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 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. Optional: Click the ADD CUSTOMERS button to add additional customers to the day plan.
    Modifya Day Plan 1
  5. Optional: Under the Remove column, click the remove delete icon to remove customers from the day plan.
    Modifya Day Plan 2
  6. Click Save.