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How do I Change Who Bookings Are Assigned To From Intake Forms?
How do I Change Who Bookings Are Assigned To From Intake Forms?
Updated over 3 months ago

Related Question:

  • How do I adjust the default Assignee of an Intake Form?

  • Can I edit which User gets a inquiry from an Intake Form?

Answer:

You are able to edit the default Assignne of a Boking created from an Intake Form in the Intake Form Settings.

  1. Click on Settings

  2. Click on Tools

  3. Select Intake Forms

  4. Click the Edit pencil icon on the From you wish to adjust.

  5. Click on Submit Settings

  6. Scroll down to User and choose from the dropdown picklist

  7. Click Save at the top right of the page.

Important Considerations

Changing the User will also change the owner of the Intake Form and will automatically add their email to the Notifications Emails when there are new enquiries.

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