# 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**
#### **Booking Window**
**Booking Opens** Select the date and time you would like the scheduler to open for participants.
**Booking Closes** Select the date and time the scheduler should close and no longer accept bookings.
### **Booking Limits:**
**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**
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**
#### **Scheduling Link**
**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.
**Event Scheduling Link** Displays the scheduler of the selected event with the ability to select other available events on this account.
**Customize the event link** Allows you to customise the scheduling link for the selected event parameter.
**Scheduling link for the category** Displays the scheduler with the list of event(s) of the selected category.
### **ADVANCED SETTINGS**
**Online Meeting Provider** Select the integrated video conferencing tool (Zoom, Google, MS Teams) to be used for virtual appointments.
**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**
SettingWhat 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**
FieldWhat 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.