Manage Holidays & Routing Rules
    • 19 Nov 2024
    • 3 Minutes to read
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    Manage Holidays & Routing Rules

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    Article summary

    Configure holiday hours in Dialpad to route calls for Main Line, Department, or Contact Center, with the ability to override regular routing on designated dates. View, create, edit, or remove office holidays in Dialpad Admin Settings. Set holiday hours and routing rules for Main Line, Department, or Contact Center. Simplify holiday management by applying settings to multiple shared lines at once. Customize open hours, agent routing options, and other settings for holidays. Timezone of holidays is based on the office timezone. Default office holidays can be deleted after setting at least one custom holiday. Bulk holiday functionality for multiple offices is not currently available.

    Configure holiday hours to route calls for a Main Line, Department, or Contact Center. Routing for holiday hours overrides business hours during the designated date(s). You can select holiday dates from default options in select countries, or create your own holiday dates with specific business hours and routing rules.

    Let's take a look at holiday hours in Dialpad.

    Who can use this feature
    Holiday creation and management is available to all Dialpad Sell, and Dialpad Support users.
    If you're a Dialpad Connect user, you must be on a Pro and Enterprise plan.

    View office holidays

    To view your current office holidays, head to your Dialpad Admin Settings.

    1. Navigate to Office 
    2. Select Office Settings 
    3. Navigate to Office Holidays

    Here, you'll see a list of your office's holidays. We also include the usual ones for the US, Canada, France, Great Britain, Germany, and Australia. 

    Shared lines will set hours and routing based on these holiday dates.

    Note

    The holiday dates in this list do not affect the holiday hours or routing for a Main Line, Department, or Contact Center.

    Create an office holiday

    To create a new office holiday, head to your Dialpad Admin Settings.

    1. Navigate to Office 
    2. Select Office Settings 
    3. Navigate to Office Holidays
    4. Select Create New Holiday 
    5. Enter the name of your holiday
    6. Select the date 
    7. Choose how often the holiday repeats
    8. Select Confirm New Holiday

    Your holiday will appear in the list of office holidays.

    Tip

    You can also add holidays from the Company level  (instead of at the Office level) — the steps are the same; you'll just need to select My Company in your Admin Settings.

    Remove or edit holidays

    Office and Shared Line holidays can be removed or edited at any time. 

    Let's look at each. 

    Remove or edit an office holiday

    To remove or edit an office holiday, head to your Dialpad Admin Settings.  

    1. Navigate to Office 
    2. Select Office Settings 
    3. Navigate to Office Holidays
    4. Find desired holiday
    5. Select Options 
    6. Select Edit Details or Delete Holiday
    7. Make your changes, or confirm deletion

    Remove or edit a shared line holiday

    To remove or edit a shared line (Department or Contact Center) holiday, head to your Dialpad Admin Settings.

    1. Select Ai Contact Centers or Departments
    2. Select the desired Contact Center or Department 
    3. Select Business Hours & Call Routing 
    4. Navigate to Holiday Hours
    5. Select Options 
    6. Select Edit or Remove
    7. Make your changes, or confirm deletion

    Set holiday hours & routing rules

    Once you've created your holidays, its time to set holiday hours routing rules.

    To set holiday routing rules, head to your Dialpad Admin Settings.

    1. Choose the desired Main Line, Department, or Contact Center 
    2. Select Business Hours & Call Routing 
    3. Navigate to Holiday Hours
    4. Select Add Holiday
    5. Choose an existing holiday, or create your own
    6. Determine the open and closed hours for the holiday
    7. Select the open and closed routing options

    Bulk holiday management

    Does your company have multiple Departments or Contact Centers? Simplify holiday management by applying holiday settings to multiple shared lines at once.

    To create a holiday and apply it to multiple shared lines, head to your Dialpad Admin Settings.

    1. Select your Global Contact Center Settings(or Global Department Settings)
      1. Depending on your permissions, you might need to ask your admin to enable the 'Assign Contact Center/Department Settings' permission.
    2. Navigate to Contact Centers/Department Holidays 
    3. Select Add Holiday
    4. Name the holiday
    5. Select the date 
    6. Choose how often the holiday repeats
    7. Choose if your Contact Center/Department will be open or closed for this holiday
    8. Determine the holiday hours and routing rules
      1. If your Business Hours are Closed, the Closed routing rules will automatically apply.
    9. Select which Contact Centers/Departments you want this holiday to apply to
    10. Select Create


    To manage existing holidays, go to your Global Contact Center/Department Settings and hover over a holiday to access the management tools. 

    Here, you can edit, clone, or delete and existing holiday. Select the number in the Contact Centers/Departments column to see which shared lines have this holiday applied. 

    Notes
    If an individual Contact Center or Department already has the selected Office level holiday applied, the bulk holiday will override the individual holiday settings.
    If a holiday was created in bulk, you'll see a 'Created by template' label beside the holiday within your Contact Center and/or Department.

    Frequently asked questions 

    Can I customize a holiday?

    You can customize a single block of open hours (or an all-day closure), agent routing options, and other routing options, including direct-to-voicemail, a welcome greeting, and a voicemail greeting.

    If a bulk (templated) holiday was edited on the individual Contact Center or Department level, Supervisors and Admins can see what details were edited from the Holiday Hours section of their Global Contact Center/Department Settings. 

    What can't I customize?

    You cannot specify ring duration, hold queue settings, and split business hours for more than a single block of open hours.

    How is the timezone of the holiday determined?

    Holidays use the timezone of the office.

    Can I delete all the default office holidays?

    Absolutely! But before you can delete all default holidays in your office, please make sure that you have set at least one office holiday (otherwise they will all reset). 

    Be aware this does not apply to company holidays.

    Can I apply a holiday to multiple offices at once?

    Not right now, but stay tuned as we add more bulk holiday functionality. 




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