Appointments

I'd like to offer Virtual appointments part of the day (e.g., morning/early afternoon) and In-Person for another part (e.g., evening). Can I set that up?

Yes — create separate time slots for each type:

• Use the Virtual slot type for morning/early afternoon hours.
• Use the In-Person slot type for evening hours.

A participant accidentally booked an In-Person appointment but needs Virtual instead. How do I change the appointment type?

Option 1: Participant self-service

1. Go to My Appointments.
2. Locate the appointment and click Edit.
3. Change the Appointment Type.

Option 2: Admin

1. Open the event in the Admin UI.
2. Locate the resource and corresponding time slot.
3. Click the appointment, then click Edit Appointment.
4. Change the Appointment Type and save.

I want to change ALL booked appointments from In-Person to Virtual (or vice versa). How do I do this?

1. Open the event in the Admin UI, then go to Event Management.
2. Click Slots / Update Slots.
3. In the Slot Updater pop-up:
   • Set the desired time range.
   • Choose the new type from the Slot Type drop-down.
   • Click OK.
4. A confirmation message will show how many existing appointments will be updated.
5. Click OK to proceed — all affected appointments will be updated to the new type.