Scheduling and substitutes in a multi-staff organization
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A few permissions govern who can manage whose calendar:
- Managing appointments for other staff requires the Schedule for all Staff Users permission.
- Viewing or assigning clients you aren't linked to requires the User/Client Admin permission.
Covering for an absent staff member:
- Because all Sessions are started via the staff user's Join Link, you can simply provide the link of the substitute to clients.
- If you want the client to be on the substitute's calendar: In Organization › Staff, open the substitute and link them to the clients they'll see. Then, open each affected appointment, click to edit, and change the assigned staff to the substitute. Reminder emails will now have the substitute's Join Link.