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STEP TWO: Adjusting Event Settings

STEP TWO: Adjusting Event Settings

Once your event is added,created, the Roster Editor tab opens automatically. Here, you can set the Max Roster Size to determinedefine the total number of participants allowed for your event. ToFor further customizecustomization, the experience, navigatego to the Settings tab.

UI Setup

This section controlsControls the functional behavior of your scheduler,scheduler including— when itit's is activeactive, and what rules participants must follow.

Scheduler Availability

    Setting What it does

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

    Close scheduler to customers on:on Enter the date and Date/time the scheduler should automatically locklocks tofor participants.participants

    Appointment Number Limits

      Setting What it does

      Maximum Appointments per Event:Event ThisCaps settinghow allows you to cap the number of totalmany appointments a single participant can book within this specificevent event.

      Appointment Cancellations

        Setting What it does

        Customer cannot cancel their appointment from:from Set the cutoffCutoff date after which participants arecan no longer permitted to cancel their own registrations.registration

        Cancellation Message:Message YouOptional can optionally activate and customize thecustom message displayed to customersshown if theya attemptparticipant attempts to cancel after thisthe deadline.deadline

        Scheduler Settings & Links

          Important: Even with a custom event link, participants can still toggle betweento themany other open events on your account — unless you use the Category Option.

          Category Scheduling Link: Uselink, thiswhich linkrestricts to display a scheduler that only includes events assignedthem to a specificsingle category.

          Miscellaneous & Advanced Settings

            Setting What it does

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

            Multiple Appointment Booking: Under Advanced Settings, check

            Allow a customer to take multiple slots if(under youAdvanced wantSettings) to permitLets a single participant to book more than one appointment at the same time.time

            Notification Setup

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

            Confirmation & Reminder Emails

              Activation: Check Setting What it does

              Send Confirmation and Cancellation Emails toActivates automateautomated theseconfirmation/cancellation alerts.alerts

              Follow-up Settings: Check

              Send Follow-up Emails andActivates specifyfollow-up theemails, sent on date(s) you wantspecify participants to receive a reminder or follow-up notification.

              Email Customization

                Field What it controls

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

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

                Header / Body &/ Header:Footer You can editEdit the email's text forsections the header, body, and footer. Additionally, you can select the option to Replace the Email Body with the Printable Schedule of Appointments. Replaces the email body with a table of the participant's appointments

                CUI Messages

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

                Modifying Display Text

                • Labels: Select a label on the left (such ase.g., Sign In pagePage / Welcome messageMessage) to edit the corresponding text that appears to the parent on the right.

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

                  toolbar to view/edit raw HTML for a message.

                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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