Edit

Share via

Set when your business is closed

Prevent the scheduling of resources on holidays and other nonwork days by defining business closures in Customer Service. You can set both the days and times that your organization is closed.

Schedule a new business closure

Make sure that you have the required security role or equivalent permissions.

Learn more in Manage security roles in service scheduling.

You can schedule a business closure in the Copilot Service admin center.

  1. In the site map, select Service Scheduling in Operations. The Service Scheduling page appears.

  2. In the Business closure section, select Manage.

  3. On the command bar, select New to schedule a new business closure.

    You can also select New from the business closure grid to create a new business closure record. A Schedule a Business Closure dialog appears.

  4. In the Schedule a Business Closure dialog, specify the following information:

    • For Name, type a name that describes the purpose of the closure.

      The first 12 characters of the name appear on each day of the closure on the calendar view of the affected resource's Work Hours.

    • If the closure is an all-day event, leave All Day Event set to Yes. The application automatically enters the duration of one day.

    • If the closure isn't an all-day event, select No for All Day Event. In Start and End, select the start and end dates and times for the closure.

    • If you want to enter duration instead of an end time, select the Start, and then select the length of the closure in Duration. The application automatically calculates the end time for you.

  5. To save this business closure, select OK.

Set work hours for the resources
Set up a holiday schedule
Create a customer service schedule and define the work hours