How to Create a Schedule

2 min. readlast update: 04.26.2024

Schedules are a great way to help automate your phone system. Schedules placed in call flows allow for features like auto attendants or different voicemail prompts. To access schedules follow the steps below.

 Select "Schedules" from the side menu

Select the "+ New Schedule" button in the top left of the screen

Name your new schedule

Select "Create New Schedule"

    • Remember the name of your new schedule, it will be placed in the list of schedules upon saving.
    • Select the newly created schedule to adjust business hours and select observed holidays.

 

Set Regular Business Hours

Schedules auto-save, so you don't have to hit update to save any changes.

·         Scroll to the bottom of the Create New Schedule page

·         Default business hours are set to 9 AM through 5 PM Monday through Friday

o    Business hours may be increased or decreased by mousing over the blue section and dragging the double white line at the bottom

o    To change the business days, simply drag the blue sections between days

·         The hours open to close will be displayed at the top of the blue sections

Select from National Holidays

·         Highlight the checkbox to the left of the holidays your business will observe

o    If your business will not be closed the whole day, enter the hours it will be open.

Create a Custom Holiday

Custom Holidays are a great way to help automate your phone system. Custom Holidays are easy to create and help further automate your business schedule.

  • Select "Schedules" from the side menu

  • Edit the desired schedule to add a custom holiday

  • Select the "+ Custom Holiday" button in the top right of the screen

  • Name the custom holiday

  • Select the month and day to observe the custom holiday

 

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