How to navigate the Appointments interface

How to navigate the Appointments interface

How to navigate the Appointments interface

The Appointments interface in Cadence serves as your central hub for managing all meeting-related activities at your event. From this interface, you can create and edit appointments, view room availability, track appointment status, and manage email communications with attendees.

When to use

  • When scheduling meetings with event attendees
  • When you need to view or modify existing appointments
  • When checking room or location availability
  • When managing appointment email templates
  • When reviewing appointment analytics and reports
You must have System Administrator, Event Manager, or Event Scheduler permissions to access and use the Appointments menu.

How to do it

    Log in to your Cadence account.
    Navigate to your event dashboard.
    Locate the left sidebar navigation menu.
    Click on "Appointments" in the sidebar menu.
If you don't see the Appointments option, you may need to scroll within the sidebar menu, especially on smaller screens.
    Select a submenu option based on your needs:
  • All Appointments (to view all meetings)
  • My Appointments (to view only your meetings)
  • New Appointment (to create a meeting)
  • Location Availability (to check room schedules)
  • Analytics (to view appointment metrics)
  • Emails (to manage appointment email templates)
    Use the view toggles in the upper right corner to switch between list view, calendar view, or analytics view.
    Apply filters by clicking "Refine" to narrow down appointments by status, date, organizer, or other criteria.
    Click on any appointment to view its details or make changes.
Changes to appointment email templates will affect all future appointment communications for this event.

Troubleshooting

If the Appointments menu is not visible:
  • Verify you have the correct permissions for the event
  • Check if your screen size requires scrolling within the sidebar menu
  • Ensure the Appointments feature is enabled for your event license type