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Setting up your calendar

Define a business opening period

  • From setup > dropdowns, enter calendar and click on calendars.

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  • Click on add
  • Name your calendar,
  • In the time ranges tab, select the 1st day of opening and the start and end times of the day. If you need to create a lunch break, you will need to create 2 entries per day (e.g. Monday 9am-12pm then Monday 2pm-7pm).
  • Click on add for each entry you make

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Different days and times for each entity

You can create several opening times on different entities. For example :

  • Entity A: Monday to Friday, 9am to 7pm
  • Entity B: Monday to Saturday from 8am to 6pm

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Create a closing date/period

  • From setup > dropdowns, enter closing and click on closing periods.

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  • Click on add,
  • enter a name,
  • a start date,
  • an end date,
  • and a recurrence.

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Recurrence information

If you add a recurring period, for example from Monday 7 August 2023 to Sunday 20 August 2023. The recurrence will apply to the same dates the following year, i.e. from Wednesday 7 August 2024 to Tuesday 20 August 2024. Please check that your information is consistent before validating a recurrence.

Defining a closing date/period for an entity

Requirements within a company are not always the same. For example, in entity A, closing days may differ from entity B. You can therefore set up different closing days and separate holidays.

If this is your case, make sure you create opening days and times in the correct entities (you can always skip the transfer list if you make a mistake).

  • From setup > dropdowns, enter calendar and click on calendars

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  • click on the calendar that is to receive a different day/period of holidays, click on closing periods,
  • in the closing periods tab, select the period created earlier,
  • click on add

Delete a holiday date/period

  • From setup > dropdowns, enter closing and click on closing periods.
  • Click on the period you wish to delete,
  • click delete permanently.

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If you have several to delete, you can skip the select-entries, actions then delete permanently.

Caution

This will permanently delete the entry for ALL entities

For more options

You can also download the Holiday plugin to enter mass holidays or specific to certain countries or regions.


Last update: 01/12/2023