Q: Am I able to have an appointment assigned to a different team member?
I have sales appointments and sometimes we may assign a client to a different team member due to conflicts.
Natasha_originals
Sep 28, 2024A: Hello 113366771325585237576,
Thank you for your email!
As TidyCal is made for freelancers and solopreneurs, at this time there is no feature inside of TidyCal to allow re-assigning meetings to other team members; however, you may utilize your Google calendar for that, if you use one.
Once the meeting is recorded by TidyCal in your calendar, you can then do the following:
- On your computer, open Google Calendar.
- Click an Edit event
- Go to the Guests section and add the team member you want to assign a meeting to.
- Save the settings
The team member will receive an email invitation with a link to the meeting and can add it to the calendar too.
And that is all! :)
We trust this might help, and we wish you a great day!
With kind regards,
Team Originals