Meet Daily, your AI assistant
Daily lives in your dashboard sidebar and knows your schedule, clients, and settings. Ask it anything — and let it draft bookings, tasks, and availability changes that only happen once you approve them.
Daily is the Ask Daily button at the top of your dashboard sidebar — a chat assistant that already knows your business, available on every dashboard page.
What Daily knows
Daily can see your schedule, bookings, clients, meeting types, availability, packages, and settings — so you can ask things like:
- "What does my Thursday look like?" — Daily lists your YourDay bookings together with events from your connected Google, Outlook, and iCloud calendars (read-only; all-day events included, iCloud events show as "Busy" without a title).
- "Do I have any new clients this week?" — a new client is someone you have never actually met. Earlier bookings that were cancelled, no-shows, or never completed don't count, so a person who booked before but never met you is still new. Clients you imported or already had don't count as new.
- "When did I last meet Sarah?" / "Does she have package credits left?"
- "Where are we with Maria?" — answered from her client memory: goals, decisions, what each side still owes, and the next meeting you agreed on (see Record, transcribe, follow up).
- "How do I set up payments?" — it knows how Your Day Schedule works, too.
- "What's pending on this client's Daily Flow card?" — on accounts with Daily Flow enabled, Daily can read card stages, due dates, waiting status, open internal tasks, and pending suggestions.
Daily reads your account data to answer you. Changes still require your approval.
What Daily can do
Beyond answering, Daily can prepare real changes for you:
- Book a meeting with a client (free meeting types)
- Reschedule or cancel a booking
- Add a task to your to-do list
- Block time on your calendar
- Change your availability (hours, days)
- Update a client's contact info or set their birthday
Ask in plain language — "block next Friday afternoon", "move my 3pm with Alex to Tuesday morning" — and Daily drafts the change.
For Daily Flow, Daily can also prepare approval of an existing pending suggestion. It shows the proposed stage change and internal tasks for your confirmation. To edit individual proposed tasks before accepting, open the card's Suggestions section in Daily Flow.
Voice dictation on mobile
In the mobile app, you can dictate a message to Daily. Dictation uses the same cloud transcription allowance as meeting recording, including a five-hour temporary reservation for each new connection. The provider-confirmed audio usage replaces that reservation later; it is not a five-hour charge for a short message. See Cloud allowance for holds, resets, and troubleshooting.
If voice is unavailable or the allowance is exhausted, type your message instead. A cloud-transcription limit does not prevent typed chat. If the app asks you to update for voice support, install the latest mobile version.
Approvals
Daily never changes anything on its own. Every action is shown to you as a card in the chat, and nothing happens until you approve it there. Decline and it's dropped. Payments are never touched — paid bookings still go through your normal checkout flow.
If something's off
- Daily won't book a paid meeting type — by design; paid bookings need the client to pay at checkout. Send the client your booking link instead.
- An answer looks out of date — Daily reads live data, but re-ask after making changes elsewhere in the dashboard.
- An approved action failed — the chat shows the error; the underlying change follows the same rules as doing it by hand (conflicts, cutoffs, and so on).
Still stuck? Email support@yourdayschedule.com — we answer quickly.
