DaySmart

Integrated Payments: Reconcile Payments and Refunds

Learn how to optimize your clinics email deliverability to clients.

Recommendations for better Email Deliverability

New to DaySmart Vet? Start here with some basic configurations for your account!

Account Configurations Quick Start Guide

In order to save clicks while working in your DaySmart Vet account, we have keyboard shortcuts to help speed up your workflow.

Working with Keyboard Shortcuts

Changing Letter name for a Patient/ Client

This is a central place to know where and what to check in your account before the end of the calendar year.

Year-End Practice Readiness Guide

Learn how to turn off browser auto-fill so your workflow is not interrupted.

How To Disable Browser Auto-Fill

Learn how to troubleshoot connectivity issues.

Troubleshooting DaySmart Vet Connectivity Issues & New Firewall Ports

Product Updates

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Create your workspace and invite the people you work with.

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

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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.

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