Overview of the Meetings pages - Grip dashboard

The meetings pages sit under the 'Networking' tab in the dashboard. This is where you can create, configure, edit and export meetings within your event. 

 

In this article we will cover:

• The Meetings List page
• The Meeting Locations page
• The Meeting Settings page

 

The Meetings List page

1. Under the 'Networking' tab, click 'Meeting List'. 

 

2. On the meetings list page you will see all the meetings that have been accepted, declined, or pending. You can sort the data in the table by clicking 'Columns' and also filter the data by clicking 'Filters' as shown in the gif below.

 

3. To create a meeting on behalf of a participant, click the 'Create Meeting' button.

 

3a. Fill out the required fields shown in the image below, and click save. 

 

4. On the meeting list page you can also create multiple meetings on behalf of a participant. Click the 'Create Multiple Meetings' button.

 

4a. To create multiple meetings at once, add the meeting organiser and the recipient(s). Click the 'Add meeting' button to add additional meetings with new recipients, the organiser will stay the same, you will just be adding different recipients to the additional meetings. When you create multiple meetings it will auto-populate the meeting organiser and recipient(s) schedules in the default meeting length (more on this in the Meeting Settings section) that they share. You can then go into the individual meeting and change this to a specific time if needed. Within the event platform the organiser or recipient(s) can also request new meeting times. 

 

5. To delete a meeting, simply select the meeting by clicking the checkbox, then click the 'Delete Meetings' button.  

 

6. You can click on the meeting to bring up its details. Here you can update the meeting's status, marking it as accepted, pending or declined for all attendees. You can also mark the attendees as arrived, regardless of whether it's before or after the meeting start time.

 

7. To see the analytics of meetings that have taken place within your event, click the 'Analytics' tab at the top of the meetings list page.

 

7a. On the meeting analytics page you will see all the meetings that have taken place within your event. You can sort this data by clicking on the 'Columns' button and adding/removing certain columns. You can also filter the data in this table by clicking on the 'Filters' button and selecting your filters.

 

7b. To export meeting analytics, click the 'Export Data' button. You can choose to export all columns available by clicking the 'Export all Columns' button, if you leave this toggled off it will only export the columns displayed in the table view. You can then select the export format, the two options are CSV, and XLSX (Excel).

 

The Meeting Locations page

1. The meeting locations page shows all the possible meeting locations within your event and allows you to create new locations and update existing ones. 

The page matches the format of the meeting list and recommendations and connections, allowing you to remove columns and apply filters from the left-hand side. 

 

Columns can also be dragged to customise the view of the page.

2. To create a location, click on the ‘create location’ button on the right-hand side.

 

The sidebar contains all the settings needed to configure the location for your event, each of which we’ll now go through.

Setting	Explanation
Location Name	Type in the name for your new location!
Type	Select from the drop-down what type of location this will be. Public: This location type is used for networking lounges, meeting points and table areas. Restricted: This location type is used for booths or meeting tables that you wish to assign to a company or user.
Capacity	Choose the maximum number of concurrent meetings that can run at this location. Either select an unlimited capacity, a limited capacity, or a limited capacity with a limited number of tables.
External Location ID	If you’re using ExpoFP in your event, add the ExpoFP url for the location here.
External meeting URL	If your event is virtual and you selected ‘public’ as the location type, this field will be visible. It allows you to select a different meeting provider, although should only be used if a staff member will be letting attendees into the virtual meeting room.
Location start & end date	Select the start and end date for your location. The start and end date that has been pre-filled is taken from the meeting settings page.
Meeting duration	The number of minutes meetings at this location will last for
Meeting breaks	Toggle this on to set breaks between each of the meetings at this location
Make the location available, even if meeting attendee has a default location	If the selected location type is ‘public’, this toggle will be visible. Toggling it on allows all users who have been assigned a booth location to still have meetings in the public location you’re creating.
Start, end time & break duration	Select the start and end time for each meeting slot at the location for that day.
Add Meeting Slot	Add another meeting slot for the day
Copy day 1 timetable	Quickly copy your day 1 meeting slots over to each of the other days, to save inputting them again.
MustMeet Meeting slot configuration	If MustMeet has been enabled at app level, this toggle will be visible. Toggling it on allows you to set MustMeet times for your location, should you be running a MustMeet event.

3. To edit a location, simply click on it and the editing sidebar will appear. Please note, that if active meetings are at the location, only the name can be updated. All other fields will be in a disabled state.

4. All meeting locations with no active meetings can be edited one go, by selecting the ‘edit all meeting locations’ panel.

5. You also have the ability to bulk edit selected locations. Simply select their tickboxes, before clicking the ‘edit selected locations’ button. You’ll notice that locations with active meetings are unable to be selected. Similarly locations can be deleted by selecting their check 

6. Similarly, locations can be deleted by selecting their check boxes and clicking ‘delete locations’, or clicking on the location and deleting it from its sidebar. 

The Meeting Settings page

1. The meeting settings page is where you can configure the settings for all meetings that will take place within your event. You can change the event date range, the timezone, meeting length, whether your event allows multi-user meetings or not, whether your event allows instant meetings or not, whether those instant meetings are only available between defined start and end times per day, whether you want to allow breaks between meetings (a time when no meetings can take place), limit of requested meetings per user, start and end times per day when meetings are allowed to take place, and custom meeting feedback

 

2. Meeting feedback is a great way to understand the quality of the meetings taking place within your event. You can use the default feedback answers as shown in the image below or you can create custom feedback answers to better fit your event. 

 

2a. To create custom meeting feedback click the 'Create Custom Meeting Feedback Collection Rules' button.

 

2b. To create custom feedback rules, select the 'Rater Type' from a list of Data Types within your event, then choose the 'Type Being Rated' from the list of Data Types. Click on the 0 under 'Good' 'Didn't Happen', and 'Bad', this is where you can select your answers from either a pre-populated list under 'Add Row', or you can create your own answers by clicking 'Add New Global Reason'. Data Types you have not created custom rules for will be shown the default rules. Once complete, click 'Save'.