A step-by-step process on how to create Holiday Time Conditions and how to manage them once created.
During holidays when your company is closed setting a holiday schedule will go a long way to help your customers stay in the loop of what's happening. The process to set it up is simple and can be done directly from the Customer Portal.
Follow the steps below to set a holiday time condition for your business:
- Log in to the Customer Portal.
- Once you are in the Dashboard, look for the "Settings" icon and click on it to open.
- On the next page, find the "Time Conditions" tab.
- Next, you will go to the "Conditions Type" drop down and choose "Calendar."
- Once this is selected, look for the "Name" area, above the "Conditions Type" and add the name that will represent this, for example: "Holiday" or "Holiday Time Conditions."
- Then, for each day of the year in the calendar that will be a holiday for your company, proceed to double click on those, and it will automatically set the holiday time conditions for every day chosen. (The default times will be from 12:00am of the selected day until 12:00am of the next. However, this can be customized.)
- Once all the days have been chosen in the calendar proceed to click on "Save & Configure."
- When the page loads, scroll down and find the "When Match" and "When Not Match" sections.
- Click on the drop down for the "When Match" option and find the option that matches what you want your Auto-Attendant to do on the set holidays. For example, Voicemail: 100 - Main Extension.
- Next, go to second option, "When No Match," click on the drop down, look for the "Condition" options and choose your set regular "WEEKTIME" condition which will send the Auto-Attendant to the business-as-usual cycle.
- After setting these, proceed to click on "Save."
It is important that before a "Holiday" time condition is set, that your "Weektime" time conditions are created and assigned to your DID on the Customer Portal.
If you are not certain if this has been done, these are the steps you need to follow to check and assign it:
- From the "Settings" area, look for the "Phone Numbers (DID)" tab and click on it.
- Once the page loads, click next to the DID option on the "Select DID" drop down.
- Look for your company's main DID from the drop down and select it.
- After making the selection, the "Standard Call Flow" box will appear.
- Make sure the "Condition: Business Hours (WEEKTIME) is assigned to the DID.
- If assigned, no additional steps are needed.
- If not assigned, look for the "Conditions" in the drop down and select the one that corresponds to your usual Business Hours.
- Click on "SAVE" when done if any changes were made.
For additional assistance with the process of setting your Holiday Time Conditions you can also reach out to our support team on support@greenlinknetworks.com.