Skip to main content

Selecting participants when scheduling an appointment

When scheduling an appointment via a scheduler in the Track, you choose who takes part. Useful for group Tracks where not everyone needs to be present at every appointment.

When scheduling an appointment via a scheduler in the Track, you choose who takes part yourself. This way you decide per appointment who is included, even when the Track has multiple members.

Scheduling an appointment from the Track

  • Open the Track and click on the Meetings tab on the left side.

  • Click Schedule appointment.

  • Choose a scheduler from the list or click Manual appointment.

Choosing participants

At the top of the scheduler you see avatars of the Track members under With.... By default all members are selected.

  • Click on an avatar to deselect a participant.

  • Click the + icon to add additional participants.

The available time slots adjust based on the selected participants. If not all participants are available at a certain time, that slot will not appear.

Confirming the appointment

  • Select a date and time slot.

  • Confirm the appointment.

The appointment is visible in the Track for all participants, with the organiser and participants listed.

Frequently asked questions

  • Can I change participants after scheduling?
    No, participants are set at the moment of scheduling. If you want to adjust them, schedule the appointment again.

  • What if a participant has no availability?
    If a selected participant has no available times, the scheduler will show no available slots. Deselect that participant or choose a different date.

Did this answer your question?