Adding partners to multiple appointments at once saves time when collaborating across organizations. This feature allows you to efficiently add partner attendees to several appointments simultaneously through the bulk actions menu in the Appointments section, eliminating the need to update each appointment individually.
When to use
When adding the same partner to multiple appointments
When updating appointments after partner events are linked
When preparing for cross-company collaborative meetings
When consolidating appointment attendees across organizations
This feature is only available for events that have been configured as partner events. System Administrators must enable partner events in the admin settings before this option appears.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Select multiple appointments by checking the boxes next to each appointment you want to update.
Click the "Bulk Actions" button that appears when appointments are selected.
Choose "Add People" from the dropdown menu.
Click the "Add Partner" option in the dialog that appears.
You can identify partner attendees by the "Partner" badge that appears next to their name when added.
Enter the partner's email address in the search field.
Only email addresses from properly configured partner events will be recognized as partners.
Select the partner from the search results that appear.
Choose whether the partner is "Required" or "Optional" by selecting the appropriate option.
Toggle "Send Invites" on if you want partners to receive calendar invitations.
If you leave "Send Invites" off, partners will be added to the appointments but won't receive calendar invitations or notifications.
Click "Add" to apply the changes to all selected appointments.
Verify the success message confirming the partners have been added.
Troubleshooting
If the "Add Partner" option doesn't appear in the bulk actions menu, check that:
Your event is properly configured as a partner event
You have the necessary permissions (Scheduler, Event Manager, or System Administrator)
The partner event is active and properly linked to your event
If a partner email address isn't recognized, verify that it belongs to a user in the linked partner event and that the partner event configuration is correct.