Below we will review how to enable, customize, and manage SMS Appointment Notifications, including credit management, settings, configuring SMS templates and replies.

In this section, we will review how to activate SMS Appointment Notifications within your account.

Once you have the plugin enabled, you'll need to manage SMS credits. Credits are purchased from your DaySmart Appointments account. Each message (160 characters, including spaces or line breaks) will use 1 SMS credit. If a message exceeds 160 total characters, it will be sent in multiple parts and consume a credit for each message part sent.

The SMS Appointment Notifications plugin provides a default template you can edit. You can customize by adding, removing, or rephrasing text, and insert fields from Appointment, Customer, or Location using the ‘Insert Additional Info’ dropdown.

Send additional SMS Appointment Reminders for upcoming Appointments to ensure customers stay informed and on schedule.

The SMS Settings tab offers you control over initial settings for Customer Opt-In/Out, determines the time period at which to send the reminder and more.

Customers can reply ‘1’ to Confirm or ‘0’ to Cancel, updating their Appointment Status Type. Optional emails may be sent. Success responses are logged in reports and can be disabled to save credits.

Our SMS services have been expanded! We now offer the following SMS Appointment Notifications:

If you decide that you no longer want to send reminder messages via SMS to your Customers, you can return to the Marketplace and remove the plugin from any or all Locations.

Connect-Up for Google Calendar is the ideal solution for subscribers of both the DaySmart Appointments scheduling system and Google Calendar. This plugin allows Staff Members to connect one of their Google calendars with their scheduling system.

Below we will review step-by-step instructions to follow in order for Headquarters Administrators to enable Connect-Up for Google Calendar. Once this step is taken, move onto the next sections of this article to find out how to initiate then customize the sync for Staff Members.

Once the plugin is enabled, Headquarters or Location Administrators can activate it for specific Staff Members by following the instructions below. Staff Members with an email address in their profile will receive an email invitation containing a link to connect their Staff Member calendar and Google calendar.

Below we will review how to configure the sync between your Staff Member calendar and Google Calendar once Staff Members have been enabled. Depending on Google's default calendar increment settings, Appointments may not display proportionally on your DaySmart Appointments calendar.

When Appointments and Reserves sync to Google, the following information will display in the Google Event description.

Below we will review step-by-step instructions for Headquarter and Location Administrators to disconnect a Staff Member's calendar with their Google calendar. Once these actions are complete, all synced information will be removed, and the connection will be severed.

Below we will review how to disable the plugin within the Marketplace if you no longer wish to use Connect-Up for Google Calendar. After completing this action, all Google meetings from your DaySmart Appointments calendar and all Appointments and Reserves from your Google calendar will be removed.

Connect-Up for Microsoft Outlook 365 is the ideal solution for subscribers of both the DaySmart Appointments scheduling system and the Office 365 productivity suite. This plugin allows Staff Members to connect one of their Outlook calendars with their scheduling system.

Below we will review step-by-step instructions to follow in order for Headquarters Administrators to enable Connect-Up for Outlook. Once this step is taken, move onto the next sections of this article to find out how to initiate then customize the sync for Staff Members.

Once the plugin is enabled, Headquarters or Location Administrators can activate it for specific Staff Members. Staff Members with an email address in their profile will receive an email invitation containing a link to connect their Staff Member calendar and Outlook calendar.

Below we will review how to configure the sync between your Staff Member calendar and Outlook Calendar once Staff Members have been enabled. Depending on Outlook's default calendar increment settings, Appointments may not display proportionally on your DaySmart Appointments calendar.

Below we will review how to disconnect Staff Members' calendars with their Outlook calendar. Once these actions are complete, all synced information will be removed, and the connection will be severed.

Below we will review how to disable the plugin within the Marketplace if you no longer wish to use Connect-Up for Microsoft Outlook 365. After completing this action, all Outlook meetings from your DaySmart Appointments calendar and all Appointments and Reserves from your Outlook calendar will be removed.

The Appointment Action Links plugin is a supplemental feature that works in conjunction with the Customer View NextGen application. When this plugin is activated, Customers can confirm, cancel, and reschedule their Appointments directly through a link included in their email notifications.

Once enabled and configured, Appointment Action Links are automatically included in designated Appointment-related email notifications. Customers can use these links to manage their Appointments without logging in manually.

You can customize the text displayed for the Appointment Action Links within email notifications.

Add the Appointment Action Block Link to your email notifications so customers can easily manage their appointments directly from their inbox.

Once configuration is complete, all future Appointment emails sent to Customers will include the Action Links.

If you no longer wish to use this feature, you can remove the plugin from specific Locations or entirely.

The Document Upload plugin allows you or your Customers to upload documents into the scheduling system. Documents can be linked to a Customer's profile or a specific Appointment for future review and/or be used for internal use only.

Find out how storage limits and pricing for the Document Upload plugin below.

Below are steps on how to enable the Document Upload plugin within the Marketplace.

The Document Upload plugin supports a variety of document types.

Below are step by step instructions on the multiple ways on how to upload documents within Site Administration and Customer View.

The following preferences can be controlled via the Document Upload section in Preferences or the Marketplace in Site Administration.

The Document Monitor page allows you to view any documents uploaded to your account and edit or delete internal documents.

Administrators running the Appointment Report can include document information.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The Picture Upload Plugin allows you and your customers to upload pictures directly into your account. Pictures can be uploaded for Customers, Pets or Children, and Staff Members.

⛔️ Please Note: This platform has a Content Policy that you should review before enabling this plugin for your account and users.

Click the arrow to learn more about use cases by category.

For Customer, Pet, or Children Pictures

For Staff Member Pictures

After you have enabled the plugin, click the Settings tab to review the various options that will control who and where pictures can be uploaded. If you need to modify these in the future, you can return to the plugin or, if you click Settings in your account, you will have access to these additional preferences from the main area where you control your account's configuration.

When using this plugin, pictures can be uploaded to Customers, Pets/Children, or Staff Members.

🧠 Example: A customer's picture displaying when they log into the Customer View.

🧠 Example: A customer uploading a picture via the Customer View.

🧠 Example: Customer and pet pictures displaying when making an appointment in Site Administration.

A maximum of 10 images can be uploaded per customer. You can adjust this setting to be any number below 10 to help control the number of pictures being uploaded. This will be explained further in the Preferences section below.

.gif, .jpg, .png — Any other formats will not be accepted for either a customer or staff member uploading pictures.

The system automatically resizes images to a height or width of 75 pixels:

💡 Please Note: One of the main reasons for this resizing is the enormous amount of server space needed to house images. By resizing the images, it protects against people uploading huge images that require an unnecessary amount of server resources. The system also saves a small, thumbnail version of each picture. This smaller version is used in various places in the system that don't require a larger image.

When the Picture Upload plugin is enabled, you will see additional links in the following Site Administration areas:

Customers When you look up a customer and click on their name to access their information via the Customer Search page, you will see a Customer Picture Upload link. When you click on that link, you will be able to:

🧠 Example: The Customer Picture Upload page.

Children Similar to customers, when you access the details of a pet or child via the Customer Search page, you will see an upload link listed on the left-side navigation. By clicking on that link, you will be able to maintain pictures of the pet or child in the same fashion as you would for customer pictures.

Staff Members When you click on your Staff Members tab, you will view a list of current profiles. By clicking on a staff member's name, you access their profile and setup information. When the Picture Upload plugin is activated, you will see an additional Staff Member Picture Upload link. That page allows you to view and maintain previously uploaded pictures for the staff member and upload new pictures for them.

💡 Please Note: When uploading pictures, you can include a picture name and caption. This helps to identify the picture.

You can control key picture upload settings to help ensure proper usage for your specific needs. The following preferences can be controlled via the Picture Upload section within Preferences in Site Administration.

Customer Pictures

Staff Member Pictures

All

💡 Tip: If you allow more than one picture per entity (Staff Member, Customer, Pet, or Child), the most recent picture will be the default picture. So, for example, when you are making an appointment and select the customer, the picture that displays next to their name will be their most recently uploaded picture.

Whenever you allow customers or staff members to upload pictures, it's a good idea to monitor the pictures that are being uploaded. The Picture Upload plugin allows you to view any pictures uploaded to your account through the Picture Monitor page. You can also edit or delete any picture.

⚠️ Please Note: This functionality is limited to Headquarters and Location Administrators.

On the Picture Monitor page, you can search under any date. The page will list who uploaded the picture, including whether it was uploaded by a staff member or customer, and the date they uploaded it.

⛔️ Reminder: Please review the platform's Content Policy before enabling this plugin for your account and users.

🧠 Example: The Picture Monitor page.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all locations.

The MailChimp integration allows you to seamlessly manage customer e-marketing campaigns by syncing your customer lists directly with MailChimp. Automatically handle unsubscribes, embed a Book Now or Schedule Now button in your emails for instant appointment scheduling, and leverage MailChimp's analytics to track opens, click-throughs, bounce rates, and more.

The MailChimp plugin is available for all accounts from the Marketplace. Follow the steps below to enable the plugin.

The plugin enables you to easily export your Customer information from your scheduling system directly to MailChimp. Using the Customer Report, you can use the filter options to identify the Customers to export.

From the export page, you can review the details of the export and merge it into your MailChimp list. Here are the options available to you:

Adding a Book Now to your emails is easy. After you have created a new email list or merged your Customer data into an existing list follow the steps below.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The Constant Contact integration syncs your customer lists directly with Constant Contact, making it easy to manage e-marketing campaigns. Automatically handle unsubscribes, embed a booking button in your emails, and track campaign analytics like opens, click-throughs, and bounce rates, all for just $15/month.

Constant Contact is a plugin available from The Marketplace. Follow the steps below to enable the plugin.

You'll upload your Customer list by running a Customer Report. The first time you run this report under the Format of Constant Contact, you'll be prompted to enter your Constant Contact account credentials.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The VerticalResponse integration makes it easy to create, distribute, and manage customer e-marketing campaigns. Sync your customer lists directly with VerticalResponse to automatically handle unsubscribes and opt-outs, eliminating the need to manage separate email databases. Embed a Book Now button in your emails so Customers can schedule Appointments instantly with a single click. Track campaign performance with built-in analytics covering opens, click-throughs, bounce rates, and more. With 500+ professional email templates, 98%+ inbox delivery, and social media integration, VerticalResponse offers powerful e-marketing tools starting at just $8.50/month or pay-as-you-go.

Vertical Response is a plugin available from The Marketplace. Follow the steps below to enable the plugin.

You'll upload your Customer list by running a Customer Report. The first time you run this report under the Format of Vertical Response, you'll be prompted to enter your Vertical Response account credentials.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The iContact integration streamlines your email marketing by connecting Customer data and scheduling in one place. Sync and manage customer lists automatically, including opt-outs, eliminating the need for duplicate databases. Add a Book Now button directly to your emails and newsletters so customers can schedule Appointments or make reservations instantly without leaving the message. Track campaign performance with ease using iContact's built-in analytics, including opens, click-throughs, bounce rates, and unsubscribes. Best of all, all of this functionality is available at a very low cost, with plans starting at under $10/month.

iContact is a plugin available from The Marketplace. Follow the steps below to enable the plugin.

You'll upload your Customer list by running a Customer Report. The first time you run this report under the Format of iContact, you'll be prompted to enter your iContact account credentials.

Adding a Book Now button to your emails is easy, just follow the steps below.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The Calendar Export plugin lets you, staff, and customers export appointments to Outlook, Google Calendar, or Apple iCal, with time zone support. Once enabled, calendar attachments appear in email notifications and export options appear in Site Administration and Customer View - from four locations: the Staff Member multi-export, Appointment Summary, email attachments, and Customer View.

Explore the multiple ways you, your staff, and customers can export appointments.

Below are details on the following configurations you can make to your Calendar Export.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The Time Clock plugin allows your Staff Members to clock in and clock out after logging into Site Administration. It automatically records work times and includes reporting options to run end-of-day or end-of-week reports and calculate totals.

The Time Clock plugin is available for all accounts from the Marketplace. Follow the steps below to enable the plugin.

Below are steps to Clock In and Out with the Time Clock plugin.

Learn how to edit and delete Time Clock Entries by following the steps below.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

This report allows you to gather a detailed look on Staff Member's time clock entries.

The Repeat Customer Reminder Email plugin automatically sends an email notification to Customers who have not made an Appointment in a specified number of days. You can set up the timing of this email and whether or not it should be sent multiple times.

In order to ensure reminders are set to send at the appropriate time, you will need to activate and configure this separate email notification.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

The Compensation Calculator automatically calculates staff compensation using a specified percentage or flat rate for each service offered. Easily generate robust compensation reports and eliminate the hassle of manually tracking commissions.

Set-up is simple, just update your Service and Staff Member profiles. Once a compensation rate is entered, it applies to all appointments scheduled from that date forward. Any changes to the rate or compensation type are saved and applied going forward.

The Compensation Report can be found in the Reports tab. From this Report, you can filter by Location, Staff Member, Service, Dates, and Appointment Status types. The report can be exported in HTML or Excel format.

If you decide that you no longer want to use this feature, you can return to the Marketplace and remove the plugin from any or all Locations.

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Yes. A maximum of 10 images can be uploaded per customer. You can adjust this setting to a number below 10 within the Preferences section of Site Administration.

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Yes. Within the Preferences section, you can restrict uploads and deletions so that only Headquarters Administrators are able to upload, maintain, or delete images.

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When more than one picture is uploaded for an entity (Staff Member, Customer, Pet, or Child), the most recently uploaded picture will be the default picture shown — for example, when making an appointment and selecting a customer.

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Yes. The Picture Monitor page allows Headquarters and Location Administrators to view all pictures uploaded to the account. You can also edit or delete any picture from that page. You can search by date, and the page will display who uploaded the picture and when.

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Yes. During setup, you can choose applicable locations from the drop-down menu. You can also return to the Marketplace at any time to enable or disable the plugin for individual locations.