Create a Day Plan

Creating a day plan allows you to choose the list of customers that you would like to meet on a specific day.

  1. Tap Day planner on the home screen.
    create day plan 1
  2. Tap a day that doesn't have a day plan.
    create day plan 2
  3. Optional: Locate the customers you would like to select using Search baseline search black 48dp, Filter baseline filter alt black 48dp, and Sort baseline more vert black 48dp options.
    create day plan 3
  4. Optional: Tap customer to view the customer details on a mini map.
    create day plan 4
  5. Optional: Create one or more customers using add button at the bottom right corner.
    create day plan 5
  6. Select one or more checkboxes on the customers list.
    create day plan 6
  7. Tap the baseline done black 48dpAccept option.
    create day plan 7