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Manage meetings (reschedule/cancel/approve)

This article illustrates how to manage meetings on the admin panel. Navigate to Management Participant Participants (Investors) or Exhibitors (startup) list.

1. Hit the 3 dots button on the right side of the tab

Click On Manage Meetings

2. Click on the “Manage meetings” button

Meetings may have 4 statuses: confirmed(blue), incoming (green), pending (yellow), and cancelled (red).

  • Please keep in mind that all meetings scheduled by the concierge automatically appear as confirmed.

  • Pending means, a second party needs to confirm this meeting

  • Incoming means a second party rescheduled a meeting and confirmation is required.

3. Possible actions

  1. Select the date of meetings

  2. Filter meetings by status (all meetings/incoming/pending/confirmed/cancelled)

  3. Select other dates

  4. Confirm meeting (in the case has incoming status)

  5. Reschedule meeting

  6. Cancel meeting.

3.1 Reschedule meeting

Rescheduling Meeting

Proceed with all necessary actions, described above to set up a rescheduled meeting.

3.2 Cancel meeting

In case you are cancelling a meeting, you will need to type in the reason for cancellation (note that both parties will receive an email with this reason)

Cancelling Meeting

3.3 Table meetings List

Please keep in mind that you may access accept/reschedule/cancel meetings functions by hitting the 3 dots button inside of the table meeting list

 

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