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 Owners and Managers can reassign a booking.
- 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
- Go to Bookings: Navigate to Bookings from the sidebar.
- Find the Booking: Locate the booking you want to reassign and open the Summary View.
- Click on the three dots and choose Reassign from the options.
- Choose Reassignment Type:
- Any member: The system will automatically assign the booking to an eligible member based on round-robin.
- Specific member: Manually select a member from the list.
- Use Available at same time to filter members who are free at the current meeting time.
- Select reason: Choose a reason for reassigning the booking.
- Confirm Meeting Time: Review the existing time or update it if needed.
Once reassigned, the new member will be notified, and the booking will reflect the changes.
Need More Help?
Contact our support team.
Related Articles
Cancel a Booking
Sometimes, cancelling a booking is unavoidable. Cancellations can be made at any time, however, refunds will be processed to your customers based on your workspace’s policy. Things to Keep in Mind Cancellation policies vary, read more about the ...Complete a Booking
Marking a booking as complete ensures that all concluded sessions are accounted for and helps keep your workspace organised. It also makes it easier to track the progress of your advisory services. Things to Keep in Mind Owners and Managers can mark ...Upload and View Files
You can manage documents for a booking in your workspace. Easily access any order-related files directly from the Booking Summary tab. Things to keep in Mind Supported Files: You can upload .pdf, .xlsx, .xls, .json, .jpg, .txt and .csv files. ...Book a Follow-Up
There will be instances when a single meeting won’t cover everything. Follow-ups let you help customers continue the conversation without additional charges, ensuring a smooth customer experience. Things to Keep in Mind No Extra Charge: Follow-ups ...Reschedule a Meeting
Uncertainties are a part of life. Whether the customer isn’t available or you are caught up in something unavoidable, rescheduling ensures flexibility without compromising on service. Things to Keep in Mind Workspace Policy: Rescheduling is allowed ...