How to enable appointment booking with companies

How to enable appointment booking with companies

Enable Appointment Booking with Companies

The Companies feature in Cadence allows you to set up appointment booking capabilities so attendees can schedule meetings with company representatives during your event. Through the Companies Menu › Emails section, you can configure appointment settings, availability blocks, and booking rules that determine when and how attendees can request meetings with participating companies.

When to use

  • When 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 start

You must have System Administrator or Event Manager permissions to enable appointment booking with companies. The Companies feature must be enabled in your event menu settings.

How to do it

    Log 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)
  • Enable Multi-Booking (if attendees should book multiple appointments)
    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.
    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.

Troubleshooting

If appointment booking isn't appearing for attendees:
  • Verify that "Enable Appointments" is toggled ON in Companies → Options
  • Confirm that "Enable Company Appointment Requests" is enabled for the specific company
  • Check that at least one representative has been assigned to the company
  • Ensure availability dates and times have been configured correctly

Related links

  • How to customize the appointment confirmation email
  • How to set up multi-booking for companies
  • How to view company appointment requests