Whether you’re no longer available at a previously accepted call time, or either party missed the appointed time and you want to suggest new ones, you’ll need to know how to reschedule a call in Emissary Exchange. Here are step-by-step instructions on how to do that. If you have any further questions, or are having trouble rescheduling, please reach out to support@emissary.io.

A Previously Accepted Call Time No Longer Works for You

After logging into Emissary Exchange, find the engagement you need to reschedule among the Active Engagements listed at the bottom of your home page.

Client View:

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Advisor View:

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Click on the engagement to navigate to the engagement page. Under the “Call Scheduler” heading is a button titled “See Details”.

 Client View:

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Advisor View:

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Clicking on this will lead you to the Call Scheduler where the details for your upcoming call can be viewed. Under the listed time and date is a button titled “Reschedule”.

Pressing on this opens a pop-up window that presents you with two choices. You can opt to keep the existing time for the call, which will close you out of the pop-up window. Or you can let the other party know that the scheduled time doesn’t work for you anymore.

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Clicking “None of these times work” will update the status of your engagement to reflect that there are no calls presently scheduled.

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It is best practice to send the other party alternative times for your call as soon as possible to let them know that you are still interested in speaking with them. You can do so by clicking on the “Propose Times” button. You are able to propose up to 30 possible time slots for your call. It is recommended that you propose at least 5 to 10 options so that your client or advisor has a range of times to choose from that suit their schedule.

Once you have chosen your times, click “Confirm Times” at the bottom of the scheduler. Your chosen times have now been sent to be reviewed by the other party. You can message them directly through the engagement-specific email relay, which can be found at the top of the relevant engagement page. This is a good way to let your advisor know of any scheduling changes and be considerate of their time.

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 The Call was Missed! What now?:

It happens to the best of us – life gets busy and we forget about prior commitments. Whether you or your counterpart missed the call, the best thing to do is to propose new times to be clear that you’re still interested in speaking.

 

Navigating to the Call Scheduler is the same as for the above case. Once on the Call Scheduler page, you’ll be able to see the details of the missed call. Under the listed time and date is a button titled “This Call Did Not Happen”.

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Pressing this button will mark the call as having been missed. You will be able to propose new times for the call to take place.

 You are able to propose up to 30 possible time slots for your call. It is recommended that you propose at least 5 to 10 options so that your client or advisor has a range of times to choose from that suit their schedule.

Once you have chosen your times, click “Confirm Times” at the bottom of the scheduler. Your chosen times have now been sent to be reviewed by the other party. You can message them directly through the engagement-specific email relay, which can be found at the top of the relevant engagement page. This is a good way to let your advisor know of any scheduling changes and be considerate of their time.

client call 10