How to customize the Appointments menu visibility

How to customize the Appointments menu visibility

Customize the Appointments Menu Visibility

The Appointments menu in Cadence allows you to control which users can access appointment features in your event. Through the Appointments Menu › Emails section, you can configure visibility settings to ensure only authorized users can view and manage appointments, creating a more streamlined experience for different user roles.

When to use

  • When restricting appointment access to specific user groups
  • When creating role-based navigation experiences
  • When separating internal and external user permissions
  • When testing appointment features before making them visible to all users

Before you start

You must have System Administrator or Event Manager permissions to modify appointment menu visibility settings.

How to do it

    Log in to your Cadence Admin account.
    Navigate to your event dashboard.
    Click on "Appointments" in the left sidebar menu.
    Select "Emails" from the submenu.
    Click the "Options" tab at the top of the page.
The Options tab contains all visibility and configuration settings for the Appointments feature.
    Scroll down to the "Menu Visibility" section.
    Select one of the three visibility options:
  • All (everyone can see it)
  • None (hidden from menu but accessible via direct link)
  • Specified (only visible to selected groups or attendance types)
    If choosing "Specified", select which groups or attendance types should see the Appointments menu.
If you select both groups and attendance types with "Specified" visibility, users must meet BOTH criteria to see the menu item.
    Configure submenu visibility by clicking the edit icon next to each submenu item:
  • My Appointments
  • Location Availability
    Set visibility options for each submenu item following the same process as the main menu.
    Click "Save" to apply your visibility settings.
    Verify your changes by checking the menu as different user types.

Troubleshooting

If menu visibility changes aren't appearing:
  • Clear your browser cache and reload the page
  • Verify the user has the correct group assignments
  • Check that the Appointments feature is enabled for your event license type