Create a Day Plan

Creating a day plan allows you to schedule customer visits for a specific day. You can add one or more customers to an employee’s plan so they can track and manage their visits effectively.

  1. Go to Web App > Day Plans.
    Based on how the menu is configured by the App Builder, you may find DAY PLANS under more baseline more horiz black 48dp sub-menu.
  2. Navigate to a date using Previous baseline chevron left black 48dp, Next baseline chevron right black 48dp, and the calendar baseline calendar today black 48dp buttons.
    Createa Day Plan 1
  3. In the left side, select an employee.
    Createa Day Plan 2
  4. Click the Add Customers button.
    Createa Day Plan 3
  5. In the pop-up, select the customers you want to add to the day plan, and then click OK.
    Createa Day Plan 4
  6. Click Save.