The Appointments Menu in Cadence allows you to modify existing appointments when plans change or details need updating. Located in the Appointments Menu › Settings section, you can edit any aspect of an appointment including name, date, time, location, attendees, and custom fields to ensure all participants have the most current information.
When to use
When appointment details need to be updated
When adding or removing attendees
When rescheduling an appointment
When changing the meeting location
When updating appointment objectives or topics
Before you start
You must have System Administrator, Event Manager, or Event Scheduler permissions to edit appointments. Changes to appointment details may trigger notification emails to participants unless email settings are disabled.
How to do it
Navigate to the Appointments section in your event dashboard.
Select "All Appointments" or "My Appointments" from the dropdown menu.
Find the appointment you want to edit by using the search bar or filtering options.
Click on the appointment name to open its details page.
Select the "Edit" button in the upper right corner of the appointment details page.
You can also access the edit option from the list view by clicking the three dots (actions menu) next to an appointment and selecting "Edit".
Update the appointment name if needed.
The appointment name will appear in all communications and calendars, so make it clear and specific.
Modify the date, time, and duration using the date and time fields.
Changing the date or time will trigger update notifications to all participants unless the "Send Updates" option is disabled.
Change the location by selecting from available rooms or entering a custom location.
Add or remove attendees by using the People section.
Click the "+" icon to add new attendees or the "x" next to existing attendees to remove them.
Update any custom fields, objectives, or topics as needed.
Adjust email settings in the Settings section if you want to disable notifications.
The "Updates & Reminders" toggle controls confirmations, change notices, cancellations, and reminders for already accepted appointments.
Click "Save" to apply your changes.
Clicking "Close without saving" will exit without saving any changes.
Troubleshooting
If you cannot save your appointment changes:
Verify all required fields are completed (marked with an asterisk)
Check for scheduling conflicts with attendees or rooms
Ensure you have the necessary permissions to edit the appointment