Setting Up Your Firm's Holiday Planner

You can use the holiday planner to select which day your firm begins the workweek, which days are company holidays, and which days are important dates for your firm.

To set up your firm's holiday planner, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
  2. Click Practice > Holiday Planner on the navigation panel.
  3. Set up your holiday planner in the main window. ClosedExplain the window components.
  4. Click Apply to save the information. The information you entered populates in the grid.
  5. Repeat steps 3 and 4 for each holiday or important date that you wish to set up in your firm's planner.
  6. Click OK to save your changes.