How to configure appointment registration management
How to configure appointment registration management
Configure Appointment Registration Management
The Appointments Menu in Cadence allows you to manage how attendees register for appointments at your event. Through the Appointments Menu › Emails section, you can customize email templates, set notification preferences, and configure registration workflows to streamline the appointment booking process for both organizers and attendees.
When to use
When setting up appointment registration workflows for your event
When customizing email notifications for appointment confirmations
When managing how attendees respond to appointment invitations
When configuring reminder settings for upcoming appointments
You must have System Administrator or Event Manager permissions to modify appointment registration settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Appointments" in the left sidebar menu.
Select "Emails" from the submenu that appears.
Review the available email templates organized by category.
Templates are grouped by purpose: Invitations, Confirmations, Reminders, and Updates.
Click on the "Options" tab at the top of the page.
Locate the "Registration Management" section.
Configure the "Appointment Confirmation Method" setting:
Select "Automatic" to confirm appointments immediately upon creation
Select "Manual" to require explicit confirmation by organizers
Set the "Default Response Deadline" for appointment invitations.
This determines how long attendees have to respond before the invitation expires.
Toggle "Enable Reminder Emails" to activate automated reminders.
Select reminder timing options:
48-hour reminder for tentative attendees
24-hour reminder for all attendees
The 48-hour reminder email for tentative attendees cannot be disabled, but its content can be customized.
Configure "Appointment Cancellation Settings" to determine how cancellations are handled.
Set "No-Show Management" options if you want to track attendance.
Click "Save" to apply your changes.
The button will briefly change to "Saved" to confirm your changes were applied.
Troubleshooting
If appointment emails aren't being delivered:
Verify email settings are properly configured at both event and account levels
Check that the sender domain has been properly authenticated
Ensure recipient email addresses are correctly formatted without extra spaces