder services or categories directly in the same window.
Show Prices: Toggle price visibility for online visitors.
Show All Online / Custom Visibility: Choose to show all services or select specific ones.
Save or Revert Changes: The system will prompt you to save if updates are made.
📅 Cancellation Policy
Click the arrow to learn more about display options
Click the arrow to learn more about display options
Previously linked to card requirements, the Cancellation Policy can now be managed independently.
Add or edit your salon’s cancellation terms directly under this tab.
This setting is always available—whether or not you require payment information.
🔔 Notification Settings
Click the arrow to learn more about notification settings
Click the arrow to learn more about notification settings
Manage notification preferences just like before but now, all within Cloud:
Customize Accepted or Rejected Appointment email messages.
Assign notifications to a specific employee or multiple recipients.
Add additional employees to receive booking notifications.
Schedule which employee handles appointment requests by default.
🧭 Navigation Changes
This section explains recent navigation updates for Online Booking. You’ll learn where to find the new settings in Cloud, how legacy pages redirect to the updated version, and where users can still access the old site if needed.
Click the arrow to learn more about navigation changes
Click the arrow to learn more about navigation changes
The Online Booking item under Add-ons → Settings has been removed to simplify access.
The previous Online Booking Preferences page will now redirect to the new Cloud version.
You can still access the legacy site temporarily through Manage Online Booking under your user profile if needed.
Users without Website Builder will see a link to the legacy site along with an option to upgrade.
❓ FAQs
Find answers to common questions, edge cases, or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Will I still be able to access the old Online Booking system?
Click the arrow to view the answer
Click the arrow to view the answer
Yes, temporarily. You can reach it through Manage Online Booking in your account menu.
What if I use Website Builder?
Click the arrow to view the answer
Click the arrow to view the answer
If your account includes Website Builder, the Manage Your Website button in Cloud will take you directly there with no separate login required.
Can I customize colors and branding?
Click the arrow to view the answer
Click the arrow to view the answer
Yes! You can select from preset Cloud color themes or use the Advanced Color Picker to match your brand.
Where can I manage my cancellation policies now?
Click the arrow to view the answer
Click the arrow to view the answer
Cancellation policies are available in the new Booking Settings tab and can be configured independently of card settings.
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**OLD COPY** - Save for incase option to create a site is needed at start.
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Create an Online Booking Website
These instructions will help you create and set up an Online Booking website for your business that allows clients to book and request appointments that sync directly and automatically with your software.
Get Started
To begin setting up your booking website, please follow the instructions provided for the software you are using.
Click the arrow to learn more
Click the arrow to learn more
There are two methods to navigate to Online Booking...
Creating a New Booking Website:
Log into the cloud software and navigate to Settings ( More > Settings)
On the left, click Add-ons and select Online Booking
Click Sign Up, log-in to your account management page.
Under Services, select +Add On under Online Booking to get started
Edit an Existing Booking Website:
Log into the cloud software and navigate to your name in the top right.
A dropdown will appear, select Manage Online Booking.
Once your website appears, skip to "Editing Your Website" of this article for next steps.
Set-Up Booking Website Feature
When you're ready to sign up for the feature, you can begin building the basics of your website.
Click the arrow to learn more
Click the arrow to learn more
Choose an account name for your website address. Most businesses use their name (all one word) at the beginning of the website address. Click on Check Availability to verify that your account name is not already taken by another business. If it's already taken, you must choose a name that is available.
You will be given an opportunity to change your selected name or continue the setup process. If you are satisfied with your website URL, click Continue Setup. Otherwise, choose Change Name to pick something else.
Pick a theme for your site. Everything on your site can be customized to match your style, but selecting a pre-designed theme will help get you started. Use the magnifying glass icon to see a preview of any available theme. If you will be doing a lot of customization, it may be best to choose a theme like Simplicity since it's very basic.
Click on Finish! Create Website. This may take a couple minutes. This completes the setup of your website. Click the Continue to Edit Your Website button if you would like to start making changes and modifying your preferences now. Otherwise, your site is live with all the default settings and clients can start requesting appointments. The next section provides some helpful starting tips for getting started with your website.