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Move a meeting from one consultant to another

Written by Line Jensen

Requires administrator rights or the following permission:
​Bookings (edit)

You can move a booked meeting from one consultant to another from Warehouse Bookings.

  1. Go to Warehouse in the menu on the left and choose Bookings.

  2. Find the meeting you want to edit and click on the meeting.

  3. Go the bottom and click Go to booking.

  4. From the booking view, go to Meeting consultant in the bottom right corner and choose the new consultant from the dropdown.

  5. Click Update.

NB This will not send a new email confirmation - you can send this email through a manual journey.

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