Modify a Day Plan

Add customers to or remove customers from a day plan.

  1. Log in to the web panel.
  2. 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.
  3. Navigate to a date using Previous , Next , and the Calendar buttons.
  4. Select an employee by clicking their name.
  5. Optional: Click ADD CUSTOMERS to add additional customers to the day plan.

  6. Optional: Click Remove to remove customers from the day plan.
  7. Click SAVE.