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Managing Appointments

A comprehensive guide to creating, managing, and configuring Appointments. Covering scheduling, recurring series, search tools, statuses, and calendar settings.

Written by Sabrina Herrera
Updated this week

📝 Overview

This article covers everything you need to know about creating, managing, and configuring Appointments in DaySmart Appointments, including scheduling, search tools, status types, calendar settings, and more.

⛔️ Please note: The ability to add, edit, cancel Appointments or configure Appointment Settings will depend on the Staff Members Access Type. Only Headquarter and Location Administrators have access to the Settings tab.

Click here to learn more about Access Types

⚠️ Important: Terms for Appointment, Service, Staff Member, etc. may be different within your account's configuration. You may see these terms within Settings tab > Terms Preferences.

📆 Create, Edit & Cancel Appointments

Below are comprehensive steps and tips to navigate through creating, editing and cancelling Appointments within your account via Site Administration and Customer Profile.

Click here to learn more

➕ Creating Appointments

Your account is preloaded with everything you need to create your first appointment. Follow the steps below to get started.

Click here to learn more about Creating Appointments

📅 The Appointment Grid

Access the Appointment Grid by clicking the Appointments tab in the navigation bar at the top of your screen. This is where you and your Staff Members will view existing Appointments and open time slots in a Day, Week, or Month view.

Click here to learn more about Creating Appointments via Appointment Grid

  1. Select a Time Slot. Click empty white space in an open time slot, then Add Appointment to begin creating a new appointment. The date and time you select will serve as the appointment's starting point and the Make Appointment Window will open on the right.

  2. Select an existing Customer or Create a New Profile, then click Next.

    • Select from the search field, type 3 letters minimum to generate a drop-down list. Click Add New Customer and complete the required fields(*) if the Customer is new. If your account uses the Children feature, first select the Customer, then choose/add a new Child from the Customer Information screen.

  3. Select a Service, then click Next. The system will automatically update the available Staff Members and other relevant fields to reflect only compatible options. Optionally, add Appointment notes before proceeding. If you change the Location or Staff Member, you will need to select a new start time based on the updated availability.

  4. Add Required Appointment Details (*). Most appointment details, including Location, Staff Member, date, and time — will be filled in automatically based on the time slot you selected. From this screen, you can also:

    • Change the Location or Date

    • Choose a Service and/or Add-On Services

    • Select a Staff Member

    • Set a specific Start Time and/or Duration

    • Enter any additional required or optional Appointment information

  5. Review all Appointment details, including Customer information, Services, Add-on Services, Staff Members, and any other configured attributes.

  6. Set Notification preferences for this Appointment (email and/or text message, if enabled) from this screen.

  7. Click Finalize Appointment to schedule the Appointment. If you entered information for a new Customer, their profile will be created at this time as well.

👥 Within Customer Profile

Another convenient way to add an Appointment is straight from the Customer Profile itself. Follow the instructions below.

Click here to learn more about Creating Appointments via Customer Profile

  1. Click the Customers tab.

  2. Select the Customer Profile you'll be booking the Appointment with.

  3. Click Make Appointment on the left.

  4. Select the desired time slot, then click Add Appointment.

  5. Select a Service and fill out the required Appointment fields (*).

  6. Review details and set Notification preferences for this Appointment (email and/or text message, if enabled).

  7. Click Finalize Appointment.

✏️ Editing an Appointment

Follow the steps below to make changes to an existing Appointment. Please note, there is no feature that allows multiple appointments to be edited at a time, unless it is a Recurring Appointment Series.

Click here to learn more about Editing an Existing Appointment

  1. Click on the Appointment from the Appointment Grid.

  2. From the Appointment Summary screen, click Edit Appointment in the lower right corner.

  3. Make any necessary changes on the Appointment Details screen. If you change the date and the original Staff Member or Service is no longer available, select a different Staff Member or Service to accommodate the change.

  4. If you need to move the Appointment to a Staff Member who offers a different Service, click into the Service drop-down and choose Select. Both the Service and Staff Member fields will expand to show all available options for that Location, then click Next.

  5. Click Next, review the updated Appointment details and notification settings, then click Save.

💡 Pro tip: If you need to update Customer information, click Edit Details in the Customer Information section. This will direct you to the Customer profile.

🗑️ Canceling an Appointment

Follow the steps below to Cancel an existing Appointment.

Click here to learn more about Canceling an Appointment

⚠️ Please note: The Appointment will be erased from the Appointment Grid/the Staff Members Schedule, but will show as Cancelled within the Customers Appointment History.

  1. Click on the Appointment from the Appointment Grid.

  2. From the Make Appointment Window, click the red Cancel Appointment button.

  3. Adjust Notification preferences.

  4. Click Yes, Cancel Appointment to finalize the cancellation and send any selected notifications.

  5. The Appointment will show as Cancelled within Customer's Appointment History.

🔁 Recurring Appointments

Recurring Appointments allows Headquarter and Location Administrators to enable then schedule a series of Appointments that repeat on a set pattern. Recurring Appointments cannot be created through the Customer View.

Click here to learn more about Recurring Appointments

🔑 Enable Recurring Appointments

Click here to learn more

  1. Click the Settings tab.

  2. Select Appointments Preferences on the left.

  3. Set Preference #6 (Allow recurring appointments) to Yes.

  4. Click Update.

➕ Create a Recurring Appointment Series

Click here to learn more

  1. From the Appointment Grid, select an open time slot, then click Add Appointment.

  2. In the Make Appointment window, search for or create a new Customer and click Next.

  3. On the Appointment Details page, check the Recurring Appointment checkbox.

  4. Configure the recurrence pattern by inputting a number in the Every field, the day of the week, select an End Date by clicking the date or the calendar icon, and select the frequency from the drop-down.

    • Daily: Choose the number of days between occurrences within the start and end date range.

    • Weekly: Choose any combination of days on which the Appointment should recur.

    • Monthly: Recur on a specific date or on an increment of days each month.

    • Yearly: Schedule the Appointment on a specific date each year.

  5. Complete the remaining Appointment details (Service, Staff Member, Add-On, Room, etc.) as needed, then click Next.

  6. Click Finalize Appointment.

⚠️ Please note: If any individual instances within the series cannot be created, an alert listing those dates will appear after the series is saved.

💡 Pro tip: Recurring Appointments are identified on the Appointment Grid by a grey icon with two arrows. Clicking the icon will take you to the Maintenance section for that recurring series.

✏️ Editing a Recurring Appointment Series

Click here to learn more

⛔️ Please note: Edits will only affect future Appointments in the series. Past Appointments will not be changed.

  1. Click the Appointments tab.

  2. Click the little 3 tier button on the left side of the page.

  3. Click the Recurring Appointment Maintenance in the left menu (below the calendar).

  4. Select the Appointment series you wish to edit and click Edit.

  5. Select the little pencil button on the right of the series.

  6. Make your changes and click Save.

🗑️ Deleting a Recurring Appointment Series

Click here to learn more

⚠️ Please note: Deleting a Recurring Appointment Series will permanently delete all upcoming Appointments. All Appointments that have taken place will stay within the Customer's Appointment History.

  1. Click the Appointments tab.

  2. Click the little 3 tier button on the left side of the page.

  3. Click the Recurring Appointment Maintenance in the left menu (below the calendar).

  4. Locate the recurring Appointment Series.

  5. Click the little trash can icon to delete.

  6. Confirm by select Yes, delete Appointment button.

ℹ️ Viewing Appointment Details

When viewing the Appointment Grid, you can see key information about each Appointment. To view all Appointment and/or Customer fields, open the Make Appointment Window by clicking on the Appointment itself. For additional Appointment details, you can preview more information without opening the full Make Appointment Window.

Click here to learn more about Viewing Additional Appointment Details

Hover over the "i" icon on any Appointment.

A tooltip will appear displaying:

  • The Appointment date, time and Customer First and Last Name.

  • The Appointment Status Type. You may click on the little arrow to change the Appointment Status Type quickly.

  • The option to Edit Appointment.

  • If the Appointment is part of a Recurring Appointment Series. (If enabled)

  • The Customer's last 3 Appointments. (If available)

  • The Customer's next 3 upcoming Appointments. (If available)

🔍 Search for Appointments Tool

The Appointment Search Tool allows Administrative users to quickly locate scheduled Appointments for specific Customers.

Click here to learn more about Search for Appointment Tool

  1. Access the Search for Appointment Tool by clicking the little 3 tier button the left side of the page.

  2. Search by typing information within Customer's profile of whom you're searching for.

  3. Select a specific Customer field within the dropdown. Multiple search options are available, with a Select All and Clear option for ease of use. Please note: Searches include ALL Appointments that have the information you've input in the Search Bar.

    • Customer First Name

    • Customer Last Name

    • Customer Primary Phone

    • Customer Cell Phone

    • Customer Email Address

    • Customer Login Username

🧠 Example:

Search that includes All fields

Search that includes only First Name

🎨 Appointment Status Types

The color used to display Appointments on the calendar is based on the status assigned to each record. The system includes default status types that can be edited, and Headquarters Administrators can add custom status types as needed.

Click here to learn more about Appointment Status Types

🔖 Default Status Types

Click here to learn more

  1. Click the Lists tab.

  2. Select Appointment Status Types on the left side.

  3. The default Appointment Status Types will display here.

  • Scheduled

  • Confirmed

  • Complete

  • No Show

For default status types, you may change the name or color, but they cannot be deleted. Each default status is associated with Email Notifications and other system behaviors.

Click here to learn more about Email Notifications

➕ Add a Custom Status

Click here to learn more

💡 Pro tip: Any status created in the account is available across all Locations. It is not possible to create separate status lists by Location.

  1. Click the Lists tab.

  2. Click Appointment Status Types.

  3. Click Add New Appointment Status Type.

  4. Enter a name for the status.

  5. Select from the hundreds of color options.

  6. Click Update.

✏️ Edit an Existing Status

Click here to learn more

  1. Click the Lists tab.

  2. Click Appointment Status Types.

  3. Click on an existing status from the list.

  4. Make the necessary changes.

  5. Set Sort Order. (Optional)

  6. Click Update.

Updated status information will immediately apply to the calendar and reports for any Appointment currently in that status.

🗑️ Delete a Custom Status

Click here to learn more

  1. Click the Lists tab.

  2. Click Appointment Status Types.

  3. Locate the existing status from the list.

  4. Click delete on the right.

🖱️ One-Click Status Changing

Click here to learn more

  1. Click the Settings tab.

  2. Click Appointments Preferences on the left.

  3. Set Preference #13 "Enable one-click status change for appointments" to Yes.

  4. Click Update.

  5. Click the Appointments tab.

  6. Locate the Appointment you want to change the Appointment Status of, then hover over the "i" icon.

  7. Locate the Appointment Status Type and click the status drop-down menu. Select a new status, and it will be applied immediately.

⚙️ Appointment Grid Settings

Below are a few settings that you can customize for the Appointment Grid.

Click here to learn more about Appointment Grid Settings

📆 Changing the Calendar View (Day, Week, or Month)

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Regardless of your default view, you can change the Appointment Grid view at any time by hovering over the calendar icon next to the Staff Members name, then selecting a different view from the menu.

💡 Pro tip: To set the default view, go to Settings > Appointments Preferences and locate Preference #19 (Default view on appointment grid), set to Yes and click Update.

🔁 Changing Time Slot Intervals

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The time intervals displayed along the left side of the Appointment Grid are controlled by the Appointments Start preference. Setting this to, for example, 60 minutes, creates 60 minute time slots that only allow Appointments to range up to 60 minutes.

  1. Click the Settings tab.

  2. Select Appointments Preferences on the left.

  3. Set Preference #1 to the amount of time needed for one time slot/one appointment from start time to end time from the drop-down menu.

  4. Click Update.

➕ Adding Additional Time to the Calendar

Click here to learn more

If you need to expand the daily schedule for Staff Members, follow the steps below.

⚠️ Please note: Always update the Location hours first, then make necessary changes to time/hours.

Step 1: Update Location Hours

  1. Click Settings tab.

  2. Click Open Hours.

  3. Modify the daily schedule as needed.

  4. Click Update.

Repeat for any additional Locations, or use the Location drop-down in the upper right of the application to switch between Locations.

Step 2: Update Staff Member Schedules

  1. Click Staff Members tab.

  2. Select the Staff Member whose schedule needs to be adjusted.

  3. Click Schedule on the left.

  4. Modify the daily schedule as needed.

  5. Click Update.

Repeat for any additional Staff Members. Once saved, the updated availability will be reflected on the Appointments calendar.

⏸️ Reserve Times

In addition to scheduling Appointments, the system allows you to reserve time slots to block them from being available for bookings. For example, to account for a lunch break.

Click here to learn more about Reserve Times

➕ Create a Reserve Time

Click here to learn more

  1. Click on Appointments tab to view Appointment Grid.

  2. Click the desired timeslot and Add Reserve Time from the pop-up window.

  3. Within the Make Appointment Window, set the From and To time for the Reserve.

  4. Enter a reason for the reservation to display on the Appointment Grid. (Optional)

  5. Select the Staff Members this should effect, if setting for multiple calendars/schedules. (Optional)

  6. Click Create Reserve Time.

  7. The Reserve will be immediately placed on the Staff Members schedule.

💡 Pro tip: After reserving a time, an Unreserve (Red X) icon will appear in that slot. Click it to remove the reservation and make the time available again.

❌ Disable the Reserve Time Feature

Click here to learn more

If you want to allow only Appointments (not reserves) to be created on the calendar:

  1. Click the Settings tab.

  2. Click Appointments Preferences on the left.

  3. Set Preference #21 (Turn off the ability to reserve time slots on the appointment grid - It will also disallow the cancelling of reserved time if the reserved time was made via the staff members section.) to Yes.

  4. Click Update.

⚡Quick Reserve

Automatically blocks a single time slot with one click. The Quick Reserve button allows you to reserve a time span across multiple slots and also supports recurring reserve times.

🔒 Recurring Reserve Times

Recurring Reserves allows Headquarter and Location Administrators to block out times when you will not be available for Appointments. They can be created when scheduling Appointments via Site Administration. The Recurring Reserves feature is enabled by default for all accounts.

Click here to learn more about Recurring Reserve Times

⚠️ Please note: Applies only to Single Appointment Per Time Slot.

➕ Creating Recurring Reserves

Click here to learn more

  1. Click on Appointments tab to view Appointment Grid.

  2. Click the desired timeslot and Add Reserve Time from the pop-up window.

  3. Within the Make Appointment Window, set the From and To time for the Reserve.

  4. Enter a reason for the reservation to display on the Appointment Grid. (Optional)

  5. Select the Staff Members this should effect, if setting for multiple calendars/schedules. (Optional)

  6. Click the Recurring Reserve Time checkbox.

  7. Set the frequency of the recurring reserve, choosing from repeating every Day, Week, or Month, the days of the week this reserve should be on the Staff Member's schedule, and the end date.

  8. Click Create Reserve Time.

  9. The Recurring Reserve will appear on the Staff Members schedule(s) immediately.

💡 Pro tip: Existing Recurring Reserves are identified by a little repeat button when viewing Appointments. Clicking the icon takes you to the Recurring Reserves Maintenance section.

✏️ Editing Recurring Reserves

Click here to learn more

There are two ways to locate Recurring Reserves. One is via the Appointment Grid/Schedule, the other is via the Recurring Reserves Maintenance page.

Appointment Grid

  1. Click on Appointments tab to view Appointment Grid.

  2. Locate the Recurring Reserve on the Appointment Grid, then click on it.

  3. Make the appropriate changes.

  4. Click Update Reserve Time.

Recurring Reserve Maintenance Page

  1. Click on Appointments tab to view Appointment Grid.

  2. Click the little 3 tier icon on the left.

  3. Click Recurring Reserve Maint on the left.

  4. Select the Reserve Time Series you wish to edit.

  5. Click the little pencil icon to the right of the appropriate Recurring Reserve Series.

  6. Make your changes, then click Update Reserve Time.

⚠️ Please note: When updating a recurring reserve record, the system recreates the entire string of reserve times. This will reset any custom name (Reason) you previously entered (for example: "lunch") back to the default label "reserved time."

🗑️ Deleting Recurring Reserve Times

Click here to learn more

  1. Click on Appointments tab to view Appointment Grid.

  2. Click the little 3 tier icon on the left.

  3. Click Recurring Reserve Maint on the left.

  4. Select the Reserve Time Series you wish to edit.

  5. Click the little trash can icon to the right of the appropriate Recurring Reserve Series.

  6. Confirm by clicking Yes, Delete Reserve.

🕐 24-Hour Scheduling

DaySmart Appointments supports a rolling 24-hour scheduling window, allowing you to control how far in advance Customers must book based on each Staff Member's needs.

Click here to learn more about 24-Hour Scheduling

🔑 Setting Up 24-Hour Scheduling

Step 1: Update the Account-Level Setting

  1. Click the Settings tab.

  2. Check the bottom box. "We have a 24 hour operation. Selecting this ensures that appointments can span from one day to the next (only applies to Site Administration). Even if you select this, you still need to select your open and closed days and times."

  3. Click Update.

Step 2: Set Each Staff Member's Same Day Appointment Notice

💡 Pro Tip: Each Staff Member can have a different rolling window, giving you full flexibility to accommodate varied preparation requirements.

  1. Click the Staff Members tab.

  2. Select the Staff Member's profile.

  3. Click the Show Optional Fields drop-down.

  4. Locate the Same Day Appointment Notice field and set the appropriate number of hours and minutes.

  5. Click Update.

⚠️ Please note: Same Day Appointment Notice only applies to Customers booking through the Customer View, not to bookings made by administrators in Site Administration.

🔀 Overlapping Appointments

The Overlapping Appointments feature allows you to add additional Appointments to a time slot that is already occupied.

⛔️ Please note: Overlapping Appointments can only be scheduled through Site Administration. Customers cannot double-book time slots through the Customer View (if enabled). If you regularly need to book multiple Appointments in one time slot, consider upgrading to the Multiple Appointments Per Time Slot version.

Click here to learn more about Overlapping Appointments

For Single Appointment Per Time Slot accounts:

  1. Click the Settings tab.

  2. Click Appointments Preferences on the left.

  3. Locate and set Preference #29 (Allow additional appointments to be made in the same time slot and allow overlapping appointments) to Yes.

  4. Click Update.

For Multiple Appointments Per Time Slot accounts:

  1. Click the Settings tab.

  2. Click Appointments Preferences on the left.

  3. Locate and set Preference #41 (Allow appointments to span to other time slots) to Yes.

  4. Click Update.

🚫 Appointment Cancellation Policies

The Reason field can be added to the cancellation policy pop-up window that displays when appointments are canceled — both in Site Administration and through the Customer View. Any notes entered in the Reason field can be viewed later within the customer's Appointment History Details. Cancellation reason notes can also be found in the Reports section by selecting the Cancel Reason field when running an Appointment Report.

The preferences to enable this feature are located within the Appointments section of Settings.

Click here to learn more about Appointment Cancellation Policies

🔔 Require a Cancellation Reason

Click here to learn more

Enable for the Customer View

  1. Click Settings tab.

  2. Select Appointments Preferences.

  3. Set Preference #30 "Require a reason for cancellation on the front end" to Yes.

  4. Click Update.

Enable for Site Administration

  1. Click Settings tab.

  2. Select Appointments Preferences.

  3. Set Preference #31 "Require a reason for cancellation in admin" to Yes.

  4. Click Update.

⛔️ Please Note: The Reason field will only display if the cancellation policy pop-up window is also enabled.

🖥️ Show Your Cancellation Policy

Click here to learn more

Enable the cancellation policy pop-up within the Customer View

  1. Click Settings tab.

  2. Click Appointments Preferences on the left.

  3. Set Preference #27 (Display cancellation policy popup on the front end when a customer cancels) to Yes.

  4. Click Update.

Enable the cancellation policy pop-up within Site Administration

  1. Click Settings tab.

  2. Click Appointments Preferences on the left.

  3. Set Preference #28 (Display cancellation policy popup in admin upon cancelling) to Yes.

  4. Click Update.

✏️ Edit Your Cancellation Policy

Click here to learn more

To add your own cancellation text, please review the following preferences.

Add Cancellation Policy Text for the Customer View

  1. Click Settings tab.

  2. Click Appointments Preferences on the left.

  3. Set Preference #32 (Cancellation policy to display on the front end) to Yes.

  4. Click Update.

Add Cancellation Policy Text for Site Administration

  1. Click Settings tab.

  2. Click Appointments Preferences on the left.

  3. Set Preference #33 (Cancellation policy to display in admin) to Yes.

  4. Click Update.

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.

Click the arrow to view frequently asked questions

Where do I enable text message reminders?

Click the arrow to see the answer

Click here to learn more about SMS Appointment Notifications

Is it possible to schedule Recurring Appointments with more "Recurring Period" options?

Click the arrow to see the answer

Yes. Any combination of recurring pattern options is available. You are not limited to a static list of options, the Weekly pattern type, for example, allows you to select any combination of days.

Will the system send a Confirmation Email for each Appointment in a recurring series?

Click the arrow to see the answer

No. Customers will only receive a single Appointment Confirmation Email for the entire recurring series.

Will the system send a Reminder Email for each Appointment in a recurring series?

Click the arrow to see the answer

Yes. An Appointment Reminder Email will be sent for each individual Appointment in the series, based on the "Number of Days" setting configured for Appointment Reminder Emails. Ensure to double check your Email Settings and the Email Notification Status (Active/Inactive).

Will customers receive a SMS Reminder for each Appointment in a recurring series?

Click the arrow to see the answer

Yes. SMS Appointment Reminders will be sent for each individual Appointment in the series (if SMS Appointment Notifications are enabled).

Can I convert an existing one-time Appointment into a Recurring Appointment?

Click the arrow to see the answer

No. Recurring Appointments can only be set up when scheduling new Appointments. It is not possible to convert an existing one-time Appointment into a recurring series.

Can I attach a custom email notification to a custom Appointment status?

Click the arrow to see the answer

Yes. With Service-Specific Email Notifications.

Click here to learn more

Why is there no "Cancelled" status in the default status list?

Click the arrow to see the answer

When an Appointment is cancelled; either from Site Administration or Customer View, it is removed from the Appointment Grid/Schedule. Since a cancelled Appointment no longer appears on the calendar, there is no option to assign it a display color. Cancelled status information is still used in Reports and Customer History. You do not need to create a Cancelled status for this functionality to work.

How do I change the hour limitations for same-day Appointments?

Click the arrow to see the answer

  1. Click on Settings tab.

  2. Click on Appointments Preferences on the left.

  3. Set Preference #5 to Allow same day appointments.

  4. Click Update.

  5. Once same-day appointments are enabled, a Same Day Appt Notice field will become available in each Staff Member's profile. Set the required number of hours notice per Staff Member under Staff Members tab > select the Staff Member > Profile Information.

How do I block out time when I won't be available for Appointments?

Click the arrow to see the answer

Use the Reserve Time feature. From the Appointment Grid, click an open time slot and select the Add Reserve Time tab to block out a range of time.

How do I set vacation days?

Click the arrow to see the answer

There are two ways to block time off in DaySmart Appointments: organization-wide Closed Days and individual Staff Member Days Off.

Closed Days (Organization-Wide)

Creating a Closed Day blocks that entire day across all schedules. This is best used for organization-wide closures such as federal holidays.

Go to Settings > Closed Days to add or manage closed days.

Days Off (Individual Staff Members)

If only a specific Staff Member needs time off, you can set a Day Off on their individual profile. This will block that day only for that Staff Member, not for the organization as a whole.

Go to Staff Members > select a profile > Days Off.

How do I log in to book Appointments?

Click the arrow to see the answer

  1. Browse to https://www.daysmartappointments.com/.

  2. Click Login at the top of the screen.

  3. Enter your username and password, then click Sign In. If you forgot your password, click the Forgot password? link on the login screen.

Can I show the PO Number on the Appointment Grid?

Click the arrow to see the answer

Yes. Follow the instructions below.

  1. Click on Settings tab.

  2. Click on Customer Field/Terms within Preferences.

  3. Scroll down to PO Number field.

  4. Set to R (Required) or O (Optional) in their respective columns.

  5. Click Update.

Which fields can appear in the Appointment Tooltip ("i" Icon)?

Click the arrow to see the answer

Any Appointment-level field configured as visible in your account will appear — for example, PO Number, Confirmation Number, or other custom information fields used to provide additional context to Staff Members.

Can I disable the Appointment Tooltip ("i" Icon)?

Click the arrow to see the answer

Yes. Follow the instructions below.

  1. Click on Settings tab.

  2. Click on Appointments Preferences on the left.

  3. Set Preference #24 (24. Show the Appointment Tooltip when hovering over the "i" icon on the appointment grid.) to No.

  4. Click Update.

Why is the Recurring Reserves feature not available in my account?

Click the arrow to see the answer

Recurring Reserves are only supported in the Single Appointment Per Time Slot version of DaySmart Appointments. If you are using the Multiple Appointments Per Time Slot (MAPTS) version, this feature is not available.

Why did my Recurring Reserve's custom name change after editing it?

Click the arrow to see the answer

When a recurring reserve record is updated, the system recreates the entire string of reserve times, which resets any custom name (such as "lunch") back to the default label "reserved time."

What is the color on the Appointment?

Click the arrow to see the answer

This is the Service Color. This is set by a Headquarter or Location Administrator as a visual indicator of the Service the Appointment is scheduled for.

Click here to learn more about Services

Where can I view cancellation reason notes after they've been entered?

Click the arrow to see the answer

Cancellation reason notes can be found in two places: within the customer's Appointment History Details, or in the Reports section by selecting the Cancel Reason field when running an Appointment Report.

Why isn't the Reason field showing up when I cancel an appointment?

Click the arrow to see the answer

The Reason field will only display if the cancellation policy pop-up window is also enabled. Ensure the pop-up setting is turned on in Settings > Appointments for whichever view you're using (Customer View and/or Site Administration).

Can I set the Appointment Grid to start the week on a specific day?

Click the arrow to see the answer

Yes.

  1. Click the Settings tab.

  2. Select Appointments Preferences on the left.

  3. Set Preference #20 to the day of your choosing to start the week on for all Staff Member Schedules/Calendars on the Appointment Grid, then cick Update.

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Online Appointment Booking
An Overview of Reporting
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