1. Entegy
  2. Meetings Manager
  3. Exhibitor Meetings

Exhibitor Meeting Management

To book a meeting with a fellow attendee:

Request_a_Meeting_via_the_Profile_List.png

  1. Open the event app
  2. Ensure you are logged in
  3. Click the Profile List icon
  4. Search or select the attendee you wish to meet with
  5. Click the Request a Meeting button
  6. Select a meeting time on the calendar. Some times may be unavailable due to other meetings booked, or the organiser may block out some times to prevent meetings taking place during a particular session
  7. Enter a message - this can be a hello message, the reason for the meeting, or something simple like ‘Want to chat over coffee?”
  8. Click Request a Meeting
  9. This will then send the meeting request to your fellow attendee
  10. If at any point, you wish to cancel the meeting request, you can click the Cancel Meeting button on the request



To book a meeting with an exhibitor:

Request_a_Meeting_-_Attendee_to_Exhibitor_step-by-step.png

  1. Open the event app
  2. Ensure you are logged in
  3. Click the Exhibitors icon
  4. Search or select the exhibitor you wish to meet with
  5. Click the Request a Meeting button
  6. Select a meeting time on the calendar. Some times may be unavailable due to other meetings booked, or the organiser may block out some times to prevent meetings taking place during a particular session
  7. Enter a message - this can be a hello message, the reason for the meeting, or something simple like ‘Want to chat over coffee?”
  8. Click Request a Meeting
  9. This will then send the meeting request to the exhibitor
  10. If at any point, you wish to cancel the meeting request, you can click the Cancel Meeting button on the request

 

To manage attendee meeting requests:

Respond_to_a_Meeting_-_Attendee_to_Attendee_step-by-step.png

  1. Open the event app
  2. Click the Meetings icon
  3. Click Inbox
  4. Click Accept Request or Decline Request as appropriate
  5. Click the message bubble next to the attendee to send them a direct message

 

To manage exhibitor meeting requests:

Respond_to_a_Meeting_-_Attendee_to_Exhibitor_step-by-step.png

  1. Open the event app
  2. Click the Meetings icon
  3. Click Inbox
  4. Click Assign Team Members or Decline Request as appropriate
  5. If clicking Assign Team Members, choose the members from your exhibitor team who will be attending the meeting on behalf of the exhibitor. This will notify the team member a meeting has been assigned to them.
  6. Click Assign and Accept
  7. If you wish to set a meeting reminder, click the Do Not Remind Me button and select a time. Click Set Reminder



To manage personal availability:

Manage_Personal_Availability_-_Attendee__1_.png

  1. Open the event app
  2. Click the Meetings icon
  3. Click the three dots next to the Inbox button
  4. Select Manage My Availablity 
  5. Click in the timeslots you wish to be unavailable for
  6. Click Save Availablity 



To manage exhibitor team members Availablity as Admin:

Manage_Team_Availability_-_Exhibitor.png

  1. Open the event app
  2. Click the Meetings icon
  3. Click the three dots next to the Inbox button
  4. Select Manage Team Availablity 
  5. Select team member
  6. Click in the timeslots you wish them to be unavailable for
  7. Click Save Availablity 



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