Create a Day Plan

Creating a day plan allows you to choose the list of customers that you would like to meet on a specific day.

1. Tap Day planner on the home screen.
   
   
2. Tap a day that doesn't have a day plan.
   
   
3. Optional: Locate the customers you would like to select using Search , Filter , and Sort options.
   
   
4. Optional: Tap customer to view the customer details on a mini map.
   
   
5. Optional: Create one or more customers using add button at the bottom right corner.
   
   
6. Select one or more checkboxes on the customers list.
   
   
7. Tap the Accept option.