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Set-Up Time of Day Routing

S
Written by Support
Updated over 2 months ago

Scope:

The following steps will show you how to set up Time of Day Routing (TOD) on a phone number (DID). It is best practice to have calls hit Time of Day Routing before flowing to Ring Groups, Call Queues or Auto Attendants. This allows for centralized management and easy call forwarding.

Requirements:

  • Access to Manager Portal as Office Manager role or higher

Setting Up TOD on a DID

  1. Using any web browser log in to the Manager Portal.

  2. From the top navigation menu click on Inventory.

  3. Click on the DID you wish to set up TOD routing on.

  4. Set Enable Time Frames to Yes.

  5. Set Timezone to the company's default timezone.


Configure Routing - Business Hours

  1. On the dropdown for Select time frame for new rule, click on Business Hours.

  2. Click the green + to add the rule.

  3. Set the Treatment and Destination to the appropriate place.

  4. Using the arrows at the left drag the Holidays rule to the top of the list.

  5. Click Save.


Configure Routing - Holidays

  1. From the Inventory list, click on the TOD routed DID.

  2. On the dropdown for Select time frame for new rule, click on Holiday.

  3. Click the green + to add the rule.

  4. Set the Treatment and Destination to the appropriate place.

  5. Using the arrows at the left drag the Holidays rule to the top of the list.

  6. Click Save.


Configure Routing - After Hours

  1. From the Inventory list, click on the TOD routed DID

  2. Set the Treatment and Destination to the appropriate place

  3. Click Save


Route Other DIDs to the same TOD Route

  1. Using the top navigation click on Inventory.

  2. Click on the DID you wish to modify or select multiple DIDs and Click Bulk Edit.

  3. Under Treatment select User.

  4. Under User type the 11 Digit DID you set up TOD routing for
    NOTE: The user MUST be 11 digits or any changes to the original TOD routing will not update across all DIDs.

  5. Click Save.

  6. DIDs routed in this way will reflect the TOD routing user in Treatment and Destination, but will also show TOD routing when clicked on individually.

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