Print or send an attendee’s meeting schedule. 


  1. On the Admin area, find the attendee on the Attendees tab. Type their last name into the ‘Name’ field and click Filter.

  2. To send the schedule to their inbox, click the box at the left of the attendee’s name. Select ‘Meeting reminder’ in the Actions dropdown at the end of the page, and click ‘go’


    IMPORTANT: make sure the ‘meetingreminder’ email template text contains the placeholder [[ATTENDEE_SCHEDULE_URL_PDF]]
  3. To print, click the ‘Schedule’ link in their entry. This can be found under ‘For this attendee’. When their Schedule page opens, click the Print button at the left.



A delegate calls in to say they can’t attend. How do I take them off the system?

  1. Find the attendee on the Attendees tab, as above. Type their last name into the ‘Name’ field and click Filter.

  2. Click ‘Delete’ on the attendee’s entry. A pop-up dialogue will ask you to confirm the decision to delete.


The system will automatically cancel any meetings and message their meeting partners.


Attendee can’t log in


  1. Find their entry on the Attendees tab, as above. 

  2. Click View.

  3. Click ‘Send Login Token’
    This link is at the right in Tablet view, at the end of the page in Mobile view.



Book a meeting on behalf of an attendee
NOTE: It’s important to free up your computer and your time as soon as possible. Only book meetings for attendees who know exactly which person(s) they want to meet, try not to get involved in drawn out searches for potential matches.


I To request a meeting:

  1. Find the attendee on the Attendees tab. Type their last name into the ‘Name’ field and click Filter.

     





  2. Click ‘Book’ next to their name. This opens up their account.

  3. Use the Search function to find the person they want to meet.

  4. Click the blue ‘Book Meeting’ button on the target’s entry, and click through the meeting booking process. If possible, select a meeting time some way in the future. The system will email the request, and you should tell the enquirer they need to wait for the other person to respond (the system will email the response).



II If the person is available there and then and they just want a place to meet:


  1. On the Dashboard, click ‘Available Meeting Slots’ in the Setup section and find the current timeslot. 

  2. If it has no meetings indicated, then all the meeting locations are available. 

  3. If meetings are indicated, click the link. A view page will open, with unoccupied meeting locations displayed below the list of meetings.



Cancel a meeting on behalf of an attendee

  1. On the Admin area, find the attendee on the Attendees tab. Type their last name into the ‘Name’ field and click Filter.


  1. Click Schedule next to their name.

  1. Find the meeting (check that you are viewing the right day). Click Update.

  1. Click Cancel, and add a short message explaining that the attendee has asked you to do this. Then click the red ‘Cancel’ button to complete the process.