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How do I change the settings on a schedule?

Update the settings on a schedule as needed.
Important: Please excuse our mess while we improve your admin experience! We are in the process of migrating all accounts to the new GoTo Admin. Choose your current admin experience for the applicable steps on this topic.

GoTo Admin

If you're an admin who signs in at https://admin.goto.com, these steps are for you.

Change schedule settings

Before you begin: You must be assigned an Admin or Super admin role to perform this task.
  1. Sign in to GoTo Admin.
  2. From Phone system > Schedules, select the schedule that needs changes made.
    Tip: While on any tab in a schedule's profile, you can select Three Dots Icon in the top-right to make changes to the overview page or delete the schedule. Use the breadcrumb on the top-left to go back to the main list or use the arrows to navigate each schedule's detail page.
  3. From the Overview tab, change the following:
    • Details: Select Edit details to make changes to the name or time zone.
    • Associated Resources: View what part of the admin console references this schedule. Navigate to that resource directly to make changes.
  4. From the Schedule tab, select Edit Schedule and then select the days and times you want to be open.
    Note: If you need to temporarily remain completely open or completely closed, you can use the Override feature rather than changing your actual schedule.
  5. From the Holidays tab, select + Add holiday and then complete the form. Repeat for every holiday, every year.

PBX Administration (classic)

If you're an admin who signs in at https://my.jive.com/pbx, these steps are for you.

Schedule settings

Below is a list of all the schedule settings and their descriptions.
General
Setting Description
Name The name used to identify the schedule in the admin portal.
Time Zone Designates the time zone for the schedule.
Schedule
Setting Description
Override — Optional Opens or closes the schedule 24/7.
Holidays
Description
Adds dates where the schedule is on holiday.
Note: Holidays do not automatically recur year after year (e.g., you must add Christmas each year).
Usage
Description
Lists all dial plans using the schedule.

Use a schedule in a dial plan

Before you begin:
Automatically direct your callers based on a pre-set schedule for open and closed hours as well as holidays.
Note: There is a new version of this visual dial plan editor in GoTo Admin with many new and improved features! Even if your account uses PBX Administration (classic) you can still use the new and improved dial plan editor by signing in with your admin credentials at https://admin.goto.com and selecting Phone system > Dial plans.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Dial Plans in the left navigation menu and then choose the dial plan you want to edit.

    Result: The dial plan editor will launch in a separate window.

  3. Drag and drop the Schedule node in the library to the desired spot on the workspace.
  4. Drag and drop Target Icon of the previous node to the left side of the Schedule node, connecting the nodes to prevent dropped calls.
  5. Complete the following setting(s):
    Setting Description
    Choose… Select the schedule that will be used.
    When open When the schedule is “open”, the caller is routed to the “open call flow”.
    When closed When the schedule is “closed”, the caller is routed to the “closed call flow”.
    When on Holiday When the schedule is “on holiday”, the caller is routed to the “holiday call flow”.
  6. Continue to build the call flow.
  7. Select Save.

Add a holiday in a dial plan

Before you begin: You must be assigned an Admin or Super admin role to perform this task.

Optional: Record or upload a holiday sound clip to add to your holiday schedule call routing.

Watch Video Icon

Add a holiday (date and time range) to a schedule and automatically let your callers know you are closed.
  1. Sign in to PBX Administration (classic) at https://my.jive.com/pbx.
  2. Select Schedules in the left sidebar and then choose the schedule that requires changes or create a new schedule.
  3. From the Holidays tab, select Add Holiday and then enter a Name, Start Date, and End Date for the holiday.
    Note: Holidays do not automatically recur year after year (e.g., you must add Christmas each year.
  4. Optional: Uncheck All Day and then enter a Start Time and End Time for the holiday.
  5. Select Checkmark Icon to save.
  6. Select Dial Plans in the left sidebar and then choose the dial plan that uses the schedule you just changed.
  7. Find the Schedule node in your dial plan and choose your desired holiday from the drop-down menu.
  8. Optional: Add your previously recorded or uploaded holiday sound clip by adding the Play Sound Clip node to your Schedule node's path for When on Holiday.
  9. Verify all paths of the Schedule utility node for When Open, When Closed, and When on Holiday.
  10. Select Save.
What to do next: Ensure your users know how to turn on call forwarding a record a holiday voicemail message.
Article last updated: 12 May, 2023