Schedule meeting on behalf of client
Ali Ryder
Sometimes I get a message from a client and we agree verbally to meet at a particular time and then they say, okay, can you send me a meeting invitation? When a customer asks me to schedule a meeting for them, my options are: open my own (Google) calendar, make a meeting manually, and invite them as a guest, OR open my scheduling link in a guest/incognito window, and enter their name and email address and then schedule the link on their behalf.
I'm hoping for an easy way that I can just create a meeting for a client through the Simplero admin panel.
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Directory Toolkit
The admin should be able to overide anything. Another instance came up today not worth another feature as it is an admin overide item but wanted to document here for the redo. I have purchase based restrictions where a user has to have purchased a consult product before being able to buy a cheaper subscription backed secondary product of a paid consult. IE have a subscription get cheaper rate. But because there is a purchase restriction, I could not even book a meeting on behalf of a cleint because I as admin wasn't marked as having purchased the product. So good on the system for flagging, but there was no overide as admin, I had to go fake a product purchase for my admin account to even book a meeting.
Ali Ryder
See also https://simplero.canny.io/feature-requests/p/admin-override-to-scheduling-rescheduling - an admin scheduling option should also be able to override the scheduling limits
Candace Brooke
This would be super helpful as clients often prefer me to re-arrange their appointments after we've spoke and discussed it verbally in a session. It would be good if this could extend to recurring appointments if for example during a session a client who normally meets me fortnightly tells me they will be on holiday during their next session so could i move thier session to the following week and cascade the change through the rest of their package. Paperbell, Calendly and Trafft all offer this.