1. Feature Overview
The Holiday Calendar feature allows you to set up your organization’s holiday schedule in LeadSquared Sales Cloud and Service Cloud. You can apply holiday calendars to different Teams and Service Groups across regions and enable auto check-in for users based on the holiday schedule.
Note: By default, you can add only up to 50 holidays in a calendar. But if required, we can increase this number to 100 holidays. To enable this enhancement on your account, contact your account manager, or write to support@leadsquared.com.
2. Prerequisites
- You must be the Admin of your LeadSquared Sales Cloud and/or Service Cloud accounts.
- You must create Teams and/or Service Groups in your account.
3. Create a Holiday Calendar
- Navigate to My Account>Settings>Users and Permissions>Holiday Calendar and click Create.
- Set your holiday calendar configurations –
- In the Calendar Details tab, enter the Name, Calendar Year and Description (optional).
- Click the Holiday List tab and enter the holiday names and dates. Click the Add button if you wish to add more holidays.
- Click Save.
- Once created, you can Edit or Delete your template by clicking the Settings
icon.
Note: You can assign only the current year’s calendar to a Team or Group. For example, in 2025, only a calendar with dates from 2025 can be assigned.
4. Assign a Holiday Calendar to a Sales Team
- Navigate to My Profile>Settings>Users and Permissions>Teams.
- Alongside the team you want to assign the Holiday Calendar to, click
. - Click Apply Holiday Calendar.
- In the drop-down under the Holiday Calendar column of the pop-up window, select the calendar you want to assign the team. If the team you’re applying a calendar to has a parent team, you can select the Inherit from Team option and inherit the calendar assigned to the parent team.
- Click Save.
Note: The following GIF assumes you’re using the new Teams V2 UI, which makes it easier to assign features (dashboards, workday templates, smart views, etc.,) to teams. You can enable it from Profile>Organziation Settings>Advanced Configuration, search for ‘Teams’ and enable Switch to teams UI V2.
5. Assign a Holiday Calendar to a Service Group
- Navigate to My Profile>Settings>Service Cloud.
- Under User Management, click Service Groups.
- Alongside an existing group, click
, and then click Edit.- To create a new group, refer to Service Groups.
- Under Basic Details, from the Select holiday calendar dropdown, choose a relevant calendar.
- Once you’re done, click Next, and then click Save. The selected calendar is now actively applied to this group.
Any Questions?
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