Appointments

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

Yes, you can. Simply create separate time slots for each appointment type:

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

A participant accidentally booked an In-Person appointment but needs a Virtual one. How can we change the appointment type?

There are two options:

  • Participant: They can go to the My Appointments page, locate the appointment, click Edit, and change the Appointment Type.
  • Admin: In the Admin UI:
    1. Open the event.
    2. Locate the resource and the corresponding time slot.
    3. Click on 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 can I do this?

In the Admin UI:

  1. Open the event.
  2. Go to the Event Management page.
  3. Click Slots / Update Slots.
  4. In the Slot Updater pop-up:
    • Set the desired time range.
    • Choose the new appointment type from the Slot Type drop-down.
    • Click OK.
  5. A confirmation message will appear, informing you how many existing appointments will be updated.
  6. Click OK to proceed. All affected appointments will be updated to the new type.