Managing Schedules in Appointments

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Even if your attendees have full control over their schedules, you can still create, accept, decline, or cancel 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.

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.

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 Attendee


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.

Everyone will automatically be accepted to this appointment unless you uncheck 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 attendee list. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Hover over Attendee Management and, under Manage, click Attendees.

2 Open the attendee's schedule. Search for the attendee, then hover over User-added image beside their name. Click View Schedule.

Click Calendar in the top-right.

All the appointments they've been invited to are listed.


3 Accept or decline the invite. Open an appointment by clicking its name.

Click Accept or Decline.

 
User-added image
 
Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee
 
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. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click the - to the right of their name.

Everyone added or removed will receive an email notification.

 
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.
 

 

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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
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Even if your attendees have full control over their schedules, you can still create, accept, decline, or cancel 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.

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.

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 Attendee


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.

Everyone will automatically be accepted to this appointment unless you uncheck 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 attendee list. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Hover over Attendee Management and, under Manage, click Attendees.

2 Open the attendee's schedule. Search for the attendee, then hover over User-added image beside their name. Click View Schedule.

Click Calendar in the top-right.

All the appointments they've been invited to are listed.


3 Accept or decline the invite. Open an appointment by clicking its name.

Click Accept or Decline.

 
User-added image
 
Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee
 
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. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click the - to the right of their name.

Everyone added or removed will receive an email notification.

 
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.
 

 

Did this article resolve your issue?

Yes
No

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, or cancel 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.

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.

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 Attendee


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.

Everyone will automatically be accepted to this appointment unless you uncheck 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 attendee list. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Hover over Attendee Management and, under Manage, click Attendees.

2 Open the attendee's schedule. Search for the attendee, then hover over User-added image beside their name. Click View Schedule.

Click Calendar in the top-right.

All the appointments they've been invited to are listed.


3 Accept or decline the invite. Open an appointment by clicking its name.

Click Accept or Decline.

 
User-added image
 
Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee
 
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. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click the - to the right of their name.

Everyone added or removed will receive an email notification.

 
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.
 

 

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, or cancel 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.

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.

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 Attendee


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.

Everyone will automatically be accepted to this appointment unless you uncheck 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 attendee list. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Hover over Attendee Management and, under Manage, click Attendees.

2 Open the attendee's schedule. Search for the attendee, then hover over User-added image beside their name. Click View Schedule.

Click Calendar in the top-right.

All the appointments they've been invited to are listed.


3 Accept or decline the invite. Open an appointment by clicking its name.

Click Accept or Decline.

 
User-added image
 
Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee
 
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. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click the - to the right of their name.

Everyone added or removed will receive an email notification.

 
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.
 

 

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, or cancel 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.

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.

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 Attendee


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.

Everyone will automatically be accepted to this appointment unless you uncheck 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 attendee list. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Hover over Attendee Management and, under Manage, click Attendees.

2 Open the attendee's schedule. Search for the attendee, then hover over User-added image beside their name. Click View Schedule.

Click Calendar in the top-right.

All the appointments they've been invited to are listed.


3 Accept or decline the invite. Open an appointment by clicking its name.

Click Accept or Decline.

 
User-added image
 
Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee
 
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. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click the - to the right of their name.

Everyone added or removed will receive an email notification.

 
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.
 

 

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

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, or cancel 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.

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.

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 Attendee


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.

Everyone will automatically be accepted to this appointment unless you uncheck 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 attendee list. Under Solutions at the top of the page, select Appointments. Open an appointment event by clicking its name.

Hover over Attendee Management and, under Manage, click Attendees.

2 Open the attendee's schedule. Search for the attendee, then hover over User-added image beside their name. Click View Schedule.

Click Calendar in the top-right.

All the appointments they've been invited to are listed.


3 Accept or decline the invite. Open an appointment by clicking its name.

Click Accept or Decline.

 
User-added image
 
Declined appointments will be removed from their schedule. Whoever created the appointment will receive an email notification.
 
Adding or Removing an Attendee
 
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. Click Add next to Host to assign a leader or Add next to Attendees to add anyone else.

To remove someone, click the - to the right of their name.

Everyone added or removed will receive an email notification.

 
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.
 

 

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.