Appointments

I would like to offer Virtual appointments for part of the day (e.g., morning/early afternoon) and In-Person appointments for another part of the day (e.g., evening). Can I set that up?

Yes, you can. Simply create separate time slots for each appointment type:

• Use the "Virtual" slot type for the morning or early afternoon hours.
• Use the "In-Person" slot type for the evening hours.

A participant accidentally booked an In-Person appointment but needs a Virtual one. How can we change the appointment type?

There are two options:

• Participant: They can go to the My Appointments page, locate the appointment, click Edit, and change the Appointment Type.
• Admin: In the Admin UI:
  1. Open the event.
  2. Locate the resource and the corresponding time slot.
  3. Click on the Appointment, then click Edit Appointment.
  4. Change the Appointment Type and save.

I want to change all booked appointments from In-Person to Virtual (or vice versa). How can I do this?

In the Admin UI:

1. Open the event.
2. Go to the Event Management page.
3. Click Slots / Update Slots.
4. In the Slot Updater pop-up:
   • Set the desired time range.
   • Choose the new appointment type from the Slot Type drop-down.
   • Click OK.
5. A confirmation message will appear, informing you how many existing appointments will be updated.
6. Click OK to proceed. All affected appointments will be updated to the new type.