This article addresses common onsite questions related to logging in, team access, badge scanning, lead management, meetings, sessions and personal data settings. It provides step-by-step answers and links to additional support resources when needed.
Table of contents
Logging in
Q: How do I log in?
Open the welcome email from the event platform. Locate your Badge ID or Registration ID—this is your temporary login code. Click the login link in the email:
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On mobile: The link will open the mobile app on iOS (App Store) or Android (Play Store).
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On desktop: The link will open the web platform.
Enter your Badge ID and set your password.
👉 Read: Creating Your Account on First Login
Q: My email isn’t recognized when logging in.
Ensure you're using the same email address you registered with—this is typically your work email.
Q: What Badge/Registration ID should I use?
Use the Badge ID or Registration ID found in your confirmation email. This ID is unique to you and grants access to the event platform.
Q: What if I don’t know my password?
On the login page, select "Email me a password reset link". Follow the instructions sent to your registered email to reset your password.
👉 Read: Changing Your Password
Q: I haven’t received any emails to access the platform.
Check your spam or junk folder. If the email is still missing, contact support to request a resend.
Teams Access (Product Improvements Coming Soon)
Q: How do I claim my Team?
During your first login on the web platform, the first team member will be prompted to create My Team and will automatically become the Team Admin. This step is essential for collecting leads.
👉 Read: Overview of the My Team Portal
Q: Can I claim my Team via the mobile app?
No. Claiming your Team is only supported on the web platform using a laptop or desktop.
Q: How do I add team members to My Team?
Ensure that each team member is registered with a unique email address. Once registered, the system will automatically assign them to My Team under the Team Members section.
Leads
Q: How do I view or export all leads?
On the web platform, navigate to Teams > Leads > To Review. Convert leads into Contacts by:
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Booking a meeting
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Connecting via mutual interest
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Scanning a badge
Only Contacts can be exported.
Q: How can I leave notes or comments on leads?
Go to Teams > Leads > View Lead Details on the web platform. Notes and comments can be added by any team member and are only visible to the exhibitor team.
Q: Who can see lead comments?
Lead notes and ratings are visible only to your exhibitor team. Teams can collaborate by rating, qualifying, and commenting on participant profiles.
Exports
Q: What exports are available to me?
From the Teams section on the web platform, you can export:
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Accepted meetings
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Reviewed leads
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Session check-in data (available only for events using session check-ins)
Q: How do I export?
Go to the Exports tab under Teams. Choose either CSV or XLSX format and follow the prompts to download your data.
Q: What is the export deadline?
Exports are typically available for 30 days after the last day of the event. An email reminder will be sent before the platform closes.
Badge Scanning
Q: How do I scan other badges?
Use the scanning feature in the event app. Point your device’s camera at the attendee’s badge QR code.
If scanning fails, search for the participant manually in the app.
What if scanning doesn’t work?
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Ensure the app has camera access.
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Manually find the participant’s profile in the app to connect.
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If needed, take a note or photo of the badge and visit the onsite help desk.
Q: How do I add lead qualification questions?
On the web platform, go to My Team > Settings. Set your qualification questions here—they will display in the mobile app during badge scans.
Q: How do I add notes while scanning?
After scanning, select the Lead Details section to add notes. If this section is missing, make sure the Team feature is activated by logging into the web platform and confirming your Team status.
Q: What information is captured during badge scanning?
Scanned data includes the participant’s name, company, and any additional information they’ve chosen to share.
Q: Why can’t I see all participant information?
Participants control what data they share. If some details are missing, it’s likely due to privacy settings.
Q: Why does scanning redirect me to Safari?
You may be using your phone’s native camera app instead of the scanning tool in the event app. Always scan badges using the mobile app.
Q: Can I scan leads offline?
Yes. The app supports offline scanning. Once you're reconnected to Wi-Fi or data, your leads will sync automatically.
Meetings
Q: Where will my meeting take place?
Meetings are held in designated meeting rooms or exhibitor booths. View your meeting time and location in the Schedule > My Schedule section of the app.
You can sync meetings to your calendar. Sync timing varies by provider:
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iCal: Updates every 5 minutes (if enabled)
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Google: Updates every 24 hours
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Outlook: Updates every 3 hours
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Yahoo: Updates every 8–12 hours
Sessions
Q: Where will sessions take place?
Go to Schedule > Event Agenda in the app. Click on a session to view:
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Title and description
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Date and time
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Category
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Location
Profile and Privacy
Q: What details of mine are shown on the platform?
Your name, company, and any other information you provided during registration are visible on your profile.
How do I delete my profile from the platform?
Go to Edit Profile in your account settings and select Delete Account.
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On mobile: Find this option in the More section at the bottom of the app.
👉 Read: How to Delete Your Account
Q: How can I make sure people who scan my badge receive my contact details?
Ensure your email, phone number, and other information are filled out in your profile in the mobile app. This is the data shared when your badge is scanned or exported by others.