Recipe

Team and operations

Reassign a leaving team member's appointments

Archiving is blocked while work is still on them. The dialog lists it and asks who takes it.

1 min read · Owner or manager · Running day to day

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.

  1. Open Team Members and select Manage on the person.
  2. Select Archive Team Member on the summary card.
  3. 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.
  4. To cancel a booking rather than move it, select View on its row, which opens it in a new tab.
  5. Pick somebody under Move unfinished work to.
  6. 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.