The accounts of newly-imported (or registered) organizations remain inactive unless you Approve them. This process allows you to check new accounts before giving attendees access to the meeting scheduler. The first set of Approvals will launch the meeting scheduling and Meeting Mojo provides two main options for this.
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Manage and Customise System Emails
Please read all 4 methods before choosing one to use.
Method 1: Load and Launch
Import delegate data and immediately approve all entries to launch scheduling. This option enables a rapid start but does not give your delegates time to add their company profiles, upload photos, etc.
On the Dashboard, ensure that Bookings is switched to ‘On’.
The Welcome email will be sent automatically to all the attendees you import, so confirm that the template text says what you want it to say.
Prepare your import spreadsheet, or configure your registration software on the Import page (if available). Import your data, and check the ‘Approve attendees’ box before clicking the blue import button.
If problems arise during imports or attendees don't receive their welcome emails, visit our Troubleshooting guide.
Method 2: Load, Check and Launch
Import delegate data and check that everything is in order before releasing to your attendees. This option enables a rapid start but does not give your delegates time to add their company profiles, upload photos, etc.
On the Dashboard, ensure that Booking is switched to ‘On’.
The Welcome email will be sent to all imported attendees after you have checked entries, so confirm that the template text says what you want it to say.
Prepare your import spreadsheet, or configure your registration software on the Import page (if available)
Import your data, and make sure the ‘Approve attendees’ box is unchecked before clicking the blue import button.
If problems arise during imports or attendees don't receive their welcome emails, visit our Troubleshooting guide.
Provide a pre-launch period during which your delegates can access their accounts to edit company profiles, upload photos, etc. and view other participants before meeting booking commences. Set a launch date and switch on Bookings on that day. This option allows your delegates to set out their stall and make early target selections prior to requesting meetings, as well as make sure all their personal and company information is correct.
On the Dashboard, ensure that Booking is switched to ‘Off’
Prepare your import spreadsheet, or configure your registration software on the Import page(if available).
Import your data by clicking the blue import button.
If not already set, change the system email content to your liking. Otherwise, ensure the system email content is correct, including a pre-set password if applicable.
Open the Organisations tab and select ‘'All’ on the page size dropdown at the right of the page if you have many attendees.
Check the box at the top left of the list table (next to Name) to select all entries.
Uncheck any organizations you do not yet want to approve.In the Choose an action box at the end of the table, select ‘Approve’, then click ‘go’ to activate delegate accounts.
All delegates are sent the Welcome email and will appear ‘live’ on the scheduler.To launch meeting scheduling, switch Booking to ‘On’ and announce the launch to your delegates. Only do this once you have confirmed all attendees have successfully accessed the website and there are no problems.
If problems arise during imports or attendees don't receive their welcome emails, visit our Troubleshooting guide.
You can re-send the Welcome email again when Bookings is switched on:
- Edit the Welcome email template to announce the start of meeting booking. Make sure you include that meetings cannot be booked yet.
- Then go to the Attendees tab. Select 'All' in the page size widget if needed and select all attendees by checking the box to the left of 'Name'.
- Scroll to the end of the list, select Welcome in the Choose an action dropdown, and click ‘go’.
This action will NOT re-send passwords to your Attendees.
Method 4: Adding delegates after launch
If you have made sure all attendee information is correct, you can simply allow bookings then import delegates at any point. They will be able to register and book meetings instantly but if any information is wrong you will need to allow time for it to be updated manually.