Setting objectives for appointments in Cadence helps categorize meetings and provides context for attendees. Through the Appointments menu, you can add predefined objectives to appointments, making it easier to track meeting purposes and organize related discussions across your event.
When to use
When categorizing appointments by purpose or subject matter
When tracking meeting objectives for reporting
When grouping similar appointments for analysis
When providing context to attendees about meeting goals
Before you start
You must have System Administrator, Event Manager, or Event Scheduler permissions to set appointment objectives. Objectives must be enabled at the account or event level before they can be used.
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Click on "Appointments" in the left sidebar menu.
Select "All Appointments" or "My Appointments" from the dropdown menu.
Click on an existing appointment or create a new one.
Locate the "Objectives" section in the appointment details form.
If you don't see the Objectives section, check that it has been enabled in Appointments Options.
Click the "+" icon next to Objectives to open the selection menu.
Select one or more objectives from the list.
If objectives are configured as multi-select at the account level, you can choose multiple objectives for a single appointment.
Click "Save" to apply the objectives to the appointment.
If objectives are set as required fields, you must select at least one before saving the appointment.
Troubleshooting
If objectives are not available:
Verify that objectives are enabled in Appointments Options
Check account-level settings to ensure objectives are properly configured
Contact your System Administrator if you need additional objectives added to the available options