How to set up company appointment request workflows

Set Up Company Appointment Request WorkflowsThe Companies Menu in Cadence allows you to configure how attendees request appointments with company representatives during your event. Through the Companies Menu › Emails section, you can customize appointment request workflows, confirmation processes, and booking rules that determine when and how attendees can schedule meetings with participating companies.
When to useWhen enabling attendees to book meetings with exhibitors or sponsors
When setting up appointment scheduling for company representatives
When configuring multi-booking options for high-demand companies
When customizing appointment confirmation workflows
Before you startYou must have System Administrator or Event Manager permissions to configure company appointment request workflows. The Companies feature must be enabled in your event menu settings.
How to do itLog in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
If you don't see the Companies option, an administrator may need to enable it in Event Setup → Menu.
Select "Options" from the submenu that appears.
Toggle "Enable Appointments" to ON.
Configure the default appointment settings:
Appointment Duration
Online Meeting Options
Automatic Appointment Confirmation
Click "Save" to apply these global settings.
Return to the Companies list by clicking "Companies" in the submenu.
Select the company you want to configure appointments for.
Click on the "Options" tab within the company profile.
Toggle "Enable Company Appointment Requests" to ON.
This enables the appointment booking feature specifically for this company.
Configure company-specific appointment settings:
Maximum Number of Appointment Requests (per attendee)
Override Automatic Appointment Confirmation (if needed)
Enable Multi-Booking (if attendees should book multiple appointments)
Click "Save" to apply these company-specific settings.
Select the "Emails" tab to customize appointment communications.
Enter your preferred sender name in the "Email From (Display Name)" field.
This name will appear as the sender for all company appointment emails.
Customize the appointment confirmation email template if needed.
Click "Save" to apply your email settings.
Select the "Appointments Configuration" tab.
Click "Add Date/Time Availability" to create availability blocks.
Set the date range and daily hours when company representatives will be available.
Add company representatives who will be available during these times.
Click "Save" to complete your company appointment request workflow setup.
TroubleshootingIf appointment requests aren't working properly:
Verify that "Enable Appointments" is toggled ON in Companies Options
Confirm that "Enable Company Appointment Requests" is enabled for the specific company
Check that company representatives have been added to the availability blocks
Ensure the company has active availability dates that include the current date
Related linksHow to customize the appointment confirmation email
How to set up multiple appointment bookings per company
How to enable appointment booking with companies