In this article, learn how to switch the staff member associated with a scheduled session.
APPLIES TO: Admins & Staff
Last updated: January 24, 2024
If you find yourself in a situation where a staff member is no longer able to work the session they are scheduled for that day, follow the steps outlined below to make the appropriate session changes and notify your client.
Let's say for example, a staff member becomes sick and can no longer execute their scheduled sessions for the day. If you are unable to reach out to the client in advance to reschedule their session to a different day, you may need to switch the staff member assigned to the session.
It's recommended to add the sick day as a blackout date within the Staff Member's profile, but you will be required to remove them from any sessions before being able to add the blackout date.
Switch Staff Member on Session
- Locate the Session Summary Drawer of the session(s) you need to make changes to
- First, you will need to add the staff member who will be replacing the current staff assigned to the session
- Click the plus sign next to the Staff drop down inside the Session Summary Drawer
- Type the staff name to search and add them to the session
- Then you can remove the originally scheduled staff member by clicking the X next to their name
- The client will be notified of the change via email, if you have updated schedule notifications enabled in your Business Preferences