Series: Add schedules and configure call routes

For instructions on how to configure a specific recurrence setting for the schedule, click to the appropriate tab.

Click the image to enlarge. One-time event

Use this option to schedule any one-time event that will not repeat anytime in the future. For example, if your business closes for an election day, set up a one-time event for the occurrence.

If you schedule a one-time event, no other configuration is necessary.

Click Create or Create and Add New. The Create and Add New option creates the current schedule group and then presents a fresh page to create another schedule. 

Click the image to enlarge. Daily

Use this option to schedule events that occur every day or every few days. For example, if your business does system maintenance every two days between 10:00 PM and 11:00 PM, you can set up a daily occurrence to occur every two days for the necessary duration.

If the schedule is a daily occurrence, perform the following steps:

  1. To configure the schedule frequency, in the When does this schedule occur? area, in the Every field, select the frequency in which you want the schedule to run. For example, to set a schedule that happens every 10 days, enter 10. The default frequency option is every day, which is one (1).
  2. To configure the schedule end time, in the When does this schedule stop repeating? area set one of the following:
    • To run the schedule indefinitely, leave the default Never setting unchanged.
    • To end the schedule after a specific period, select On and then set the end date and time. To end the schedule automatically at the end of the day, click End of day.  
    • To end the schedule after a specific number of days, select After and then enter the number of occurrences.
  3. Click Create or Create and Add New. The Create and Add New option creates the current schedule group and then presents a fresh page to create another schedule. 
  4. The Occurs area displays the schedule summary.
  5. The Upcoming Occurrences displays the first few scheduled occurrence dates. 

Click the image to enlarge. Weekly

Use this option to schedule events that occur on a weekly basis. For example, if your business operates between 9:00 a.m. and 5:00 p.m. with a Wednesday holiday, set up a schedule to run for the rest of the days for the necessary duration. If the schedule is a weekly occurrence, perform the following steps:

  1. To configure the schedule frequency, in the When does this schedule occur during the week? area set the following:
    1. To configure the days in which the schedule runs, in the Days section, select the days in which you want the schedule to run.
      Note: To customize the first day of the week, click the Week Start option and choose the preferred day.
    2. To configure the frequency of occurrence, set the frequency in the Every field. 
  2. To configure the schedule end time, in the When does this schedule stop repeating? area set one of the following:
    • To run the schedule indefinitely, leave the default Never setting unchanged.
    • To end the schedule after a specific period, select On and then set the end date and time. To end the schedule automatically at the end of the day, click End of day.  
    • To end the schedule after a specific number of days, select After and then enter the number of occurrences.
  3. Click Create or Create and Add New. The Create and Add New option creates the current schedule group and then presents a fresh page to create another schedule. 
  4. The Occurs area displays the schedule summary.
  5. The Upcoming Occurrences displays the first few scheduled occurrence dates. 

    Click the image to enlarge. Monthly

    Use this option to schedule events that occur on a monthly basis. For example, if your business operates between 9:00 AM and 12:00 noon the first Sunday of the month, set up a schedule to occur the first Sunday of the month for the necessary duration.

    If the schedule is a monthly occurrence, perform the following steps:

    1. To configure the schedule frequency, in the When does this schedule occur during the month? area, in the On Day field, set the following:
      • To run the schedule on a specific date or dates of the month, enter the calendar day or days. For example, to run the report on the tenth day of the month, enter 10. 
        Note: If you enter 31, and the month does not have 31 days, the schedule does not run that month.
      • To run the schedule on specific days of the month, select the days in which you want the schedule to run.
      • To run the schedule on a specific day of the week during the month, set the occurrence of the day and the day. For example, set the schedule to run the first day of the month.
    2. To select the frequency in which you want the schedule to run, set the frequency in the Every field. For example, to set a schedule that happens every other month, enter 2.
    3. To configure the schedule end time, in the When does this schedule stop repeating? area set one of the following:
      • To run the schedule indefinitely, leave the default Never setting unchanged.
      • To end the schedule after a specific period, select On and then set the end date and time. To end the schedule automatically at the end of the day, click End of day. 
      • To end the schedule after a specific number of days, select After and then enter the number of occurrences.
    4. Click Create or Create and Add New. The Create and Add New option creates the current schedule group and then presents a fresh page to create another schedule. 
    5. The Occurs area displays the schedule summary.
    6. The Upcoming Occurrences displays the first few scheduled occurrence dates. 

    Click the image to enlarge. Yearly

    Use this option to schedule events that happen once a year. For example, schedules for the Christmas holiday.

    If the schedule is a yearly occurrence, perform the following steps:

    1. To configure the schedule frequency, in the When does this schedule occur during the year? area set the following:
      1. Set the month of occurrence in the On Month field.
      2. Set the days of occurrence of schedule in the month specified in the On Day field. Set the following:
        • To run the schedule on a specific date or dates of the month, enter the calendar day or days. For example, to run the report on the tenth day of the month, enter 10. 
          Note: If you enter 31, and the month does not have 31 days, the schedule does not run that month.
        • To run the schedule on specific days of the month, select the days in which you want the schedule to run.
        • To run the schedule on a specific day of the week during the month, set the occurrence of the day and the day. For example, set the schedule to run the first day of the month.
      3. To select the frequency in which you want the schedule to run, set the frequency in the Every field. For example, to set a schedule that happens every other month, enter 2.
    2. To configure the schedule end time, in the When does this schedule stop repeating? area set one of the following:
      • To run the schedule indefinitely, leave the default Never setting unchanged.
      • To end the schedule after a specific period, select On and then set the end date and time. To end the schedule automatically at the end of the day, click End of day. 
      • To end the schedule after a specific number of days, select After and then enter the number of occurrences.
    3. Click Create or Create and Add New. The Create and Add New option creates the current schedule group and then presents a fresh page to create another schedule. 
    4. The Occurs area displays the schedule summary.
    5. The Upcoming Occurrences displays the first few scheduled occurrence dates. 

    Click the image to enlarge. Custom

    1. To set a custom schedule, enter a recurrence rule such as the following.
      • FREQ=YEARLY;INTERVAL=1;BYMONTH=12;BYMONTHDAY=25;BYDAY=MO,TU,WE,TH,FR;BYSETPOS=1 (December 25 for the specified interval if the date falls on a Monday, Tuesday, Wednesday, Thursday, or Friday, with no yearly end date)
      • FREQ=YEARLY;WKST=SU;BYMONTH=5;INTERVAL=1;BYDAY=MO;BYSETPOS=-1 (the last Monday in May for the specified interval, with no end date)
      • FREQ=WEEKLY;UNTIL=20190101T000000Z;INTERVAL=2;BYDAY=SA (every other Saturday for the specified interval, ending on January 1, 2019 in UTC time)
      • FREQ=WEEKLY;INTERVAL=1;BYDAY=MO,WE,FR (weekly on Mondays, Wednesdays, and Fridays for the specified interval, with no end date)
    2. Click Create or Create and Add New. The Create and Add New option creates the current schedule group and then presents a fresh page to create another schedule. 
    3. The Occurs area displays the schedule summary.
    4. The Upcoming Occurrences displays the first few scheduled occurrence dates. 

    For more information, see Internet Calendaring and Scheduling Core Object Specification (iCalendar) RFC 5545.


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