DealerAI
Portal GuideHolidays

How to set recurring holidays

Manage annual closure dates so DealerAI stays accurate year after year.

Most statutory holidays fall on the same date every year — Christmas, New Year's Day, Canada Day. DealerAI doesn't have a recurring checkbox, but it handles annual holidays intelligently: if you add a holiday with the same name as a past-year entry that has already passed, the system automatically updates that entry with the new date rather than creating a duplicate.

Add an annual holiday

New Holiday form

Open Holidays and click Add.
Enter the Holiday Name (e.g., "New Year's Day"). Use the exact same name each year.
Pick the Holiday Date for the current or upcoming year.
Set up the affected departments — select each Department, tick Closed on this day, and add a Remarks note if useful (e.g., "We reopen the next business day").
Click Create.

The holiday applies immediately. Next year, repeat with the same name and the new date — DealerAI will update the existing entry automatically.

Convert an existing holiday to use the same name next year

Click the holiday in the list.
Update the Holiday Date to the new year's date.
Click Save.

Holidays that move each year

Some holidays — Easter, Thanksgiving in some regions, Victoria Day, Labour Day — change date each year. Add these fresh each year with the same name and the new date.

A good time to review and add the year's moving holidays is right after the New Year. Block off 5 minutes to add Easter, Thanksgiving, and any long-weekend dates for the next 12 months.

Use Auto-fill for common holidays

The Auto-fill button on the Holidays page automatically populates common statutory holidays for your region. This is the fastest way to set up a full year of standard closures at once.

These fixed-date holidays are safe to re-add annually with the same name:

HolidayDate
New Year's DayJanuary 1
Canada Day / Independence DayJuly 1 / July 4
Christmas EveDecember 24
Christmas DayDecember 25
Boxing DayDecember 26
New Year's EveDecember 31

Add any others your dealership traditionally observes — anniversaries, founder days, or annual inventory days.

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