Modify a Day Plan
Add customers to or remove customers from a day plan.
- Log in to the web panel.
-
Click DAY PLANS
on the menu bar.
Based on how the menu is configured by the configurator, you may find DAY PLANS under more sub-menu.
- Navigate to a date using Previous , Next , and the Calendar buttons.
- Select an employee by clicking their name.
- Optional:
Click ADD CUSTOMERS to add additional
customers to the day plan.
- Optional: Click Remove to remove customers from the day plan.
- Click SAVE.