Event Scheduling Management Guide
Administrator Access
From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Lev...
Contacts
On the Contacts tab, you can search for a contact, select the contact, and then view the informat...
Directions for Participants
Follow the directions provided by your company to get to the Online Scheduler. Once on the site, ...
How to Book Participant Appointments
1. Locate the Time Slot Select the Appointments tab at the top of the screen. Use the Calendar o...
Handling Appointment Errors (Red Borders)
If an appointment appears with a red border, it indicates a system error or a scheduling conflict...
Viewing Appointments in the Admin UI
You can alter several display settings to make the appointments easier to read. To make the time...
Problem Appointments
The Appointments List page will provide a master list of all appointments. It will also display a...
Reports
Event Specific Reports Under the Event pull-down, select your event. On the Event-specific repor...
Sending Custom Emails
From the Appointments List page (not the Appointments page) in the Admin UI, you can search by a ...