How to Enable Company Appointments

This document explains how to set up and manage company appointments (booking slots) within the Companies feature. It includes step-by-step instructions for enabling bookings, configuring appointment settings, defining company representatives, and customizing the attendee's experience. General Appointment Configuration 
Go to the General Options tab within the Companies feature. 
Enable the Enable Appointments option to allow attendees to book activity slots. 
Appointment Type 
Without manual confirmation: The company representative (Company Rep) is notified when a slot is booked but does not need to accept or decline it. 
With manual confirmation: The representative receives an invite and must accept or decline the booking request. 
None of these options automatically confirm or reject the booking. Duration and Limits 
Set the Default Appointment Duration using the dropdown options. 
Define the maximum number of appointments that can be booked per person and per company/activity (leave blank if no limit applies). 
Location and Meeting Details 
You can set a general appointment location for all activities. 
For hybrid or virtual sessions, enable Online Meeting Details. 
For Ossian events: you can simply enable and then disable it — no need to fill in information. Automatic Appointment Confirmation (important) 
Enable Automatic Appointment Configuration to ensure appointments are automatically confirmed and displayed in attendees’ My Agenda. 
If this option is not enabled, appointments remain unconfirmed until manually approved from the back end, which can create a bottleneck.  
 Additional Settings 
Hide Company Name on Listing Screen: leave this disabled (company names should remain visible). 
Save your configuration. 
Company Page Configuration 
Go to the company page you created. 
Under the Options tab, check Enable Appointment Requests. 
Appointment Details 
Set the appointment duration from the dropdown. 
Configure the following fields: 
Header: title or headline. 
Request Button Text: text shown on the booking button. 
Topic/Short Phrase: short description (e.g., Book your 30min slot to customize your shoes). 
Review the live preview on the right side to adjust accordingly. 
Additional Options 
Enable Multi-Booking: allow attendees to book more than one slot (set a limit if needed). 
Automatic Confirmation: keep enabled (Yes). 
Messaging Channel: optional chat feature that connects company reps with attendees for direct communication. 
Definition: Company Representative (Company Rep) A Company Rep is the person or profile representing the company or activity. 
Real representatives: Use their actual email addresses so they can receive notifications, confirmations, or cancellations. 
Fake representatives: Create dummy email profiles to act as reps. This is commonly used in Nike events to keep the process simple and data consistent. 
Configuring Representative Availability 
Go to the Appointments Configuration tab. 
Click Add new user availability. 
  Creating Representative Profiles If no reps exist yet: 
Go to People → Attendees → + → Create New. 
Create fake rep profiles such as: 
Email:  shoe1@example.com  
First Name: Shoe 
Last Name: 1 
Hide these profiles from the attendee list so they are not visible on the front end. 
Alternatively, you can use real rep emails or the event organizer’s email, depending on what works best. 
Setting Availability 
Go back to Companies → [Company Name] → Appointments Configuration. 
Add new user availability: 
Enter the rep’s email or name. 
Define slot capacity (how many attendees can book the same time slot — e.g., 1, 2, or more). 
Save the configuration. 
Set the available dates and times, considering breaks and working hours. 
Add a location override and disable online meeting details to prevent unnecessary virtual room creation. 
Save all changes once finished. 
 Testing and Validation 
Open the attendee front-end page in another browser tab. 
Review how the time slots appear and make test bookings. 
Confirm that: 
Booked slots appear correctly in My Agenda. 
The confirmation email is received by the attendee. 
Appointment Confirmation Email 
In the back end, within the Companies feature, open the Email tab. 
Edit the template provided: 
In Email From, use the event name. 
Modify, add, or remove content as needed to include relevant event and booking details. 
 Recommendations 
Test this configuration in a sandbox or test event before using it in a live event. 
Always enable Automatic Appointment Configuration if no one is managing bookings manually in the back end. 
Double-check that all changes are saved before exiting. 