Custom fields in Cadence allow you to collect specific information for appointments beyond the standard fields. By configuring custom fields in the Appointments section, you can gather data that's relevant to your particular event needs, such as product interests, meeting objectives, or follow-up requirements.
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
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 Admin account.
Navigate to your event dashboard.
Select "Appointments" from the left sidebar menu.
Click on "Custom Fields" in the submenu.
Click the blue "+" button to add a new custom field.
Enter a name for your custom field.
Use clear, descriptive names that indicate exactly what information you're requesting.
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