Modify a Day Plan

Add customers to or remove customers from a day plan.

  1. Go to Web App > Navigation Menu > Day Plans.
    Based on how the menu is configured by the App Builder, you may find DAY PLANS under more54 sub-menu.
  2. Navigate to a date using Previous , Next , and the Calendar buttons.

  3. In the left side, select an employee.
  4. Optional: Click the ADD CUSTOMERS button to add additional customers to the day plan.

  5. Optional: Under the Remove column, click the remove icon to remove customers from the day plan.
  6. Click Save.