We're here to help!
If you ever get stuck or want help, please chat or email paymentsupport@daysmart.com, and we'll get you going.
Thank you for choosing DaySmart Payments!
It's now time to take your first payment! Choose an option below:
Website Users
Keyed-in Payment
Keyed-in Payment
To quickly set up a transaction, click on the +Create button at the top left of the appointment book
Select New Transaction
From the Checkout page, you can search for a client, add one by clicking +Add New Client, or leave alone to quickly setup the appointment as a Walk In Client
Tap in the search bar to add the service or product
If you are completing a test transaction and don't want to charge the full amount for the service, you can edit the price under Regular Price.
Click Proceed to Payments
From the next screen, click on Credit under Payment Methods
To take a payment manually, click on Enter card information
Enter a tip under Tip Amount and click Add, or Click Skip to skip the tip portion and move on to continue taking the payment
Under Enter Card number, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used
If you want the card saved on file, you can check the option for Keep card on file (note - this will not be visible for walk-in clients)
Click Process Card
The screen will load while it is processing the transaction
Review the transaction from the Order Summary. Once all set, click Close Ticket
You have now successfully taken your first payment and ready to use DaySmart Payments π
You can send yourself a receipt via email if you'd like, or tap Skip Receipt
When the screen shows Transaction Complete!, select the Calendar option to return to the website
Terminal Payment
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Terminal Payment
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Mobile Users
Keyed-in Mobile App
Keyed-in Mobile App
To quickly set up a transaction, click on the shopping cart π at the top right of the app
You can Select Existing Client, add one by clicking Add New Client, or Walk In Client which does not link to any client
Under Services and Products, click +Add Service or +Add Product
Search for a service or product from the menu that you would like to use
If you are completing a test transaction, you can edit the price by tapping on the service after it is added
From here, tap on the Price under Financial, and enter the price you want to charge on the card, then tap Save at the upper right.
Back to the checkout screen, tap Payment Details
Select Credit Card under Add Payment
If you want the card saved on file for future use, you can slide the option for Save Card on File
Under Process Card With, click Manual Card Entry
You select a preset tip from the Tip screen, or tap No Tip to move on to the payment of the test transaction
From the Enter Card Details screen, enter the Card Number, Expiration Date, Security Code, and Zip code of the card being used
Tap Pay
You have now successfully taken your first payment and ready to use DaySmart Payments π
You can send your self a receipt via email if you'd like, or tap Skip Receipt to return to the app
Voiding The Transaction - Mobile App
From the Appt Book, choose the List view at the top of the app
Tap on the test appointment from the list
At the bottom of the screen, select Void Sale
Enter a reason for voiding if you'd like, then tap Void Ticket
Tap To Pay with iPhone & Android
Tap To Pay with iPhone & Android
Content
Terminal Payment M2
Terminal Payment M2
Learn More
Using card on file
Setting up online booking
Reconciling deposits
How to Take Your Payment Through the Mobile App