Before You Dive In
This article is supplementary to our Master Help Guide: All About Calendars. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical steps below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Change the team member for an appointment on a Round Robin calendar
How to Change the Team Member of an Appointment Booked in a Round Robin Calendar
The advantage of Round Robin calendars is that they allow for flexibility, considering the varied availability of your team. Occasionally, you might need to adjust the team member on a Round Robin calendar booking, if availability changes or an emergency pops up.
Click here for the written steps
Click here for the written steps
From the main Ivorey™ menu, go to [Calendars] > and click on [Appointment List View] on the menu bar along the top of your screen
Find the appointment/booking you need to change the owner of > click the (⁝) three dots > and select [Edit]
Select the correct team member in the drop-down underneath Team Member
Edit the Appointment Title if you include the team member's name there
If your team works across various time zones, you may need to adjust the Start Time and Date to ensure the time does not change for the other attendees
Click the [Save] button at the bottom
Double-check any linked external calendars, to ensure that the details have been updated accordingly
Still Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍