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Overview

Calendar and Scheduling is where you define when your practice is open and tell the phone system where to send calls at different times. There are two tabs that work together: Go to Calendar and Scheduling in the left menu to open the page.
Calendar and Scheduling requires Manager access or above. If you do not see this page in the menu, ask your administrator to check your role permissions.

Time Groups

A Time Group defines when your practice is open on a weekly recurring basis. You can have multiple rules inside a single time group, for example shorter Saturday hours alongside your standard weekday hours.
Time Groups tab showing a time group being edited with two weekly rules

How to create a Time Group

  1. Click the Time Groups tab
  2. Click New
  3. Enter a Description. This becomes the name shown in the list (for example, Business Hours - Weekdays Only)
  4. Under Weekly Hours, click Add Rule
  5. Click the day badges to select which days this rule applies to. Selected days turn green
  6. Set the Start Time and End Time
  7. If you need different hours on a different day (for example, shorter Saturday hours), click Add Rule again and set up a second rule
  8. Click Save

How to edit a Time Group

  1. Click the time group name in the list on the left
  2. Update the description, days, or times
  3. Click Save

How to add or remove a rule

Each time group can have multiple rules. For example, one rule for Monday to Friday and a separate rule for Saturday.
  • To add a rule, click Add Rule inside the edit form
  • To remove a rule, click the red Remove button on that rule

How to delete a Time Group

  1. Click the time group name in the list
  2. Click Delete and confirm
Deleting a Time Group that is used by a Time Condition will break that condition’s routing. Update or delete the Time Condition first.

Time Conditions

A Time Condition is the routing rule that connects your Time Group to your call flow. It checks whether the current time matches the schedule, then sends calls to one destination if it matches, or a different destination if it does not.
Time Conditions tab showing a single condition routing calls based on Business Hours
The table shows each condition with:

How to create a Time Condition

  1. Click the Time Conditions tab
  2. Click New Time Condition
  3. Enter a Name for this rule (for example, Default Business Hours)
  4. Select the Time Group to use
  5. Set the Match Destination, where calls go during your open hours (for example, Reception or a queue)
  6. Set the No Match Destination, where calls go outside your open hours (for example, an after-hours announcement)
  7. Click Save

How to edit a Time Condition

Click the pencil icon on the right side of the condition row, make your changes, then click Save.

How to delete a Time Condition

Click the bin icon on the right side of the row and confirm. The routing rule is removed immediately.
Deleting a Time Condition affects live call routing straight away. Make sure you have an alternative rule in place before deleting.

Frequently asked questions

What is the difference between a Time Group and a Time Condition? The Time Group defines your schedule (which days and hours you are open). The Time Condition is the rule that routes calls based on that schedule. You need both for automatic call routing to work. Can I have more than one Time Condition? Yes. You might have one for your main business hours and another for a department with different hours. Each condition routes calls independently. My calls are routing at the wrong time. What should I check? Check the Time Condition is pointing to the correct Time Group, then open the Time Group and confirm the days and times are set correctly. If everything looks right, contact the Pear support team via the Support link in the left menu. Can I update my own business hours? Yes. Open the Time Group, update the times, and click Save. The change takes effect immediately.

Holiday Mode

Holiday Mode is being rolled out to phone systems now. If the Holiday Mode tab tells you it is not set up on your system yet, contact Pear and we will add it along with the recording callers hear.
Time Groups cover the hours you keep every week. Holiday Mode covers the days you do not: a public holiday, a Saturday you are closed for once, or the shutdown between Christmas and New Year. A closure sits above the modes on the Inbound Call Routing page, so it takes the call whatever else is set. See What Happens When Someone Calls for the full order. Open the Holiday Mode tab and click Schedule a closure. You give it a name, when the phones close, and when they reopen. Everything in between is covered, including the nights and weekends inside it. Set it up as far ahead as you like. Nothing changes until the closing time arrives, and you do not need to be at a computer for it to happen. It runs on your phone system, so it still works if your internet is down.

What callers hear

During a closure, callers hear your Holiday Mode recording instead of your normal after-hours message. Because the closure covers whole days rather than just evenings, the recording is worth wording so it still makes sense at any hour, for example “we are closed until Monday the 5th at 9am”. Pick the recording under Message callers hear while you are scheduling. The list is your System Recordings, so record the message on the System Recordings page first and it will be waiting here.
The message belongs to the call flow rather than to the closure, so changing it changes what every closure on that line plays, including one that is already running.

What it switches off

If someone left Override Mode or Main Number Divert on before they went home, the closure switches those off when it starts. Without that, a divert left running would send holiday calls to somebody’s mobile all day. They stay off when the closure ends. Normal routing resumes, and anyone who still wants a divert can set it again.

Closing some lines but not others

If your practice has more than one number on separate call flows, you choose which ones a closure covers. All of them start selected, since a closure normally means the whole practice. A line that has no Holiday Mode set up on the phone system is listed as unavailable and cannot be selected. Contact Pear and we will add it. Some numbers ring an extension or a queue directly instead of going through a call flow. A closure cannot reach those, so the page lists them for you. If one of them needs to close for holidays as well, contact Pear and we will move it onto a call flow.

Changing a closure

Click Edit on any closure to change it. Dates, times, name and which lines it covers can all be changed right up until it starts. Once a closure is running, only the reopening time can be changed, so you can extend a shutdown that is going longer than planned. To start it earlier or cover different lines at that point, end it and schedule a new one.

Ending a closure early

Open the Holiday Mode tab and click End now on a running closure, or Cancel on one that has not started. Ending early brings the phones straight back to normal.
While a closure is running, the Inbound Call Routing page shows a banner saying so. That is deliberate: a closure sits above the modes on that page, so callers hear the closure message whichever mode is selected there.

Frequently asked questions

Can I schedule more than one closure? Yes. Book the whole year of public holidays if you like. They cannot overlap on the same line though, and the portal tells you which existing closure is in the way as you pick the dates. Bear in mind they all play the same recording, since there is one Holiday Mode message per line. If two closures need to say different things, re-record the message between them. What if I schedule a closure and then need to work that day after all? Cancel it, or end it early if it has already started. Neither affects any other closure. Does it handle the end of the year? Yes. A closure from 24 December to 2 January is one entry and works exactly like any other.