To re-assign a booking to another staff member or another resource, follow these steps:
- Click on Planner on the left sidebar and select Staff Planner or Resource Planner..
- Select a booking that you wish to re-assign and drag the booking onto the other staff member or resource in the Planner. You can place the booking at the same dates or new dates.
- The booking will be automatically re-assigned to the staff or resource. You can edit the booking further to make more changes.
Tip: The tooltip is updated as you drag the booking so you can see the start date, finish date and duration of the booking.
Tip: Whilst moving a booking to another staff with your mouse, you can hold down the CTRL key and the booking's start date and end date will not change. This is handy to reassign bookings to other staff without changing the dates.
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