Payments
Scheduler
The Scheduler feature within the DAS Gateway allows merchants to manage appointments, onboard team members, and set up recurring services for customers. Whether you’re managing a small business or multiple service locations, Scheduler provides a centralized way to handle your booking needs
Getting Started
Access Requirements
- Login Access: Existing PO merchants can use their Gateway credentials to access Scheduler, while new Scheduler users can set up credentials during account creation. Visit DAS Scheduler Login.
Setting Up Scheduler
When logging in for the first time, new users will encounter a setup wizard to guide them through initial configurations:1
Business Timings
Configure your business hours to define when appointments can be booked.
2
Service Catalogue
Create categories for services and add specific service details, such as name, duration, and pricing.
3
Team Onboarding
Add team members to the Scheduler and assign specific services to each member.
4
Appointment Availability
Once team members and services are configured, Scheduler will display available appointment times based on business hours.
Minimum Requirements: Ensure at least one service and one team member are onboarded to begin using Scheduler for bookings.
Using Scheduler for Appointments
Booking an Appointment
To create an appointment:- Customer Details: Enter customer information, including name, email, and phone number.
- Service Selection: Choose from available services based on customer needs.
- Schedule Time: Check team availability and select a suitable time.
- Assign Team Member: Choose the team member responsible for the service.
- Finalize Booking: Save the appointment to confirm.
You can add specific notes or instructions for each booking under “Booking Comment” if customers have special requests.
Managing Appointments
- Modify: Edit appointment details, including service, time, and assigned team member.
- Cancel: Remove an appointment if the customer requests cancellation or rescheduling.
- View Details: Access a full summary of each booking, including customer info and service specifics.
Payment Options for Scheduler
For Existing PO Merchants: Scheduler allows you to collect payments directly from customers by redirecting them to the payment page post-booking.- Send Payment Link: Share a unique payment link with customers via email, allowing them to complete the payment online through a secure Hosted Payment Page (HPP).
- QR Code Payment: Display a QR code for customers preferring to pay in person. When scanned, the QR code opens the payment page on the customer’s device.
Best Practices for Using Scheduler
- Regularly Update Service Catalog: Keep your service list updated to reflect any changes in offerings.
- Review Availability: Confirm that team members and services are assigned correctly to ensure accurate appointment scheduling.
- Encourage Payment Completion: Use payment links or QR codes to streamline the payment process, especially for upfront payments.
Need Assistance?
If you need further assistance, please reach out to our support team. Our team is here to help you troubleshoot and resolve any issues you may be experiencing.