Schedule Meetings

Updated 2 months ago ​by Taís Hamamoto

MEETING PLANNER

Video Summary

How do I enable the meetings function?

Select SETTINGS > TOOLS > EDIT and the scroll down to the InEvent Registration section, and enable the Meetings functionality.

Additionally, to allow your attendees to see their scheduled meeting times you should enable TWO-TAB SCHEDULE.

How do I create a place to hold meetings?

To be able to schedule meetings you first need to create a PLACE to hold your meeting by going to AGENDA > PLACES > +NEW PLACE > CREATE.

Please see the Places FAQ for further information.

How do I create meeting time slots?

To create meeting time slots navigate to AGENDA > MEETINGS > SELECT AN ATTENDEE > +ADD SLOT.

If you cannot see the +ADD SLOT button, this means you have not selected an attendee in the left hand column.

After clicking on +ADD SLOT, select the PLACE that you have already created, a start and end date (along with times) for the entire period your meeting slots will sit within, and the duration (in minutes) of each individual meeting slot, and then click CREATE.

How do I create a tag?

To create a tag and attach it to an attendee, please click here to learn about tags.

How do I search for participants by using the meeting filter?

Navigate to AGENDA > MEETINGS.

Select FILTER and then select the tag you wish to filter by.

To clear the filter, select FILTER > ALL.

How do I search for participants without using filters?

Navigate to AGENDA > MEETINGS.

Perform a search by clicking under the FILTER tab on the left within the SEARCH BOX and enter the name of the person you wish to search for, and then click the magnifying glass icon.

You may also search for a person's; tag name, job title, company name, or just part of their name.

How do I create a time slot for meetings?

To create a slot navigate to AGENDA > MEETINGS > and click +ADD SLOT.

NB: A slot can hold multiple meetings within that time period

You will need to select a PLACE that you have already created.

Next you need to select the start and end dates and times for your meetings, this is the overall period of time and the duration of individual meetings is controlled by the "duration" field. After completing all fields you may then select CREATE.

How do I create a meeting between participants?

Navigate to AGENDA > MEETINGS > Use the Filter to search for a participant and then select the host of the meeting, ensuring that prior to this step you have created meeting time slots.

Ensure you are in the SHOW MEETINGS AS HOST view, by selecting the icon shown below.

Select the EDIT button.

Select the SCHEDULE MEETING icon.

Search for a term (Name/Company/Tags) > select the SEARCH icon > select the SCHEDULE MEETING icon next to the person you wish to add to the meeting.

How do I Create a Meeting Constraint or Restriction for a Host?

Navigate to AGENDA > MEETINGS to create meeting restrictions (a constraint that prohibits the host from holding meetings at certain times), select a meeting host and in the toolbar select the SHOW RESTRICTIONS icon.

Click on +ADD RESTRICTION located on the top right-side of the page.

Select a start and end date and time for the restriction and select CREATE.

How do I use Meeting Matchmaking?

Navigate to AGENDA > MEETINGS > to use the Filter to search for a participant and then select the host of the meeting, ensuring that prior to this step you have created meeting time slots.

Ensure you are in the SHOW MEETINGS AS HOST view, by selecting the icon shown below.

Select the EDIT button.

If you cannot see the AUTO MATCH button, this means you have not created any meeting slots yet.

Select the CANDIDATE TAGS box and pick the tags you wish to match with, and repeat in the EXCLUDE TAGS box with any tags you do not wish to match with > select PREVIEW > select MATCH.

How do I create an Evaluation Form?

Navigate to AGENDA > MEETINGS > select the MEGAPHONE icon > +ADD QUESTION.

How do I swap meeting times?

Navigate to AGENDA > MEETINGS > Use the Filter to search for a participant and then select the host of the meeting, ensuring that prior to this step you have created meeting time slots.

Ensure you are in the SHOW MEETINGS AS HOST view, by selecting the icon shown below.

Select the EDIT button.

Select the SWAP MEETING icon.

Select the SCHEDULE MEETING icon next to the time you wish to reschedule the meeting to.

How do I delete all scheduled host or guest meetings?

Navigate to AGENDA > MEETINGS and filter or search for a host or guest > select the attendee > select the SHOW MEETINGS AS HOST or SHOW MEETINGS AS GUEST icon.

Select the EDIT button.

Select REMOVE ALL MEETINGS.

Type "REMOVE MEETINGS" in the confirmation box and select REMOVE.

How do I delete all meetings from one place?

Navigate to AGENDA > MEETINGS > select EDIT > select REMOVE SLOTS PER PLACE CATEGORY > select the place you wish to remove from the drop down menu > select REMOVE.

How do I display or project meeting times on a television or projector?

Navigate to AGENDA > MEETINGS and select the television icon and a new window will appear that you can use to project meeting times on a television or projector.

PARTICIPANT

How can I find out about my meetings?

Open the InEvent App and select MY SCHEDULE and you will see your meetings that have been scheduled in your own personal schedule.