The diagram below illustrates the process of building your online scheduler with Meeting Mojo. The first and last steps - Create and Launch - are essential for a basic meeting system that will accept delegate data uploads, create login accounts and schedule meetings.
Step 1: Create
Each Meeting Mojo system is created via a 4-step Setup Wizard that will guide you through the process. This will create for you:
An Admin Dashboard for controlling your event
A fully operational meeting booking system
Your event's website, used for booking meetings, viewing profiles, messaging and more
After the initial setup process, you can choose to skip straight to Launch or take the time to customise and configure, making your website look as professional as possible. Whichever path you choose, visit these essential articles to assist you:
- Manage Meeting Timeslots
- Manage Meeting Locations
- Import Attendee Data in Bulk
- Manage Attendee Passwords
- Launching the System
Step 2: Customize your website
While customisation isn't required, it can help make your event look a lot more professional.
- Add a banner image - This will display at the top of all webpages.
- Manage and Edit Page Content - Use our feature packed editor to add images, videos and custom text to your webpages, along with adding more to fit your needs.
- Manage and Customise System Emails - Change the text to reflect what your event is about, along with changing your contact information so delegates always know how to reach you.
- Use your own web address (URL) - Have your own domain ready and want to use it for your event? Visit this article.
- Set up a registration form – A registration form allows attendees to add themselves to the system or can turn your event website into a simple online scheduler.
- Use CSS to style your pages - If you know what you're doing and want to go one step further in customising your website, follow this guide.
Step 3: Settings
Other settings can be configured to further customise your website and event.
- Setting Meeting limits - Most aspects of your event can be limited, from blocking meetings happening at certain times to limiting how many attendees are allowed in one company.
- Display Contact Details - Let attendees know how they can reach out to you.
- Sessions - Display events such as speakers or workshops that appear alongside attendee schedules or use the feature to label timeslots for break times, lunch, etc.
Step 4: Configure
Configure the meeting system to match your plans for 1:1 scheduling. Separate delegates into Groups, learn about Auto-Select mode and more.
- Groups - Separate attendees from one another, choosing who is visible, who can book with who, etc. For example, a sponsor may not want anyone booking with them.
- Auto-select - maximize meetings and interactions
- Private Messaging - allow your attendees to contact each other without revealing their contact details.
- Custom Fields - Create additional fields that appear on the registration form that allow for additional data entry. For example, you may want to allow organisations to upload a company photo, visible on their profile.
Step 5: Launch
Once you're happy with the way your system performs and looks, you can start allowing attendees into the system. They can either register themselves through the registration form you may have created earlier or you can import all their data at once.
It is highly recommended you let attendees register for your event on the website you created but if you have an export of data from an external registration site, data importing is fully supported. Additionally, you may want to add more locations or time for attendees to meet at or allow them to create their own locations. If you haven't already, read through the timeslot and location related articles below.
Hosting your event in person and using your website as a meeting scheduler? Visit this article.
- Import Delegate Data in Bulk - Use a spreadsheet of data exported from another site or platform to import all attendees at once
- Managing Passwords - An essential read if you plan on importing delegate data
- System Launch - Think your system is ready? Read this article for the different ways you can launch your system
System management tasks
Once the system is launched, all of the meeting scheduling is automatic. The system management guides below give full details on all other tasks required to maintain the system after launch.
- Add attendees individually - As stated before, it is highly recommended to let attendees register themselves so only add their data on behalf of them if really needed
- Remove individual attendees - Has an attendee decided they no longer want to attend and/or has requested their removal from the system? Visit this article to learn how to remove them
- Manage Attendee Login Issues - Visit this article if an attendee is having problems accessing your event website
- Book, Cancel or Reschedule a meeting - Attendees can also do this themselves but follow this guide to do it on their behalf
- Send Meeting Reminders - Follow this guide if an attendee has unanswered meeting requests