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Configuring Holidays

Holidays are exceptions that apply to all users' availability for a specific date. Holidays allow you to block-out specific dates when no appointments are available - typically when the institution is closed. Dates marked as Holidays will override any other configuration - and render that Date unavailable for any student who attempts to schedule an appointment. Holidays are set up by your CRM Administrator.

  1. Navigate to the Holidays tab.
  2. Select New.
  3. Specify a Name for the holiday.
  4. Select the Date for a holiday.
  5. Save.

If you don't see a Holidays tab, you can create one using these steps:

  1. Navigate to Setup and search for Tabs.
  2. In the Custom Object Tabs section, click New.
  3. Set Object = Holiday and Tab Style = Choose any
  4. Click Next.
  5. Select Apply one tab visibility to all profiles and select Default On.
  6. Click Next.
  7. Select any applications where you wish the tab to appear.
  8. Select Yes to Append tab to users existing personal customizations.
  9. Save.

 

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