How to set up company appointment availability

Set Up Company Appointment AvailabilityThe Companies Menu in Cadence allows you to configure appointment availability for company representatives, enabling attendees to book meetings during your event. Through the Companies Menu › Settings section, you can set up specific dates, times, and booking rules that determine when company representatives are available for appointments, creating a streamlined scheduling experience for all participants.
When to useWhen enabling attendees to book meetings with exhibitors or sponsors
When setting up appointment scheduling for company representatives
When configuring multi-booking options for high-demand companies
When customizing appointment confirmation workflows
Before you startYou must have System Administrator or Event Manager permissions to configure company appointment availability. Required fields are marked with an asterisk (*).
How to do itLog in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
If you don't see the Companies option, an administrator may need to enable it in Event Setup → Menu.
Select "Options" from the submenu that appears.
Toggle "Enable Appointments" to ON.
Configure the default appointment settings:
Appointment Duration
Online Meeting Options
Automatic Appointment Confirmation
Click "Save" to apply these global settings.
Return to the Companies list by clicking "Companies" in the submenu.
Select the company you want to configure appointments for.
Click on the "Options" tab within the company profile.
Toggle "Enable Company Appointment Requests" to ON.
This enables the appointment booking feature specifically for this company.
Configure company-specific appointment settings:
Maximum Number of Appointment Requests (per attendee)
Override Automatic Appointment Confirmation (if needed)
Company Appointment Duration
Click "Save" to apply these company-specific settings.
Select the "Appointments Configuration" tab.
Click "Add Date/Time Availability" to create a new availability block.
If you set availability outside of event dates, a warning message will appear to confirm this is intentional.
Select start and end dates for when representatives will be available.
Set daily availability hours by specifying open and close times.
Click the "Advanced" toggle to access day-specific settings (optional).
Configure different hours for specific days of the week as needed.
Add company representatives who will be available during these times.
Representatives must be added as event attendees before they can be assigned to a company.
Toggle "Allow Double Booking" if multiple attendees can book the same time slot.
Select a location type (physical or virtual).
Click "Save" to apply your availability settings.
TroubleshootingIf company representatives aren't appearing in the availability selection:
Verify they are registered as event attendees
Confirm they have been added to the company profile
Check that they have the appropriate permissions
Related linksHow to customize the appointment confirmation email
How to set up multiple appointment bookings per company
How to manage company representatives and permissions
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