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Schedule Meetings For Attendees

Schedule 1:1 meetings with registered attendees before and during the event to manage your schedule and maximize attendee engagement.

Written by Ariane Ramirez

Schedule Meetings for Attendees

As an event admin, you can schedule meetings for two registered attendees. You can input confirmed meeting schedules for attendees before the event opens. Attendees can see all their appointments when they enter the event through a browser or the attendee app.

Create a Meeting for Attendees

  • Go to Meetings > All Meetings

  • Click Schedule Meeting

  • Search for the attendees by name, email, or company

  • Select the two attendees

  • Click Continue to make the meeting confirmed

  • Or click Save as Draft if it's not confirmed yet

Notes:

  • Meetings can be created and edited before and during the event.

  • Meetings can only be scheduled for ticketed event participants, so if you need to schedule meetings for speakers or exhibitors, grant them a ticket.

  • Attendees with refunded or deleted tickets will NOT be displayed.

  • Meetings can have only two participants.

  • The All Meetings tab will list all meetings, not just meetings scheduled by admins for attendees. Learn more about the All Meetings list.

Add the Meeting Details

Date

The dates available are only your event dates

Timezone

The default timezone selected is the event's timezone.

Duration

Choose between 15, 30, 45, and 60-minute durations

Slots all participants are available

This will show the time slots available for both attendees, with consideration for the location.

Select a Location

This will show all locations available for attendee meetings.

Meeting Title

By default this will have both attendees' names.

Meeting Note

This is optional and will be displayed in the description field for the attendees in the virtual event hub. There is a 250-character limit.

Edit the Meeting

The scheduled meetings should appear as a list in the Meetings tab. You can click the three-dot menu to edit or delete the meeting. When you edit a meeting, you can override unavailable meeting locations and time slots. Just make sure you follow the guidelines below to ensure there are no conflicts.

Note: In the All Meetings list, it's not just admin-created meetings that will show here. Even meetings created by attendees and meetings created through hosted buyer will show here.

You'll know if the meeting is created by an admin when you see "Attendee Meeting" as Source.

Override Meeting Locations as Admins

⚠️ Important Note: Do this only if you are sure that concurrent meets can occur in the same location (e.g. the location has multiple tables where attendees can meet). Make sure to count exactly how many slot are available as there is no way to internally track this. We are improving this feature, stay tuned for updates.

If both attendees are available for the time slot, but the selected location is not, the time slot would still show in the selection, and when you hover on it, you'll get a tool tip notification that "The time slot is not available for the selected location"

You can choose a different location, or if you want to override, you can just click Schedule or Save as Draft.

Other Important Notes:

  • If an attendee is removed from the event (e.g. ticket is cancelled or the email address in the order is changed) and they have a confirmed meeting, that meeting will still show in the All Meetings tab. The other attendee they are supposed to meet with will still see the meeting in their schedule. To ensure that there is no confusion, make sure to delete the meeting in the All Meetings tab if the attendee is removed from the event. Removing the meeting in All Meetings tab will also removed it from the other attendee's schedule. We're improving this behavior, stay tuned for updates.

  • If you change only the attendee's email address in the order, and the name remains the same, it may look like it just transferred the meeting to the new attendee (new email address), but it actually does not - it's still the old deleted attendee that is linked to the meeting. Make sure to delete the meeting to avoid confusion.

Override Meetings Schedules as Admins

If an attendee has an existing meeting at a particular time, you can still create another meeting for them at the same time.

Notes:

  • Overriding does not cancel the attendee's original meeting. You can delete the original meeting or reschedule it.

  • Make sure that when you're overriding, you check the rest of the meetings to ensure you don't have conflicts.

Select Show unavailable slots when you're creating the second meeting. The unavailable slots would have a lock and when you hover on it, you'll get a tool tip notification that "This time slot is not available for the selected attendees"

You can choose the unavailable time slot if you want to override, then click Schedule or Save as Draft.

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.

Meetings in the Virtual Event Hub

When attendees enter the virtual event hub, they should see the meeting through the Calendar icon to the left of their name. They will see the name of the person they are meeting with, the meeting date and time, and the description.

  • Attendees will not be notified when an event admin creates, rescheduled, or cancels a meeting. They will know they have a meeting when they log in to the virtual event hub and check the calendar icon for meetings.

  • The Start button will stay grayed out until the meeting's scheduled time.

  • Admins and attendees can reschedule or cancel the meeting if it hasn't started.

  • If attendees make any changes, they will also be updated in the admin console.

  • If the attendee rejects the meeting, it will be deleted from the admin console.

Download Meetings

Click Export from the All Meetings tab to see all the meeting generated in this menu.

In the Downloadable Reports tab, you can find the Scheduled Meetings Report, which has all the meetings and an indicator of whether an event admin has arranged them.

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