Adding attendees to your Cadence appointments allows you to include both internal team members and external customers in your meetings. This process can be completed from the appointment details page, where you can search for existing users or create new contacts as needed.
When to use
When scheduling a new appointment
When updating an existing appointment with additional participants
When replacing attendees in an appointment
Only appointment organizers, schedulers, and system administrators can add attendees to appointments.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Select an existing appointment or create a new one.
Click the "Edit" button if modifying an existing appointment.
Locate the "People" section in the appointment form.
Click the "+" icon next to the People field to add attendees.
You can also type directly in the search field to find existing users by name or email.
Search for the person you want to add by typing their name or email.
Select the person from the search results that appear.
If the person doesn't exist in your system, you'll see options to create a new customer or internal attendee.
Choose whether the attendee is "Required" or "Optional" by selecting the appropriate option.
Required attendees are prioritized in scheduling conflicts and appear at the top of attendee lists.
Repeat steps 5-8 for each additional attendee you want to add.
Review the list of added attendees before saving.
Adding attendees to a room with limited capacity may trigger a warning if the number of in-person attendees exceeds the room capacity.
Click "Save" to update the appointment with the new attendees.
If "Send Emails" is enabled, attendees will automatically receive invitation emails with appointment details.
Troubleshooting
If you cannot find a person in search results, verify they are added to the event as an attendee first, or use the "Create New" option to add them to your system.