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STEP TWO: Adjusting Event Settings

Once your event is added, the Roster Editor tab opens automatically. Here, you can set the Max Roster Size to determine the total number of participants allowed for your event. To further customize the experience, navigate to the Settings tab.

UI Setup

This section controls the functional behavior of your scheduler, including when it is active and what rules participants must follow.

Scheduler Availability

  • Open scheduler to customers on: Enter the specific date and time you want the booking window to begin.

  • Close scheduler to customers on: Enter the date and time the scheduler should automatically lock to participants.

Appointment Number Limits

  • Maximum Appointments per Event: This setting allows you to cap the number of total appointments a single participant can book within this specific event.

Appointment Cancellations

  • Customer cannot cancel their appointment from: Set the cutoff date after which participants are no longer permitted to cancel their own registrations.

  • Cancellation Message: You can optionally activate and customize the message displayed to customers if they attempt to cancel after this deadline.

Scheduler Settings & Links

  • Event Scheduling Link: This is the direct URL for your event. You can enter a customized event name (e.g., /SummerCamp) to create a shorter, branded URL.

    • Important: If you have other "Open" events on your account, participants can still toggle between them unless you use the Category Option.

  • Category Scheduling Link: Use this link to display a scheduler that only includes events assigned to a specific category.

Miscellaneous & Advanced Settings

  • Student Dropdown Requirement: Enable this to require parents to select a pre-imported student name when booking.

  • Multiple Appointment Booking: Under Advanced Settings, check Allow a customer to take multiple slots if you want to permit a single participant to book more than one appointment at the same time.

Notification Setup

Use this tab to manage automated email communications. You can toggle settings for Confirmation, Cancellation, Custom, and Reminder emails.

Confirmation & Reminder Emails

  • Activation: Check Send Confirmation and Cancellation Emails to automate these alerts.

  • Follow-up Settings: Check Send Follow-up Emails and specify the date(s) you want participants to receive a reminder or follow-up notification.

Email Customization

  • Reply-To Email Address: Enter your email here so that participant replies are sent to you directly. If left blank, replies are routed to a generic system response.

  • Subject Lines: Customize the standard subject or the Subject for combined email (used when an appointment is canceled and immediately rescheduled).

  • Body & Header: You can edit the text for the header, body, and footer. Additionally, you can select the option to Replace the Email Body with the Printable Schedule of Appointments.

CUI Messages

The CUI Messages tab allows you to customize the exact labels and text your participants see on the "Customer User Interface."

Modifying Display Text

  • Labels: Select a label on the left (such as Sign In page / Welcome message) to edit the text that appears to the parent on the right.

  • HTML Content: To edit or view the raw HTML for any message, click the HTML icon (<>) on the toolbar.

Branding & Logos

  • Account Logo: To add your school logo to the scheduler, navigate to Global Setup / Business. Under Account Level Settings / Account Logo, use the Upload icon to add your image.

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