Appointment custom fields in Cadence allow you to collect specific information beyond standard fields. Located in the Appointments Menu › Settings section, these customizable fields help you gather data relevant to your particular event needs, such as product interests, meeting objectives, or follow-up requirements, making it easier to categorize and search appointments.
When to use
When tracking specific meeting information beyond standard fields
When categorizing appointments for reporting purposes
When collecting consistent data across all appointments
When you need to filter or search appointments by specific criteria
Before you start
You must have System Administrator or Event Manager permissions to create and configure custom fields for appointments. 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 "Custom Fields" in the submenu.
Click the blue "+" button to add a new custom field.
Use clear, descriptive names that indicate exactly what information you're requesting.
Enter a name for your custom field.
Select a field type from the dropdown menu:
Dropdown (single-select)
Multi-select
Short Response
Free Text
Configure the field options based on your selection:
For Dropdown fields: Add options by clicking "Add Option" and entering each value
For Multi-select fields: Add all possible selection options
For Short Response: Set character limits if needed
For Free Text: Set any formatting requirements
Enable "Display as Refine Filter" if you want this field to appear in filter options.
Enable "Allow lookup in search field" to make this field searchable.
Click "Save" to create your custom field.
Test your custom field by creating a new appointment and verifying the field appears in the form.
If you mark a custom field as required, users won't be able to save appointments without completing this field.
Troubleshooting
If custom fields aren't appearing in appointment forms:
Verify the custom field was properly saved
Check that you have the correct permissions to view the field
Ensure the field isn't marked as "For Admin Use Only" if you're not an admin user
Try refreshing the page or clearing your browser cache
Ensure the mobile app is updated to the latest version (v2.7.387 for iOS or v2.7.387 for Android)