The Partner Appointments feature facilitates coordination between different organizations during collaborative events. It allows for the seamless linking of appointments across events from different accounts. Here's how we set up this feature for our customers' events.
Prerequisites
To ensure a smooth setup, a few requirements must be met:
Appointment Feature Activation: The appointment feature should be active for both events involved. This is typically enabled through the event's main menu settings.
Events from Different Accounts: The events you want to link as partners must be from separate accounts. This setup acknowledges the individuality of each event while enabling inter-event connectivity.
Only Cadence Superadmin Users can set up an event as a partner to another, this is not for general event admins.
Steps to Enable the Setting
You can activate Partner Appointments for customer events as follows:
Identify Customer Events: On the admin, page select one of the customer events that require the Partner Appointments setup.
Access the Event Setup Menu: Find and enter the 'Event Setup' menu to access detailed configurations for the event.
Enter the Details Sub-menu: In the event setup area, proceed to the 'Details' sub-menu, which contains the settings for event management.
Input Partner Event: Locate the 'Partner Event' field. This is where you'll connect the event to its designated partner. Input the partner event name with which it should be associated.
Complete the Setup: After linking the partner event, save the changes to finalize the setup.
After the Configuration
Following the configuration, our customers will be able to invite attendees from the partner event into their appointments. Although linked, each event will maintain its unique controls and settings. The integration allows for a cohesive arrangement where appointments can be viewed across the related events, enhancing collaborative efforts.