How to setup your Roundtable Event?

Click on  Matchleads >> Setup >> Roundtable tab

  1. Event Details
  2. Profile Settings
  3. Calendar Setup


1. Event Details >> Here we will provide you an option to edit the Event Details that were given earlier.

You will have an option to edit/update the following:

  • edit/update Roundtable Event Name, Start date, End date.
  • Emails : Click ON to send confirmation emails and to run an email campaign.
  • Virtual Meeting: 
    • OFF : no virtual meeting can be scheduled.
    • ON : Individual – can join virtual meeting as soon as you switch on this button.
  • Allow duplicate time slot booking:
    • When the box is checked,
      1.Allow duplicate Appts with different tables at the same time slot.
      2.Allow duplicate Appts with same table on different time slot.


2. Profile Settings icon or Next icon >> Click Here we will provide you an option to edit the Profile Details  that were given earlier for both Buyer and Seller.

  • Event Type:  Open, Semi Open, Closed, Custom.  Click here for more info.
  • Auto accept grace period: System is scheduled to run Auto accept process only once per day around 8:00 PM EST.
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  • Alias Tab Name:
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  • Actions Perform: These actions are permitted to the ticket holder. You can take actions based on these permissions. ie Auto Accept, Approve, Request, Reschedule, Cancel
  • Staff Actions Perform:
  • Show Matches:
  • Single registration per domain:
    • Single Registration per domain:
    • 1. This option makes the company website URL(domain address) mandatory at the time of registration.
    • 2. This option allows only single attendee registration (MM Buyer or MM Seller) for each website URL (domain address).
  • Single Login per domain
    • Single Login per domain:
    • 1. This option does not makes the company website URL(domain address) mandatory at the time of registration.
    • 2. This option does not restrict the number of registrations (MM Buyer or MM Seller or both) from each company / website URL (domain address), but only the first attendee with have access to MatchMaking and all others will be in inactive status.
  • Display Questions For Other:
  • Matchmaking Confirmations:
    • Emails: Appointment confirmation, reschedule and cancellation Emails will be stopped for Delegate
    • SMS: Appointment confirmation, reschedule and cancellation SMS will be stopped for Delegate
    • Push Notification: Appointment confirmation, reschedule and cancellation Push Notification will be stopped for Delegate
  • Schedules: Schedule will be switched OFF for this ticket. Others can not make appointments with you.
  • Edit Profile: Edit profile for these ticket holder is OFF. You cannot edit profile.
  • Preferences: These ticket holders cannot make preference selection in their account.
  • Dashboard Charts: 


3. Calendar Setup icon or Next icon >>  Click here we will provide you an option to edit the Appointments Dates, Appointments  Timing and Break Timing.

  • Match Leads Day:
  • Event Start Time:
  • Event End Time:
  • Appointments Duration:
  • Break Between Appointments:
  • Break Table:

 

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