How to fix issues with appointment invitations not sending
How to fix issues with appointment invitations not sending
How to Fix Issues with Appointment Invitations Not Sending
When appointment invitations aren't being delivered to attendees in Cadence, it can disrupt your event planning workflow. Through the Appointments Menu › Settings section, you can troubleshoot and resolve common issues that prevent invitations from being sent, ensuring your attendees receive the necessary calendar information and meeting details.
When to use
When appointment invitations aren't being delivered to attendees
When calendar invites aren't appearing in recipients' calendars
When reminder emails aren't being sent as expected
When appointment updates aren't reaching attendees
Before you start
You must have Event Manager or System Administrator permissions to troubleshoot most invitation issues. Some settings may only be accessible to System Administrators.
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Verify the invitation settings by opening the appointment and checking that "Send Invites" is toggled ON.
If creating a new appointment, this option is typically enabled by default. For existing appointments, you may need to explicitly enable it.
Confirm all required fields are completed, including appointment name, date, time, and attendees.
Invitations cannot be sent if required fields are incomplete or if the appointment date is in the past.
Check attendee email addresses to ensure they are entered correctly without typos or formatting errors.
Review the "Default Send Invites, Updates & Reminders Setting" in Appointments › Settings to verify your event's default configuration.
Ensure the appointment status is either "Proposed" or "Pending" for initial invites to be sent.
Verify that the appointment has a valid date and time set in the future.
For resending invites, confirm the appointment was previously scheduled with invites either sent or with invite sending turned off.
Use the Bulk Action feature if needed by selecting multiple appointments and choosing "Resend Appointment Invite Email."
The system will exclude appointments that don't meet the criteria for sending or resending invites.
Check the appointment details page after saving to confirm the invitation was sent, which will show the date and time invitations were sent.
Troubleshooting
If invitations still aren't being sent:
Check if the recipient's email domain is blocking Cadence emails
Verify that the event's email templates are properly configured
For appointments with multiple customers, ensure the appointment isn't in "Ask Customer" status
If using the mobile app, try resending from the web platform instead