Archiving a team member is blocked while work is still on them, and the archive dialog lists that work and asks who takes it over.
- Open Team Members and select Manage on the person.
- Select Archive Team Member on the summary card.
- When Archive is blocked appears, read the list under Still assigned to. Unpaid past appointments and add-ons sitting on somebody else's booking count as well as future bookings, which is why the list is usually longer than expected.
- To cancel a booking rather than move it, select View on its row, which opens it in a new tab.
- Pick somebody under Move unfinished work to.
- Tick the line to confirm, then select the Move to button, which names the person taking over.
Tip
Recurring series move with the rest. To pick a date or leave some bookings behind, use More migrate options instead. With nobody else on the team to take the work, cancel the listed bookings, then archive.