Requesting an online meeting with a delegate or and exhibitor

Requesting an online meeting with a delegate or and exhibitor

TO ARRANGE AN ONLINE MEETING WITH A DELEGATE


Go to the delegates list on the top menu:




Select the profile of the delegate that you would like to meet and click the Meeting icon on the exhibitor/delegate profile to request a meeting with them. 


TO ARRANGE AN ONLINE MEETING WITH AN EXHIBITOR

Go to the exhibitors list on the top menu:


Select the profile of the exhibitor that you would like to meet and click the Meeting icon on the exhibitor/delegate profile to request a meeting with them:



This will open a screen as shown below where a new meeting request can be set up.


You are requesting a meeting with:

Choose the Exhibitor and/or the associated Team members/or visitor with whom you want to set the meeting.


Who will go on the meeting: Exhibitor can select the right team member in his team or select multiple team members to attend this meeting. In the case of a group meeting, the system will check calendars of all the selected team members and will display certain time slots based on the availability of all of them.


Subject: Add an appropriate subject for the meeting invite


Message: Add a message to be sent to the other party.


Location: Choose the meeting location as "ONLINE" in case of online meetings.


Products: You can select the products you are interested in and/or marketing content relevant to the meeting. In case, you are a buyer and might be interested in some of the exhibitor's products or an exhibitor can add his key product while requesting a meeting with a buyer.


Duration of your meeting: The default value is set to 30 minutes. You can select any value from 15 minutes to an hour depending on the length of the meeting.


Note: The meeting time slot will display both the event time and the local at the time of requesting or viewing a previously booked meeting. If the event time is the same as the local time. It will show only the event time.


Select the available time slot and click on the Request button.


An email is generated containing the meeting invite and is sent to the other person along with a push notification on his/her mobile app. From the email, the user can access the meeting calendar and accept, reject or reschedule the meeting invite.


If the user confirms the meeting, the exhibitor gets notified in a confirmation email and can also view the meeting in the platform under Team Schedule as shown below:


An exhibitor can view the meeting details like date, time, place of the meeting and team member going for the meeting. The exhibitor can also choose to cancel or reschedule the meeting to a different time slot.


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