When organizing an event that includes partner appointments functionality, adding partners accurately is critical to ensure smooth coordination. The process is straightforward but requires attention to detail to align with the platform's requirements. Here's how to add a partner to an appointment within your event.
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- Create a new appointment or select an existing appointment to edit.
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- Within the appointment setup, you will see the 'Add People' section, typically marked with a plus (+) sign.
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- Click on the 'Add Partner' option within the 'Add People' dropdown. This action opens a new dialog box or window where you can include a partner.
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- In the provided field, input the exact email address associated with the partner's existing user account in the partner event. It is crucial to use the correct email to ensure the system successfully recognizes and adds the partner.
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- After entering the email address, click 'Add' to confirm the partner's inclusion in the appointment.
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- Once the partner is added, their name should appear in the appointment's participant list with a clear indicator that this is a partner user.
Using the exact email address is essential for a successful addition because the system matches this email with the existing user accounts. If the email entered does not correspond to a user in the partner event, the system may not recognize the individual, leading to unsuccessful addition.
After adding all necessary partners and ensuring the details are correct, you may proceed to send out the invitations. Depending on your system's settings, you may have the option to preview the email before it's sent to ensure all information is conveyed as intended.