Managing Schedules in Appointments

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Even if your attendees have full control over their schedules, you can still create, accept, decline, cancel, or print appointments for them. The following steps show you how.

Scheduling Appointments for Attendees

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar. You can choose to view the calendar by Attendees or by Locations by switching between the two in the top-left.
 
User-added image

If searching by Attendees, use the Groups filter on the left-hand side to narrow down the list. When creating an appointment, suggestions are automatically provided for appointment types, time slots, and locations based on the attendees you've selected.

2 Create the appointment. Click Create Appointment.

Since you're dictating the terms of this meeting, you can override any Schedule Rules you've created. Or apply them anyway by checking the box at the top.

Select an appointment type. Name the appointment and enter a description, if necessary. 

 
Click Choose next to Time and Location. All available time slots you've added will appear. Select one and click Apply.

Or block off time. Click Create Appointment. Select Block Off Time to block off a specified amount of time on an attendee's calendar that's not tied to an appointment. This could be used for a break, offsite meeting, or other event where the attendee does not want other hosts to send them appointment requests during that time. 

Click Add next to Attendees, then select which attendees you want to block time for. Enter the date, start time, end time, and subject. Then click Block Off Time.

 
User-added image
 
NOTE: Attendees will not be able to edit or delete this blocked off time.

3 Add attendees. Assign a host to the appointment by clicking Add next to Host. Search for the attendee, click on their name, then click Add 1 Host

Next, click Add next to Attendees. Filter the list using search terms or by selecting a group from the dropdown. Click on their name, then click Add 1 Attendee.

For all attendees to automatically be accepted to this appointment, check the box in the Attendees section. This triggers the Appointment Request email, which asks attendees to accept or decline.

 
Accepting or Declining on an Attendee's Behalf

1 Access the Planner Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Click Calendar in the top navigation bar. Use the filters on the left-hand side to open a specific attendee, group, or location's calendar.

2 Accept or decline the appointment. Open an appointment by clicking its name, then click Edit.

Click Actions to the right of the pending attendee, then Accept or Decline.
A note will display if there is a potential conflict for a specific attendee based on their current calendar.
 
User-added image

Then click Update Appointment Invitation.

Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee within an Appointment
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Since this only shows appointments the attendee has been invited to, you'll need to find another attendee going to the same appointment in order to add someone. Use the search field or group filter to find them quicker.

Click the appointment.

 
User-added image

Then, click Edit.

3 Add or remove attendees or hosts. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click Actions to the right of their name, then Remove.

Everyone added or removed will receive an email notification.

 
Creating New Attendees
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open and configure the calendar settings. Click User-added image in the top-right. A pop-up will appear.
 
NOTE: This feature is not available for appointment events linked to Classic events.
Enable the option to create new attendees from this calendar, then select which group newly created attendees will be added to. If your appointment event is linked to a Flex event, you will also need to assign an admission item and registration type for newly created attendees. Click Save.

3 Create a new attendee. Click Create Appointment in the top-left. Select an Appointment Type, assign an Appointment Host, then click Add next to Attendees. In the Find Attendees box, enter the name of the attendee you wish to add. Below the search bar, an option to Create Attendee will appear. Click it.
.

 
User-added image

Enter the required information for the new attendee. Finally click Continue, then finish creating the appointment.


Cancelling Appointments
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Use the search field or group filter to find them quicker.

3 Cancel it. Click the appointment.
 
User-added image

Then click Cancel Appointment.

All attendees receive an email notification.
 

NOTE: If you've linked your Appointments event to an existing Registration event and an invitee unregisters from that event, all of their appointments will be automatically declined or canceled.
 
Printing Appointments

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the attendee's calendar. On the left hand navigation, check the box next to the attendee who's calendar you want to print.
 
User-added image
3 Print the calendar. Click User-added image in the top-right. A pop-up with printout options will appear.

Check the boxes next to the types of bookings and appointment details you want to include. Then click Continue. Select your printer from your computer's settings, then click OK.

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What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Even if your attendees have full control over their schedules, you can still create, accept, decline, cancel, or print appointments for them. The following steps show you how.

Scheduling Appointments for Attendees

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar. You can choose to view the calendar by Attendees or by Locations by switching between the two in the top-left.
 
User-added image

If searching by Attendees, use the Groups filter on the left-hand side to narrow down the list. When creating an appointment, suggestions are automatically provided for appointment types, time slots, and locations based on the attendees you've selected.

2 Create the appointment. Click Create Appointment.

Since you're dictating the terms of this meeting, you can override any Schedule Rules you've created. Or apply them anyway by checking the box at the top.

Select an appointment type. Name the appointment and enter a description, if necessary. 

 
Click Choose next to Time and Location. All available time slots you've added will appear. Select one and click Apply.

Or block off time. Click Create Appointment. Select Block Off Time to block off a specified amount of time on an attendee's calendar that's not tied to an appointment. This could be used for a break, offsite meeting, or other event where the attendee does not want other hosts to send them appointment requests during that time. 

Click Add next to Attendees, then select which attendees you want to block time for. Enter the date, start time, end time, and subject. Then click Block Off Time.

 
User-added image
 
NOTE: Attendees will not be able to edit or delete this blocked off time.

3 Add attendees. Assign a host to the appointment by clicking Add next to Host. Search for the attendee, click on their name, then click Add 1 Host

Next, click Add next to Attendees. Filter the list using search terms or by selecting a group from the dropdown. Click on their name, then click Add 1 Attendee.

For all attendees to automatically be accepted to this appointment, check the box in the Attendees section. This triggers the Appointment Request email, which asks attendees to accept or decline.

 
Accepting or Declining on an Attendee's Behalf

1 Access the Planner Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Click Calendar in the top navigation bar. Use the filters on the left-hand side to open a specific attendee, group, or location's calendar.

2 Accept or decline the appointment. Open an appointment by clicking its name, then click Edit.

Click Actions to the right of the pending attendee, then Accept or Decline.
A note will display if there is a potential conflict for a specific attendee based on their current calendar.
 
User-added image

Then click Update Appointment Invitation.

Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee within an Appointment
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Since this only shows appointments the attendee has been invited to, you'll need to find another attendee going to the same appointment in order to add someone. Use the search field or group filter to find them quicker.

Click the appointment.

 
User-added image

Then, click Edit.

3 Add or remove attendees or hosts. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click Actions to the right of their name, then Remove.

Everyone added or removed will receive an email notification.

 
Creating New Attendees
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open and configure the calendar settings. Click User-added image in the top-right. A pop-up will appear.
 
NOTE: This feature is not available for appointment events linked to Classic events.
Enable the option to create new attendees from this calendar, then select which group newly created attendees will be added to. If your appointment event is linked to a Flex event, you will also need to assign an admission item and registration type for newly created attendees. Click Save.

3 Create a new attendee. Click Create Appointment in the top-left. Select an Appointment Type, assign an Appointment Host, then click Add next to Attendees. In the Find Attendees box, enter the name of the attendee you wish to add. Below the search bar, an option to Create Attendee will appear. Click it.
.

 
User-added image

Enter the required information for the new attendee. Finally click Continue, then finish creating the appointment.


Cancelling Appointments
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Use the search field or group filter to find them quicker.

3 Cancel it. Click the appointment.
 
User-added image

Then click Cancel Appointment.

All attendees receive an email notification.
 

NOTE: If you've linked your Appointments event to an existing Registration event and an invitee unregisters from that event, all of their appointments will be automatically declined or canceled.
 
Printing Appointments

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the attendee's calendar. On the left hand navigation, check the box next to the attendee who's calendar you want to print.
 
User-added image
3 Print the calendar. Click User-added image in the top-right. A pop-up with printout options will appear.

Check the boxes next to the types of bookings and appointment details you want to include. Then click Continue. Select your printer from your computer's settings, then click OK.

Did this article resolve your issue?

Yes
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What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Even if your attendees have full control over their schedules, you can still create, accept, decline, cancel, or print appointments for them. The following steps show you how.

Scheduling Appointments for Attendees

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar. You can choose to view the calendar by Attendees or by Locations by switching between the two in the top-left.
 
User-added image

If searching by Attendees, use the Groups filter on the left-hand side to narrow down the list. When creating an appointment, suggestions are automatically provided for appointment types, time slots, and locations based on the attendees you've selected.

2 Create the appointment. Click Create Appointment.

Since you're dictating the terms of this meeting, you can override any Schedule Rules you've created. Or apply them anyway by checking the box at the top.

Select an appointment type. Name the appointment and enter a description, if necessary. 

 
Click Choose next to Time and Location. All available time slots you've added will appear. Select one and click Apply.

Or block off time. Click Create Appointment. Select Block Off Time to block off a specified amount of time on an attendee's calendar that's not tied to an appointment. This could be used for a break, offsite meeting, or other event where the attendee does not want other hosts to send them appointment requests during that time. 

Click Add next to Attendees, then select which attendees you want to block time for. Enter the date, start time, end time, and subject. Then click Block Off Time.

 
User-added image
 
NOTE: Attendees will not be able to edit or delete this blocked off time.

3 Add attendees. Assign a host to the appointment by clicking Add next to Host. Search for the attendee, click on their name, then click Add 1 Host

Next, click Add next to Attendees. Filter the list using search terms or by selecting a group from the dropdown. Click on their name, then click Add 1 Attendee.

For all attendees to automatically be accepted to this appointment, check the box in the Attendees section. This triggers the Appointment Request email, which asks attendees to accept or decline.

 
Accepting or Declining on an Attendee's Behalf

1 Access the Planner Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Click Calendar in the top navigation bar. Use the filters on the left-hand side to open a specific attendee, group, or location's calendar.

2 Accept or decline the appointment. Open an appointment by clicking its name, then click Edit.

Click Actions to the right of the pending attendee, then Accept or Decline.
A note will display if there is a potential conflict for a specific attendee based on their current calendar.
 
User-added image

Then click Update Appointment Invitation.

Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee within an Appointment
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Since this only shows appointments the attendee has been invited to, you'll need to find another attendee going to the same appointment in order to add someone. Use the search field or group filter to find them quicker.

Click the appointment.

 
User-added image

Then, click Edit.

3 Add or remove attendees or hosts. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click Actions to the right of their name, then Remove.

Everyone added or removed will receive an email notification.

 
Creating New Attendees
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open and configure the calendar settings. Click User-added image in the top-right. A pop-up will appear.
 
NOTE: This feature is not available for appointment events linked to Classic events.
Enable the option to create new attendees from this calendar, then select which group newly created attendees will be added to. If your appointment event is linked to a Flex event, you will also need to assign an admission item and registration type for newly created attendees. Click Save.

3 Create a new attendee. Click Create Appointment in the top-left. Select an Appointment Type, assign an Appointment Host, then click Add next to Attendees. In the Find Attendees box, enter the name of the attendee you wish to add. Below the search bar, an option to Create Attendee will appear. Click it.
.

 
User-added image

Enter the required information for the new attendee. Finally click Continue, then finish creating the appointment.


Cancelling Appointments
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Use the search field or group filter to find them quicker.

3 Cancel it. Click the appointment.
 
User-added image

Then click Cancel Appointment.

All attendees receive an email notification.
 

NOTE: If you've linked your Appointments event to an existing Registration event and an invitee unregisters from that event, all of their appointments will be automatically declined or canceled.
 
Printing Appointments

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the attendee's calendar. On the left hand navigation, check the box next to the attendee who's calendar you want to print.
 
User-added image
3 Print the calendar. Click User-added image in the top-right. A pop-up with printout options will appear.

Check the boxes next to the types of bookings and appointment details you want to include. Then click Continue. Select your printer from your computer's settings, then click OK.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Even if your attendees have full control over their schedules, you can still create, accept, decline, cancel, or print appointments for them. The following steps show you how.

Scheduling Appointments for Attendees

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar. You can choose to view the calendar by Attendees or by Locations by switching between the two in the top-left.
 
User-added image

If searching by Attendees, use the Groups filter on the left-hand side to narrow down the list. When creating an appointment, suggestions are automatically provided for appointment types, time slots, and locations based on the attendees you've selected.

2 Create the appointment. Click Create Appointment.

Since you're dictating the terms of this meeting, you can override any Schedule Rules you've created. Or apply them anyway by checking the box at the top.

Select an appointment type. Name the appointment and enter a description, if necessary. 

 
Click Choose next to Time and Location. All available time slots you've added will appear. Select one and click Apply.

Or block off time. Click Create Appointment. Select Block Off Time to block off a specified amount of time on an attendee's calendar that's not tied to an appointment. This could be used for a break, offsite meeting, or other event where the attendee does not want other hosts to send them appointment requests during that time. 

Click Add next to Attendees, then select which attendees you want to block time for. Enter the date, start time, end time, and subject. Then click Block Off Time.

 
User-added image
 
NOTE: Attendees will not be able to edit or delete this blocked off time.

3 Add attendees. Assign a host to the appointment by clicking Add next to Host. Search for the attendee, click on their name, then click Add 1 Host

Next, click Add next to Attendees. Filter the list using search terms or by selecting a group from the dropdown. Click on their name, then click Add 1 Attendee.

For all attendees to automatically be accepted to this appointment, check the box in the Attendees section. This triggers the Appointment Request email, which asks attendees to accept or decline.

 
Accepting or Declining on an Attendee's Behalf

1 Access the Planner Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Click Calendar in the top navigation bar. Use the filters on the left-hand side to open a specific attendee, group, or location's calendar.

2 Accept or decline the appointment. Open an appointment by clicking its name, then click Edit.

Click Actions to the right of the pending attendee, then Accept or Decline.
A note will display if there is a potential conflict for a specific attendee based on their current calendar.
 
User-added image

Then click Update Appointment Invitation.

Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee within an Appointment
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Since this only shows appointments the attendee has been invited to, you'll need to find another attendee going to the same appointment in order to add someone. Use the search field or group filter to find them quicker.

Click the appointment.

 
User-added image

Then, click Edit.

3 Add or remove attendees or hosts. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click Actions to the right of their name, then Remove.

Everyone added or removed will receive an email notification.

 
Creating New Attendees
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open and configure the calendar settings. Click User-added image in the top-right. A pop-up will appear.
 
NOTE: This feature is not available for appointment events linked to Classic events.
Enable the option to create new attendees from this calendar, then select which group newly created attendees will be added to. If your appointment event is linked to a Flex event, you will also need to assign an admission item and registration type for newly created attendees. Click Save.

3 Create a new attendee. Click Create Appointment in the top-left. Select an Appointment Type, assign an Appointment Host, then click Add next to Attendees. In the Find Attendees box, enter the name of the attendee you wish to add. Below the search bar, an option to Create Attendee will appear. Click it.
.

 
User-added image

Enter the required information for the new attendee. Finally click Continue, then finish creating the appointment.


Cancelling Appointments
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Use the search field or group filter to find them quicker.

3 Cancel it. Click the appointment.
 
User-added image

Then click Cancel Appointment.

All attendees receive an email notification.
 

NOTE: If you've linked your Appointments event to an existing Registration event and an invitee unregisters from that event, all of their appointments will be automatically declined or canceled.
 
Printing Appointments

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the attendee's calendar. On the left hand navigation, check the box next to the attendee who's calendar you want to print.
 
User-added image
3 Print the calendar. Click User-added image in the top-right. A pop-up with printout options will appear.

Check the boxes next to the types of bookings and appointment details you want to include. Then click Continue. Select your printer from your computer's settings, then click OK.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Even if your attendees have full control over their schedules, you can still create, accept, decline, cancel, or print appointments for them. The following steps show you how.

Scheduling Appointments for Attendees

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar. You can choose to view the calendar by Attendees or by Locations by switching between the two in the top-left.
 
User-added image

If searching by Attendees, use the Groups filter on the left-hand side to narrow down the list. When creating an appointment, suggestions are automatically provided for appointment types, time slots, and locations based on the attendees you've selected.

2 Create the appointment. Click Create Appointment.

Since you're dictating the terms of this meeting, you can override any Schedule Rules you've created. Or apply them anyway by checking the box at the top.

Select an appointment type. Name the appointment and enter a description, if necessary. 

 
Click Choose next to Time and Location. All available time slots you've added will appear. Select one and click Apply.

Or block off time. Click Create Appointment. Select Block Off Time to block off a specified amount of time on an attendee's calendar that's not tied to an appointment. This could be used for a break, offsite meeting, or other event where the attendee does not want other hosts to send them appointment requests during that time. 

Click Add next to Attendees, then select which attendees you want to block time for. Enter the date, start time, end time, and subject. Then click Block Off Time.

 
User-added image
 
NOTE: Attendees will not be able to edit or delete this blocked off time.

3 Add attendees. Assign a host to the appointment by clicking Add next to Host. Search for the attendee, click on their name, then click Add 1 Host

Next, click Add next to Attendees. Filter the list using search terms or by selecting a group from the dropdown. Click on their name, then click Add 1 Attendee.

For all attendees to automatically be accepted to this appointment, check the box in the Attendees section. This triggers the Appointment Request email, which asks attendees to accept or decline.

 
Accepting or Declining on an Attendee's Behalf

1 Access the Planner Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Click Calendar in the top navigation bar. Use the filters on the left-hand side to open a specific attendee, group, or location's calendar.

2 Accept or decline the appointment. Open an appointment by clicking its name, then click Edit.

Click Actions to the right of the pending attendee, then Accept or Decline.
A note will display if there is a potential conflict for a specific attendee based on their current calendar.
 
User-added image

Then click Update Appointment Invitation.

Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee within an Appointment
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Since this only shows appointments the attendee has been invited to, you'll need to find another attendee going to the same appointment in order to add someone. Use the search field or group filter to find them quicker.

Click the appointment.

 
User-added image

Then, click Edit.

3 Add or remove attendees or hosts. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click Actions to the right of their name, then Remove.

Everyone added or removed will receive an email notification.

 
Creating New Attendees
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open and configure the calendar settings. Click User-added image in the top-right. A pop-up will appear.
 
NOTE: This feature is not available for appointment events linked to Classic events.
Enable the option to create new attendees from this calendar, then select which group newly created attendees will be added to. If your appointment event is linked to a Flex event, you will also need to assign an admission item and registration type for newly created attendees. Click Save.

3 Create a new attendee. Click Create Appointment in the top-left. Select an Appointment Type, assign an Appointment Host, then click Add next to Attendees. In the Find Attendees box, enter the name of the attendee you wish to add. Below the search bar, an option to Create Attendee will appear. Click it.
.

 
User-added image

Enter the required information for the new attendee. Finally click Continue, then finish creating the appointment.


Cancelling Appointments
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Use the search field or group filter to find them quicker.

3 Cancel it. Click the appointment.
 
User-added image

Then click Cancel Appointment.

All attendees receive an email notification.
 

NOTE: If you've linked your Appointments event to an existing Registration event and an invitee unregisters from that event, all of their appointments will be automatically declined or canceled.
 
Printing Appointments

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the attendee's calendar. On the left hand navigation, check the box next to the attendee who's calendar you want to print.
 
User-added image
3 Print the calendar. Click User-added image in the top-right. A pop-up with printout options will appear.

Check the boxes next to the types of bookings and appointment details you want to include. Then click Continue. Select your printer from your computer's settings, then click OK.

Did this article resolve your issue?

Yes
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Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


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Even if your attendees have full control over their schedules, you can still create, accept, decline, cancel, or print appointments for them. The following steps show you how.

Scheduling Appointments for Attendees

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar. You can choose to view the calendar by Attendees or by Locations by switching between the two in the top-left.
 
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If searching by Attendees, use the Groups filter on the left-hand side to narrow down the list. When creating an appointment, suggestions are automatically provided for appointment types, time slots, and locations based on the attendees you've selected.

2 Create the appointment. Click Create Appointment.

Since you're dictating the terms of this meeting, you can override any Schedule Rules you've created. Or apply them anyway by checking the box at the top.

Select an appointment type. Name the appointment and enter a description, if necessary. 

 
Click Choose next to Time and Location. All available time slots you've added will appear. Select one and click Apply.

Or block off time. Click Create Appointment. Select Block Off Time to block off a specified amount of time on an attendee's calendar that's not tied to an appointment. This could be used for a break, offsite meeting, or other event where the attendee does not want other hosts to send them appointment requests during that time. 

Click Add next to Attendees, then select which attendees you want to block time for. Enter the date, start time, end time, and subject. Then click Block Off Time.

 
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NOTE: Attendees will not be able to edit or delete this blocked off time.

3 Add attendees. Assign a host to the appointment by clicking Add next to Host. Search for the attendee, click on their name, then click Add 1 Host

Next, click Add next to Attendees. Filter the list using search terms or by selecting a group from the dropdown. Click on their name, then click Add 1 Attendee.

For all attendees to automatically be accepted to this appointment, check the box in the Attendees section. This triggers the Appointment Request email, which asks attendees to accept or decline.

 
Accepting or Declining on an Attendee's Behalf

1 Access the Planner Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Click Calendar in the top navigation bar. Use the filters on the left-hand side to open a specific attendee, group, or location's calendar.

2 Accept or decline the appointment. Open an appointment by clicking its name, then click Edit.

Click Actions to the right of the pending attendee, then Accept or Decline.
A note will display if there is a potential conflict for a specific attendee based on their current calendar.
 
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Then click Update Appointment Invitation.

Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee within an Appointment
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Since this only shows appointments the attendee has been invited to, you'll need to find another attendee going to the same appointment in order to add someone. Use the search field or group filter to find them quicker.

Click the appointment.

 
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Then, click Edit.

3 Add or remove attendees or hosts. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click Actions to the right of their name, then Remove.

Everyone added or removed will receive an email notification.

 
Creating New Attendees
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open and configure the calendar settings. Click User-added image in the top-right. A pop-up will appear.
 
NOTE: This feature is not available for appointment events linked to Classic events.
Enable the option to create new attendees from this calendar, then select which group newly created attendees will be added to. If your appointment event is linked to a Flex event, you will also need to assign an admission item and registration type for newly created attendees. Click Save.

3 Create a new attendee. Click Create Appointment in the top-left. Select an Appointment Type, assign an Appointment Host, then click Add next to Attendees. In the Find Attendees box, enter the name of the attendee you wish to add. Below the search bar, an option to Create Attendee will appear. Click it.
.

 
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Enter the required information for the new attendee. Finally click Continue, then finish creating the appointment.


Cancelling Appointments
 
1 Access the calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the appointment. To find the appointment, check the box beside an attendee's name on the left to display their schedule. Use the search field or group filter to find them quicker.

3 Cancel it. Click the appointment.
 
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Then click Cancel Appointment.

All attendees receive an email notification.
 

NOTE: If you've linked your Appointments event to an existing Registration event and an invitee unregisters from that event, all of their appointments will be automatically declined or canceled.
 
Printing Appointments

1 Access the Calendar. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Select Calendar from the top navigation bar.

2 Open the attendee's calendar. On the left hand navigation, check the box next to the attendee who's calendar you want to print.
 
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3 Print the calendar. Click User-added image in the top-right. A pop-up with printout options will appear.

Check the boxes next to the types of bookings and appointment details you want to include. Then click Continue. Select your printer from your computer's settings, then click OK.

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