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How to save stops as clients
How to save stops as clients

Make your stops part of your customer database

Pablo Martinez avatar
Written by Pablo Martinez
Updated over a week ago

From SmartMonkey Planner you can manage your clients comfortably. For this reason, at Planner we offer you the option of being able to save the stops of your as clients and thus be able to keep them in future planning.

For this you have 3 options:

  1. From planning, select the stops you want to save (hold ctrl/cmd or shift). Then click Actions and then Save as client.

  2. From planning, hover over the stop you want to save and click on the three dots that appear on the right. Next, select the option Save as a client.

  3. From Stops, select all the stops that you want to have as customers. Next, click the Actions box and select Save as a client.

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