Delegate Client Panel & Selection of Priorities

1. What the Client Panel Is For 00:00 – 00:25

The single web surface where attendees do everything the organizer needs them to do.

Narrator · 00:00 – 00:25 In this portion we review the client panel — the section on the web where delegates and sponsors log in to fill in their profile, their survey, tailor their agenda, and get information about the event.

This module walks the platform from a delegate's perspective. Module 6 covers the same shell from a sponsor's perspective. The two share the same architecture (Home, My Profile, content sections, Summit Info) but each attendee type sees different forms, different actions, and a different selection step — driven by the per-attendee-type rules set up earlier in Modules 2 and 3.

Narrator · 00:25 – 00:58 When everything is finished and the meetings are scheduled, they will also have access to their final itinerary. So logging in to this panel — in the role of a delegate — gives an overview of the event and location, greeting them, and the first thing they see on the home page is information about the event and the action steps we previously discussed about the deadlines and dates: what they should be doing in a given period of time.

2. Home — Welcome & Action Items 00:25 – 01:25

The home page is a personalized status page: where you are, what's left to do, when each item is due.

Narrator · 00:58 – 01:25 You can see all of them are currently marked as done — this delegate has submitted their information. With the mouse over you can see information about each step and what they should be doing.

3. My Profile — Personal & Company Data 01:00 – 01:25

Photos, contact details, biography, and event-logistics fields all in one place.

Selecting My Profile in the top nav opens the delegate's editable profile. Per the narrator: "this is where all the information is listed — company information, personal information, images, and other things related to their personal data: accommodation, gala dinners, job titles, and other information."

4. Survey — Driving the Matchmaking 01:25 – 01:54

The survey is the input that the matching engine uses for everything else.

Narrator · 01:25 – 01:54 As soon as their profile is finished, the organizer usually goes to the next step — enabling the survey, which is crucial to be able to schedule the meetings and organize their itinerary. There are all of these questions, as you saw through the previous session — they have all the forms and questions defined by the organizer, dynamic and related to the particular event.

5. Investment Priorities — Hierarchy of Objectives 01:54 – 02:30

A weighted ranking of what matters most — fed straight into the auto-scheduler.

Narrator · 01:54 – 02:30 At the end there is a very important section about their priorities, the main objectives of the event — in this case it's called investment priorities. There is a hierarchical view of what is important and what their tasks and objectives are when they are at the event. This questionnaire is very important because we use it to weight and manage the automated scheduling afterwards.

The Investment Priorities section is a structured, ranked list at the end of the survey. Each item has a weight; the higher-priority items pull harder when the matching engine decides what to surface to the delegate (sessions, partners, 1-to-1 slots).

Narrator · 02:30 – 03:00 It is an important step to fill in because it guarantees the meetings we schedule will be more focused, and the suggestions we give for the sessions are relevant to their needs.

6. Tailor My Agenda — Sessions with Interest Match 02:30 – 03:45

Pick keynotes and roundtables; the platform shows a calculated match score for each.

Narrator · 03:00 – 03:45 You can see percentages of interest match given by the system based on how the sessions are defined. You can see who hosts, who are the speakers; if you click Read More it will give more information. If you click on a particular session it gives a detailed overview, who is attending and the speakers. If they have multimedia information it will be presented here. And if the organizer has enabled the chat feature, they can have a group discussion on the given topic.

7. Selecting Strategic Partners 03:45 – 04:45

Pick the partners (sponsors) you want to meet — the engine will try to honour both sides' picks.

Narrator · 03:45 – 04:45 They do their selections, like they are already done here. The next step is setting their priorities — with whom they would like to meet. Again there is the matching algorithm — this is like 58% match — and it gives an overview of why it is like that. So they can select with whom they would like to meet. If they click plus or say "good to meet" and again plus, this all goes into the system and automatically enables us as organizer to do the proper matching based on their selections.

8. Summit Info & Itinerary Printout 04:45 – 05:00

Logistics page now; printable personalised itinerary once matching has run.

Narrator · 04:45 – 05:00 The final step at this stage will be to see some information about the summit — if there is multimedia and so on, it will be presented here. When the matching is done it will have another option, a print-out of the itinerary, for them to take and deliver during the event.

Summit Info is the logistics surface — venue details, multimedia content, and any other information the organizer wants delegates to read before they arrive.

Once the organizer has run matchmaking (covered in Module 9), the same client panel exposes the delegate's printable itinerary: every meeting, who they are meeting, where, and at what time. Delegates use this on-site to navigate their day.

9. Essence & Takeaways

10. Full Transcript

Verbatim narration provided alongside the video.