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Schedules

Navigation_Icon.png Business Cloud Communications > Auto-Attendant > Schedules

Schedules route incoming calls to different destinations based on the time and date the call comes in. Schedules can have one or more rules, each of which can have one or more date and time ranges to accommodate a wide range of use cases.

Once a schedule is assigned to an auto-attendant, the call flow is configured separately for each rule. For example, you can have a weekly rule for standard business hours that routes calls to individual departments, and a custom rule with dates and times for company holidays during which the business is closed for all or part of the day.

Schedules can be added to the beginning of an auto-attendant or following a Menu, Schedule, or Failure Route. One schedule can be assigned to multiple auto-attendants, and multiple schedules can be assigned to a single auto-attendant. See Schedule Route for details.

Manage Schedules

To view and manage schedules, go to Business Cloud Communications > Auto-Attendant and select the Schedules tab.

Schedules are listed by name, description, date and time it was created, and the number of times it's used in auto-attendants. To locate a particular schedule, sort the table by field headers or use the Search schedules field to filter the list by name or description.

Select an existing schedule to modify it or click [+ Add Schedule] to create a new one.

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Add Schedule

  1. In the portal, go to Business Cloud Communications > Auto-Attendant.

  2. Select the Schedules tab.

  3. Click [+ Add Schedule] on the right.

  4. Enter or modify the following as needed:

    • Name: Enter a name, such as London Business Hours, to identify the schedule. While multiple schedules can have the same name, a unique name will make it easier for users to differentiate in a list.

    • Description: Enter a description for the schedule (optional). The description is displayed on the Schedules page and included in the search results.

    • Time zone: Select which time zone will be applied to the rules.

  5. Rules. Rules specify when calls in an auto-attendant will follow a particular path. There are two types of rules:

    • Weekly rules repeat on specific days and times throughout the week. See Configure Weekly Rules for details.

    • Custom rules are created for specific dates that occur once or repeat on a daily, weekly, monthly, or yearly basis. These are often exceptions to weekly rules, such as holidays in which you are closed for all or part of the day. See Configure Custom Rules for details.

    Once the schedule is assigned to an auto-attendant, call routes are configured for each rule. A schedule can have multiple rules, and each rule can have multiple date and time ranges. For example, you may have a weekly rule for standard business hours that routes calls to individual departments, and a custom rule with dates and times for company holidays during which the business is closed.

    Select a rule type, then configure one or more date and time ranges below. When you're done configuring a rule, click the checkmark.png checkmark in the bottom right to collapse it, then continue to add rules as needed.

  6. When you're done, click [Create Schedule] to save it, then assign it to one or more auto-attendants and configure the call flows. See Schedule Route for details

Priority Order

When a schedule is assigned to an auto-attendant, calls are routed to the first rule that matches the time of the incoming call, based on the order in which the rules are defined in the schedule. To change the order of your rules, click the Icon_Move.png icon to the right of the rule and drag it to the correct position.

Configure Weekly Rules

Weekly rules repeat on specific days and times throughout the week. Select which days the rule will apply, then specify the "on" time range(s) below. Hours not specified are considered "off" and will follow the All other times route in an auto-attendant. Add additional time ranges as needed.

Create separate rules to account for different times on different days. For example, if an office closes early every Friday, create one rule for Mondays–Thursdays and another rule for Fridays.

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Tip

Rules that occur every week can be configured as either Weekly or Custom:

  • Select Weekly to choose which days of the week.

  • Set Custom to set a recurrence pattern, such as every other day or every three weeks.

Configure Custom Rules

Custom rules are created for specific dates that occur once or repeat on a daily, weekly, monthly, or yearly basis. These are typically exceptions to weekly rules, such as holidays in which you are closed for all or part of the day.

To configure a custom rule, select the Custom tab and fill out the first Date & Time period:

  • Description: Enter a description to identify the date.

  • Date: Enter the date it will occur. If the rule will repeat (below), this is the start date.

  • Time Range: Enter the start and end time. Add additional time ranges as needed. To specify the entire day, toggle on Unavailable all day below.

  • Unavailable all day. When enabled, the entire date (12:00 a.m. to 11:59 p.m.) is considered off-hours, and calls will be routed to the All other times route configured in the auto-attendant. When disabled, a time range (above) is required.

  • Repeat. When disabled, the event will occur once. Toggle on to configure the rule to repeat on a daily, weekly, monthly, or yearly basis. See Recurring Schedules for details.

  • Add Custom Date. Click to add another date to the rule.

  • Add Holidays. Add multiple US or Canadian holidays at once. See Add Holidays for details.

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Recurring Schedules

Custom rules can repeat on a daily, weekly, monthly, or yearly basis, starting on the date entered above. The recurrence pattern specifies how often the rule applies and for how long it will continue. The settings for each interval type vary.

  1. Type. Select the interval type (Day, Week, Month, or Year).

  2. On. Specify how often it will recur.

    • Daily: Repeat every X days.

      Enter 1 for every day, 2 for every other day, etc.

    • Weekly: Repeat every X weeks.

      Specify the number of weeks between each occurrence and the day(s) it will repeat.

    • Monthly: Repeat every X months.

      Specify the number of months between each occurrence and on which day or week of the month it occurs. For example, Day 10 or Second Tuesday.

    • Yearly: Repeat every X years.

      Specify the number of years between each occurrence and on which day or week of the month. For example, September 30 or Last Tuesday in September.

  3. Ends. Choose when the recurrence pattern will end:

    • A specific date

    • A number of occurrences

    • Never

Daily

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Weekly

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Monthly

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Yearly

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Add Holidays

Most company-wide holidays recur every year on the same fixed or variable date. Rather than entering each holiday individually, save time by adding either 10 US holidays or 14 Canadian holidays at once, including:

US Holidays

Canadian Holidays

  • New Year's Day

  • Martin Luther King Jr. Day

  • Presidents' Day

  • Memorial Day

  • Independence Day

  • Labor Day

  • Columbus Day

  • Veterans Day

  • Thanksgiving Day

  • Christmas Day

  • New Year's Day

  • Family Day

  • St. Patrick's Day (NL)

  • Good Friday

  • Easter Monday

  • Victoria Day

  • Canada Day

  • Civic Holiday

  • Labour Day

  • National Day for Truth and Reconciliation

  • Thanksgiving Day

  • Remembrance Day

  • Christmas Day

  • Boxing Day

  1. At the bottom of a custom rule, click [+ Add Holidays], then select either US Holidays or Canadian Holidays.

    The dates for each holiday are automatically generated for the current calendar year (even if those dates have already passed), default to Unavailable all day, and do not repeat.

    AA_Schedule_US_Holidays.png
    Schedules_-_New_Years.png
  2. Expand each holiday entry and customize the settings as needed. To collapse a holiday, click the checkmark.png checkmark in the bottom right.

    • Date. The date is generated for the current year only. If the organization observes the holiday on a different date, enter it here.

    • Availability. Each holiday defaults to Unavailable all day, which means calls will be routed to the All other times rule configured in the auto-attendant. To route calls to the flow configured for this rule during specific hours, toggle this off and enter the start and end times in the fields above.

    • Repeat. Holidays are one-time dates by default. If the holiday will be observed every year, toggle this on and configure the recurrence pattern below.

    • Delete. If a specific holiday isn't required, click [Remove Date & Time Range] or update it to a date you need.

  3. To add custom holidays, scroll to the bottom of the rule and click [+ Add Custom Date], then configure it as needed.

Review Holiday Dates Yearly

Whether you've set your holidays to repeat every year or not, remember to review the schedule at the beginning of every year to ensure the dates match the company calendar. While most national holidays recur yearly on the same date or day of the week, some holidays will change and your organization may observe different dates.

Assign Schedule to Auto-Attendant

Once a schedule is saved, assign it to one or more auto-attendants. In the auto-attendant builder, add a Schedule route, select the schedule you want to apply at that point in the call flow, then configure the call flow for each route. See Schedule Route for details.

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Modify Schedules

Schedules can be modified at any time, but there are limitations: Once a schedule is assigned to an auto-attendant, rules cannot be added, removed, or rearranged, since those changes would break the auto-attendant's call flow. However, you can modify the Date & Time periods for individual rules.

For example, if your schedule has a custom rule for holidays (or dates in which you are closed), and this year the company is closing early for a party, you can add a new Date & Time period to account for it. Or if the party was on June 16 last year, but it’s planned for July 12 this year, you can update the date.

  1. In the Schedules tab, select an existing schedule to modify.

  2. Expand a rule and make any changes as needed. To collapse the rule again, click the checkmark.png checkmark in the bottom right.

  3. When you’re done, click [Update Schedule] to apply your changes.

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Use Cases & Examples

Schedule 1: Doctor's Office

A doctor's office is open weekdays from 8:30 AM to 5:00 PM and every other Saturday from 10:00 AM to 2:00 PM. They're closed on all federal holidays and work half days every other Friday, New Years Eve, and Christmas Eve.

  • Schedule: Main Hours

    • Weekly Rule: Weekdays

      • Monday–Friday from 8:30 AM to 5:00 PM

    • Custom Rule: Weekly

      • Every 2 weeks on Saturdays from 10:00 AM to 2:00 PM

    • Custom Rule: Holidays

      • US Holidays: Unavailable all day

      • New Years Eve: 8:00 AM to 2:00 PM

      • Day After Thanksgiving: Unavailable all day

      • Christmas Eve: 8:00 AM to 2:00 PM

Schedule 2: Middle School

A middle school's office hours vary depending on the time of year. A separate rule is created for the summer hours, since not all staff will be available.

  • Schedule: Office Hours

    • Custom Rule: School Hours

      Weekly, Monday - Friday from 7:30 AM to 3:30 PM. Starts August 1 and repeats every week until May 25.

    • Custom Rule: Summer Hours

      Weekly, Monday–Friday 8:00 AM to 12:00 PM. Starts May 26 and repeats every week until July 31.

    • Custom Rule: Holidays

      • All school holidays: Unavailable all day