Reassign a Booking

Reassign a Booking

Sometimes, a booking needs to be handled by a different team member due to availability or expertise. Your workspace allows you to easily reassign bookings to another member serving the same plan.

Things to Keep in Mind

  • Only members associated with the plan can be assigned the booking.
  • Availability indicators will help you select the right member for reassignment.

How to Reassign a Booking

  1. Go to Bookings: Navigate to Bookings from the sidebar.
  2. Find the Booking: Locate the booking you want to reassign and open the Summary View.
  3. Click on the three dots and choose Reassign from the options.
  4. Choose a Member:  Select the member to whom you want to reassign the booking from the dropdown or manually search them.
  5. Set Details: Pick a new date and slot, provide a reason for reassignment, and click Confirm.

Once reassigned, the new member will be notified, and the booking will reflect the changes.

Need More Help?
Contact our support team.


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