How do I assign client meetings to specific team members?
You can assign client meetings to specific team members by selecting the appropriate staff member during the booking setup process. Many platforms allow you to manage multiple users or team members, giving you the option to delegate meetings based on availability, expertise, or client preference. Assigning meetings to team members helps distribute the workload and ensures that clients are connected with the right person for their needs. Make sure to communicate assignments clearly within your team.
PreviousCan I view and manage all client bookings in a list format?NextHow can I set recurring client meetings?
Last updated