Help/Admin

How to set up holiday time rules

A holiday exception defines what happens when a customer contacts you on a day the team is unavailable.

Step 1: create the action card

  1. In the left menu, go to Admin > Settings.
  2. Click Action card, then +.
  3. Give it a name, add the message the customer will receive, and click Save.

Step 2: add the exception to the business hours rule

  1. Still under Settings, go to Business hours rules.
  2. Click the pencil icon for the rule in use.
  3. Click Holidays and exceptions, then Add.
  4. Give the exception a name and set the start and end dates. For a single day, use the same date in both fields.
  5. Choose whether there is no service for the full day or only half a day.
  6. Select the action card created in step 1.
  7. Click Save.

This also works for other unavailability periods, such as team meetings or training.