How to select a location for appointments

How to select a location for appointments

Select a Location for an Appointment

When creating or editing an appointment in Cadence, selecting an appropriate location is essential for ensuring attendees know where to meet. Through the Appointments menu, you can choose from predefined rooms, create custom locations, or set up virtual meeting links, giving you flexibility for in-person, virtual, or hybrid meetings.

When to use

  • When scheduling in-person meetings that require a physical room
  • When setting up virtual meetings that need online meeting details
  • When creating hybrid meetings that combine physical and virtual locations
  • When you need to specify an off-site location like a restaurant or venue
You must have System Administrator, Event Manager, or Event Scheduler permissions to create or edit appointment locations. Required fields are marked with an asterisk (*).

How to do it

    Log in to your Cadence account.
    Navigate to your event dashboard.
    Click on "Appointments" in the left sidebar menu.
    Select "New Appointment" or edit an existing appointment.
    Locate the Location field in the appointment form.
    Click on the Location dropdown menu to view available options.
You can type in the search box to quickly find specific rooms by name or features.
    Select a predefined room from the dropdown list.
Only rooms that are available during your selected appointment time will appear in the list.
    Alternatively, create a custom location by typing a location name and pressing Enter.
For virtual meetings, you can paste a video conference link directly into the location field.
    Review your location selection to ensure it meets your meeting requirements.
If you select a room that's already booked during your chosen time, a conflict warning will appear.
    Complete the remaining appointment details.
    Click "Save" to confirm your appointment with the selected location.

Troubleshooting

If you cannot find or select your desired location:
  • Verify that the room is available during your selected appointment time
  • Check if the room has been configured for appointments in Event Setup
  • Ensure you have permission to book the specific room
  • For custom locations, make sure you're not exceeding the character limit