The "Ask Customer" feature in Cadence allows you to send scheduling invitations that empower customers to select meeting times that work best for them. Through the Appointments Menu › Settings section, you can configure default settings that streamline the appointment creation process, including workflow preferences, date ranges, time restrictions, and availability windows.
When to use
When standardizing customer scheduling workflows across your organization
When setting up default time ranges for customer availability selection
When implementing time restrictions for last-minute scheduling
When configuring hybrid, in-person, or virtual meeting defaults
Before you start
You must have System Administrator or Event Manager permissions to modify "Ask Customer" default settings. Changes will apply to all new appointments created after saving.
How to do it
Navigate to your event dashboard in Cadence.
Click on "Appointments" in the left sidebar menu.
Select "Settings" from the dropdown menu.
Scroll down to the "Ask Customer" settings section.
Select your preferred option from the "Default Ask Customer Workflow" dropdown.
Choose "In-Person/Virtual (Default)" for hybrid events, or select "In-Person" or "Virtual" if your event uses only one meeting format.
Set the default date range by entering values in the "Start Date" and "End Date" fields.
This date range will be pre-populated when users enable the Ask Customer feature for new appointments.
Configure the default time window by entering values in the "Start Time" and "End Time" fields.
Set times that align with your event's active hours to ensure customers only select times when staff is available.
Toggle the "Ask-Customer Schedule Time Restriction" option if needed.
When enabled, customers cannot schedule appointments within the specified time frame before the event starts.
Enter the time restriction value in the field that appears.
Select "Hours" or "Days" from the dropdown to define the restriction unit.
Click "Save" at the bottom of the page to apply your changes.
The button will briefly change to "Saved" to confirm your settings were applied successfully.
Troubleshooting
If customers report they cannot select certain times:
Verify the time restriction settings aren't blocking their selections
Check that the default date range and time window are appropriate for your event
Ensure the Ask Customer feature is enabled for the specific appointment