After Camille books the Mike Academy discovery call, school staff can follow
it under CRM → Agenda or CRM → Bookings. These views respect the
reader's school membership and booking scope. The agenda arranges calls by
date; the Bookings list separates Upcoming, Past and Cancelled.
Who sees and changes the call
Owner/admin see school bookings and the team agenda. From Bookings, they may reassign an active booking to another eligible, free closer.
Setter sees only bookings they placed, including through the authorized API. They have no school reassignment, reschedule or cancellation control.
Closer sees calls assigned to them in their own agenda and booking scope. They have no school reassignment, reschedule or cancellation control.
Prospect sees their call through the private /rdv/{token} link. They can reschedule or cancel there while the call is still manageable.
If Camille booked herself from the public link, a setter who only sent the
address did not place the booking. The closer assigned by the link can see
their own call. The owner/admin can check the prospect and assigned closer in
Bookings and choose Reassign from that booking's action menu. The
screen offers other closers on the link who are free at that time; if none is
free, it says so. Reassignment preserves the appointment time and is a
school-side action.
Camille uses her private management link to reschedule by choosing a new
available slot, or to cancel. The link is shown on her confirmation page
and sent in the confirmation email when she supplied an address. With no
email, she must save it from the confirmation page. A lost token is not
recoverable through a public search or a school “send token” control. An
invalid or replaced token reveals no booking details. After cancellation,
the management page shows the cancelled state and may offer a fresh booking
link when the original link is still active. The school Bookings list shows
the call under Cancelled; it cannot reschedule or cancel for her.
Information
A school operator who needs a different closer uses Reassign. A
prospect who needs a different time or wants to cancel uses their private
link. These are different permissions and different screens.
The Bookings API documents public slot discovery
and capture, plus keyed booking on behalf of a prospect. It exposes no
reschedule, cancel or reassign endpoint. For setup, return to
sales availability and the
booking link.
Operator changes and agents
Owners and administrators can use the booking menu to reschedule or cancel a future call, as well as reassign its closer. The reschedule dialog shows a seven-day window of offered slots in the school timezone. A conflict leaves the dialog open; reload availability before choosing another slot. Cancellation retains history and may include a reason.
The same actions are available in the booking API and MCP. Setters and closers see only their portfolio and do not receive qualification answers. Never share the prospect management token with an operator or an agent.
