Customize Your Campaign Settings

You can customize a number of settings in your campaigns by clicking on the CAMPAIGNS tab.

You will see a list of your campaigns. Find the campaign you want to update, and then click on EDIT

You are then brought to Edit Campaign page where you can edit the settings:

Settings you can edit:

- Name
- Description
- Joining Info:

• You can add Conferencing Services such as Zoom or Go-To-Meeting to make that available.
• You can also edit or add Locations.
• You can turn it off by unclicking the checkbox to use the conferencing service you are using, or;
• You can turn it on to add additional options to Telephone and In-Person or edit existing messages which will all show as options when people book an appointment with you.

- Duration - how long a meeting might be
- Invitation Starts At - this is when we start sending out invitations out for a meeting. The default is October 1, 2020
- Booking Starts At - the date when people can start booking with you
- Campaign Ends At - when the AEP campaign ends
- Buffer - you can choose a buffer before and after each meeting
- Allow Same-Day Appointment - you have a choice whether or not to accept multiple appointments in one day by clicking on the checkbox
- Additional Attendee Information - you can choose additional attendee information you can collect - address, comments and questions, and scope of appointment.

When done, be sure to click on the UPDATE CAMPAIGN button to save your settings.