Assigning Attendees to Groups in Appointments

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To book appointments with others, attendees must be assigned to at least one group in your Appointments event. You can group attendees manually, group attendees automatically based on their registration type, answer to a registration question, or specific contact field, or allow existing group members to add new attendees and assign them to a specified group. This allows you to create rules based on who's assigned to what group. For example, only allowing those who are in the Attendees group to book appointments with those in the Exhibitors group.

Adding Groups
Before you assign attendees to specific groups, you'll need to add the groups to your Appointments event.

1 Access the list of groups. Begin by selecting your Appointments event. Hover over Attendee Management and, under Manage, click Groups.

2 Add a group. Click Create Group. In the Basic Information section, name the group and add a description, if desired.

User-added image

Click Save.
 
NOTE: Using Universal Appointments? A "Staff" group is automatically added when you create a Universal Appointments event.


2 Configure the group's permission settings. Click the neighboring tab, Permissions, then Edit. Use the "Maximum bookings each group member can have at same time" dropdown to determine how many appointments, chunks of blocked off time, or sessions an attendee can have booked on their calendar at the same time.

Click Save.



Manually Assigning Attendees to Groups
If you aren't linking your Appointments event to a Registration event, you'll need to manually assign attendees to groups either individually or through an import.

1 Add attendees to your event. Hover over Attendee Management and, under Manage, click Attendees. Hover over Add, then click Add from Address Book. Use the Contact Group dropdown or Advanced Search function to filter your Address Book. Check the boxes next to the attendees' names that you want to add. 

 
User-added image

Then click Add.

Next, assign these attendees to a group. Check the boxes next to the names of the people you want to add to a group. Click Add in the top-right, then Add to Group.

 
User-added image

Check the box next to the groups you want to add the attendees to, then click Add to Groups.

Or import a list of attendees and their group assignments. Hover over Attendee Management and, under Manage, click Attendees. In the top-right, click Import Attendees. Proceed with the import process until you reach step 5, "Select Appointment Event Groups."

 
NOTE: You cannot import attendees to an Appointment event that is linked to a Registration event. Instead, you'll need to assign attendees to groups manually or automatically.
 
Click Add Group.
 
User-added image

Click Select next to the group you want to add these attendees to. To associate these attendees to more than one group, click Add Group again, then select another.

User-added image

Click Next. Confirm that these contacts have given you permission to send them emails, then click Finish.
 
NOTE: If an attendee was manually added to a group, they can only be removed from the group manually under Attendee Management > Manage > Groups > Select the group > Edit > Select the attendee > Remove.


Automatically Assigning Attendees to Groups
If you've linked your Appointments event to a Registration event, you can add group assignment rules to automatically assign a registrant to a group based on their registration type, answer to a registration question, or specific contact field.

1 Configure the group assignment conditions. Hover over Attendee Management and, under Setup, click Group Assignment. Click Edit.

Click Create Rule, then click Add Condition.

 
User-added image

Click the dropdown next to "If," then select the standard contact field, custom contact field, registration type, or registration question that the condition should be dependent on.
 
User-added image

An additional dropdown will appear to the right. Click on it, then select the operator.
 
User-added image

Another dropdown will appear to the right. Click on it, then select the value.
 
User-added image

Then, click on the dropdown next to "Then add attendees to this group" and select the group that you want these attendees to be added to.

User-added image

To add more rules, click Create Rule, then repeat these steps. When you're done, click Save.

Now, any attendees that register for the linked Registration event will automatically be assigned to a group in the Appointments event based on these parameters.

 
NOTE: If an attendee no longer meets the group's conditions, they'll be automatically removed from the group.

Allowing Group Members to Create Attendees
If you've linked your Appointments event to a Flex event, you can allow members of a group to create attendees. You can specify which group, admission item, and registration type these new attendees should have. They will also be added as contacts in your address book.

1 Access the group's permissions. Hover over Attendee Management and, under Manage, click Groups. Click on the group's name. The Details tab opens by default. Click the neighboring tab, Permissions, then Edit.

2 Determine the group and event settings. Switch "Group members can create attendees" to Yes.
 
User-added image

From the "Add new attendees to this group" dropdown, select which group you want new attendees to be added to in your Appointments event.

Then, from the "Give new attendees this admission item" dropdown, select which admission item new attendees should be registered for in your Flex event. Next, from the "Give new attendees this registration type" dropdown, select which registration type new attendees should be registered for in your Flex event. The possible registration type options depend on the admission item you've chosen.

 
User-added image

When you're done, click Save.

 
NOTE: Any attendees created through this process will not impact your linked event’s general, admission item, and registration type capacities.

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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.

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To book appointments with others, attendees must be assigned to at least one group in your Appointments event. You can group attendees manually, group attendees automatically based on their registration type, answer to a registration question, or specific contact field, or allow existing group members to add new attendees and assign them to a specified group. This allows you to create rules based on who's assigned to what group. For example, only allowing those who are in the Attendees group to book appointments with those in the Exhibitors group.

Adding Groups
Before you assign attendees to specific groups, you'll need to add the groups to your Appointments event.

1 Access the list of groups. Begin by selecting your Appointments event. Hover over Attendee Management and, under Manage, click Groups.

2 Add a group. Click Create Group. In the Basic Information section, name the group and add a description, if desired.

User-added image

Click Save.
 
NOTE: Using Universal Appointments? A "Staff" group is automatically added when you create a Universal Appointments event.


2 Configure the group's permission settings. Click the neighboring tab, Permissions, then Edit. Use the "Maximum bookings each group member can have at same time" dropdown to determine how many appointments, chunks of blocked off time, or sessions an attendee can have booked on their calendar at the same time.

Click Save.



Manually Assigning Attendees to Groups
If you aren't linking your Appointments event to a Registration event, you'll need to manually assign attendees to groups either individually or through an import.

1 Add attendees to your event. Hover over Attendee Management and, under Manage, click Attendees. Hover over Add, then click Add from Address Book. Use the Contact Group dropdown or Advanced Search function to filter your Address Book. Check the boxes next to the attendees' names that you want to add. 

 
User-added image

Then click Add.

Next, assign these attendees to a group. Check the boxes next to the names of the people you want to add to a group. Click Add in the top-right, then Add to Group.

 
User-added image

Check the box next to the groups you want to add the attendees to, then click Add to Groups.

Or import a list of attendees and their group assignments. Hover over Attendee Management and, under Manage, click Attendees. In the top-right, click Import Attendees. Proceed with the import process until you reach step 5, "Select Appointment Event Groups."

 
NOTE: You cannot import attendees to an Appointment event that is linked to a Registration event. Instead, you'll need to assign attendees to groups manually or automatically.
 
Click Add Group.
 
User-added image

Click Select next to the group you want to add these attendees to. To associate these attendees to more than one group, click Add Group again, then select another.

User-added image

Click Next. Confirm that these contacts have given you permission to send them emails, then click Finish.
 
NOTE: If an attendee was manually added to a group, they can only be removed from the group manually under Attendee Management > Manage > Groups > Select the group > Edit > Select the attendee > Remove.


Automatically Assigning Attendees to Groups
If you've linked your Appointments event to a Registration event, you can add group assignment rules to automatically assign a registrant to a group based on their registration type, answer to a registration question, or specific contact field.

1 Configure the group assignment conditions. Hover over Attendee Management and, under Setup, click Group Assignment. Click Edit.

Click Create Rule, then click Add Condition.

 
User-added image

Click the dropdown next to "If," then select the standard contact field, custom contact field, registration type, or registration question that the condition should be dependent on.
 
User-added image

An additional dropdown will appear to the right. Click on it, then select the operator.
 
User-added image

Another dropdown will appear to the right. Click on it, then select the value.
 
User-added image

Then, click on the dropdown next to "Then add attendees to this group" and select the group that you want these attendees to be added to.

User-added image

To add more rules, click Create Rule, then repeat these steps. When you're done, click Save.

Now, any attendees that register for the linked Registration event will automatically be assigned to a group in the Appointments event based on these parameters.

 
NOTE: If an attendee no longer meets the group's conditions, they'll be automatically removed from the group.

Allowing Group Members to Create Attendees
If you've linked your Appointments event to a Flex event, you can allow members of a group to create attendees. You can specify which group, admission item, and registration type these new attendees should have. They will also be added as contacts in your address book.

1 Access the group's permissions. Hover over Attendee Management and, under Manage, click Groups. Click on the group's name. The Details tab opens by default. Click the neighboring tab, Permissions, then Edit.

2 Determine the group and event settings. Switch "Group members can create attendees" to Yes.
 
User-added image

From the "Add new attendees to this group" dropdown, select which group you want new attendees to be added to in your Appointments event.

Then, from the "Give new attendees this admission item" dropdown, select which admission item new attendees should be registered for in your Flex event. Next, from the "Give new attendees this registration type" dropdown, select which registration type new attendees should be registered for in your Flex event. The possible registration type options depend on the admission item you've chosen.

 
User-added image

When you're done, click Save.

 
NOTE: Any attendees created through this process will not impact your linked event’s general, admission item, and registration type capacities.

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
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To book appointments with others, attendees must be assigned to at least one group in your Appointments event. You can group attendees manually, group attendees automatically based on their registration type, answer to a registration question, or specific contact field, or allow existing group members to add new attendees and assign them to a specified group. This allows you to create rules based on who's assigned to what group. For example, only allowing those who are in the Attendees group to book appointments with those in the Exhibitors group.

Adding Groups
Before you assign attendees to specific groups, you'll need to add the groups to your Appointments event.

1 Access the list of groups. Begin by selecting your Appointments event. Hover over Attendee Management and, under Manage, click Groups.

2 Add a group. Click Create Group. In the Basic Information section, name the group and add a description, if desired.

User-added image

Click Save.
 
NOTE: Using Universal Appointments? A "Staff" group is automatically added when you create a Universal Appointments event.


2 Configure the group's permission settings. Click the neighboring tab, Permissions, then Edit. Use the "Maximum bookings each group member can have at same time" dropdown to determine how many appointments, chunks of blocked off time, or sessions an attendee can have booked on their calendar at the same time.

Click Save.



Manually Assigning Attendees to Groups
If you aren't linking your Appointments event to a Registration event, you'll need to manually assign attendees to groups either individually or through an import.

1 Add attendees to your event. Hover over Attendee Management and, under Manage, click Attendees. Hover over Add, then click Add from Address Book. Use the Contact Group dropdown or Advanced Search function to filter your Address Book. Check the boxes next to the attendees' names that you want to add. 

 
User-added image

Then click Add.

Next, assign these attendees to a group. Check the boxes next to the names of the people you want to add to a group. Click Add in the top-right, then Add to Group.

 
User-added image

Check the box next to the groups you want to add the attendees to, then click Add to Groups.

Or import a list of attendees and their group assignments. Hover over Attendee Management and, under Manage, click Attendees. In the top-right, click Import Attendees. Proceed with the import process until you reach step 5, "Select Appointment Event Groups."

 
NOTE: You cannot import attendees to an Appointment event that is linked to a Registration event. Instead, you'll need to assign attendees to groups manually or automatically.
 
Click Add Group.
 
User-added image

Click Select next to the group you want to add these attendees to. To associate these attendees to more than one group, click Add Group again, then select another.

User-added image

Click Next. Confirm that these contacts have given you permission to send them emails, then click Finish.
 
NOTE: If an attendee was manually added to a group, they can only be removed from the group manually under Attendee Management > Manage > Groups > Select the group > Edit > Select the attendee > Remove.


Automatically Assigning Attendees to Groups
If you've linked your Appointments event to a Registration event, you can add group assignment rules to automatically assign a registrant to a group based on their registration type, answer to a registration question, or specific contact field.

1 Configure the group assignment conditions. Hover over Attendee Management and, under Setup, click Group Assignment. Click Edit.

Click Create Rule, then click Add Condition.

 
User-added image

Click the dropdown next to "If," then select the standard contact field, custom contact field, registration type, or registration question that the condition should be dependent on.
 
User-added image

An additional dropdown will appear to the right. Click on it, then select the operator.
 
User-added image

Another dropdown will appear to the right. Click on it, then select the value.
 
User-added image

Then, click on the dropdown next to "Then add attendees to this group" and select the group that you want these attendees to be added to.

User-added image

To add more rules, click Create Rule, then repeat these steps. When you're done, click Save.

Now, any attendees that register for the linked Registration event will automatically be assigned to a group in the Appointments event based on these parameters.

 
NOTE: If an attendee no longer meets the group's conditions, they'll be automatically removed from the group.

Allowing Group Members to Create Attendees
If you've linked your Appointments event to a Flex event, you can allow members of a group to create attendees. You can specify which group, admission item, and registration type these new attendees should have. They will also be added as contacts in your address book.

1 Access the group's permissions. Hover over Attendee Management and, under Manage, click Groups. Click on the group's name. The Details tab opens by default. Click the neighboring tab, Permissions, then Edit.

2 Determine the group and event settings. Switch "Group members can create attendees" to Yes.
 
User-added image

From the "Add new attendees to this group" dropdown, select which group you want new attendees to be added to in your Appointments event.

Then, from the "Give new attendees this admission item" dropdown, select which admission item new attendees should be registered for in your Flex event. Next, from the "Give new attendees this registration type" dropdown, select which registration type new attendees should be registered for in your Flex event. The possible registration type options depend on the admission item you've chosen.

 
User-added image

When you're done, click Save.

 
NOTE: Any attendees created through this process will not impact your linked event’s general, admission item, and registration type capacities.

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
To book appointments with others, attendees must be assigned to at least one group in your Appointments event. You can group attendees manually, group attendees automatically based on their registration type, answer to a registration question, or specific contact field, or allow existing group members to add new attendees and assign them to a specified group. This allows you to create rules based on who's assigned to what group. For example, only allowing those who are in the Attendees group to book appointments with those in the Exhibitors group.

Adding Groups
Before you assign attendees to specific groups, you'll need to add the groups to your Appointments event.

1 Access the list of groups. Begin by selecting your Appointments event. Hover over Attendee Management and, under Manage, click Groups.

2 Add a group. Click Create Group. In the Basic Information section, name the group and add a description, if desired.

User-added image

Click Save.
 
NOTE: Using Universal Appointments? A "Staff" group is automatically added when you create a Universal Appointments event.


2 Configure the group's permission settings. Click the neighboring tab, Permissions, then Edit. Use the "Maximum bookings each group member can have at same time" dropdown to determine how many appointments, chunks of blocked off time, or sessions an attendee can have booked on their calendar at the same time.

Click Save.



Manually Assigning Attendees to Groups
If you aren't linking your Appointments event to a Registration event, you'll need to manually assign attendees to groups either individually or through an import.

1 Add attendees to your event. Hover over Attendee Management and, under Manage, click Attendees. Hover over Add, then click Add from Address Book. Use the Contact Group dropdown or Advanced Search function to filter your Address Book. Check the boxes next to the attendees' names that you want to add. 

 
User-added image

Then click Add.

Next, assign these attendees to a group. Check the boxes next to the names of the people you want to add to a group. Click Add in the top-right, then Add to Group.

 
User-added image

Check the box next to the groups you want to add the attendees to, then click Add to Groups.

Or import a list of attendees and their group assignments. Hover over Attendee Management and, under Manage, click Attendees. In the top-right, click Import Attendees. Proceed with the import process until you reach step 5, "Select Appointment Event Groups."

 
NOTE: You cannot import attendees to an Appointment event that is linked to a Registration event. Instead, you'll need to assign attendees to groups manually or automatically.
 
Click Add Group.
 
User-added image

Click Select next to the group you want to add these attendees to. To associate these attendees to more than one group, click Add Group again, then select another.

User-added image

Click Next. Confirm that these contacts have given you permission to send them emails, then click Finish.
 
NOTE: If an attendee was manually added to a group, they can only be removed from the group manually under Attendee Management > Manage > Groups > Select the group > Edit > Select the attendee > Remove.


Automatically Assigning Attendees to Groups
If you've linked your Appointments event to a Registration event, you can add group assignment rules to automatically assign a registrant to a group based on their registration type, answer to a registration question, or specific contact field.

1 Configure the group assignment conditions. Hover over Attendee Management and, under Setup, click Group Assignment. Click Edit.

Click Create Rule, then click Add Condition.

 
User-added image

Click the dropdown next to "If," then select the standard contact field, custom contact field, registration type, or registration question that the condition should be dependent on.
 
User-added image

An additional dropdown will appear to the right. Click on it, then select the operator.
 
User-added image

Another dropdown will appear to the right. Click on it, then select the value.
 
User-added image

Then, click on the dropdown next to "Then add attendees to this group" and select the group that you want these attendees to be added to.

User-added image

To add more rules, click Create Rule, then repeat these steps. When you're done, click Save.

Now, any attendees that register for the linked Registration event will automatically be assigned to a group in the Appointments event based on these parameters.

 
NOTE: If an attendee no longer meets the group's conditions, they'll be automatically removed from the group.

Allowing Group Members to Create Attendees
If you've linked your Appointments event to a Flex event, you can allow members of a group to create attendees. You can specify which group, admission item, and registration type these new attendees should have. They will also be added as contacts in your address book.

1 Access the group's permissions. Hover over Attendee Management and, under Manage, click Groups. Click on the group's name. The Details tab opens by default. Click the neighboring tab, Permissions, then Edit.

2 Determine the group and event settings. Switch "Group members can create attendees" to Yes.
 
User-added image

From the "Add new attendees to this group" dropdown, select which group you want new attendees to be added to in your Appointments event.

Then, from the "Give new attendees this admission item" dropdown, select which admission item new attendees should be registered for in your Flex event. Next, from the "Give new attendees this registration type" dropdown, select which registration type new attendees should be registered for in your Flex event. The possible registration type options depend on the admission item you've chosen.

 
User-added image

When you're done, click Save.

 
NOTE: Any attendees created through this process will not impact your linked event’s general, admission item, and registration type capacities.

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
To book appointments with others, attendees must be assigned to at least one group in your Appointments event. You can group attendees manually, group attendees automatically based on their registration type, answer to a registration question, or specific contact field, or allow existing group members to add new attendees and assign them to a specified group. This allows you to create rules based on who's assigned to what group. For example, only allowing those who are in the Attendees group to book appointments with those in the Exhibitors group.

Adding Groups
Before you assign attendees to specific groups, you'll need to add the groups to your Appointments event.

1 Access the list of groups. Begin by selecting your Appointments event. Hover over Attendee Management and, under Manage, click Groups.

2 Add a group. Click Create Group. In the Basic Information section, name the group and add a description, if desired.

User-added image

Click Save.
 
NOTE: Using Universal Appointments? A "Staff" group is automatically added when you create a Universal Appointments event.


2 Configure the group's permission settings. Click the neighboring tab, Permissions, then Edit. Use the "Maximum bookings each group member can have at same time" dropdown to determine how many appointments, chunks of blocked off time, or sessions an attendee can have booked on their calendar at the same time.

Click Save.



Manually Assigning Attendees to Groups
If you aren't linking your Appointments event to a Registration event, you'll need to manually assign attendees to groups either individually or through an import.

1 Add attendees to your event. Hover over Attendee Management and, under Manage, click Attendees. Hover over Add, then click Add from Address Book. Use the Contact Group dropdown or Advanced Search function to filter your Address Book. Check the boxes next to the attendees' names that you want to add. 

 
User-added image

Then click Add.

Next, assign these attendees to a group. Check the boxes next to the names of the people you want to add to a group. Click Add in the top-right, then Add to Group.

 
User-added image

Check the box next to the groups you want to add the attendees to, then click Add to Groups.

Or import a list of attendees and their group assignments. Hover over Attendee Management and, under Manage, click Attendees. In the top-right, click Import Attendees. Proceed with the import process until you reach step 5, "Select Appointment Event Groups."

 
NOTE: You cannot import attendees to an Appointment event that is linked to a Registration event. Instead, you'll need to assign attendees to groups manually or automatically.
 
Click Add Group.
 
User-added image

Click Select next to the group you want to add these attendees to. To associate these attendees to more than one group, click Add Group again, then select another.

User-added image

Click Next. Confirm that these contacts have given you permission to send them emails, then click Finish.
 
NOTE: If an attendee was manually added to a group, they can only be removed from the group manually under Attendee Management > Manage > Groups > Select the group > Edit > Select the attendee > Remove.


Automatically Assigning Attendees to Groups
If you've linked your Appointments event to a Registration event, you can add group assignment rules to automatically assign a registrant to a group based on their registration type, answer to a registration question, or specific contact field.

1 Configure the group assignment conditions. Hover over Attendee Management and, under Setup, click Group Assignment. Click Edit.

Click Create Rule, then click Add Condition.

 
User-added image

Click the dropdown next to "If," then select the standard contact field, custom contact field, registration type, or registration question that the condition should be dependent on.
 
User-added image

An additional dropdown will appear to the right. Click on it, then select the operator.
 
User-added image

Another dropdown will appear to the right. Click on it, then select the value.
 
User-added image

Then, click on the dropdown next to "Then add attendees to this group" and select the group that you want these attendees to be added to.

User-added image

To add more rules, click Create Rule, then repeat these steps. When you're done, click Save.

Now, any attendees that register for the linked Registration event will automatically be assigned to a group in the Appointments event based on these parameters.

 
NOTE: If an attendee no longer meets the group's conditions, they'll be automatically removed from the group.

Allowing Group Members to Create Attendees
If you've linked your Appointments event to a Flex event, you can allow members of a group to create attendees. You can specify which group, admission item, and registration type these new attendees should have. They will also be added as contacts in your address book.

1 Access the group's permissions. Hover over Attendee Management and, under Manage, click Groups. Click on the group's name. The Details tab opens by default. Click the neighboring tab, Permissions, then Edit.

2 Determine the group and event settings. Switch "Group members can create attendees" to Yes.
 
User-added image

From the "Add new attendees to this group" dropdown, select which group you want new attendees to be added to in your Appointments event.

Then, from the "Give new attendees this admission item" dropdown, select which admission item new attendees should be registered for in your Flex event. Next, from the "Give new attendees this registration type" dropdown, select which registration type new attendees should be registered for in your Flex event. The possible registration type options depend on the admission item you've chosen.

 
User-added image

When you're done, click Save.

 
NOTE: Any attendees created through this process will not impact your linked event’s general, admission item, and registration type capacities.

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.

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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
To book appointments with others, attendees must be assigned to at least one group in your Appointments event. You can group attendees manually, group attendees automatically based on their registration type, answer to a registration question, or specific contact field, or allow existing group members to add new attendees and assign them to a specified group. This allows you to create rules based on who's assigned to what group. For example, only allowing those who are in the Attendees group to book appointments with those in the Exhibitors group.

Adding Groups
Before you assign attendees to specific groups, you'll need to add the groups to your Appointments event.

1 Access the list of groups. Begin by selecting your Appointments event. Hover over Attendee Management and, under Manage, click Groups.

2 Add a group. Click Create Group. In the Basic Information section, name the group and add a description, if desired.

User-added image

Click Save.
 
NOTE: Using Universal Appointments? A "Staff" group is automatically added when you create a Universal Appointments event.


2 Configure the group's permission settings. Click the neighboring tab, Permissions, then Edit. Use the "Maximum bookings each group member can have at same time" dropdown to determine how many appointments, chunks of blocked off time, or sessions an attendee can have booked on their calendar at the same time.

Click Save.



Manually Assigning Attendees to Groups
If you aren't linking your Appointments event to a Registration event, you'll need to manually assign attendees to groups either individually or through an import.

1 Add attendees to your event. Hover over Attendee Management and, under Manage, click Attendees. Hover over Add, then click Add from Address Book. Use the Contact Group dropdown or Advanced Search function to filter your Address Book. Check the boxes next to the attendees' names that you want to add. 

 
User-added image

Then click Add.

Next, assign these attendees to a group. Check the boxes next to the names of the people you want to add to a group. Click Add in the top-right, then Add to Group.

 
User-added image

Check the box next to the groups you want to add the attendees to, then click Add to Groups.

Or import a list of attendees and their group assignments. Hover over Attendee Management and, under Manage, click Attendees. In the top-right, click Import Attendees. Proceed with the import process until you reach step 5, "Select Appointment Event Groups."

 
NOTE: You cannot import attendees to an Appointment event that is linked to a Registration event. Instead, you'll need to assign attendees to groups manually or automatically.
 
Click Add Group.
 
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Click Select next to the group you want to add these attendees to. To associate these attendees to more than one group, click Add Group again, then select another.

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Click Next. Confirm that these contacts have given you permission to send them emails, then click Finish.
 
NOTE: If an attendee was manually added to a group, they can only be removed from the group manually under Attendee Management > Manage > Groups > Select the group > Edit > Select the attendee > Remove.


Automatically Assigning Attendees to Groups
If you've linked your Appointments event to a Registration event, you can add group assignment rules to automatically assign a registrant to a group based on their registration type, answer to a registration question, or specific contact field.

1 Configure the group assignment conditions. Hover over Attendee Management and, under Setup, click Group Assignment. Click Edit.

Click Create Rule, then click Add Condition.

 
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Click the dropdown next to "If," then select the standard contact field, custom contact field, registration type, or registration question that the condition should be dependent on.
 
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An additional dropdown will appear to the right. Click on it, then select the operator.
 
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Another dropdown will appear to the right. Click on it, then select the value.
 
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Then, click on the dropdown next to "Then add attendees to this group" and select the group that you want these attendees to be added to.

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To add more rules, click Create Rule, then repeat these steps. When you're done, click Save.

Now, any attendees that register for the linked Registration event will automatically be assigned to a group in the Appointments event based on these parameters.

 
NOTE: If an attendee no longer meets the group's conditions, they'll be automatically removed from the group.

Allowing Group Members to Create Attendees
If you've linked your Appointments event to a Flex event, you can allow members of a group to create attendees. You can specify which group, admission item, and registration type these new attendees should have. They will also be added as contacts in your address book.

1 Access the group's permissions. Hover over Attendee Management and, under Manage, click Groups. Click on the group's name. The Details tab opens by default. Click the neighboring tab, Permissions, then Edit.

2 Determine the group and event settings. Switch "Group members can create attendees" to Yes.
 
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From the "Add new attendees to this group" dropdown, select which group you want new attendees to be added to in your Appointments event.

Then, from the "Give new attendees this admission item" dropdown, select which admission item new attendees should be registered for in your Flex event. Next, from the "Give new attendees this registration type" dropdown, select which registration type new attendees should be registered for in your Flex event. The possible registration type options depend on the admission item you've chosen.

 
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When you're done, click Save.

 
NOTE: Any attendees created through this process will not impact your linked event’s general, admission item, and registration type capacities.

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