How to set up appointment segmentation for multi-part meetings {[65](https://app.asana.com/1/204358902455423/project/1209188779640614/task/1210986935005941)} {[9](https://app.asan

How to set up appointment segmentation for multi-part meetings {[65](https://app.asana.com/1/204358902455423/project/1209188779640614/task/1210986935005941)} {[9](https://app.asan

Set Up Appointment Segmentation for Multi-Part Meetings

Appointment segmentation in Cadence allows you to split a single appointment into multiple consecutive segments, each with its own organizer, internal attendees, objectives, and topics while maintaining one seamless invitation for customers. This feature is accessed through the Appointments Menu and is ideal for complex meetings that involve multiple teams or discussion topics.

Before you start

You must have System Administrator, Event Manager, or Event Scheduler permissions to use appointment segmentation. This feature must be enabled for your event license type.

How to do it

    Navigate to the Appointments section in your Cadence dashboard.
    Click "New Appointment" or select an existing draft appointment.
    Enter the basic appointment details including name, date, and time.
    Toggle on the "Enable Segmentation" switch in the appointment form.
When segmentation is enabled, the total appointment duration will be automatically divided into equal segments initially.
    Specify the number of segments (2-4) using the segment controls.
    Adjust the duration of each segment as needed.
Segments must be consecutive with no gaps between them, and the total duration must match the overall appointment time.
    Add customers to the appointment (they will see the entire appointment as one meeting).
    For each segment, configure the following:
  • Segment name/label
  • Segment-specific organizer
  • Internal attendees for that segment
  • Segment-specific objectives and topics
  • Any custom fields for that segment
    Configure shared fields that apply to the entire appointment:
  • Room/Location
  • Scheduler
  • Personal message
  • Resources
    Toggle on "Send Invites" to notify all participants.
    Click "Save" to create the segmented appointment.
Internal attendees will only receive calendar invites for the specific segments they're assigned to, while customers receive one invitation for the full appointment duration.

Troubleshooting

If segmentation options are not visible:
  • Verify your event license supports appointment segmentation
  • Check that you have the required permissions
  • Ensure the appointment is not already scheduled or confirmed, as segmentation must be enabled during initial creation