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6. Creating a meeting with another delegate(s)

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to arrange meetings with other delegates within this Event App] 1. There are two ways to create a meeting with other delegates within your Event App. 2. You can either: a. Go via the right-hand menu, where you can see your initials, an...

7. Creating a meeting with an exhibitor or a sponsor

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to arrange a meeting with the event’s sponsors or exhibitors within this Event App] 1. There are also two ways to create a meeting with an exhibitor or a sponsor within your Event App. 2. You can either: a. Go via the right-hand menu, ...

8. Accepting and declining meetings

Platform Setup Guide 6.1. Networking: Meeting Booking

[This is where you go to accept or decline meetings following an invitation or to view the status of meetings that you sent out] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of the scree...

9. Viewing upcoming and completed meetings

Platform Setup Guide 6.1. Networking: Meeting Booking

[This is where you view meetings which have been scheduled and meetings which have taken place] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of the screen, you can see ‘My Meetings’ alon...

10. Joining a virtual meeting and virtual meeting in progress

Platform Setup Guide 6.1. Networking: Meeting Booking

Joining a virtual meeting 1. There are multiple ways for you to join a meeting, and they are: a. Via alerts which you receive 5 minutes before the meeting is due to start. They will appear on a pop-up message on the top right-hand of the Event App. b. Via a...

11. Alerts and email notifications

Platform Setup Guide 6.1. Networking: Meeting Booking

In-platform alerts and email notifications are delivered to both meeting organisers and invitees each time a new meeting invitation is issued and when invitations are accepted or declined. Below is a list of triggers highlighting who will receive notifications...

12. Amending a meeting

Platform Setup Guide 6.1. Networking: Meeting Booking

[This enables you to amend existing meetings that you have arranged with another delegate, a representative of an exhibitor or a sponsor] 1. Click on the right-hand menu, where you can see your initials, and click ‘My Meetings’. 2. On the right-hand side of ...

Activating and Deactivating Badges & Passes

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• Log into CMS with credentials• Select App • Click on “Settings”• Click on “Features” (Scroll down to “Badges”)• Slide the toggle ON or OFF as required• Click “Save” • If the toggle is turned off your client will see the teaser page in the Libraries -> Bad...

Designing and Editing Badge

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• Click on “Libraries” in CMS• Click on “Badges & Passes”• Click on “Add a new badge” • Fill out fields as required.(Note: A preview of the badge will display update as you design/edit the badge (Profile picture, job title and company will however not updat...

Importing 3rd Party QR code into CMS

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• Go into the 3rd party registration platform, such as Entegy• Import the attendee profiles including, their name, organisation, job title and badge reference • Log into CMS > Libraries > People > Import/Export TAB and download the example template • Popula...

Using the QR Scanner and Adding Contacts

Platform Setup Guide 6.3. Networking: Badges and Passes (QR ...

• To use the QR code scanner, the user must log in to their event app on their device• Go to the right-hand side drop down menu and click on “Event Connections” • Click on the “Scan” button • Allow device access to the camera• The user can then scan anot...

Q&A: Video Tutorial

Platform Setup Guide 5. Session Engagement

This section includes three training videos:  Q&A setup options Customising Q&A display Managing Q&A at your live event The Q&A response field is a valuable addition to the platform, providing users with a new level of longer-term interactivity and engagem...

Q&A: Video Tutorial

Platform Setup Guide 9. Managing The Live Platform

This section includes three training videos:  Q&A setup options Customising Q&A display Managing Q&A at your live event The Q&A response field is a valuable addition to the platform, providing users with a new level of longer-term interactivity and engagem...

Live Polls: Video Tutorial

Platform Setup Guide 5. Session Engagement

Live polling is best set up in advance of your event, as there are a variety of ways you can approach running them and they will require a CMS user to cue the appropriate question at the right time. This section includes three training videos:  Introduction ...

IMPORTANT: New guide available click to access

Platform Guide: Step by step

Access the latest guides and videos here 

Download Registration Content Plan Including Required Templates: Video Tutorial

Registration: Step By Step Guide Content Plan

Important: If you haven't already done so, please take the time to watch the Overview video as this will give you an idea of where the different content is applied including landing page, registration form and email templates. You should also complete the Esse...

Gamification (Event Games): Video Tutorial

Platform Setup Guide 5. Session Engagement

Check out the exciting Gamification Module, designed to inject some fun into attendee engagement! By doling out points for specific actions and responses, this module sparks interaction on the platform. Attendees can track their progress on a leader board ...

Session Engagement Overview: Video Intro

Platform Setup Guide 5. Session Engagement

Learn more: Session Chat Live Polling Q&A Gamification Alerts and notifications Analytics and reporting

6.0 Networking Overview

Platform Setup Guide

Learn more: People Profiles Meeting Booking Business Cards  Badges & QR Codes Event Games

Stripe Integration

Platform Docs Platform Integrations Setup Guides

Stripe Integration for Paid Ticketing Training Guide Enhance your event with our Registration Ticketing feature, now integrated with Stripe! This seamless integration enables you to offer paid experiences and products, providing a comprehensive and streamline...