Appointments

How do I see who has signed up for an appointment?

Via Reports: Logging in takes you directly to the Reports area, where several reports show scheduled appointments.

Via Admin UI: Select your event, go to Appointments, and click a date/time — the participant's name will display in that slot.

Can I offer Virtual appointments part of the day and In-Person for another part?

Yes — create separate slots by type:

• Virtual slots for morning/early afternoon
• In-Person slots for evening

A participant booked the wrong appointment type (In-Person vs. Virtual). How do I fix it?

Option 1 — Participant self-service: They go to My Appointments, locate the booking, click Edit, and change the Appointment Type.

Option 2 — Admin:

1. Open the event and locate the resource/time slot.
2. Click the appointment, then Edit Appointment.
3. Change the Appointment Type and save.

How do I change ALL booked appointments from In-Person to Virtual (or vice versa)?

1. Open the event / Event Management.
2. Click Slots / Update Slots.
3. In the Slot Updater, set the time range and choose the new type from Slot Type.
4. Click OK — you'll see a confirmation showing how many appointments will be updated.
5. Click OK again to confirm.

I need to change my event date, but keep the existing appointments. How do I do this?

Yes — you can move your slots and appointments to the new date instead of recreating them.

You'll have the option to email participants notifying them of the change.

Note: Moving slots does not automatically update the date listed on the Event Setup page — you'll need to correct that separately.