Meeting Program Pre-Event Checklist

For best results, please review this checklist before the event.

1. Meeting Program Configuration

  • Meeting slots defined — confirm the number of meeting slots per participant category is set correctly in Meeting Program settings.
  • Slot duration — verify slot duration and buffer time are configured (buffer prevents back-to-back booking issues).
  • Booking window open date/time — confirm the booking window opens at the correct time for the correct participant roles.
  • Required Update Version (if mobile meetings enabled) — confirm app version is in sync with Required Update Version.

2. Participant Eligibility

  • Team members assigned — all exhibitors who need to accept/book meetings have at least one active team member assigned.
  • Participant categories — verify which categories can book meetings and which are "bookable" targets.
  • GDPR / consent filters — if GDPR filters are active, confirm eligible participants have consented to networking.

3. Duplicate-Booking Prevention

  • Overlap detection enabled — confirm the platform setting to block overlapping meetings is active.
  • Multi-rep exhibitor configuration — if exhibitors have multiple team members, verify the meeting de-duplication logic: can two reps from the same exhibitor book the same buyer?
  • Cron job timing — matchmaking assignment runs on a scheduled cron job. Allow sufficient lead time (minimum 24h) before the booking window opens after configuring matchmaking criteria.

4. Report Readiness

  • Meeting report delay — meeting reports are generated after the event closes. Inform clients that reports are not real-time and have a processing delay.
  • Pre-event report — use the participant export (not the meeting report) to verify registrant counts before event open.