Reassigning Meetings

This article guides you through how to reassign Chili Piper meetings, and from where.

Table of Contents

• How to Reassign a  Meeting
  • Meetings Activity
  • ChiliCal's MyApp
  • Google Calendar's Reassign Button
  • Custom Salesforce Button

How to Reassign a Meeting

When Reassigning a meeting with Chili Piper, you are booking a new meeting for another user. Reassignment will take into account your Handoff/ChiliCal User controls and the Distribution settings of the meeting booked. Below are the various places where you can Reassign meetings.

Meetings Reports

The Meeting Reports page  is available to Admins and holds all Meetings scheduled in your workspace. You can go ahead and navigate to this article to explore more details about Meeting Reports.

1. Expand the "Reporting" section in the left-hand side menu, then navigate to the Meetings Reports. 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 icon to the right of the host's name. 

   
    

4. This will present a pop-up with reassignment options, where you can chosse between Reassign Meeting and Edit Meeting
   
    

• The Reassign option is better suited for when the meeting has no time changes, and you will just reassign the Host. At the header, you can select among Individuals, Teams, or Distributions to find a new Host, and each person will be pointed out as available or unavailable based on their calendar events and working hours in Chili Piper.
   
  Once a user is selected, click Reassign Meeting and that's it!
  
   
• The Edit option opens the Scheduler, and enables you to select among Distributions, Teams, or Individuals, update some meeting settings like duration, subject, and description, and also add/remove Guests. You cannot edit the Meeting Type and Workspace. 

Once the reassignment process is completed, Chili Piper should update the invite accordingly with the new Host's name, links, and other details that possibly changed from one Host to another.

ChiliCal's MyApp

MyApp is the End-User Hub for all things ChiliPiper. You will be able to Reassign meetings on your 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 MyApp's calendar, find the meeting you want to reassign and click on it. It must be a meeting booked via Chili Piper.

2. An information panel with all meeting details will open on the right-hand side. Click the icon to the right of the host's name. 

   
    

3. This will present a pop-up with reassignment options, where you can chosse between Reassign Meeting and Edit Meeting
   
    

• The Reassign option is better suited for when the meeting has no time changes, and you will just reassign the Host. At the header, you can select among Individuals, Teams, or Distributions to find a new Host, and each person will be pointed out as available or unavailable based on their calendar events and working hours in Chili Piper.
   
  Once a user is selected, click Reassign Meeting and that's it!
  
   
• The Edit option opens the Scheduler, and enables you to select among Distributions, Teams, or Individuals, update some meeting settings like duration, subject, and description, and also add/remove Guests. You cannot edit the Meeting Type and Workspace.
   

Once the reassignment process is completed, Chili Piper should update the invite accordingly with the new Host's name, links, and other details that possibly changed from one Host to another.

Google Calendar's Reassign Button

This option is available in Google Calendar if the meeting was booked with Chili Piper. You must have ChiliCal's extension installed and be logged in there. If you need it, you can click here to download it.

1. In Google Calendar, double-click the event booked via Chili Piper that you want to Reassign.

2. At the header, you will notice the Reassign button. Click on it.

   

    

3. You will be redirected to the ChiliCal or Handoff Scheduler, which will enable you to select among Distributions, Teams, or Individuals, update some meeting settings like duration, subject, and description, and also add/remove Guests. You cannot edit the Meeting Type and Workspace.
    
4. Once in the Scheduler, select the correct assignee, choose a time slot, make any necessary edits, and Save Changes. 
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 Meeting. Check this guide to configure this in your Salesforce instance.

1. Depending on your layout, you should have the Reassignment button on the event object of the Meeting you are reassigning

   

    

2. You will be redirected to the ChiliCal or Handoff Scheduler, which will enable you to select among Distributions, Teams, or Individuals, update some meeting settings like duration, subject, and description, and also add/remove Guests. You cannot edit the Meeting Type and Workspace.

   

3. Once in the Scheduler, select the correct assignee, choose a time slot, make any necessary edits, and Save Changes.

   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.

Reference file: reassigning-meetings.md (https://help.chilipiper.com/hc/article_attachments/53433453908115)