Creating your first appointment in Cadence allows you to schedule and manage meetings with attendees at your event. Through the Appointments Menu › Settings section, you can configure default settings that streamline the appointment creation process, including duration preferences, invitation settings, and feature enablement options.
When to use
When scheduling your first meeting with customers or colleagues
When you need to reserve meeting rooms or locations
When organizing team meetings during an event
When tracking meeting attendance and status
Before you start
You must have System Administrator, Event Manager, or Event Scheduler permissions to create appointments. Required fields are marked with an asterisk (*).
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Click on "Appointments" in the left sidebar menu.
Select "New Appointment" from the dropdown menu.
Enter a name for your appointment in the "Appointment Name" field.
Use descriptive names that include the purpose or key attendees to make appointments easier to identify later.
Select a date and time for your appointment using the date picker and time dropdown menus.
Choose a duration for your appointment from the dropdown options.
The default duration is set in your event's appointment settings, but you can change it for individual appointments as needed.
Select a location by choosing from available rooms or entering a custom location.
If you select a room that's already booked during your chosen time, a conflict warning will appear.
Add attendees by clicking the "+" icon in the People section and searching for their name or email.
Assign an organizer by selecting from the dropdown menu in the Organizer field.
If "Auto Add Organizer" is enabled in settings, the organizer will automatically be added as a required attendee.
Add objectives and topics if these features are enabled in your appointment settings.
Toggle "Send Emails" on if you want attendees to receive email invitations.
Review the email preview if sending emails and make any necessary adjustments.
Click "Save" to create your appointment.
If "Send Emails" is enabled, invitations will be sent immediately after saving.
Troubleshooting
If you cannot create an appointment:
Verify you have the correct permissions for the event
Check that all required fields are completed
Ensure there are no scheduling conflicts with selected attendees