How to check for scheduling conflicts when adding attendees
How to check for scheduling conflicts when adding attendees
How to check for scheduling conflicts when adding attendees
When adding attendees to appointments in Cadence, you can check for scheduling conflicts to avoid double-booking. This feature helps you identify when attendees have existing commitments during your proposed meeting time, allowing you to select optimal time slots that work for everyone involved.
When to use
When scheduling new appointments with multiple attendees
When adding attendees to existing appointments
When rescheduling appointments to accommodate everyone's availability
When you need to ensure customers aren't double-booked
Before you start
You must have Event Manager, Event Scheduler, or System Administrator permissions to check for scheduling conflicts.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Select an existing appointment or click "New Appointment" to create one.
Add the date and time for your appointment in the appropriate fields.
Click the + icon in the People section to add attendees.
You can add both internal team members and external customers before checking for conflicts.
Search for and select the person you want to add to the appointment.
Review the conflict indicator that appears next to the person's name if they have a scheduling conflict.
Red indicators show hard conflicts (the person is already booked at this time), while yellow indicators show soft conflicts (the person has a tentative commitment).
Click on the conflict indicator to view details about the conflicting appointment or schedule item.
Decide whether to proceed with adding the person despite the conflict or choose a different time.
Adding a customer with a hard conflict will prevent you from saving the appointment until you resolve the conflict.
Click "Save" to confirm your changes once all conflicts are resolved.
Troubleshooting
If the Save button remains disabled after adding attendees, check for hard conflicts with customers that need to be resolved first. You may need to select a different time or remove the conflicting attendee.
If you need to quickly add someone despite a conflict, you can use the "Add Multiple People" option and enter their email directly, then address the conflict afterward.