How to use the "Ask Customer" feature to let attendees select available times {[45](https://cadence.slite.com/app/docs/GykiS7wLrb0tX7/How-to-use-appointments-for-congress-and-even
How to use the "Ask Customer" feature to let attendees select available times {[45](https://cadence.slite.com/app/docs/GykiS7wLrb0tX7/How-to-use-appointments-for-congress-and-even
How to use the "Ask Customer" feature to let attendees select available times
The "Ask Customer" feature in Cadence allows you to send scheduling invitations that empower customers to select meeting times that work best for them. This intelligent scheduling tool only displays time slots when all required team members are available, eliminating back-and-forth communications and streamlining the appointment booking process through the Appointments Menu.
When to use
When scheduling meetings with external customers or partners
When coordinating appointments with multiple attendees
When you want to give customers flexibility in choosing meeting times
When you need to avoid scheduling conflicts
Before you start
You must have System Administrator, Event Manager, or Event Scheduler permissions to use the Ask Customer feature. Required fields are marked with an asterisk (*).
How to do it
Navigate to the Appointments section in your Cadence dashboard.
Click the "Add" button to create a new appointment or select an existing draft appointment.
Enter the appointment details including name, objectives, and topics.
Use descriptive appointment names that include the purpose or key attendees to make them easier to identify later.
Add attendees by typing names or email addresses in the "People" field.
You must add at least one customer before enabling the Ask Customer feature.
Toggle on the "Ask Customer" switch in the appointment form.
Select the response method:
"Single Date & Time Select" for simple one-customer appointments
"Customers Submit Availabilities" when coordinating with multiple customers
With multiple customers, the "Customers Submit Availabilities" option allows everyone to vote on preferred times.
Choose the date range and time slots to offer to customers.
Ensure the date range includes enough available time slots for all invited team members.
Toggle on "Send Emails" to notify customers.
Review the email preview and customize the message if needed.
Click "Save" to create the appointment and send the Ask Customer invitations.
You can copy the Ask Customer link separately by clicking the appointment options and selecting "Copy Ask Customer Link" to share via other channels.
Monitor the appointment status in your Appointments dashboard.
Troubleshooting
If customers report they cannot see any available times, check that your required attendees don't have scheduling conflicts during the offered time range.