If you would like to route callers by schedules, you must create the schedule and then add it to your Main menu or any of your sub-menus.
- Click AutoAnswer --> scheduler
- Under the 'Add New Schedule' heading, type a Name for your schedule
- Type in a Description for your schedule. Tyically the schedule's Name is less specific than the description, but these two fields can be the same if you wish
- Choose from among the following two types:
- Weekday - schedules where the hours of operation is the same over a period of days. This is the most common scheduling type. Monday - Friday work hours schedules are commonly used on the
PBXtra
platform.
- Calendar - schedules where the hours specified apply only for a specific day or number of days. These schedules are commonly used for Holidays and infrequent events such as a Company Event. A typical Calendar schedule looks like this: December 23 - December 26, 5 pm to 8 am. This schedule would apply from December 23rd at 5 pm (the end of the work day) until December 26th at 8 am (the start of the work day after Christmas). During this period of time, many companies play a Holiday greeting and indicate that the office is closed.
- The next section changes depending on the schedule Type.
- If you choose Weekday, you will choose a Day Range. The schedule will apply during the hours specified in the next box during each day in the range.
- If you choose Calendar, you will choose a Start Time and End Time. The schedule will apply from the hour specified on the first date in the range, and the schedule will end on the hour specified on the last date in the range.
- If you chose Weekday, you will see Time Range per Day. This section is fairly straight-forward. If you want a Monday - Friday 8 am to 5 pm schedule (a typical work week), then you would choose 8 am in the first section and 5 pm in the next.
Example:
| Name | Description | Type | Day / Start Time | Time per Day / End Time |
| Business Hours | Work Days | Weekday | Monday - Friday | 8 am - 5 pm |
| Christmas | Holiday | Calendar | 12/23 @ 5 pm | 12/26 @ 8 am |
Add your schedule to a menu
- Open your Main menu or any sub-menu (AutoAnswer --> edit call menu for Main or AutoAnswer --> submenu for any other menu)
- In the bottom left-hand corner under Add New Step, select the number of the step BEFORE where you wish to insert the schedule
- Select Go to extension/submenu by schedule from the drop-down list of steps
- Click Apply All Changes
- Once the page reloads, your step is added. From the two drop-downs listed, first select the submenu or extension where the call should be routed and then select the schedule that you just created (by name)
- Click Apply All Changes again