📝 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.

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📱 Apple iOS

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Open the App Store.
Search for DaySmart Appointments, then select the app from the results.
Tap Get.
Once installation is complete, tap the app icon to launch.
Enter your account login information. To save your login for faster access, select Remember Me.

🤖 Google Android

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Open Google Play Store.
Search for DaySmart Appointments, then select the app from the results.
Tap Install.
Tap Open.
Tap the app icon to launch.
Enter your account login information. To save your login for faster access, select Remember Me.

🔍 Viewing, Editing and Adding Customers

Follow the steps below to achieve viewing, editing and adding Customers within the Mobile Administrative App.

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📱 Apple iOS

Below are instructions on Viewing, Editing and Adding Customers via Apple iOS.

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Tap the 3 tiered Menu button.
Select Customers on the left.
Select a Customer profile from the list to view.
To add, select the + button on the top right.
Enter the required fields, then tap Save.
To edit, tap the Edit button.
Once the updates have been made, click Done. To delete a Customer, click the Delete Customer button (this action is permanent).

🤖 Google Android

Below are instructions on Viewing, Editing and Adding Customers via Google Android.

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Tap the 3 Tier Menu button.
Tap the Customers tab.
Select a Customer profile from the list.
To add, select the + button on the top right.
Enter the required fields, then tap the Disc Icon to Save.
To edit, tap the Pencil Icon, make the necessary edits and click the Disc Icon on the bottom left to Save. To delete, tap the Trash Can Icon (this action is permanent).

📆 Customer Appointment History

Learn how to view Appointment History via the Mobile Administrative App.

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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.

Once you've selected the History tab, the 60 most recent Appointments within the past 3 years will show - including the Staff Member & Service associated with the Appointment, Start time/date, and which Room(s) it was scheduled for (if applicable).

⚠️ Please Note: Customers with frequent Appointments may reach the 60-appointment limit within 1–2 years.

📋 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 Preferences within Site Administration (Hidden, Required, Optional, View Only) will also apply to the mobile app. Changes made to the Display Name of each field will also apply.

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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

📅 Viewing, Editing and Adding Appointments/Reserves

Follow the steps below to achieve viewing, editing and adding Appointments within the Mobile Administrative App.

Click here to learn more about Appointments/Reserves

📱 Apple iOS

Below are instructions on Viewing, Editing and Adding Customers via Apple iOS.

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Upon login, you will see the schedule for the last selected Staff Member.
You have 3 View Options for Staff Member's Appointments: Day, List, and Month.
To add an Appointment or a Reserve, tap the + button on the top right.
Select Appointment or Reserve.
Fill in the required fields for the Reserve or Appointment, then tap Save.
To edit, tap Edit on the top right of the Appointment window, make the changes necessary, then tap Save.
Email Notifications toggles are available to send updated Email Notifications that are enabled within Site Administration.

🤖 Google Android

Below are instructions on Viewing, Editing and Adding Customers via Google Android.

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Upon login, you will see the schedule for the last selected Staff Member.
You have 3 View Options for Staff Member's Appointments: Day, List, and Month.
To add an Appointment or a Reserve, tap the + button on the top right.
Select Appointment or Reserve.
Fill in the required fields for the Reserve or Appointment, then tap the Disc Icon to Save.
To edit, tap Pencil Icon on the top right of the Appointment window, make the changes necessary, then tap the Disc Icon to Save. Email Notifications toggles are available to send updated Email Notifications that are enabled within Site Administration.

🌟 Additional Features

⚠️ 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.

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👥 Staff Members

The Staff Member's name (Screen Name) is displayed in the header when their schedule is selected and being viewed. To view all Staff Members within the Mobile App, select the Staff Members tab within the 3 tier Menu button for a full list of that Location's Staff Members.

📍 Room Details

When you're in the Mobile App, you have the option to view and schedule within the Rooms that have been created. Select the Rooms tab within the 3 tier Menu button for a full list of all Rooms (if applicable).

📦 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.

🏢 Location Details

When you're in the Mobile App, you have the option to select which Location you are viewing. Select the Locations tab within the 3 tier Menu button for a full list of all Locations (if applicable).

❓ Frequently Asked Questions (FAQs)

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

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