How to resolve common issues with company appointment scheduling
How to resolve common issues with company appointment scheduling
Resolve Common Issues with Company Appointment Scheduling
The Companies Menu in Cadence provides tools for managing appointment scheduling between attendees and company representatives. When issues arise with company appointment bookings, several common problems may be preventing successful scheduling. Through the Companies Menu › Settings section, you can identify and resolve configuration issues that affect appointment availability, booking limits, and confirmation workflows.
When to use
When attendees report they cannot book appointments with companies
When company representatives aren't receiving appointment confirmations
When attendees receive error messages about booking limits
When appointment times aren't displaying correctly
Before you start
You must have System Administrator or Event Manager permissions to troubleshoot company appointment settings. Required fields are marked with an asterisk (*).
How to do it
Log 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 "Settings" from the submenu that appears.
Verify that "Enable Appointments" is toggled ON.
If this setting is disabled, no appointment booking functionality will be available for any company.
Check the "Default Appointment Duration" setting to ensure it's appropriate for your event needs.
Confirm the "Maximum Number of Appointment Requests" is set to a reasonable value.
Setting this too low may prevent attendees from booking multiple appointments.
Review the "Automatic Appointment Confirmation" setting.
When enabled, this automatically assigns representatives and confirms appointments without manual approval.
Return to the Companies list by clicking "Companies" in the submenu.
Select the specific company experiencing issues.
Click on the "Options" tab within the company profile.
Verify that "Enable Company Appointment Requests" is toggled ON for this company.
Check if "Override Automatic Appointment Confirmation" is enabled and properly configured.
Select the "Appointments Configuration" tab.
Confirm that date/time availability blocks have been created.
Without availability blocks, attendees will not see any available times to book.
Verify that company representatives have been assigned to the availability blocks.
Representatives must be added as event attendees before they can be assigned to a company.
Check if "Allow Double Booking" is appropriately configured based on your needs.
Save any changes you've made to resolve the identified issues.
Troubleshooting
If appointment booking still isn't working properly:
Verify that the company's availability dates include the current date
Check that representatives haven't reached their maximum number of appointments
Ensure the event timezone settings are correctly configured
Confirm that attendees have not exceeded their maximum allowed appointment requests
Related links
How to enable appointment booking with companies
How to set up company appointment availability
How to set up multiple appointment bookings per company