Edit a Day Plan

Add customers or remove customers from a day plan.

  1. Tap Day planner on the home screen.
    create day plan 1
  2. Tap a day with a plan.
    edit day plan 1
  3. Tap on the day plan that you want to edit under the Day Plan Details section.
    edit day plan 2
  4. Tap Edit option.
    edit day plan 4
  5. Select/clear checkboxes on the customers list.
    edit day plan 5
  6. Tap the baseline done black 48dp Accept option.
    edit day plan 6