How to assign Appointment Setters to Users/External Agents

To assign Appointment Setters to Users/External Agents:

  1. Login as an Admin
  2. Select Project
  3. Go to Routing
  4. Select Appointment Setting
  5. Select Appointment Setter
  6. Select whether you are assigning the appointment Setter from a User or Team
  7. Select Appointment Setter then select who they may set appointments for (All Users/External Agents or Only Selected Users/External Agents)
  8. Save
Note: Each appointment setter or team will be filtered down to have access to only the calendars of Users/External Agents assigned.
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