Public holiday groups help you accurately manage your team's availability by letting you create and configure your company's public holidays for a year.

Once you've set up a holiday group, you can assign it to your users, which automatically blocks out those dates in their diaries using normal events. This prevents jobs from being scheduled on public holidays and ensures your diary scheduling is always accurate.

What plan are Public holiday templates available on?

Plan Name	Client Region	Plan Includes Public holiday templates
Legacy Plans	All	No
Go Paperless	UK	Yes
Customer Journey	UK	Yes
Automation	UK	Yes
-------------------	--------------	-------------------------------------
All-in-one	US	Yes
Customer Journey	US	Yes
Field Automation	US	Yes

How to access the Public holiday templates setting

➡️ Go to your Profile icon → Choose Settings → Locate Schedule and dispatch in the Categories menu → Click View next to Public holiday templates

How to set up a new public holiday template

This is a two-part process. First, you create the group with a name and year. Second, you configure the specific dates for that group.

Step 1: Add the new template

From the 'Add public holiday name' section, enter a descriptive name for the template.
Enter the year this group applies to, using YYYY format.
- This restricts date selection to the chosen year when you configure the dates.
Click Add public holiday name.
The new group will now appear in the 'Existing public holiday groups' table on the right.

Step 2: Configure the holiday dates

Find your new template in the 'Existing public holiday groups' table on the right.
Click Configure next to the template name.
On the next page, use the date picker under 'Add public holiday date' to select a holiday date.
Click Add public holiday date. The date will appear in the table on the right.
Repeat steps 3 and 4 for all holidays you need to add to the template.

What's next?

Now that your group is created, your next step is to assign it to your users. This is managed from their individual user profiles.

Once the public holiday template is assigned to the user, all normal events for the selected dates will be created.

Managing your public holiday templates

You can edit the name, change the configured dates, or delete existing groups from the 'Existing public holiday groups' table on the right.

How to edit a public holiday template

You can edit a template's name or the dates it contains at any time.

How to edit the template name

Find the template you wish to edit in the 'Existing public holiday groups' table.
Click Edit in the row for that template.
In the pop-up window, enter the new name.
Click Save.

How to edit the date configuration

Find the template in the 'Existing public holiday groups' table.
Click Configure next to the template name.
To remove a date, click the delete button next to the date in the 'Existing public holiday dates' table.
To add a new date, use the date picker on the left.

You cannot edit a date once it has been added. If you make a mistake, you must delete the individual date and add the correct one.
If the template was already assigned to a user, deleting a single date will not remove the event from their diary. The event must be deleted manually from each user's schedule.

How to delete a public holiday template

You can delete the entire template if it was created in error or is no longer needed.

Find the template in the 'Existing public holiday groups' table.
Click Delete.
A confirmation prompt will appear. Type 'delete' and click Confirm.

Deleting the entire template will also remove all associated holiday events from the diaries/schedules of any users it was assigned to.

Common questions

💭 Can I set up holidays for future years?

Yes, you can create public holiday templates several years in advance to streamline future scheduling and planning.

💭 What will an engineer see on their diary?

The dates configured in the assigned holiday template will appear as a normal event with the name ‘Holidays:’ and the name you assigned to the template.

Click here to see an example holiday event

Example use cases

💡 Annual Bank Holidays (UK)

Create a new template each year, named "Bank Holidays 2025," and add all relevant dates. You can then assign this template to all your UK-based staff to block out their diaries automatically for the year.

💡 Region-Specific Holidays

If you have teams in different countries or regions with different holidays (e.g., England and Scotland), create separate templates for each. For example, create "Scottish Bank Holidays 2025" and assign it only to your Scotland-based engineers.

💡 Federal and State Holidays (US)

If your business operates in multiple states, create separate templates for federal and state-specific holidays. For example, create a "Federal Holidays 2025" template for all US employees, and a "Massachusetts Holidays 2025" template for staff in that state to account for Patriots' Day, ensuring schedule accuracy across different locations.

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