Calendars – Set them up

[Reading time: 2 minutes]

Overview

The calendars feature in the Maker allows you to define the opening and closing hours of your business. These settings are essential for ensuring that your services align with your operational hours.

Calendars are accessible within the Maker, under the Toolbox module, in the Calendars sub-module.

Key features

With calendars, you can:

• Create new calendars.

• Modify existing calendars.

• Delete calendars.

• Export calendar data.

• Duplicate a calendar.

• View dependencies (see where a calendar is used).

• View history of changes made to a calendar.

• Open a calendar (by clicking on the arrow icon).

When you open the calendars sub-module, you will see a list of all calendars that have been set up. Each calendar can have a status of On or Off. To configure a calendar, click on the arrow to enter its settings.

Setting up a calendar

Once inside a calendar, you can define its parameters by adding slots for opening hours, closing hours, and holidays. Here are the steps:

1. Adding an open slot

To add opening hours:

1. Click on add an open slot.

2. Configure the following options:

   • Days: Choose when the opening hours apply. Options include:

     • Every day: All seven days of the week.

     • Each: Specify a recurring day, such as every Monday.

     • On: Choose a specific date, such as the 3rd of the month.

   • Months: Select whether the opening hours apply to all months or specific ones.

   • Years: Choose whether the slot repeats yearly or only in specific years.

   • Hours: Define the time range:

     • All day.

     • Starting at a specific hour.

     • Ending at a specific hour.

     • Between specific hours (e.g., 9 am to 5 pm).

   • Name: Assign a name to the time slot (e.g., “monday opening hours”).

3. Repeat the process for each day or time slot required (e.g., “tuesday opening hours,” etc.).

2. Adding a close slot

This process is identical to adding an open slot but specifies when your business will be closed. If neither an opening nor a closing slot is configured for a given time, it will be considered as closed by default.

3. Adding holidays

You can also configure special holiday schedules:

1. Click on add new holidays.

2. Select a country to auto-fill default holiday dates.

3. Choose the needed holidays.

Activate/deactivate

Each entry you add to the calendar (opening, closing and holiday times) can be activated or deactivated.

You can also change the status of the entire calendar itself (On / Off), as written earlier.

Using calendars

Once calendars are set up, they can be integrated into various features of the Maker:

• Voice campaigns: Under settings > general > planning, you can schedule campaigns, including setting an end date.

• SMS campaigns: Similarly, under settings > general > planning, you can define schedules and end dates.

• Trigger strategies: When creating a strategy, you can add a trigger and specify whether it activates during opening hours or outside them.

• Smart routings: Use the action test a calendar to define branching logic. Specify actions for scenarios during opening hours versus those during closing hours.