Reassign an Order

Reassign an Order

Sometimes, an order 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

  1. Only Owners and Managers can reassign an order.
  2. Only members associated with the plan can be assigned the order. Learn more about Rosters.
  3. Availability indicators help you pick the right member for reassignment.

How to Reassign an Order

  1. Go to Orders from the sidebar and find the order in Glance, or open its Summary.
  2. Click the more menu  and choose Reassign.
  3. Choose Reassignment Type:
    1. Any member: The system will automatically assign the booking to an eligible member based on round-robin.
    2. Specific member: Manually select a member from the list.
      1. Use Available at same time to filter members who are free at the original meeting time.
  4. Select a reason for the reassignment.
  5. Confirm the meeting time, or update it if needed.
Once reassigned, the new member is notified and the order reflects the change.


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Need More Help?
Contact our support team.