How do I transfer meetings from one participant to another?
Sometimes, an Attendee or Company Rep has a change of schedule and needs to hand off their scheduled meetings to a colleague.
| If you don’t see the Transfer Meetings option in your account, reach out to our Support team. For Company Reps, you'd use this process in events where you’re scheduling them for meetings individually. If your event automatically schedules all Reps to each meeting their Company has, you won’t need to transfer anything.
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- 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. |
