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The Meeting Feature

Written by Ariane Ramirez

Manage Your Meetings

The Meeting feature allows attendees to schedule meetings with other attendees through the virtual event hub and attendee app. For virtual and hybrid events, the meetings can take place virtually through a video call while in the virtual event hub. If it's an in-person event, they can add the meeting location in their request. You can even add restrictions based on ticket types and control at what time and days the meetings will take place. This feature is a great way to connect with other attendees, as well as speakers and exhibitors.

Important Notes:

  • Virtual meetings are not available in the attendee app. To do virtual meetings, attendees must log in through a browser to start the video call.

  • The call will automatically end after 1 minute if the other attendee does not join the meeting. You can still call the attendee back afterward.

  • For in-person or hybrid events, the meeting schedule may show in the event's timezone instead of the attendee's local timezone if the Static Event Time is enabled.

  • Attendees can book meetings even before the event starts, as long as they have pre-event access.

  • Meeting time slots are available before and during the event dates.


Enable / Disable the Meeting Feature

By default, this feature is already enabled

  • Go to Meetings > All Meetings

  • Select Configuration

  • Turn on / off the toggle to Allow attendees to schedule meetings with each other


Calendar Icon and My Meetings

When this feature is enabled, a Calendar icon and a My Meetings tab will appear in the virtual event hub. It will show all the attendees' meetings. They can also request meetings from here and change the meeting status.

In the attendee app, the My Meetings button will appear in the Lobby. A calendar icon will also appear in the attendee's profile. In the attendee app, they can accept, reschedule and reject from this button. But to request for a meeting, attendees must go to the other attendee's profile to make a request.


Request a Meeting as an Attendee

There are many options as to where attendees can request for a meeting, and it's usually where you can find the attendee's profile or the calendar icon.

In the virtual event hub

  1. From the calendar icon / My Meetings tab

  2. From the People tab - in both Who's here and Who's coming tabs, click the Meet button in the attendee profile

  3. From the chat area - click an attendee, then click the calendar icon in the profile card

In the attendee app

  1. From the People tab - click the calendar icon in the attendee profile

  2. From direct messages - click the calendar icon on top of the chat

In the booth

Attendees can book meetings with exhibitors directly in the booth by clicking the calendar icon next to the exhibitor.

Exhibitors will see all their meetings in the Meeting Schedule menu in the Exhibitor Portal or My Booth in the attendee app.


Meeting Details

When requesting a meeting, a menu will open where the date, timezone, and time slot can be selected. For in-person and hybrid events, a location can also be added manually. If you've added locations and the location is available for the meeting time, attendees can also select that location. Then, attendees can add a description or message for the other attendee. After sending the request the other attendee should see the request through the Calendar icon or My Meetings button.

Notes:

  • If it's a meeting with an exhibitor, the meeting location may populate automatically if a meeting location is provided by the exhibitor. Learn more here.

  • Unavailable meeting slots will not show to avoid conflict, this includes not showing slots with the same time as the sessions they registered for.


Schedule Meetings for Attendees

Event admins can schedule meetings for two registered attendees. This allows event admins to input confirmed meeting schedules for attendees before the event opens. This way, attendees can see all their appointments when they enter the event.

If you turn of the meeting feature, attendees won't be able to book meetings, but as an admin you can still schedule meetings for them.


Schedule Meetings Through the Hosted Buyer Feature

The Hosted Buyer feature helps event organizers schedule structured 1:1 meetings between two groups—like companies and potential clients, meetings for attendees with the similar interests, or meetings between companies.

Instead of managing spreadsheets and email threads, participants simply select and rank who they want to meet. Once the selection period closes, admins can start scheduling meetings based on those preferences.

What's good about the meeting feature is it also detects conflicts, ensuring there are no double bookings or overlapping meetings.


Meeting Notifications

Whenever requests are made or the request status has changed, attendees will be notified. It can be through a push notification, a bell icon badge or an email.

Virtual Event Hub Notifications

If the attendee is currently in the virtual event hub, they will get a push notification and a bell icon badge notification, whether it be a request, or if their request is accepted, rejected, canceled or rescheduled.

Attendee App Notifications

If the attendee is logged in to the app, they will see a red badge in the bell icon if there's a new request or if their request has been accepted, rejected, canceled or rescheduled.

Email Notification

If it's a meeting requested by an attendee, the other attendee will receive an email notification. They can click View Profile to see the other attendee's profile before accepting the request, or they can directly accept or decline it.

If a draft (including hosted buyer meetings), pending or rejected meeting is changed to confirmed by an event admin, both participants will receive an email notification.

If it's changed to draft, admins can choose whether the participants will be notified.

⚠️ If a meeting is created with a confirmed / scheduled status, no email notification will be sent.

⚠️ If a meeting is accepted or rejected by an attendee, no email notification will be sent.

⚠️ If the meeting request is cancelled the other participant will not be notified.

Meeting Request Email

Attendee / Admin-Generated Meeting

is Changed to Confirmed by Admin

Hosted Buyer-Generated Meeting

is Changed to Confirmed by Admin

Meeting is Changed to Draft (optional email)


Accept Meeting Requests

Attendees can accept meeting requests through the Calendar icon in the virtual event hub or My Meetings button in the attendee app. They will also get a push notification, email and a red badge in the bell icon depending on where they are logged in. In these notifications, they may also see an option to click the accept button.

View All Meetings in the Virtual Event Hub

In the virtual event hub, attendees can click the Calendar Icon or the My Meetings tab on the left side navigation to see all the meetings. They can change the meeting status, start the virtual meeting and initiate new meetings from this menu.

if a meeting request is cancelled, they will no longer see the meeting here.

View All Meetings in the Attendee App

In the attendee app, attendees can go to the My Meetings button to see all their meetings or in the Agenda > My Schedule, this will show them all their meetings and the sessions that they've bookmarked and registered for. They can click the meeting to see the options to change the meeting status and see the other meeting details.

if a meeting request is cancelled, they will no longer see the meeting here.

View All Meetings in the Admin Console

In the admin console, admins can view them in Meetings > All Meetings. The list will show manually created meetings by admin and participants, and meetings generated through the Hosted Buyer feature. If a meeting is cancelled by a participant, it will still be in the list.

In the All Meetings tab, admins can make changes to the meeting schedules, participants and delete meetings. Admins can also accept or reject attendee-requested meetings on behalf of the attendee for meetings that are manually created by admins and attendees.

Meeting Source in All Meetings

The source filter will give you 2 options:

  • Hosted Buyer - Attendee: filter to show all meetings generated through the Hosted Buyer feature.

  • Regular Meetings: filter to show all manually created meetings by admin and attendees.

To know exactly where and how the meetings were created you can look at the Source column:

Hosted Buyer

Auto-generated meetings through the Hosted Buyer feature

Attendee Meeting

Meetings created by admins for attendees

PEOPLE_PAGE

Meetings requested through these areas:

  • People tab in the virtual event hub

  • Calendar Icon in the virtual event hub

USER_PROFILE

Meetings requested by opening the attendee's profile and clicking the Calendar icon in the profile in the virtual event hub or attendee app

CHAT

Meetings requested through these areas:

  • Calendar icon in the attendee's profile in the session's chat area

  • Calendar icon in the direct message page in the app

EXPO_COMP_REPRESENTATIVE

Meetings requested through the booth representative's calendar icon

Meeting Status in All Meetings

Draft

  • Draft meetings are only visible for event admins, it will not show up in the participants' schedule.

  • Meetings generated through Hosted Buyer will initially be on draft.

  • Admin-created meetings can be set to draft or confirmed when created.

  • Participants cannot create draft meetings.

  • If a meeting status is changed to draft, admins can choose whether the participants are notified through email.

Pending

  • Pending meetings are visible to participants.

  • Attendee-requested meetings are set to pending when they send a meeting request. This means the other party has not acknowledged the request.

  • Admins can change the meeting status to pending on behalf of the participant for attendee or admin-created meetings.

  • Meetings generated through Hosted Buyer cannot be set to pending, it will only be draft or confirmed.

  • If a meeting is created by an admin, and changed to pending by an admin, the second participant in the meeting becomes the meeting requestor, and the first participant will have to accept the invitation.

  • If a meeting status is changed to pending, the attendee who is supposed to accept the meeting will receive an email notification.

Rejected

  • Pending meetings are visible to participants.

  • Attendee-requested meetings are set to rejected when the other party rejects the invitation.

  • Admins can change the meeting status to rejected on behalf of the participant for attendee or admin-created meetings.

  • Meetings generated through Hosted Buyer cannot be set to rejected, it will only be draft or confirmed.

  • if a meeting status is changed to rejected, the attendee who requested for the meeting will receive an email notification.

Confirmed

  • Confirmed meetings are visible to participants.

  • Confirmed meetings created by attendees or admins can be rescheduled or cancelled by participants.

  • Confirmed meetings generated through Hosted Buyer cannot be rescheduled or cancelled by participants.

  • If a meeting status is changed to confirmed, both participants will receive an email notification.

  • If a meeting is created by an admin with a confirmed status, participants will not get an email notification. If you need them to get a notification, you can change the meeting to draft, then confirm it.

Cancelled

  • Cancelled meetings are visible only to admins.

  • Cancelled meetings can be changed to other statuses by admins.

  • Cancellation can only be done by the participant who requested the meeting, this option is not available in the admin console.

  • After cancelling, the meeting will be removed from the participants' schedule.

  • If a meeting is cancelled, the other attendee will not be notified.

Meeting Requestor in All Meetings

If a meeting is requested by an attendee, you'll know which attendee requested it by looking at the By [attendee name - date - time] section in the session details.

If a meeting is created by an admin, and they change the status to pending or rejected, the requestor for the meeting would be the second attendee that the admin selected.


Meeting Reminders

Attendees will receive a reminder email 30 minutes before the meeting, and five minutes before the meeting, they should receive a push notification. You can turn off the reminders if not needed and customize the push reminder message and schedule.


Join a Meeting

To join a virtual meeting, the attendee must be logged in to the virtual event hub. Attendees must click the Start button in the My Agenda menu to initiate the video call. The receiver of the call should see a pop-up to accept or decline.


Your Meeting Availability

By default, all attendees are available for 20-minute meeting time slots between 8am to 8pm their timezone.

To change the availability in the virtual event hub, go to Edit Profile > Meetings & Connections.

In the attendee app, click on Profile > Settings > Meeting Availability

Note: As an admin, you cannot change their availability, they must change it in their profile.


Block Meeting Requests

If you don't want to receive any meeting requests, you can go to Edit Profile in the virtual event hub, select Privacy and choose No one under Allow meeting requests from:

If you're using the attendee app, you can turn off the toggle to Accept Meeting Requests in Profile > Settings.

If an attendee has blocked meetings, their meet button will be hidden from their people tab profile in the virtual event hub. In the attendee app, the Request Meeting button will be grayed out.

Note: This does not block admins from creating meetings for you.


Block an Attendee from Requesting a Meeting with You

When you check an attendee's profile in the People tab, you'll see an option to block that particular attendee from requesting a meeting with you. This feature enhances the user experience by giving attendees control over their networking interactions and preventing unwanted requests.

If the attendee is blocked, the meet button in your profile will be grayed out for them.

This feature is enabled by default, but if you don't want to allow attendees to block other attendees, you can turn off this feature:

  • Go to Meetings > All Meetings

  • Go to Settings

  • Disable the toggle to Allow attendees to block meeting requests


Event Meeting Availability Schedule

If you want attendees to schedule meetings only at a specific time frame or duration, you can specify that schedule when you enable the Availability Schedule. You can pick what time and date all attendees can be available for meetings. You can also pick the schedule for exhibitors. Only those times you selected in this settings will appear when they try to create meetings. This feature overrides the attendees' settings if they have allowed more meeting times in their profile.

This allows you to manage the flow and availability of attendees and exhibitors, ensuring their meeting schedules align with event hours and maximizing their engagement opportunities.


Add Meeting Restrictions Based on Ticket Types

You can prevent attendees with a specific ticket type from setting up meetings. This hides the meeting feature in the virtual event hub and attendee app if their ticket has this restriction.

You can also define which ticket types can send meeting requests to other ticket types. This provides granular control over networking, allowing you to tailor engagement opportunities based on attendee tiers (e.g., matching VIPs only with Sponsors).

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