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, you’ll need to find the engagement for the call you want to reschedule. For clients, you can do this by navigating to the My Activity page to find your open engagements. Advisors can view their current engagements from their home page.
Client View:
Advisor View:
Click on the engagement to navigate to the engagement page. In the middle of the page, you’ll see the upcoming call time. Below this is a button titled ‘Reschedule call’.
Clicking on this will open a pop-up asking you to confirm you want to reschedule. Click the ‘Propose New Times’ button to move forward.
The call scheduler will appear where you can select up to thirty possible time slots in the coming month for your call. We recommend proposing at least 5 to 10 so that the person you’re speaking with can find something that works with their calendar.
Once you have completed your selection, 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 engagement page. This is a good way to let the other person know of any scheduling changes and be considerate of their time.
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.
Navigate to the engagement page as laid out in the previous case. Once there, you’ll be able to see the details of the missed call. Under the listed time and date is a button titled “Mark call as missed”.
Clicking this will open a pop-up allowing you to reschedule the call.
Back on the engagement page, click ‘Propose Call Times’ to select new time slots for your client or advisor to review.
It is also recommended that you message the other person 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 them know of any scheduling changes and be considerate of their time.
