Who can use this feature?
Available on ChiliCal Chat Concierge
Available to Admins Workspace Managers
In this article, we will cover how you can reassign meetings to other assignees across your Distributions and Workspaces. This enables you to quickly act on meetings that need their assignees updated for any specific reason.
Table of Contents
Reassignment Criteria
Before we cover the main topic of this article (how to reassign meetings), there are some details that should be useful to better understand the reassignment logic:
- If the meeting was scheduled through an Admin Scheduling Link, Ownership Rule, or using the individual user distribution option in a Router or Journey, Chili Piper will display all users who are part of the workspace where the link, Router, or Journey exists.
- If the meeting was scheduled through a Round-Robin Distribution, Chili Piper will display who is next in line according to the Team inside the Distribution. You can switch the Distribution if required.
- If a user is greyed out, it means they are not available at the meeting time. They can have either a busy block at the same time or the meeting is happening outside their working hours.
- We do not consider minimum scheduling notice or max availability range for reassignment scenarios
How do I reassign a meeting?
Meetings Activity Panel
- Expand the "Reporting" section in the left-hand side menu, then navigate to the Meetings Activity. This feature is only available for Admins.
Navigate to this article to explore more details about this feature.
- Find the meeting you want to reassign and click "Open".
- An information panel with all meeting details will open on the right-hand side. Click the Host's name, and a pop-up will open to finish the reassignment process.
You can click esc anytime if you need to close the Reassign pop-up.
- Select the user, and then click the Assign button at the bottom. If the meeting was booked via Round-Robin Distribution, you can see the current Distribution and switch it at the top:
- Chili Piper should update the invite accordingly with the new assignee's name, links, and other details that possibly changed from one assignee to another.
ChiliCal's MyApp
- Access ChiliCal's MyApp (Home). If you are an Admin, you can also access it via the left-hand menu:
- Within the Scheduler (calendar), find the meeting you want to reassign and click on it.
- An information panel with all meeting details will open on the right-hand side. Click the icon next to the Assignee's name, and a pop-up will open to finish the reassignment process.
You can click esc anytime if you need to close the Reassign pop-up.
- Select the user, and then click the Assign button at the bottom. If the meeting was booked via Round-Robin Distribution, you can see the current Distribution and switch it at the top:
- Chili Piper should update the invite accordingly with the new assignee's name, links, and other details that possibly changed from one assignee to another.
Google Calendar's Reassign Button
To use this option, you must have ChiliCal's extension installed and be logged in there. If needed, click here to download it.
- In Google Calendar, double-click the event booked via Chili Piper you want to reassign
- At the header, you will notice the Reassign button. Click on it.
- The extension will redirect you to the Meetings Activity panel. Click the icon next to the assignee's name:
You can click esc anytime if you need to close the Reassign pop-up.
- Select the user, and then click the Assign button at the bottom. If the meeting was booked via Round-Robin Distribution, you can see the current Distribution and switch it at the top:
- Chili Piper should update the invite accordingly with the new assignee's name, links, and other details that possibly changed from one assignee to another.