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Account
Administrators
Admin UI
Why is the Appointments List red? This indicates appointments with an unresolved problem needing attention — the tab and the appointment both display in red. See the Problem Appointments page for the different ways this can happen. I see orange appointments l...
Appointments
How do I see who has signed up for an appointment? Via Reports: Logging in takes you directly to the Reports area, where several reports show scheduled appointments. Via Admin UI: Select your event, go to Appointments, and click a date/time — the participant's...
Cancelled Appointments
Can I see a list of cancelled appointments for a specific participant? Go to Reports / Account Reports. Select Cancelled Appointments. Sort by resource name to find all relevant appointments.
Contacts
Emails
How do I customize emails? Go to Settings / Notifications to customize the Confirmation, Reminder, and Cancellation email templates. How can I view emails that have been sent? Go to Contacts and search for the contact. Select them, then click the small Log t...
Invoices
Multiple Dates / Locations
Can I have multiple dates for one event? Yes. Use the calendar on the left to create slots for your first date, then select a new date and repeat — no need to create a separate event per date. Can I have multiple locations for one event? Yes — create a separa...
Passwords
A participant can't remember her password. Self-service: Click Forgot Password on the login page to receive a reset email. Admin reset: Go to Contacts, search for the participant, select them, and click Reset PW. How do I change my own password? Log in, cli...
Scheduler
How do I add a logo to my scheduling site? Go to Global Setup / Business, under Account Level Settings / Account Logo, and click the Upload icon. Do you support Spanish/French versions of the scheduling page? Not natively — your browser's built-in translation...
Snow Days / Emergency Rescheduling
We need to cancel a day due to snow and move all appointments to a new date. Go to Appointments for your event. Select the date from the calendar. Click Slots / Move Slots, then select a destination date. You'll have the option to email all affected particip...
Time Slots
I created slots with the wrong duration. Slot duration cannot be edited. Delete the incorrect slots and recreate them with the correct duration. If customers have already booked appointments on those slots: When you delete the slots, you'll be prompted to eit...
Working in the Admin UI
The time slot boxes are too small — how do I adjust this? Manually: Hover over a time marker line in the left column, then click and drag to resize. Globally: Go to Settings → Vendor View Setup and adjust Time Slot Display Scale.
Account
Invoices
Administrators
Can I have multiple administrators on my account? Yes, you can set up any number of users with administrative access: Go to Contacts, click Add / Admin.... Fill in the contact's information. Set Admin Level to Administrator for full access. What administrat...