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Manage Business Hours

Company and team managers can create and manage holidays or events to inform customers when their portal will be closed.

Note: You can also access the Manage Business Hours option when you modify settings for a portal.

Topics in this article:

Add business hours

Edit business hours

Delete business hours

Add a new holiday or event

Edit a holiday/event

Delete a holiday/event

Add business hours

  1. Click Portals from the menu on the left navigation.
  2. Select Business Hours from the menu on the left navigation, or click Manage Business Hours... on the Manage Portals page.

  1. On the Business Hours page, click New Business Hours Set.

  1. Fill in the following fields:
    • Name – Create a title for this business hours setting.

    • Open from and To hours for the following:
      • Mon-Fri – Choose from Open all day, Closed all day, or specify a time.

      • Sat – Choose from Open all day, Closed all day, or specify a time.

      • Sun – Choose from Open all day, Closed all day, or specify a time.

    • Time Zone – Select your desired time zone for the business hours setting.

    • Closed Message – Messaging displayed to customers when they visit the portal during closed hours. You can customize the text displayed in this message, otherwise a default message, "Hours of operation are (schedule set in Open from and To section)" will be displayed if no custom text is entered.

      Note: Customizing the text of the Closed Message will not display the Open from and To hours. To display the business hours in the Closed Message, include them in the customized Closed Message field.

    • Assigned to – Select the portals for which you would like these business hours settings applied.

  2. Click Save Settings.

Edit business hours

  1. Click Portals from the menu on the left navigation.
  2. Select Business Hours from the menu on the left navigation, or click Manage Business Hours... on the Manage Portals page.
  3. Click the name of your business hours setting.

  1. Make your desired changes.
  2. Click Save Settings.

Delete business hours

  1. Click Portals from the menu on the left navigation.
  2. Select Business Hours from the menu on the left navigation, or click Manage Business Hours... on the Manage Portals page.
  3. Check the box next to the name of your desired business hours set.
  4. Click Delete Selected Item.

  1. When prompted with the message, "Do you really want to delete this item?" click OK.

Add a new holiday or event

  1. Click Portals from the menu on the left navigation.
  2. Select Business Hours from the menu on the left navigation, or click Manage Business Hours... on the Manage Portals page.
  3. Click New Holiday/Event on the Business Hours page.

  1. Fill in the following fields:
    • Name – Create a title for this new holiday/event setting.

    • Duration – Select the amount of time the portal will be closed for the new holiday/event, as follows:
      • Single Day – The portal will be closed for 1 day.
        • Fill in the Start date.

        • If the portal will be closed all day, check the box next to Closed all day.

        • If the portal will only be closed for specific hours, uncheck the box next to Closed all day and fill in the times for the Closed from and To fields.

      • Multiple Days – The portal will be closed for more than 1 day.
        • Fill in the Start date.

        • If the portal will be closed all day, check the box next to Closed all day.

        • If the portal will only be closed for specific hours, uncheck the box next to Closed all day and fill in the times for the Closed from field.

        • Fill in the End date.

        • If the portal will be closed all day, check the box next to Closed all day.

        • If the portal will only be closed for specific hours, uncheck the box next to Closed all day and fill in the time for the Closed to field.

      • Time Zone – Select your desired time zone for the business hours setting.

      • Holiday/Event Message – Messaging displayed to customers when they visit the portal during closed holiday/event hours. You can customize the text displayed in this message, otherwise a default message, "We will be closed at these times: (schedule set in Start date and End date section)" will be displayed if no custom text is entered.

        Note: Customizing the text of the Closed Message will not display the Open from and To hours. To display the business hours in the Closed Message, include them in the customized Closed Message field.

      • Assigned to – Select the portals for which you would like these holiday/event hours settings applied.
        
  2. Click Save Settings.

Edit a holiday/event

  1. Click Portals from the menu on the left navigation.
  2. Select Business Hours from the menu on the left navigation, or click Manage Business Hours... on the Manage Portals page.
  3. Click the name of your holiday/event set.

  1. Make your desired changes
  2. Click Save Settings.

Delete a holiday/event

  1. Click Portals from the menu on the left navigation.
  2. Select Business Hours from the menu on the left navigation, or click Manage Business Hours... on the Manage Portals page.
  3. Check the box next to the name of your holiday/event set.
  4. Click Delete Selected Item.

  1. When prompted with the message, "Do you really want to delete this item?" click OK.

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