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 to move appointments from one staff to another:
1) Link the clients to the substitute staff user in Organization › Staff. Open the substitute and link them to the clients they'll see.2) Bulk move the appointments: Go to the "Schedule" page and click, "Bulk" (Edit) at the top. Choose the date(s) of the appointments you need to move and change the staff user.If you complete this before reminders are sent out, they will contain the substitute's Join Link, else you will need to contact the clients manually.