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 🎉

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

From an already scheduled appointment, start by clicking on the appointment and tap the Check In button, then Check Out

From the checkout page, click Proceed to Payments

Click the Credit button

Wait for the device to show Connected, then click Process Card

A window will pop up while a signal is sent to the device for checkout. Follow device prompts below

Device will prompt for Tip - Present to your client for them to select from one of the options (You can adjust the tip display to show either percentages or specific amounts, and you can also customize the tip options available for selection within Card Processing Settings)

After the tip is selected, the client will be presented with their total amount due.

From here, they can insert their credit card from the slot at the bottom, swipe from the top, or tap using their card or smart phone/watch if using Apple Pay, Google Pay, Android Pay.

Once the transaction is successful, the device will show Approved, and the web page will return to checkout.

From the web page, click Close Ticket to finalize the payment

Transaction Complete! You can choose to send your client a receipt via email, or printer using a receipt printer.

To quickly set up a transaction, click on the shopping cart 🛒 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 🎉

You can send your self a receipt via email if you'd like, or tap Skip Receipt to return to the app

From Checkout, tap Credit Card under Add Payment

Under Process Card With, tap Tap to Pay on [iPhone/Android]

You will then be prompted to add a tip.

The Tap to Pay screen will then be presented. The total cost of the transaction will be displayed on the screen. Your client can either hover their card horizontally at the top or hold their phone over the screen. This will work on the front or back of the device.

After a successful transaction, the phone will chime and say 'Done'!

The final screen will ask if they want their receipt e-mailed, printed, or skipped.

Turn the device on

From checkout, select Credit Card under Payment Details

Under Process Card With, select the M2 device (the device could be named something different during setup)

You will be prompted to enter a tip

Once the Amount Due page appears, tap/swipe/insert card

The device will beep once and light up to let you know it was successful

Once complete, you will be prompted to send receipt via email, print, or skip receipt.