# Offer Scheduling Automation

Written by Lauren Bock  
June 5, 2026

An offer schedule automates when participation is on or off for a division on a recurring calendar.

## What an offer schedule does

Instead of manually turning participation on or off, a schedule:

- **Automates status:** Turns participation on during windows you define and off outside those windows.
- **Standardized timing:** Operates according to Market Processing Hours in US-Central Time.

💡 _Note: Schedules are often created when you build a recurring offer and configure timing on the review screen._

## Where to manage schedules

Go to **Early Pay** → **Automation**. The **Active Automations** table shows divisions with an offer schedule. From here, you can:

- View schedule details.
- Navigate to **Division Details** by clicking the name to edit or reset the schedule.

## Creating a schedule

During the **Build Offer** flow, choose a recurring frequency and set an alternative recurring schedule on the review step before submitting.

## Deleting a schedule

When you delete a schedule:

- The schedule is permanently removed.
- **Check status:** Your offer may remain ON or OFF depending on its state at deletion—always confirm the impact in the confirmation dialog.
- **Manual control:** Manual participation changes become available again (unless other restrictions apply).

## Offer schedules vs. invoice rules

|     |     |     |
| --- | --- | --- |
| **Feature** | **Offer Schedule** | **Invoice Rules** |
| **Controls** | When you participate in the market | Which invoices are in the offer |
| **Typical Goal** | Seasonal or weekday participation | Ongoing invoice filtering |

💡 _Note: You can use both features simultaneously on the same division._

## Future invoices

When participation is active, new invoices loaded by your customer may automatically enter your offer, subject to invoice rules and eligibility.

## 📌 Tips

- Allow up to 15 minutes for schedule-driven participation changes to take effect after submission.
- Align schedule windows with your customer’s market processing days for best results.
- Deleting a schedule does not delete your rate—you may still need to turn participation off to fully stop an offer.