Why calendars matter
Two clients can look at the same Tuesday and see different things: one is mid-sitewide-sale, the other is closing fiscal Q3. Without that context, an agent might flag a promo revenue spike as an anomaly or report "Q3" using standard calendar months the client doesn't use. The calendar cards fix both.
Both live in Settings → Client settings (pick the client in the top-bar client picker first). Like everything on that page, they're shared — set once, used by everyone on the client.
The promotional calendar
The Promotional calendar card holds the client's promo events:
Click to add an event, and give it a name and start/end dates.
Optionally add the channels it runs on, the offer (e.g. "25% off sitewide"), and notes.
Save — events list in date order, and you can edit or remove them anytime.
You can also upload a calendar file (the client's own promo calendar spreadsheet or document). Uploads are stored with the client's documents so Iris can read them directly — useful when the source calendar is long or changes often.
With promos on file, agents account for them everywhere: scans stop treating sale spikes as mysteries, reports call out promo-driven weeks, and chat answers can reference what was running.
The fiscal calendar
The Fiscal calendar card captures how the client counts time:
Set the month the fiscal year starts in (or leave unset for a standard calendar year).
Pick the week structure — standard calendar months, or a retail structure (4-4-5, 4-5-4, or 5-4-4). For retail structures, the platform applies the standard retail rule automatically: the fiscal year begins on the Sunday closest to the first of the start month, with week-precise quarters.
Choose what "FY2026" means for this client — the year it starts in or the year it ends in.
Add notes if there's anything else agents should know about how the client reports.
A live preview shows exactly how today would be framed — for example, "Today falls in FY2026 Q2, fiscal week 19 of 52" — so you can sanity-check the setup before saving.
Once set, every period reference — quarters, QTD/YTD, pacing, "end of year" — is framed on this calendar across chat, agents, scans, workflows, and weekly reports. Unset, agents assume standard calendar quarters.
Tip: Retail and apparel clients are the ones most likely to run 4-5-4 — if their internal reports never match yours, the fiscal calendar is usually why.
Note: Keep the promo calendar current. A stale calendar is worse than none — agents will confidently explain a spike with a promo that actually ended last month.