This feature is available for Enterprise and White label Plans only
Choose Who You Want to Meet And We Will Make It Happen
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.
How Does it Work?
In this article, we’ll use the terms Participants and Targets to clearly distinguish between the two groups involved in matching. Participants will choose Targets to meet with. This helps avoid confusion when explaining how selections, rankings, and scheduling work within the Hosted Buyer feature.
When the event and selection period opens, the participant can log in to the virtual event hub and access the Hosted Buyer tab to see the targets that may be a good match for them based on the provided criteria. Then, they can select a priority for each target, whether they are someone they must meet, nice to meet or to exclude them. When the selection period is over, event admins can review the participant's selection and set up meetings based on the selected priority. Both parties will be notified when the meeting is confirmed.
Before You Begin
Before you begin make sure you've already done the following:
✅ Attendees are already added and additional questions are asked to be used as filters
✅ Exhibitors are already added with custom properties to be used as filters
✅ Meeting locations are already added
Step 1: Choose the Booth Representative
If in your event, exhibitors are participants selecting targets they want to meet with, you'll need to assign a Contact Expo User per booth. This exhibitor is the only booth representative that can select targets. The other booth team members can only view the target details.
Go to Exhibitors & Sponsors > Exhibitors
Open the booth for editing
Go to the Team tab
Click the edit icon on the team member
Enable Contact Expo User
Notes:
If the exhibitor is a team member for multiple booths, they cannot be the Contact Expo User for multiple booths, they can only be assigned to 1 booth.
You can skip this step if exhibitors are not going to be participants.
Step 2: Create Groups
Groups are used to organize participants into categories—such as Attendees and Exhibitors, Buyers and Sellers, Sponsors and Investors, or Startups and Mentors.
Creating groups is important because Hosted Buyer matching happens between groups. This ensures participants only request and schedule meetings with the correct audience (for example, Buyers meet Sellers, not other Buyers).
However, meetings don’t always have to be between different groups. You can also allow participants within the same group to meet each other—like founders networking with other founders, or investors connecting with investors who share similar interests.
Go to Meetings > Groups
Click Create Group
Enter your group name
Select whether this group is coming from your attendee or exhibitor list
Add your filters
Click Create
Step 3. Create the Selection Page
This page is where your participants can select targets they want to meet with.
Go to Meetings > Hosted Buyer
Click Create Selection Page
Add your page name and optional page banner
Select which group can make a selection (participants)
Select which group will be displayed as options (targets)
Step 4: Configure filters and profile details
Add Page Filters
In the next step, you'll see filter options you can add to the page. If attendees are targets, their profiles are to be displayed on the page. The filter options you'll see are active dropdown ticket holder fields. If exhibitors are targets, their booth information are to be displayed on the page, the filter options are active dropdown custom properties.
Choose The Information to Display on the Page
In the profile card, you can choose which information to display. The options available for attendees are the active ticket holder fields. The options available for exhibitors are the active custom properties.
Step 5: Define Meetings Times And Locations
Set the meeting duration in minutes and the meeting location.
Note: The user's default meeting slot setting will be overridden for the meetings set through the hosted buyer feature.
Step 6: Set Selection and Meeting Rules
Define when selection period will be open, how many meetings can be generated per participant and how many targets can be selected during the selection period.
Step 7: Publish the Page
Review your page and can click the edit button to update the information or setting. If everything looks good, you can Confirm & Publish the page to make it appear in the virtual event hub. If you don't want the page to show yet, you can save it as draft.
Hosted Buyer Page in the Virtual Event Hub
The Hosted Buyer tab will appear below the lobby and can be accessed before the event (pre-event access date). The page will only be visible for the participants, not targets.
If the participant is an exhibitor, they can also see the Hosted Buyer tab in the exhibitor portal.
If the event is in-person, attendees won't have access to virtual event hub. In this case, only exhibitors can be participants, and attendees will always be targets.
If the selection is ongoing, the "Make Selections" button will appear.
If it's upcoming, the button will be replaced with the opening date.
If it's closed, the button will change to "Show Selections"
Make Selections
Inside the selections page, the profile cards of the filtered target group will be shown. On top is a search option and the available filters. If limits are set, a counter will also show on the top menu.
On each card, there's a dropdown to select the priority, whether the target is someone they must meet, nice to meet or exclude them. Priorities can still be changed even after selecting.
If the limit on selection is reached, the buttons on the other profiles will be grayed out.
Notes:
Targets are not notified when a priority is selected.
For exhibitors, only Contact Expo User can select priorities. Others booth member may only view.
See Selected Targets in the Admin Console
While the selection is ongoing, event admins can view who participants selected as targets.
Go to Meetings > Hosted Buyer
Open the Hosted Buyer page
Click on a participant to see their selected targets to meet with
Participant's Selections
The first tab with the participant's name, will show all their target choices by category (Must Meet, Nice to Meet, Exclude). If both participants selected each other as must meet or nice to meet (this is possible if the participants are also targets), they will appear in the Mutual tab.
The Participant as Target
The Other's selection tab will show other participants who rated this participant, making this participant a target. In this example, Anne is the target of 2 participants.
Schedule Meetings
When the selection period is over, event admins can start scheduling meetings through the calendar icon. Add all the meeting information and click Schedule. It should show in the meeting tab. The meeting can still be updated or delete after confirming.
Meeting Notification
After scheduling the meeting as confirmed, both participants will be notified through email.
Meetings in the Virtual Event Hub
In the virtual event hub, they can see their scheduled meetings through the calendar icon.
Find Meeting Schedules in the Attendee App
If the event is in-person, attendees can see their scheduled meetings in the My Meetings button in the attendee app.
















