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.
Online Scheduler Settings (Event Scheduling)
Booking Settings |
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Booking Window |
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Booking Opens |
Select the date and time you would like the scheduler to open for participants. |
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Booking Closes |
Select the date and time the scheduler should close and no longer accept bookings. |
Booking Limits: |
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Maximum per Event |
Sets a total limit on the number of appointments allowed for the entire event. Set to 0 for no limits. |
Cancellation Policy |
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Customer may cancel their appointment up to XX hours/days/weeks. |
Use this setting to prevent participants from cancelling their appointments within a specific timeframe (hours, days, or weeks) before the scheduled start time. Set this value to 0 if you wish to allow cancellations up until the last minute. Conversely, a very high value effectively disables the cancellation option for participants. Note: Closing the scheduler only prevents new bookings; it does not stop participants from cancelling existing appointments unless this lock-out period is active. |
Share Your Scheduler |
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Scheduling Link |
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Account Scheduling Link |
Displays all available events on the scheduler. If you have only one open event on the vendor account, we recommend that you use the Scheduling link for the account. |
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Event Scheduling Link |
Displays the scheduler of the selected event with the ability to select other available events on this account. |
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Customize the event link |
Allows you to customise the scheduling link for the selected event parameter. |
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Scheduling link for the category |
Displays the scheduler with the list of event(s) of the selected category. |
ADVANCED SETTINGS |
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Online Meeting Provider |
Select the integrated video conferencing tool (Zoom, Google, MS Teams) to be used for virtual appointments. |
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Student Selection |
Require parents to select their student's name from a dropdown menu. (Note: This requires student data to be imported first.) |
Notification Setup
Manages automated email communications — toggle settings for Confirmation, Cancellation, Custom, and Reminder emails.
Confirmation & Reminder Emails
| Setting | What it does |
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| 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 |
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| 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.