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4 Useful Features During the Vacation Season at Your Company

Sugester
4 Useful Features During the Vacation Season at Your Company

The vacation season is a unique time for businesses - some companies scale back their activity, others hit their peak, and others treat it like any other time of year.

Regardless, for many companies the vacation season is the holiday period that employees look forward to all year.

Before everyone heads off on their long-awaited vacations, prepare your team for changes in how work is organized during the summer period. If you ensure good information flow, proper coverage, and the right tools, you will avoid situations where a customer did not receive a reply to their email or a deal was not closed due to temporary staff shortages.

Create a vacation calendar

You can use the calendar in Sugester to create a vacation schedule for your employees. Simply create a new department called "Vacations" and give all employees access to it. This way, every team member can check who is on vacation and when. It will greatly simplify planning the division of responsibilities.

#Tip:
Add each vacation as a task in the "Vacations" department and fill in the "Start date" field for the beginning of the vacation and "Due date" for the end. In the task title, simply use the employee's name. Then just open the calendar, select the "Vacations" department in the left-side search panel and leave the "Assigned to" field empty - the system will display the vacation schedule for the current month.

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Set up an automatic email reply

Sugester has an autoresponder feature - an automatic email reply that works perfectly during vacation.

The autoresponder not only lets you inform customers of your absence, but also positively impacts the continuation of correspondence after your return from vacation. There is nothing worse than a backlog of unanswered emails from frustrated customers.

#Tip:
The autoresponder message should include more than just the bare information that you are currently on vacation. It is important to mention the dates you will be out of the office and when you can be reached again. If someone in your company is covering for you while you are away, include their name and contact details in the autoresponder. Customers who receive such a response will feel better taken care of.

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Add new filters and folders to your inbox

When preparing for vacation, it is worth tidying up your inbox so that you do not spend the entire day reading and sorting emails upon your return.

You can add a few new filters and folders to organize your correspondence. When you get back, it will be much easier to navigate.

#Tip:
Add folders, for example for newsletters or for emails from important clients. For newsletters, you can simply create a filter:

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In the filter settings, select the option to send all emails matching this condition to the "newsletter" folder.
If you are in the middle of correspondence with clients who are particularly important to you, add a folder called "important" to your inbox and create a filter so that the system marks emails from those clients with a red star and redirects them to that folder.

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This way, when you return, you will not have to search for important correspondence buried in a pile of emails. And if a colleague is covering for you, they will know which clients to contact first.

Use the "Vacation" feature

Each Sugester user can mark their period of absence from the company using the "vacation" feature available in their user profile. Simply select a date range and the system will automatically redirect all correspondence and recurring tasks to the "unassigned" folder or to a specific employee who will be covering for the absent team member during that time.

Once this option is activated, the user who is on vacation is marked in the system with a "palm tree" icon. This lets the entire team know that during this period, they should not assign new tasks or forward customer inquiries to that user.

#Tip:
Before going on vacation, make sure the person covering for you has all the necessary access - to your inbox, customers, and the departments you have permissions for. This is important so they can fully carry out all your responsibilities without any disruptions.


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Vacation season does not have to be an organizational challenge for your company or affect the quality of your service. Good planning, well-organized coverage, and a few additional features activated in Sugester are all it takes to ensure that the holiday period is not a burden - neither for your customers nor for the colleagues who stay behind and take on their peers' responsibilities.

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