📝 Overview

Thinking about switching from Desktop to Cloud? This article explains how the move works, what is different, what data can and cannot migrate, and the first actions to take so your team can log in, book, and check out with confidence.

🧭 The Process

Learn how your data moves and when you can start using Cloud.

Click the arrow to learn the migration steps

Data-grab appointment
Our onboarding team remotely connects to your server and captures a full database backup at your scheduled time.
Data conversion and import
We convert your backup for Cloud and import it into your new account. This can take up to 24 business hours. You will receive an email when it is complete with login details and setup tips.
Onboarding call (optional)
If scheduled, meet with your Onboarding Manager for training and Q&A.
Desktop access window
After we extract your data, your Desktop subscription is canceled. You can keep using Desktop until the end of your current billing period.

🧩 Platform Differences

Review what changes when you move from Desktop to Cloud so you can plan before switching.

Click the arrow to view key differences

🗄️ Database

Stored online versus locally on your physical server
Limited export and import availability on the customer end

🪙 Payroll

No Salary, Deductions, Check Printing, Adjustments, or Dual Commission.

📑 Invoices & Quotes

Not available.

📦 Product Ordering

No Purchase Orders, barcode label printing, or data collector tools.

🧰 Products & Services

Individual pre-paid services cannot be sold. Use Packages.
No Drop Off Window option.
No mass updates for products or services.
Backbar Client must be added manually.

🧮 Accounting

No general ledger or P&L reporting.
Limited to Expenses and Income entries.

🎁 Gift Certificates

Not available. Use Gift Cards.

📊 Reporting

No customizable client report or custom report builder.
Overall reporting is reduced compared to Desktop.

🏅 Loyalty Points

Per-Service/Product is not available.

📆 Appointment Book / Tickets

Daily ticket printouts are not available.
Color codes apply to Service and Appointment Type only.

🛒 Checking Out

Checkout flow is different.

🧾 Receipt Customization

Receipt customization is limited, including logo options.

📣 Messaging & Marketing

You cannot force-send reminders or re-send a reminder that already went out.
Individual texts require 2-way messaging from the inbox.
Fewer segmentation options for campaigns.

📤 What Moves During Migration

Understand which records transfer to Cloud and which do not.

Click the arrow to see what data moves and what does not

✅ **Data we can move from Desktop to Cloud:**

Clients
Pets
Future appointments (excludes boarding)
Products and services
Vaccines

❌ **Data we cannot move:**

Past appointments
Boarding appointments
Purchase history
Payroll
Pictures and documents
Marketing materials
Memberships
Gift certificates
Reports
Settings

🖥️ Desktop Access After Migration

Know what happens to your Desktop software once your Cloud account is ready.

Click the arrow to learn about Desktop access

After we import your data into Cloud, we cancel your Desktop subscription.
You can still use Desktop until the end of your current billing period.
A copy of your database remains on your server for your records, and you are responsible for maintaining and securing it.

🚀 First Steps After Migration

Start here to get everyone into the cloud version and moving. Use the Quick Start Guide for the full setup flow.

Click the arrow to learn how to complete the must-do setup steps

🔔 Heads-up: For complete, step-by-step setup with visuals and best practices, open the Quick Start Guide for DaySmart Pet and follow the tasks in order.

Learn More

Log In to Your New Account
- Visit cloud.daysmartpet.com and sign in using your usual credentials.
- Forgot your password? No problem! Simply click here and enter your login email to receive a password reset link.
Your employee profiles have already been imported, but each team member will need to activate their account before they can log in or appear on your appointment book.
- To send activation emails:
  - Go to Employees → Profile → Employment Setup → Activate
  - Click Send Activation Email
Start Booking Appointments
- Ready to get back to business? Learn how to book, edit, or cancel appointments in the new system with our step-by-step guide:
  Managing Appointments
Check Out Customers
- Processing sales and payments is easier than ever. Follow this guide to learn how to check out customers in the new cloud version: Checking Out
Need Help? We’ve Got You Covered
- We know transitions can bring up questions - and we’re here to help every step of the way.
  - Visit our New Customer Resource Hub to find tutorials, FAQs, and best practices for getting the most out of your new cloud software.
- Contact Support:
  - 💬 Chat: Use the widget on daysmart.com/pet
  - 📧 Email: pet-support@daysmart.com
  - 📞 Phone: (734) 577-7804

❓ 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