How to use multi-customer voting for appointment scheduling {[60](https://app.asana.com/1/204358902455423/project/1199684124039856/task/1208663776857853)} {[50](https://app.asana.
How to use multi-customer voting for appointment scheduling {[60](https://app.asana.com/1/204358902455423/project/1199684124039856/task/1208663776857853)} {[50](https://app.asana.
How to use multi-customer voting for appointment scheduling
The multi-customer voting feature in Cadence allows you to collect availability preferences from multiple customers for a single appointment. This streamlines the scheduling process by letting each customer select their preferred meeting times, after which you can choose the most convenient option for everyone. The feature is accessible through the Appointments section of your Cadence dashboard.
When to use
When coordinating meetings with multiple stakeholders
When you need to find a time that works for several customers
When you want to give customers flexibility in suggesting meeting times
When scheduling high-value appointments that require multiple participants
Before you start
You must have System Administrator, Event Manager, or Event Scheduler permissions to use the multi-customer voting feature. The Customer Portal must be enabled in your event settings.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Click the "Add" button to create a new appointment.
Enter the appointment details including name, objectives, and topics.
Add multiple customers by clicking the "+" icon in the People section.
Add all customers who need to participate in the voting process before proceeding to the next step.
Toggle on the "Ask Customer" switch in the appointment form.
Select "Customers Submit Availabilities" as the response method.
This option automatically appears when multiple customers are added to an appointment.
Choose the date range and time slots to offer to customers.
Select which customers will participate in voting:
Choose "Send to all customers" to include everyone
Choose "Send to selected customers" to designate specific required participants
Toggle on "Send Emails" to notify customers.
Review the email preview and customize the message if needed.
Click "Save" to create the appointment and send the voting invitations.
Monitor customer responses in your Appointments dashboard.
You'll receive email notifications as customers submit their availability preferences.
View submitted votes by clicking the "Options" menu (three dots) on the appointment and selecting "View Multi-Customer Votes".
Select a time that works for most customers by clicking on it in the votes screen.
Click "Apply" to set that time for the appointment.
Save the appointment to confirm the selected time and notify all participants.
Troubleshooting
If you change which customers are included in voting after some have already submitted times:
A prompt will ask if you want to keep or remove previously submitted times
Selecting "Keep" maintains all previous votes for your reference
Selecting "Remove" clears all previous votes, requiring new submissions
If the multi-customer votes option doesn't appear:
Verify that you have added at least two customers to the appointment
Check that the Customer Portal is enabled in your event settings
Ensure you have the necessary permissions to access this feature
Related links
How to add multiple customers to a single appointment