Complete a Day Plan
Complete a day plan by completing the customer visits.
-
Tap Day planner on the home screen.
-
Tap a day with a plan.
-
Tap on the day plan that you want to complete under the Day Plan
Details section.
-
Tap Check in
to
start a customer visit. 
-
In the Confirmation dialog, tap Check
In.
Based on the configuration, checking into a customer automatically may automatically select the customer visit checkbox to mark a visit as done. Progress bar is updated whenever a visit completed checkbox is selected/unselected either manually or automatically. - Optional:
Tap the Add Activity
icon to record an activity against the customer visit. Repeat as many times as
needed.
-
Tap the activity you want to perform.
-
Fill in the activity form and then click Save.
-
In the confirmation dialog, click Save to save the
activity.
-
Tap the check out
icon to end a customer visit.
-
In the confirmation dialog, tap Check Out.
- Optional:
Repeat the above steps until all the visits are complete.
A day plan is deemed complete when all the customer visits are complete.