Create a schedule

Automatically direct your callers based on a pre-set schedule for open and closed hours.

Before you begin:

To create an account-wide schedule, you must have admin permissions.
Before creating a schedule, you will need an away greeting recorded and added to the system or extension.

Legacy admin portal

If your admin portal home page looks like the screenshot below, these steps are for you.

Sign in to the admin portal.
Go to Settings > Greetings.
Choose the type of schedule you want to create:
- To create an account-wide schedule, select Change Greeting for the Away Greeting.
- To create a schedule for an extension, select Show other greetings for the desired extension.
From The away greeting will under Options, choose Play when we are closed or on vacation.
From My open hours are, choose your schedule. If you choose Custom Schedule, select Add Time Slot to add your open hours.
Select Save Options.

If your admin portal home page looks like the screenshot below, these steps are for you.

Sign in to the admin portal.
Go to Call management > Business hours.
From Account level business hours, choose a Schedule from the drop-down menu.
Optional: If you choose Custom Schedule:
1. Enable the toggle for each day you are open.
2. Select Add hours and then choose the From and To hours.
Select Save.

Sign in to the admin portal.
Go to Call management > Extensions.
Select next to the desired extension.
From Extension office hours, choose a Schedule from the drop-down menu.
Optional: If you choose Custom Schedule:
1. Enable the toggle for each day you are open.
2. Select Add hours and then choose the From and To hours.
Select Save.