The Print a Daily Plan tool allows you to print out the appointment schedule for a specific day. You can print out a Short Report to see an appointment summary or the Detailed Report to see the customer's previous appointments and product purchases.
To print a schedule of your appointments on a specific day, follow these steps:
- Click Calendar and then Print Daily Plan.
You can also get to the Daily Plan from Reports > Employees > Print Daily Plan.
- Click the calendar icon to select a date or enter it in the box.
- Click the Service Provider drop-down menu to select the service provider (all are selected by default.)
- Click Show customer contact info to include client contact information in the report.
- Click Print short report for just the appointment summary.
- Click Print detailed report to print the detailed report.
- Follow the printing dialog from your browser to print or save the report.