Your status, hand-overs and student reminders
Set your status, hand a consultation to a colleague when you're away, and see if the student confirmed.
Before you start
- You are a consultant on the desk.
How it works
CompanyFlowHQ1Reminder 24 hours and 2 hours before
2Taps Yes, I'll be there
3The card shows Student confirmed
4Off sick? Taps Hand over: the cover gets everything
How it works, step by step
- CompanyFlowHQ → Student: Reminder 24 hours and 2 hours before
- Student → CompanyFlowHQ: Taps Yes, I'll be there
- CompanyFlowHQ → Consultant: The card shows Student confirmed
- Consultant → Cover consultant: Off sick? Taps Hand over: the cover gets everything
The steps at a glance
1In the menu on the left, tap Consultation desk. On a phone, tap the ☰ menu button at the top first.
2Under My status, tap Available, On a break, Away or Off today. Why: callers book whoever is free.
While you're in a consultation it says In a consultation by itself.
3Can't take a consultation? On the card, tap Hand over.
4Choose Why (like Sickness) and Who takes it. Add a note if you like. Tap Hand over.
The new consultant gets the whole hand-off and an alert. The caller is told too.
5Students get a reminder 24 hours and 2 hours before, with a button to confirm. The card shows Student confirmed or Not confirmed yet.
6You phoned them? Tap Not confirmed yet on the card, then They confirmed or They want another time.
✅ How do I know it worked?
- The card moves to the new consultant's desk and shows who handed it over.
- Confirmed students show a green Student confirmed.
⚠️ Common mistakes
ProblemThere's no Hand over button.FixYour manager has turned it off for consultants. Ask a manager to hand it over.
ProblemStudents don't get reminders.FixA manager must tick Remind students 24 hours and 2 hours before in Desk settings.
ProblemYou're on leave and still have bookings.FixThe card warns you. Tap Find cover to hand each one over.
