CX Create has the ability to create and assign custom schedules to any CommFlow.

Part of configuring a CommFlow is deciding whether or not it will utilize the dynamic date feature. If so, it will see every Monday-Friday as business days unless a custom calendar is attached.
If you reference shipping times of 1-3 days and you make a sale on Christmas Eve, CX Create needs to know to take the holidays into consideration. Or, perhaps you are selling items from a warehouse that doesn't ship on Mondays. Schedules help in these situations, preventing the need for agents to count days on a calendar, and reducing human error.
*Schedules are also a necessary component of Split Node testing, which is covered in a separate article.

This article covers:

1. Getting Started
2. Creating a Schedule
3. Assigning the Schedule to the CommFlow

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It's good practice to make schedules ahead of time. Because they are created independently from the Scripts and CommFlows, they can be made, stored, and then associated with a CommFlow as needed. 

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1. Getting Started

If you are at this point, you probably already have an idea of what type of schedule you want to create. A few things about Schedules to keep in mind:

• they can be modified at any time
• they can not be cloned or copied
• multiple schedules can be assigned to a CommFlow for dynamic date usage
• they can be configured weekly, monthly, or by a set of specific dates

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2. Creating a Schedule

• Click Schedules in the left-hand navigation bar
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• Click +New schedule in the top left
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• On the New Schedule page:
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  • Name: Label for the schedule
  • Description: (optional) 
  • Type:
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    • weekly: Displays all the days of the week (Sun-Sat).
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      To add a time slot, click in the gray area on the desired day, then drag the edge of the time slot left/right to lengthen or shorten it. The start and end times will adjust as you move. A 24-hour clock is used.
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      To delete a scheduled time slot, right click on it and choose delete.
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    • monthly: Displays a timeline that allows you to select a date or range of dates which would be repeated every month.
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      This type of schedule goes by date only (1st, 2nd, 3rd, etc). A monthly schedule does not allow you to set a complex schedule such as "First and third Thursday of every month" since those days will fall on different dates from month to month.
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      To add a date, click in the gray area. Click and drag to adjust to the desired date or click and drag the edge of the date to create a range of dates.
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      To delete a scheduled date range, right click on it and choose delete.
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      If you are unable to see date\time ranges past a certain point, maximize your screen!
      
      
    • dates: Lets you set a range of dates that are not repeated.
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      By default, the Start date will be today's date and the End date will be tomorrow's date. Both times will display as 00:00.
      To change the start/end date, click on the date, then, navigate to the desired date on the calendar and click to select it.
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      To change the start/end time, click the hours/minutes and select from the dropdown (24 hour clock format)
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      To block a full day(s), it is advised that the start time is set to 00:00 and the end time set to 23:59
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      *The above entry blocks out 2 full days, starting at midnight on the 23rd, and ending 48 hours later, at 11:59pm on the 24th.
      
      To add a separate date or date range entry, click the + button 
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    • When all of the desired dates have been added, click Create
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      Click OK to close the pop-up and return to the Schedule list. The schedule you just created is now available to be used.

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3. Assigning the Schedule to the CommFlow

Now that the schedule has been created, it can be associated with one or more CommFlows.

• Click CommFlows in the left-hand navigation bar
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• Find the CommFlow you wish to attach the schedule to, and click to open it 
• Click the Edit button in the top right
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• Click the Dynamic date holiday scheduling text box
• Begin typing the name of the schedule you want to use, or navigate through the list using the Prev/Next buttons
• Click to add the schedule(s)
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  *To remove a schedule, click the x to clear it
• Click Update to save and close the CommFlow settings