Cadence - Appointments

WHY WE BUILT APPOINTMENTS

Scheduling meetings with your customers should be effortless.

Scheduling a meeting at an upcoming event with a busy customer is already a challenge. Add in multiple teammates who wish to join the meeting, but who all have their own schedules, and you're looking at hours of coordination work.

Appointments was built to make scheduling large meetings a breeze for both your team and, more importantly, your customer.

TRUSTED BY TODAY'S MOST INNOVATIVE COMPANIES

Put the emphasis back on building relationships with your customers, not organizing schedules.

SMART SCHEDULING

Instantly view employee and customer availability based upon existing appointments, congress schedules, and internal meetings.

People's Availability

Easily find a time slot that fits every colleagues' schedule by viewing their real-time congress availability together in a timeline.

Location Availability

Instantly view the real-time availability of each of your reserved meeting rooms and effortlessly reserve your time slot.

Conflict Analysis

The system will analyze your team members' and customers' schedule to avoid conflicts and suggested the ideal meeting times for everyone involved.

CUSTOMER EMPOWERMENT

Give your customers the power to choose the appointment date and times that work best for their schedule.

Ask the Customer

The Ask The Customer intelligent scheduling algorithm within Cadence can automatically find time slots that all of your invited teammates have available to then allow your customer to pick the meeting time that best suits their event schedule.

Reschedule Appointment

If you customer needs to reschedule for any reason, they will be able to use Reschedule Appointment directly from their calendar invite.

Suggested Agenda Items

Upon accepting the invite, your customer will be able to suggest agenda items to discuss during your appointment.

FULL VISIBILITY IN ALL ACTIVITIES

Align your entire organization with full visibility into all appointments occurring at the event.

My Appointments & All Appointments

Every team has full visibility of every meeting across the entire organization.

Refine Filtering

View appointments by topic, objectives, team, customer region, country, and other criteria.

Automated Reporting & Analytics

Automated reporting and analytics based on customer, customer type, organizer, team, customer specialty, meeting topic, objective, or other advanced filtering parameters.

Additional Features

Tailor the Appointments system to your organization’s needs and workflow.

Custom Fields

Select organizational objectives, opportunities, and topics when scheduling an appointment with a customer.

Duration Increments

Choose between 15, 30, and 60 minute increments with time buffers.

Location Types

Choose from Rooms, Restaurants, and Custom Locations.

Assistant Association

For customers or colleagues that have assistants, just add their assistant's email address and Cadence will automatically include them on all future meeting invitations and update emails.

Time Formats

Appointments are displayed in local time with 12/24 hour display options.

Personal Messaging

Edit each individual appointment to the organizer's personal message specifications.

Appointment Registration Websites

Perfect for organizing large customer meetings such as symposiums, Advisory Boards and Medical Meetings.

Automated Reports

Determine automated delivery of appointment status reports based upon criteria and frequency.

Email Templates

Edit and send professional meeting invitations to your customer right from within Cadence. No more copy and pasting emails!

On-Site Compliance

Check-in options can be configured for reporting and compliance per appointment, including: standard “tap to check-in”, signature capture, and opt-in/opt-out disclaimers for FMV.

Kiosk Mode

Mount/setup tablets for meeting rooms to display room availability and allow for quick appointment bookings & check-ins.

Bulk Actions

Update multiple appointments at once saving valuable time.

VIEW MORE FEATURES

Integrations

Both out-of-the-box and custom integrations are available. Contact us for more information about integrations.

Outlook

Automatically sync calendars to view people’s availability when scheduling appointments and sync all schedule items from your event into your Outlook.

Veeva Oncoloy Link

Direct links to Veeva profiles for each customer.

Salesforce

With 2-way data sync, Cadence can automatically pull customer data including customer info and engagement history and push your engagements from events to Salesforce.

Online Meeting Platforms

Integrated Webex and Zoom automatically generate the online meeting details for your appointments.

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