The Print a Daily Plan tool allows you to print out the appointment schedule for a specific day. You can print out a less detailed schedule that allows you to see the appointment summary or a more detailed report that allows you to see previous appointments and product purchases made by the customer.
To print a schedule of all your appointments on a specific day from the Reports page, follow these steps:
- Click Reports at the top of the screen.
- Select Print Daily Plan.
- Select the date as well as any other information you want to include in the report. Click Print short report to print a more concise report. Print detailed report to print a more detailed schedule. Then you're all set!
Let's get started!
Printing a Daily Plan
Click Reports. Then click Print Daily Plan.
2. Click on the calendar icon to select a date or enter it in the box.
3. Click on the drop-down menu to select the service provider. Select ALL to include all providers in the report.
4. Click on the box next to Show customer contact info to include client contact information in the report.
5. Click Print short report to print a more concise report.
6. Click Print detailed report to print a more detailed report.