{"id":1591,"date":"2022-08-12T15:33:37","date_gmt":"2022-08-12T13:33:37","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=1591"},"modified":"2024-12-23T10:26:27","modified_gmt":"2024-12-23T09:26:27","slug":"using-calendars","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/using-calendars\/","title":{"rendered":"Calendars – Set them up"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

[Reading time: 2 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/h2>\n\n\n

The calendars<\/strong> 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.\"\"<\/p>\n

Calendars are accessible within the Maker<\/strong>, under the Toolbox<\/strong> module, in the Calendars<\/strong> sub-module.<\/p>\n

Key features<\/h2>\n

With calendars, you can:<\/p>\n

    \n
  • \n

    Create<\/strong> new calendars.<\/p>\n<\/li>\n

  • \n

    Modify<\/strong> existing calendars.<\/p>\n<\/li>\n

  • \n

    Delete<\/strong> calendars.<\/p>\n<\/li>\n

  • \n

    Export<\/strong> calendar data.<\/p>\n<\/li>\n

  • \n

    Duplicate<\/strong> a calendar.<\/p>\n<\/li>\n

  • \n

    View dependencies<\/strong> (see where a calendar is used).<\/p>\n<\/li>\n

  • \n

    View history<\/strong> of changes made to a calendar.<\/p>\n<\/li>\n

  • \n

    Open<\/strong> a calendar (by clicking on the arrow icon).<\/p>\n<\/li>\n<\/ul>\n

    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<\/strong> or Off<\/strong>. To configure a calendar, click on the arrow to enter its settings.<\/p>\n

    Setting up a calendar<\/h2>\n

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

    1. Adding an open slot<\/h3>\n

    To add opening hours:<\/p>\n

      \n
    1. \n

      Click on add an open slot<\/strong>.<\/p>\n<\/li>\n

    2. \n

      Configure the following options:<\/p>\n

        \n
      • \n

        Days<\/strong>: Choose when the opening hours apply. Options include:<\/p>\n

          \n
        • \n

          Every day<\/strong>: All seven days of the week.<\/p>\n<\/li>\n

        • \n

          Each<\/strong>: Specify a recurring day, such as every Monday.<\/p>\n<\/li>\n

        • \n

          On<\/strong>: Choose a specific date, such as the 3rd of the month.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n

        • \n

          Months<\/strong>: Select whether the opening hours apply to all months or specific ones.<\/p>\n<\/li>\n

        • \n

          Years<\/strong>: Choose whether the slot repeats yearly or only in specific years.<\/p>\n<\/li>\n

        • \n

          Hours<\/strong>: Define the time range:<\/p>\n

            \n
          • \n

            All day<\/strong>.<\/p>\n<\/li>\n

          • \n

            Starting at a specific hour<\/strong>.<\/p>\n<\/li>\n

          • \n

            Ending at a specific hour<\/strong>.<\/p>\n<\/li>\n

          • \n

            Between specific hours<\/strong> (e.g., 9 am to 5 pm).<\/p>\n<\/li>\n<\/ul>\n<\/li>\n

          • \n

            Name<\/strong>: Assign a name to the time slot (e.g., “monday opening hours”).<\/p>\n<\/li>\n<\/ul>\n<\/li>\n

          • \n

            Repeat the process for each day or time slot required (e.g., “tuesday opening hours,” etc.).<\/p>\n<\/li>\n<\/ol>\n

            2. Adding a close slot<\/h3>\n

            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.<\/p>\n

            3. Adding holidays<\/h3>\n

            You can also configure special holiday schedules:<\/p>\n

              \n
            1. \n

              Click on add new holidays<\/strong>.<\/p>\n<\/li>\n

            2. \n

              Select a country to auto-fill default holiday dates.\"\"<\/p>\n<\/li>\n

            3. \n

              Choose the needed holidays.<\/p>\n<\/li>\n<\/ol>\n

              Activate\/deactivate<\/h2>\n

              Each entry you add to the calendar (opening, closing and holiday times) can be activated or deactivated.\"\"<\/p>\n

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

              Using calendars<\/h2>\n

              Once calendars are set up, they can be integrated into various features of the Maker:<\/p>\n

                \n
              • \n

                Voice campaigns<\/strong>: Under settings<\/strong> > general<\/strong> > planning<\/strong>, you can schedule campaigns, including setting an end date.\"\"<\/p>\n<\/li>\n

              • \n

                SMS campaigns<\/strong>: Similarly, under settings<\/strong> > general<\/strong> > planning<\/strong>, you can define schedules and end dates.\"\"<\/p>\n<\/li>\n

              • \n

                Trigger strategies<\/strong>: When creating a strategy, you can add a trigger and specify whether it activates during opening hours or outside them.\"\"<\/p>\n<\/li>\n

              • \n

                Smart routings<\/strong>: Use the action test a calendar<\/strong> to define branching logic. Specify actions for scenarios during opening hours versus those during closing hours.\"SR<\/p>\n<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"

                Calendars allow you to enter your opening\/closing days and times, and then use them in a Smart routing, for example. Each calendar can consist of several entries, each of which can be activated\/deactivated as required.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[107],"ht-kb-tag":[131],"class_list":["post-1591","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-configuring","ht_kb_tag-maker"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1591","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=1591"}],"version-history":[{"count":8,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1591\/revisions"}],"predecessor-version":[{"id":4574,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1591\/revisions\/4574"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=1591"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1591"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}