Transfer an Appointment to/from a Teammate

NOTE: You must be teammates before you can transfer or receive an appointment from a teammate.

1. Click the SCHEDULING button on the top navigation bar, or click the date of the appointment you would like to transfer from the Homepage Dashboard calendar.
   
2. Click the MY CALENDAR to see your booked appointments.
3. Click "SHOW: teammate appointments" checkbox to see your teammates' schedule.
• NOTE: you cannot initiate a transfer FOR your teammates' appointment - you must ask them to transfer the appointment in question to you.
4. The "MY APPOINTMENTS" tab contains details for yours (lighter color) and your teammates' appointments (darker color).  Click the "Transfer" icon for the appointment you want to transfer
5. Select the teammate you would like to transfer the appointment to from the dropdown and click the Yes button.
• NOTE: if your teammate is "greyed" out or can't be selected, then there is a conflict in the office rules preventing your teammate from accepting the transfer (most offices will limited how frequently you can book in a month/quarter...you cannot accept a transfer that would violate that limit).
  
6. You will receive a confirmation message that a transfer request has been sent to your teammate.  When the teammate accepts the transfer you will be sent an Alert to notify you.
• NOTE: your teammate MUST accept the transfer or it will remain in your name; if you are in contact, please advise them the transfer is waiting to be accepted in their account.
7. You can see the transfer history for each of your colleagues by clicking the "MY TEAM" button in the top navigation menu and then the "MY TEAM" tab.  Click a teammate to see their incoming/outgoing transfer history.