# UI Setup page (Event Scheduling)

<table id="bkmrk-event-settings-sched" style="width: 100%; height: 2518.35px;"><tbody><tr style="height: 73.4375px;"><td colspan="2" style="width: 99.881%; height: 73.4375px;">#### **<span class="rvts180">EVENT SETTINGS</span>**

</td></tr><tr style="height: 64.8281px;"><td colspan="2" style="width: 99.881%; height: 64.8281px;">##### **<span class="rvts180">Scheduler Availability</span>**

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Open Scheduler to customers on</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Select the date and time you would like the scheduler to open for participants.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Close Scheduler to customers on</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Select the date and time the scheduler should close and no longer accept bookings.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts180">Appointment Number Limits</span>**

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Maximum Appointments per Event</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Sets a total limit on the number of appointments allowed for the entire event. Set to 0 for no limits.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">If customer reaches maximum appts per event display</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Display "Maximum Appointments Reached" message. Optionally, you can adjust the default message. </span>

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts181">Maximum Appointments Per Resource per Day</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">Limits how many appointments a single resource (e.g., a teacher) can accept daily, regardless of total available slots. Set to 0 for no limits.</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 33.4487%; height: 29.7969px;">**<span class="rvts20">If customer reaches maximum appts per resource per day display</span>**

</td><td style="width: 66.4323%; height: 29.7969px;"><span class="rvts181">Optionally, you can adjust the default message. </span>

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts20">Duration between appointments</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">Enter a duration to prevent customers from booking too frequently. If a customer attempts to book within this window, they will see your custom "Cannot Book" message.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">per service</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Prevents a customer from booking the same </span><span class="rvts182">type of service</span><span class="rvts181"> within the set timeframe, regardless of the staff member.</span>

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts20">per resource</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">Restricts the frequency of bookings with a </span><span class="rvts182">specific staff member or room</span><span class="rvts181">. Select this to allow customers to book again quickly as long as they choose a different resource.</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 33.4487%; height: 29.7969px;">**<span class="rvts20">If customer cannot book the appointment display:</span>**

</td><td style="width: 66.4323%; height: 29.7969px;"><span class="rvts181">Optionally, you can adjust the default message. </span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts180">Appointment Cancellation</span>**

</td></tr><tr style="height: 164.172px;"><td style="width: 33.4487%; height: 164.172px;">**<span class="rvts181">Customers cannot cancel their appointment closer than x hours/days/weeks </span>**

</td><td style="width: 66.4323%; height: 164.172px;"><span class="rvts181">Use this setting to prevent participants from cancelling their appointments within a specific timeframe (hours, days, or weeks) before the scheduled start time. Set this value to </span><span class="rvts180">0</span><span class="rvts181"> if you wish to allow cancellations up until the last minute. Conversely, a very high value effectively disables the cancellation option for participants. </span>

<span class="rvts180">Note:</span><span class="rvts181"> Closing the scheduler only prevents new bookings; it does not stop participants from cancelling existing appointments unless this lock-out period is active.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Display "Call to Cancel" message</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Shows a specific instruction for participants to call the office if they try to cancel during the lock-out period.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts180">Close Appointment Booking</span>**

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Close Appointment Booking</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Automates when slots become unavailable (e.g., X hours before the appointment or X days before the event).</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 33.4487%; height: 29.7969px;">**<span class="rvts20">If customer cannot book the appointment display</span>**

</td><td style="width: 66.4323%; height: 29.7969px;"><span class="rvts181">Shows a ‘Close appointment booking’ message. You can adjust it.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">#### **<span class="rvts180">SCHEDULER SETTINGS</span>**

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts180">Scheduling Link</span>**

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts20">Scheduling link for the account</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">Displays all available events on the scheduler.</span>

<span class="rvts181">If you have only one open event on the vendor account, we recommend that you use the Scheduling link for the account.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Scheduling link for the selected event</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Displays the scheduler of the selected event with the ability to select other available events on this account.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Customize the event link</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Allows you to customise the scheduling link for the selected event parameter.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Scheduling link for the category</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Displays the scheduler with the list of event(s) of the selected category. </span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts21">Scheduler Display</span>**

</td></tr><tr style="height: 29.7969px;"><td style="width: 33.4487%; height: 29.7969px;">**<span class="rvts20">Display Scheduler in a: date, text, list, vertical, table format</span>**

</td><td style="width: 66.4323%; height: 29.7969px;"><span class="rvts181">[There are five ways you can display your slots. ](https://help.pickatime.com/books/additional-event-features/page/event-display-options)</span>

1. <span class="rvts20">Table \* This is the only option for PTA events. </span>
2. <span class="rvts20">Text</span>
3. <span class="rvts20">List</span>
4. <span class="rvts20">Vertical</span>
5. <span class="rvts20">Date</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Display </span><span class="rvts180">calendar</span><span class="rvts181"> to navigate over dates</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Displays a calendar interface to help users browse different dates easily.</span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 33.4487%; height: 29.7969px;">**<span class="rvts181">Display </span><span class="rvts180">paginator</span><span class="rvts181"> to navigate over dates</span>**

</td><td style="width: 66.4323%; height: 29.7969px;"><span class="rvts181">Allows you to display multiple dates with slots on one page. </span>

</td></tr><tr style="height: 29.7969px;"><td style="width: 33.4487%; height: 29.7969px;">**<span class="rvts20">Display the end time of each appointment slot</span>**

</td><td style="width: 66.4323%; height: 29.7969px;"><span class="rvts20">Displays the end time of the slot.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Display # of slots per appointment time</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Show the number of appointment slots for the appointment time.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts180">Scheduler Display Limits</span>**

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Display X weeks/days of slots</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Determines the volume of days or weeks visible to the customer at one time.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts23">Do not display slots after: from today </span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Enter a value here if you would like to display only a certain number of days/weeks/months to your customer.</span>

</td></tr><tr style="height: 96.9844px;"><td style="width: 33.4487%; height: 96.9844px;">**<span class="rvts23">Display maximum available appointment(s) per slot and show next only when % of them are booked</span>**

</td><td style="width: 66.4323%; height: 96.9844px;"><span class="rvts181">This will allow you to initially display only part of the available appointments per slot on the online scheduler. You can set the number of slots you would like initially to show up on the scheduler. The default is set to 100%, but can be adjusted. Once your selected % of slots is booked, the rest will open up. </span>

</td></tr><tr style="height: 46.5938px;"><td colspan="2" style="width: 99.881%; height: 46.5938px;">##### **<span class="rvts180">Resource Display </span>**

<span class="rvts180">Note</span><span class="rvts181">: different options will appear depending on the selected scheduler display format</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Resource title:</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">When using the Table or Date display, you can customise the title of the Resource Display</span>

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts20">Hide/Show resources on the CUI</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">When using the Text, Vertical, or List displays, these options appear to allow you to show or hide the resources for your participants. </span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Display Resources</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">When using the Text, Vertical, or List displays, you can opt to show the resources in a drop-down, vertically or as buttons.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Display resource description</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">When using the Table or Date display, you can add the description to the resource’s legend on the CUI.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Separate legend for each child</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">When using the Table or Date display, you cam generate an individual schedule legend for each student for better clarity.</span>

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts181">Display room </span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">When using the Table or Date display, the scheduler will show the Room value on the scheduler in the list of resources, next to the resource’s name.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Sort resources by available slots</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">When using the Date display, the scheduler will sort resources by available slots.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts21">Miscellaneous:</span>**

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts23">Require parents to select their student name from a drop-down when booking an appointment (requires that students have been imported to the account)</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts23">Click this to require parents to select their student's name from a drop-down when booking an appointment.</span>

</td></tr><tr style="height: 63.3906px;"><td style="width: 33.4487%; height: 63.3906px;">**<span class="rvts23">Allow customers to select a timezone from the list of allowed timezones</span>**

</td><td style="width: 66.4323%; height: 63.3906px;"><span class="rvts181">Check if you want to display a drop-down of time zones to your customers so that they can change the timezone they can view and book their slots in.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="width: 99.881%; height: 29.7969px;">##### **<span class="rvts180">ADVANCED SETTINGS</span>**

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Online Meeting Provider</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Select the integrated video conferencing tool (Zoom, Google, MS Teams) to be used for virtual appointments.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts20">Allow customers to take multiple slots</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">This allows your customer to book more than one slot per appointment time.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Allow conflicting appointments</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Enables customers to book multiple appointments that occur at the same time.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Allow customers to see and cancel past appointments</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Permits users to view their history and manage appointments that have already passed.</span>

</td></tr><tr style="height: 46.5938px;"><td style="width: 33.4487%; height: 46.5938px;">**<span class="rvts181">Don't allow customers to change appointment time</span>**

</td><td style="width: 66.4323%; height: 46.5938px;"><span class="rvts181">Removes the ability for participants to reschedule their existing appointment times.</span>

</td></tr></tbody></table>