How to configure appointment registration management
How to configure appointment registration management
Configure Appointment Registration Management
Setting up appointment registration management in Cadence allows you to control how attendees register for appointments at your event. Through the Appointments Menu › Settings section, you can customize registration workflows, confirmation methods, and response deadlines to streamline the appointment booking process for both organizers and attendees.
When to use
When setting up appointment registration workflows for your event
When customizing confirmation methods for appointments
When managing response deadlines for appointment invitations
When configuring reminder settings for upcoming appointments
Before you start
You must have System Administrator or Event Manager permissions to modify appointment registration settings. Required fields are marked with an asterisk (*).
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Click on "Appointments" in the left sidebar menu.
Select "Settings" from the submenu that appears.
Locate the "Registration Management" section.
This section contains all settings related to how appointments are confirmed and managed.
Configure the "Appointment Confirmation Method" setting:
Select "Automatic" to confirm appointments immediately upon creation
Select "Manual" to require explicit confirmation by organizers
Set the "Default Response Deadline" for appointment invitations.
This determines how long attendees have to respond before the invitation expires.
Toggle "Enable Reminder Emails" to activate automated reminders.
Select reminder timing options:
48-hour reminder for tentative attendees
24-hour reminder for all attendees
The 48-hour reminder email for tentative attendees cannot be disabled, but its content can be customized.
Configure "Appointment Cancellation Settings" to determine how cancellations are handled.
Set "No-Show Management" options if you want to track attendance.
Click "Save" to apply your changes.
The button will briefly change to "Saved" to confirm your changes were applied.
Troubleshooting
If your registration settings aren't being applied:
Verify you have the correct permissions for the event
Check that you've clicked "Save" after making changes
Ensure the Appointments feature is properly enabled for your event license type