Assign response notifications
Choose who should receive scheduling response notifications by setting the "replies to" person for a team or scheduled individual. You can set a specific team leader, all team leaders, or the current scheduler as the "replies to" person.
When you set someone as the "replies to" person:
That person's name is listed as the sender for any scheduling or reminder emails that are sent to the team or individual.
That person receives scheduling response notifications whenever the team or individual accepts or declines a request.
If a team member declines, the "replies to" person will receive a notification related to the team's rescheduling declines setting.
Update the "replies to" person for a team
When you create a new team, all team leaders receive scheduling responses by default. However, you can change that person to a specific team leader or the current scheduler on the team settings page.
Select the People page from the top navigation in Services.
Select the Teams tab to view a list of teams in your organization.
Use the dropdown in the top left to filter the list by My Teams (teams where you're a leader or member), All Teams, Archived Teams, or specific service types.
Select a team name to open that team's member list. You can also search for a specific team using the search bar at the top.
Select the Settings tab.
Go to the Scheduling Defaults section of the settings page.
Choose a setting from the Replies to dropdown:
Current Scheduler: Send scheduling replies to the person who added the team member to the plan. Choose this setting if different people share scheduling responsibilities and you want replies to go to the person who handles scheduling.
Check the Accept or Decline boxes to choose whether the current scheduler should receive notifications when someone accepts or declines a request.
Warning
The Current Scheduler setting is tied to whoever added a team member to a plan, even if they're no longer a team leader.
For example, if a previous team leader set up scheduling templates for this team, they'll still be listed as the "replies to" person for anyone who was scheduled using that template.
All Team Leaders: Send scheduling replies to all team leaders.
Choose a specific team leader's name from the dropdown to send scheduling replies only to that leader.
(Optional) Select Yes, update in the popup to update this setting for currently scheduled team members.
Update the "replies to" person for scheduled team members
You can also manually update the "replies to" person for scheduled team members on a particular plan.
For example, if you're going out of town and need scheduling replies to go to a different leader that week, set a different "replies to" person for your team members on that specific plan only.
Important
This setting only applies to your team members in this specific plan, not in all upcoming plans.
Select the Plans page from the top navigation in Services.
If you have multiple folders, select the folder that contains the service type you're working with.
Select a plan from the service type you're working with.
Select the Teams tab.
Select a scheduled team member's name.
In the popup, choose a setting from the Replies To dropdown. If the team's "replies to" setting is set to Current Scheduler, the person who added this team member to the plan is automatically selected.
Select Save in the bottom right of the popup to apply your changes.