Salon Iris Cloud Support & FAQs

Contact Us

Call (800) 604-2040
E-mail support@daysmart.com

Hours

Monday-Friday 9am-7pm EST
Saturday 10am-2pm EST

Credit Card Support

Call (800) 338-6614
Get Support Online

Support Included

– Cloud Deluxe subscription includes phone, chat & email support.

– Cloud Basic subscription includes chat & email support.

Our friendly and knowledgeable Customer Support Specialists are here to help.

Supported Devices

  • Mac
  • iPad
  • iPhone
  • iPod Touch
  • Desktop Computer
  • Windows PC
  • Laptop
  • Android phones
  • Android tablets
  • Windows Phone

How do I…

schedule a new appointment?

  1. Go to the appointment book by clicking the “appt book” button at the top.
  2. Double-click (or right-click and choose “appointment”) at the desired start time of the appointment under the column of the employee who will be performing the service of the appointment.
  3. Use the search bar at the top-left to search your client list for the client that is booking the appointment. Double-click the client’s name to select him or her.
  4. Click the “Add Service or Product” button.
  5. Search your list of services and products using the search bar at the top-left. Double-click the desired service to add it to the appointment.
  6. Repeat the steps above to add more items to your ticket.
  7. When you are finished, click “Schedule Appt” at the bottom-right.

add another employee account to my business?

  1. Once you’ve created a new Salon Iris Cloud account, you can log in to your account and add more employees to your business. Just log in, and then click the “employees” button at the top.
  2. Click the plus sign on the left to add a new employee.
  3. Enter the employee’s contact information, and click the “Next” button in the bottom-right.
  4. If the employee is a booth renter, check the booth renter box. You will be able to enter the person’s own merchant account information here as well if he or she is a booth renter. Click “Save and Continue” after selecting the appropriate booth renter options. The employee will be saved, and you will then be able to give them an online account.
  5. Click the “Create New User Account” button, and then enter the employee’s e mail address into the pop-up, and then click the “Create Account” button.
  6. The employee will now be sent an e-mail to the address you have entered, asking him or her to finish the setup. The e-mail will contain a link that the employee can click to give themselves a password. Once the employee creates a password for themselves, their account will be active, and will be added to the business’s billing account.

customize what my employees have access to?

  1. Click on the “Options” button in the top.
  2. Click the “Employee Access” option on the left.
  3. Click the “Set Up Employee Access” button
  4. Click the green button under an employee’s column to disallow that employee to perform a certain action. The button will turn red to indicate that the employee will not have access to that feature.
  5. Navigate the different sections of Salon Iris Cloud using the tabs at the top to adjust access for all available areas of Salon Iris Cloud.
  6. Click the “Save Settings” button when you are finished.

process credit cards?

  1. First, you’ll need to have a merchant account set up for your business with XCharge. Contact XCharge at (888) 384-6006 to get started with a new account.
  2. Once you have a merchant account and have been given your online processing settings, you can enter those settings into Salon Iris Cloud. Click on the “Options” button in the top.
  3. Select the “Credit Card Setup” option on the left.
  4. Click the button that says “disabled” at the top to display the credit card settings.
  5. Enter your X-Web ID, Terminal ID, and AuthKey information, provided to you by XCharge.
  6. Click the “Save Settings” button to store your credit card settings for your business.
  7. When you want to process a card on an existing ticket, simply click the “card” button under the Payment Information section in the bottom-right Totals area. You will get a pop-up with fields to fill out manually with credit card information. You can swipe a credit card with your card reader while this window is showing to process a card automatically as well.
  8. After the card is authorized, click the green “Close Ticket” button in the bottom-right to save the ticket and go back to the Appointment Book.

set up tax rates for my products and services?

  1. Go to the options screen and select the “Set Up Tax Rates” item from the left hand side.
  2. Set the correct region at the top so that your taxes will be calculated correctly.
  3. Click the “Set Up” button next to a tax item. Enter the tax name and rate. Do this for each of the possible taxes that can apply to products or services in your region.
  4. When adding a new product or service, check the box next to each tax that will apply to that item. You can also go back and adjust these settings for existing products and services.

e-mail a receipt to my client after a sale?

  1. When you close a ticket, you will automatically be prompted to e-mail a receipt to the client.
  2. Enter the client’s e-mail address into the box of the pop-up window that comes up. If the client already has an e-mail on file, it will be filled out automatically for you.
  3. Click the “E-mail Receipt” button to send the receipt to the address entered and return to the Appointment Book.

view a client's formula history from a ticket?

  1. Click on the section in the top-left of the ticket containing the client’s summary information.
  2. The client information section will expand, and the client’s formula history will be displayed right on the ticket for you.

change the duration of a scheduled service?

  1. Once you’ve added a service to a ticket, you can easily change the details of that service, such as the duration. To do this, first click on the service listed on your ticket.
  2. A box should expand showing you the details of the service. If the service has a processing and finishing time, you will see the duration for each portion of the service all listed. Adjust the duration by changing the value shown in the box labeled “Mins”.
  3. Click on the “close” button in the service details box to save the changes you’ve made.

change what hours an employee is available on my Appointment Book?

  1. The hours that an employee is shown as available on the appointment book is determined by the scheduled hours entered for that employee. You can change an employee’s scheduled hours by choosing the “schedule” button at the top.
  2. Double-click on the square next to the employee and under the date that you would like to modify.
  3. Select if the employee will be working or not in the top-left. If you choose that the employee will be off that day, you can choose a reason as well.
  4. To enter the hours an employee will work, enter the the start and end times in the boxes in the bottom right, and then click the “Add” button.
  5. If an employee will be taking a scheduled break in the middle of the day, you can include that by entering multiple start and end times for the first and second halves of the day when the employee will be working.
  6. To copy this schedule to other days, you can click the “Set Up Recurring Dates” button and check the days of the week that this schedule applies to, and select the end date to indicate how far in advance you want to copy this schedule.
  7. When you are done, click the “Save” button in the bottom-right.
  8. Now, your employee will have red time blocks on the appointment book when he/she is not scheduled to work, and the column will be white when the employee is available.

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