April 24, 2025 | 4 min read
General
Start Configuring the App
Steps: Go to General in the top menu on the project level, click the button Add Event App, and follow the instructions.
Define the Main Settings
Set the settings for Meetings, Schedule, and also Role-Based settings.
Steps:Go to App - Settings - Setting, follow the explanations and help on the page.
Set the Welcome Texts of the App
Steps: Go to App-Settings-Setting, add welcome texts for Login and Main Pages.
Create Messages for Users
These are email messages which you will send to the participants: invitation to the app, reminders, and other.
Steps:Choose Meetings on the left menu, create titles and bodies of the messages.
Hint
- Use tokens:
{Contact.FullNameWithTitle},{Project.Title},{Participant.LoginLink}. - You can define messages for each language set for the project in Project Overview.
Set the Notification
Set the texts for the messages: meeting approved/requested/declined, etc.
Steps:Go to App - Settings - Notifications.
Hint
Use tokens: {Contact.FullNameWithTitle}, {Project.Title}, {Meeting.Time}, {Meeting.PlaceName}, {OtherAccount.LastName}, {OtherAccount.FirstName}, and others.
Check the settings for different users
Steps:
- Go to Users, create several test participants users with different roles (Speaker, Exhibitor, Participant))
- Go by personal link of each user, check thst all the settings work correctly
Set the Features You Need in the App
Steps:
- Click Features on the left menu.
- Choose a feature and set the settings on the right menu.
- Define for each feature the text you'd like to show on the button, color/icon/picture, and size according to the help text
- To any of the features, you can limit access depending on the role of the user (use the Content tab of the feature).
- Don't forget to save.
Hint
In case you use a picture for the buttons, remove the feature names and icons.
Main Features
Custom
The tile will be a link to an external page.
Steps: Add the link on the right menu.
Hint
Always start your link with https://.
Agenda
The page shows the program, which is set in the Agenda section of the back office.
Steps: The feature takes all settings from the Agenda section automatically. You just need to choose the type of agenda you'd like to display in the Content tab of the feature (General, Posters, E-posters) and set whether the sessions should be expanded or not by default.
Direction
The page shows the event location and a Google Map.
Steps: Just make sure that the data in the project is correct.
E-Posters
Page with E-Posters Agenda in the form of slides.
Steps:
- Check that you have in Agenda a Posters Session with Lectures containing images and PDFs.
- For the same lecture, you can upload both an image and a PDF, allowing users to scroll through slides and access the PDF file in the app.
- In the Feature Content settings choose Posters.
Exhibitor
The button rotates the logos of all exhibiting companies, and click redirects to the company's personal page.
Steps: Add companies to the Exhibitors section, including logos, backgrounds, and descriptions.
Hint
Ensure that the logos and backgrounds complement each other well.
Exhibitors List
Page displaying all exhibitors, sorted by type and order as defined in the back office Exhibitors page.
Steps: Add companies to the Exhibitors section. Set categories (Gold, VIP, etc.) and display order if needed.
FAQ
Information for participants in a Question-Answer format.
Steps: Go to Website - Q&A and set the information there.
Halls
One of the main features of the app. You can create different halls for video meetings, broadcasting, and chats.
Steps: Go to Halls in the left menu and create as many halls as needed. Define statuses, permissions, and roles. You can also set banners and images as placeholders when there is no broadcasting for each hall separately. Additionally, define a message that will appear when a new participant enters the hall.
Hint
- You can set any of your halls as the default one, navigating users directly to it instead of the welcome page.
- Go to Settings and change it in Default Hall.
Leads
A feature used by exhibitors: a person with the exhibitor role can scan QR codes or search by registrant codes to retrieve information about a selected participant.
Steps: To enable this feature, define exhibitor roles. Additionally, send messages to registrants containing their QR codes if scanning is required.
Hint
- It is possible to use either scanners or phone cameras.
Messages
One of the most important features which allows participants to communicate and schedule meetings.
Steps:In order to make settings for scheduling a meeting, go to the Meeting section on the left menu. Choose the settings: pre-define time slots, set places, and other.
My Lectures
All the lectures of a speaker. Visible only to the speaker itself.
Steps: If a participant is set as a speaker in some lectures of Agenda, they will see their lectures on this page.
My Profile
Another possibility for a participant to enter the profile page.
Steps: Add to features.
My Schedule
Page that shows all personal meetings, lectures added to favorites, and own lectures if a participant is a speaker. Also, there is a possibility to send yourself the schedule by email.
My Ticket
Shows all the tickets bought for the event.
Participants
The page that will show all the users of the app who are in the Visible list. Users with roles Exhibitor and Speaker will be marked by color.
Here, participants will also be able to send a message or propose a meeting.
Before appearing in the Participants list the paricipant needs to confirm agreement when entering this page first time, or you can add users to this list in Bulk Actions - Set Visibility.
Speakers
The page contains only users with the Speaker role and the types of speakers you choose:
- Keynote Speakers
- Featured Speakers
- Committee Members
- General Speakers
Steps: Add speakers in the Website - Speakers section or assign roles in the Users list of the app.
In the Speakers section, you can define different types of speakers (Keynote Speaker, Featured Speaker, and others) and their display order.