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Appointments

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

Via Reports: Logging in takes you directly to the Reporting 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.
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