Who can use this feature?
This article guides you through the reassignment flow using the Handoff Scheduler. This is currently exclusive to Handoff Meetings. Follow this article for - Reassigning Meetings in ChiliCal, Chat, & Concierge.
Note: Reassignment does not take into account minimum scheduling notice or maximum availability range.
Table of Contents
- How to Reassign a Handoff Meeting
- Meetings Activity
- ChiliCal's MyApp
- Google Calendar's Reassign Button
- Salesforce Button
How to Reassign a Handoff Meeting
When Reassigning a meeting with Handoff, you are booking a new meeting for another user. Handoff Reassignment will take into account your Handoff User controls and Distribution settings of the meeting booked. Below are the different places you can reassign meetings from with Handoff.
Meetings Activity
The Meeting Activity Dashboard is available to admins and holds all Meetings scheduled in your workspace. Navigate to this article to explore more details about Meeting Activity.
1. Expand the "Reporting" section in the left-hand side menu, then navigate to the Meetings Activity. This feature is only available for Admins.
2. Find the meeting you want to reassign and click "Open".
3. An information panel with all meeting details will open on the right-hand side. Click the double arrow icon to the right of the host's name. This will open the scheduler in a new tab.
4. You will be brought into the Handoff scheduler and the Distribution the meeting was booked in. This will function similarly to the Handoff scheduler and respect the settings you have configured. For example, if you are allowing rescheduling with any team member or not. You cannot change the Meeting Type or Workspace.
5. Once in the Handoff Scheduler, select the correct assignee, choose a time slot, and book the meeting.
6. 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
MyApp is the End-User Hub for all things ChiliPiper. You will be able to Re-assign meetings on your own calendar in MyApp. End Users will automatically be brought here when logging into Chili Piper. Admins can access it via the left-hand menu.
1. Within the Schedule (calendar), find the meeting you want to reassign and click on it.
2. 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.
3. You will be brought into the Handoff scheduler and the Distribution the meeting was booked in. This will function similarly to the handoff scheduler and respect the settings you have configured. For example, if you are allowing rescheduling with any team member or not. You cannot change the Meeting Type or Workspace.
4. Once in the Handoff Scheduler, select the correct assignee, choose a time slot, and book the meeting.
5. 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
This option is available in Google Calendar if the meeting was booked with Chili Piper’s Handoff. You must have ChiliCal's extension installed and be logged in there. If needed, click here to download it.
1. In Google Calendar, double-click the event booked via Chili Piper you want to reassign
2. At the header, you will notice the Reassign button. Click on it.
3. You will be brought into the Handoff scheduler and the Distribution the meeting was booked in. This will function similarly to the handoff scheduler and respect the settings you have configured. For example, if you are allowing rescheduling with any team member or not. You cannot change the Meeting Type or Workspace.
4. Once in the Handoff Scheduler, select the correct assignee, choose a time slot, and book the meeting.
5. 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.
Custom Salesforce Reassign Button
If you have set up a custom reassignment button in your CRM on the event object, here is how the flow will work when reassigning a Handoff Meeting.
1. Depending on your layout, you should have the Reassignment button on the event object of the Meeting you are reassigning
2. Click the Reassign button, which will take you to that specific Meeting in Myapp. You should have the left-side details panel open on the meeting. Click the double arrow reassign button.
3. You will be brought into the Handoff scheduler and the Distribution the meeting was booked in. This will function similarly to the handoff scheduler and respect the settings you have configured. For example, if you are allowing rescheduling with any team member or not. You cannot change the Meeting Type or Workspace.
4. Once in the Handoff Scheduler, select the correct assignee, choose a time slot, and book the meeting.
5. 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.