DaySmart

Embed your customer's portal login link on your website and customize the page with your logo.

Add Customer Portal Login to Website

In this article you can learn more about our Success team.

Meet the Success Team

In this article you can learn more about our Onboarding process and the team.

Meet the Onboarding Team

In this article you can learn more about our Support team.

Meet the Support Team

Learn how you can add a payment type to your account to pay for the software subscription.

Account Payment Method Management

Learn how to access and navigate our e-learning platform.

How to Access the Dash Academy (E-Learning Courses)

Dash Brand Kit for Marketing and Media

Use the top menu bar in Dash to quickly access key pages like Calendar, Reports, Customers, Admin, and more.

Dash Menu Bar Navigation

Hardware guide for credit card terminals, printers, scanners & accessories.

Dash Hardware

Find anything faster using the built-in global search shortcuts for pages, invoices, bookings, and customers.

Global Search Tips

The Setup Guide gives you a structured checklist to stay organized during onboarding. Use it to navigate setup topics, access feature pages and Help Center resources, mark progress, and track…

Setup Guide

Kristi Carlson

Angel Horowitz

Sabrina Herrera

Getting Started

Solutions

Blogs & Success Stories

Schedule a Support Call

Demo

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Contact Sales at (800) 881-6515 ext. 2 ext

About DaySmart

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Contact Us

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Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.