STEP TWO: Adjusting Event Settings
Once your event is created, the Roster Editor tab opens automatically. Here, you can set Max Roster Size to define the total number of participants allowed for your event. For further customization, go to the Settings tab.
UI Setup
Controls the functional behavior of your scheduler — when it's active, and what rules participants must follow.
Scheduler Availability
| Setting |
What it does |
| Open scheduler to customers on |
Date/time the booking window begins |
| Close scheduler to customers on |
Date/time the scheduler automatically locks for participants |
Appointment Number Limits
| Setting |
What it does |
| Maximum Appointments per Event |
Caps how many appointments a single participant can book within this event |
Appointment Cancellations
| Setting |
What it does |
| Customer cannot cancel their appointment from |
Cutoff date after which participants can no longer cancel their own registration |
| Cancellation Message |
Optional custom message shown if a participant attempts to cancel after the deadline |
Scheduler Settings & Links
| Link |
What it does |
| Event Scheduling Link |
Direct URL for this event. Customize it with a branded suffix (e.g., /SummerCamp) for a shorter URL. |
| Category Scheduling Link |
Displays a scheduler limited to events in a specific category |
Important: Even with a custom event link, participants can still toggle to any other open events on your account — unless you use the Category link, which restricts them to a single category.
Miscellaneous & Advanced Settings
| Setting |
What it does |
| Student Dropdown Requirement |
Requires parents to select a pre-imported student name when booking |
| Allow a customer to take multiple slots (under Advanced Settings) |
Lets a single participant book more than one appointment at the same time |
Notification Setup
Manages automated email communications — toggle settings for Confirmation, Cancellation, Custom, and Reminder emails.
Confirmation & Reminder Emails
| Setting |
What it does |
| Send Confirmation and Cancellation Emails |
Activates automated confirmation/cancellation alerts |
| Send Follow-up Emails |
Activates follow-up emails, sent on date(s) you specify |
Email Customization
| Field |
What it controls |
| Reply-To Email Address |
Where participant replies are sent. If blank, replies get a generic automated response. |
| Subject Lines |
Customize the standard subject, or the Subject for combined email (used when an appointment is canceled and immediately rescheduled) |
| Header / Body / Footer |
Edit the email's text sections |
| Replace the Email Body with the Printable Schedule of Appointments |
Replaces the email body with a table of the participant's appointments |
CUI Messages
Customize the exact labels and text participants see on the Customer User Interface (CUI).
Modifying Display Text
- Labels: Select a label on the left (e.g., Sign In Page / Welcome Message) to edit the corresponding text on the right.
- HTML content: Click the HTML icon (
<>) in the toolbar to view/edit raw HTML for a message.