DaySmart

This guide explains how to complete the import spreadsheet so our switching team can move your customer data into your account.

How to complete the import spreadsheet

This guide explains how to complete the recurring reservation spreadsheet so our switching team can place your customers onto recurring time slots.

How to complete the recurring reservation spreadsheet

This guide explains how to complete the class pack import spreadsheet so our switching team can move your customers and their class packs into your account.

How to complete the class pack import spreadsheet

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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.

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

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

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