A complete walkthrough of the platform — from creating an event to running matchmaking, equipping onsite staff, and producing post-event ROI reports. Each module pairs the original narration transcript with screenshots and a structured explanation, ready to use as the basis for onboarding, sales, QA or rebuild work.
The master events dashboard. Create a new event from a five-field wizard, clone a successful event, reschedule (which auto-reshuffles the agenda), and set up the two security axes — User Types and Event Access. Includes the on-demand "i" help.
Inside an event: the dashboard widgets, then the central Event Forms library. Build small modular forms with 10 field types, then assemble them into per-attendee-type client panels with drag-and-drop ordering.
The orchestration layer. Each step has an explanation, visible-from / due-date window, optional reminder, and three layers of scoping (attendee type × client-panel page) so each participant sees their own time-driven checklist.
The wall calendar of every session — rooms across, time down. Per-session editor with Meeting Type, Join Type, Timeslot Factor, services-and-products tags, staff and documents. The Single Meeting (1-to-1) configuration that powers hosted-buyer matchmaking.
What a delegate sees when they log in: home with action items, profile, dynamic survey ending in Investment Priorities, Tailor my Agenda with per-session interest match %, and selecting strategic partners they want to meet.
Same shell, sponsor variant. Package & benefits panel, company profile with multiple representatives, sponsor-specific survey, and the defining Select Your Delegates step (10 Priority 1 + 10 Priority 2 picks per table).
Quick Search, Advanced Search criteria builder that mixes profile and survey properties, customisable column views you can save, plus the bulk-action toolbar (Activate, Deactivate, Multi Edit, Export XLS / XML / JSON, Add Attendee).
The administrator's last touch before matchmaking. Edit any submitted priority, manually add a brokered intro the parties didn't pick themselves, or delete one. The mental model for spotting one-sided picks vs perfect mutual matches.
The matching engine. Setup Matching Plan with drag-and-drop ordering of session types and directional Single Meeting variants, run with Save / Run / Simulate, post-run statistics (matches, sessions, pies), run history with Apply, and per-attendee Matching Review with delete / add overrides.
The bridge to the physical event. Print Badges modal with layout / colour / send-by-email options (81mm × 53mm on A4). Print Itinerary produces one final-itinerary PDF per selected attendee.
The companion mobile app. Counters for 1-1 meetings, informal meetings and business cards exchanged. My Itinerary, session detail with takeaways and ratings, 1-to-1 notes, attendee directory, program, speakers, research papers.
The same app for onsite staff with the Staff Section: live Check In / Out Delegates with status filters, per-delegate activity log, attendance ticking for Roundtables / Workshops / 1-to-1s, and live sponsor itineraries to help attendees navigate.
During and after the event. Mark no-shows so they're excluded from re-runs, the Master Scheduler with side-by-side day comparison, broadcast Push Notifications targetable to specific groups, and the Reports catalog (~20 reports across Meetings / Attendees / Other) exportable as PDF or XLS.