University – Adding Schedule Exceptions For The Holidays

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It’s the holidays and the New Year is upon us. As a small business owner, you are probably taking some well-deserved time off to re-align and prepare for a new year full of growth and discovery. Part of this might include not taking phone calls and that’s where schedule exceptions come in to play.

Adding a schedule exception is quick and simple. I’m going to assume that you already have a schedule and have applied it to your call handling rules. If you do not, you will find my “Creating A Schedule” course helpful.  Once you have created your schedule, the only settings you will need to modify are your schedule settings.

1. To begin, go to “Configure” at the top of your page, and select “Manage Schedules.” Find the existing schedule that you have created and click the “Edit” icon to get into the “Edit Schedule” settings as shown below. To create an exception, first click yes on “Add an exception to this schedule” to bring up the exception dialog box.


2. Enter the dates that you want to set as an exception to your schedule(1 & 2). For this example, we’ll give ourselves the rest of the week off from December 24th to December 27th. After you have your dates selected, press the “Add Exceptions & Set Hours(3)” box. 


3. Next, because you are not planning on taking calls on those dates, leave the sliders in their default position.  This means that on these dates, calls will skip this rule and default to your “All Calls” rule in your call forwarding.  At this stage, many people will send callers directly to voicemail or other “after hours” destinations. Once that is complete, press “Save Changes”


Your schedule exception is now complete! These are also great for adding exceptions for extended lunch breaks, meetings, or unexpected appointments. Feel free to add them as needed.

Happy Holidays from and we’ll see you in the new year!


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