📱Appointments (App)
Allow your users to create appointments with each other and/or exhibitors at the event. Explore how you can use this feature too!
The appointments feature creates opportunities for your attendees to schedule appointments with other fellow attendees and/ or exhibitors at the event.
How to set up appointment opportunities
Before users can start scheduling appointments through the app, it's essential to establish appointment rooms and time slots. Here's how you can do it:
Please note: You can let the system auto-generate appointment slots specifically (and only) for the companies/exhibitors. This function can be enabled via ticking Should companies use generated timeslots instead of timeslots from appointment tables? within the appointment settings within the networking bubble settings.
1. Create an appointment room
An appointment room creates a place where you can create multiple timeslots that users can book. It is important to note that if you want simultaneous timeslots that users can book you will need to make multiple appointment rooms:
Open the 'Admin panel'
Navigate to 'Appointments'
Click on the '+ New appointment room' button
Name the appointment room
Select the room status Choose one of the following options: - Active: the room is active and appointments can be made - Template: the room is?? - Inactive: the room is not active and no appointments can be made here
Click on 'Add appointment room'.
2. Create timeslots in the appointment room
Once you have created an appointment room you need to create available timeslots that users can schedule an appointment at. This can be completed within the relevant appointment room by completing the following steps:
Open the 'Appointments overview'
Search for the relevant appointment room
Click on the 'green box'
Select the option 'Edit slots of this appointment room'
Navigate to the date and time of the desired appointment slot
Either click once to make a default length timeslot or click drag and drop to draw a custom length timeslot and then release once you have selected the desired timeframe
Default timeslots can be set to either 5, 10, 15 or 30 minutes in the appointment settings
Managing appointment slots
You can make adjustments to the appointment slots that you have created. This includes; adjusting the start/ end time of the appointment slot and pre-assigning a slot to a specific company or user(s)
Edit the start/ end time of an appointment slot
You can edit the start/ end time of an appointment slot by completing the following steps:
Open the overview of the Appointment room slots
Click on the relevant timeslot
Click into the relevant field to change the date and time of the slot
Click on 'Save changes'.
Delete a time slot
Open the appointment room
Click on the X symbol next to the relevant timeslot
Pre-assigning users to appointment slots
You can pre-assign timeslots to specific users either individually or in bulk by completing the steps listed below:
Open the relevant appointment room
Click on the relevant timeslot
Under the section 'Who talks at this location' set the First and Second speakers
Pre-assigning companies to appointment slots
You can pre-assign timeslots to specific companies either individually or in bulk by completing the steps listed below:
Open the relevant appointment room
Click on the relevant timeslot
Under the section 'Who owns this location?' select the relevant company name in the 'Owner company' field
Bulk edit appointment
There are many ways you can speed up the process of creating, editing and deleting your appointments within the admin panel. From the appointment overview page if you click on the menu icon of a room you are given the options listed and described below:
Edit slots of this appointment room: Opens the specific appointment room and allows you to create timeslots Edit appointment room details: Allows you to change the appointment room name
Duplicate appointment room: Makes a single duplicate of the appointment room and any timeslots already created within it
Make multiple copies of the appointment room: This allows you to choose how many times you want to duplicate your appointment room
Duplicate special: Allows you to make a duplicate of the appointment room and timeslots automatically for all users with a selected tag of your choice
Change all slots on this day: This allows you to change the ownership of all timeslots of the day
Change all slots in this room: Allows you to change the ownership of all timeslots of the room
Delete appointment room: This will delete the appointment room and all of the timeslots created
Delete all appointment rooms: Deletes all appointment rooms and timeslots of the entire event
How can users set up appointments in the app
Users can create appointments directly within the app with fellow attendees and/or exhibitors at the event by:
Opening the specific users' or exhibitors' page
Click on 'Request appointment'
Select the desired date
Select a time
Click 'Save'
You can find an overview of all appointments made under 'Table view'.
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