Click "Edit Name" at the top to personalize the manager. Your name will appear in the final report you send to your team or manager.
📅 Daily Routine vs. Activity
Daily Routine: Your standard habits (Gym, Admin, Prospecting).
Client Activity: Specific appointments for the day (Zoom, In-person, Phone).
🔄 Templates & File Transfer
Quick Save/Load: Saves your routine to your current browser's memory. Great for daily use on the same device.
Download/Upload:
Use Download to save your routine as a file.
Use Upload to bring that routine to a new device (e.g., from Phone to Laptop).
⚠️ WARNING: Loading a template or uploading a file will erase and replace any existing routine items for the selected day.
📊 Reporting & Printing
Copy Full Report: Formats your day into a clean text summary (including checkboxes for completed tasks) and copies it to your clipboard. Perfect for pasting into WhatsApp/Telegram groups.
Print Daily Sheet: Optimizes the page for paper or PDF, hiding buttons and forms.
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User Guide & Instructions
👤 Personalization
Click "Edit Name" at the top to personalize the manager. Your name will appear in the final report you send to your team or manager.
📅 Daily Routine vs. Activity
Daily Routine: Your standard habits (Gym, Admin, Prospecting).
Client Activity: Specific appointments for the day (Zoom, In-person, Phone).
🔄 Templates & File Transfer
Quick Save/Load: Saves your routine to your current browser's memory. Great for daily use on the same device.
Download/Upload:
Use Download to save your routine as a file.
Use Upload to bring that routine to a new device (e.g., from Phone to Laptop).
⚠️ WARNING: Loading a template or uploading a file will erase and replace any existing routine items for the selected day.
📊 Reporting & Printing
Copy Full Report: Formats your day into a clean text summary (including checkboxes for completed tasks) and copies it to your clipboard. Perfect for pasting into WhatsApp/Telegram groups.
Print Daily Sheet: Optimizes the page for paper or PDF, hiding buttons and forms.