📝 Overview

The mobile administrative app allows Staff Members to access the administrative side of your scheduling account directly from your mobile device. The app is available as a free download for both Apple iOS and Google Android.

With the app, you are able to:

Add/Edit Customers/Children
Add/Edit Appointments
Add/Edit Reserve Times

⚠️ Please note: Terms for Appointment, Service, Staff Member, etc. may be different within your account's configuration.

🛠️ Installation Instructions

Follow the steps below to download and install the app on your Apple iOS or Google Android device.

Click here to learn more about Installation Instructions

📱 Apple iOS

Open the App Store.
Search for DaySmart Appointments.
Select the app from the results.
Tap Install.
Once installation is complete, tap the app icon to launch.
Enter your account login information. To save your login for faster access, select Yes for Save Login?

🤖 Google Android

Open Google Play.
Search for DaySmart Appointments.
Select the app from the results.
Tap Download.
Tap Accept & Download.
Tap Open.
Tap Accept for the EULA notification.
Tap the app icon to launch.
Enter your account login information. To save your login for faster access, select Yes for Save Login?

🔍 How It Works

Use the steps below to navigate and manage key features within the mobile app.

Click here to learn more about How it Works

⚠️ Please Note: If you are currently using features such as Sub Services or Custom Access Types, you will receive a warning message when attempting to log in, stating that the app is not supported with that specific feature. For features like Recurring Appointments or Recurring Reserve Times, those options will simply not be available within the app.

Viewing & Editing Customers

Tap the Menu button.
Tap Customers.
Select a Customer profile from the list.
To edit, tap the Edit button.

Viewing & Editing Pets/Children

iOS:

Select an existing Customer profile.
Tap the Pets or Children button.
Select a profile from the list.
To edit, tap the Edit button.

Android:

Select an existing Customer profile.
Tap the Profile button to view the Pet list.
Select a Pet from the list.
To edit, tap the Edit button.

📋 Registration Fields

The following fields are available when adding Customers through the app. Changes made to the Customer Profile column in the Customer Fields/Terms section (Hidden, Required, Optional, View Only) will also apply to the mobile app. Changes made to the Display Name of each field will also apply.

First Name
Last Name
Address 1
Address 2
City
State
Zip
Day Phone
Night Phone
Cell Phone
Email
Contact Okay
Call Okay
Email Okay
Mail Okay
Payment Type
Credit Card Number
Credit Card Exp Month
Credit Card Exp Year
Name on Card
Employer
Occupation
Birth Date
Heard Via
Gender
Allow to Log In
Customer Type
Assigned To
Special Needs
Alert
Referred By
Customer ID

📆 Customer Appointment History

A History button is available on the Customer Profile and Contact Details pages. An arrow icon on the Customer Profile page navigates to the Contact Details page, and a Contact button has been added to display the Contact Details page.

💡 When accessing a Customer's history, you can retrieve up to 60 most recent Appointments within the past 3 years. Customers with frequent Appointments may reach the 60-appointment limit within 1–2 years.

👥 Staff Member Schedule Headers

The Staff Member's name (Screen Name) is displayed in the header when their schedule is selected and being viewed.

📦 Package Details

When creating or editing Appointments, the amount, balance, and total will display for the selected package. The package title will also appear when viewing existing Appointment details pages with packages assigned.

❓ 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