How do I transfer meetings from one participant to another?
Sometimes, an Attendee or Company Rep has a change of plans, and needs to hand off their scheduled meetings to someone else.
| If you don’t see the Transfer Meetings option in your account, reach out to our Support team. | |
| Company Reps are sometimes automatically included in all of their Company’s meetings. If that’s the case for your event, you won’t need to do any transferring. |
- Step 1. Head to the Attendee List:
- Step 2. Filter the list to locate the participant you need to update. Use the Action menu and choose Transfer Meetings:
- Step 3. You’ll see a pop-up that shows all of this person’s scheduled meetings. You’ll also see the names of their colleagues.
- Make sure the radio button is set to Transfer.
- Step 4. Use the checkboxes to indicate which meetings to transfer, and which colleague will handle them.
- Step 5. Choose whether or not to send an email message. Then Click Submit:
| In this pop-up, you can only select one colleague to transfer to. If you want to move some meetings to another colleague, repeat this process. |
