There are various ways to set up vacation and holiday configurations.
Option #1
- Navigate to the Appointments screen.
- To access the settings, click on the 'Settings' button located in the side panel on the right side of the screen.
- The Appointment Settings screen will be displayed:
- Click on the 'Add' button, which is located on the screen's toolbar, and then select the 'Add Holiday' option.
Note: To edit vacations or holidays click on the Edit Hol. button selecting a line in Holidays and Vacations chart.
- The following screen will be displayed:
- Choose the office:
- To apply the configuration to all office providers, select the 'Check to apply to all providers' option.
- Choose a specific provider if the configuration is intended for that provider.
- Select the configuration type:
- Write the description.
- Please choose the start and end dates for the vacation or holiday period:
- After completing the information, click the "Save" button..
- The information will automatically appear in the Holiday and Vacations section.
Option #2
- Select the 'QuickLinks' text, which is located at the top of the screen.
- Choose the Settings option.
- The following screen will be displayed:
- Click on the Office button, then choose the Appointments option.
- The Appointment Settings screen will be displayed:
- Click on the 'Add' button, which is located on the screen's toolbar, and then select the 'Add Holiday' option.
Note: To edit vacations or holidays click on the Edit Hol. button selecting a line in Holidays and Vacations chart.
- The following screen will be displayed:
- Choose the office:
- To apply the configuration to all office providers, select the 'Check to apply to all providers' option.
- Choose a specific provider if the configuration is intended for that provider.
- Select the configuration type:
- Write the description.
- Please choose the start and end dates for the vacation or holiday period:
- After completing the information, click the "Save" button..
- The information will automatically appear in the Holiday and Vacations section.
Option #3
- Select the Settings button from the main menu.
- The following screen will be displayed:
- Click on the Office button, then choose the Appointments option.
- The Appointment Settings screen will be displayed:
- Click on the 'Add' button, which is located on the screen's toolbar, and then select the 'Add Holiday' option.
Note: To edit vacations or holidays click on the Edit Hol. button selecting a line in Holidays and Vacations chart.
- The following screen will be displayed:
- Choose the office:
- To apply the configuration to all office providers, select the 'Check to apply to all providers' option.
- Choose a specific provider if the configuration is intended for that provider.
- Select the configuration type:
- Write the description.
- Please choose the start and end dates for the vacation or holiday period:
- After completing the information, click the "Save" button..
- The information will automatically appear in the Holiday and Vacations section.
Recommended Article:
- Learn More About: Appointments / Holidays and Vacations Settings