Help

DASHBOARD

Welcome to the B2B matching system,

in this page you can find information about your state of validation and and  meeting requests. 

Through the menu at the top of the page you can access the different sections of the platform, which are explained below.

 

How to use the platform:

  1. Fill out your Profile :
    • fill in and keep updated every section of your company profile, essential tool to present your company to other participants
  2. Indicate your Time availability :
    • clicking on the slots, you can signal in green the time slots in which you are available to have meetings, in red those where you are not available
  3. Request appointments to Participants:
    • view companies in the participants list and request an appointment to those you are interested in, by clicking on the icon next to the participant name
  4. Manage your appointment Requests:
    • set the importance of a meeting by using a five-star rate system. The system generates your meeting schedule according to the rate given to a request, starting from those you consider more important.
    • do not leave pending requests: accept or decline meeting requests received in order to let the platform work at its best
  5. Check your Agenda:
    • appointments are automatically scheduled by the platform on the participant agenda, according to their time availability, maximizing the number of meetings.
    • once the agendas are frozen, appointments are scheduled at a precise date and time 
    • print your agenda and prepare for the meetings.

 

PROFILE

In this section you can add all the information needed to present your company.

  • Company profile: Enter a brief and effective description to present your company, emphasizing the products / services you want to promote on this particular occasion. The more accurate your presentation is, the more chances you have to arise interest and attention of other participants.
  • Additional specifications: select among the proposed fields those that best define your business or the reason of your participation in the event.

 

AVAILABILITY

In this section you can manage your availability of time.

  • Click on the slots and mark in green the time slots in which you are available to have meetings, in red those where you are not available. Appointments are automatically scheduled by the platform in the green slots.
    Nb. Do not change your availability after the agendas are frozen without informing the organisation.
  • If you want to gather your appointments in a specific time slot, mark the relevant slots in green, and leave the others in the red.
    Nb. Remember that if an event of your interest results as "not schedulable" in the Requests section, you can increase your time availability, so that the system has greater possibility of identifying a time slot available for both users in which to plan the meeting, otherwise you can increase the priority given to a participant, by rising the number of stars. The system will try to find a common slot to plan the appointment.  

PARTICIPANTS

View the participants in the list of participants, and request appointments to companies of your interest

  • Filters: select the search criteria to identify companies that are closer to your interests
  • Request appointments: once identified the companies you are interested in, you can view their profile by clicking on the eye button and request them an appointment using the handshake button  
    Nb.Do not forget to accompany appointment requests with a presentation message

 

APPOINTMENT REQUESTS

Manage your appointment requests: order your meeting requests according to the importance you of the meeting, accept or decline the requests received – remember to do not leave pending requests!

  • Order your meeting requests, by assigning the stars according to the importance of the meeting.
  • Schedule an appointment: the accepted appointments are automatically scheduled by the platform on the user agendas, depending on the availability of time set by the participants.

You can view the meeting scheduled in the Agenda section, where appointments will be set after the agenda are freezed.

  • Schedulable appointments: there is a correspondance in the availability of the participants, so the appointment can be arranged and will be automatically placed on your agenda by the platform, depending on the availability of time indicated by participants.
  • Not schedulable: the appointment can not be organized because the time availability of the participants do not coincide.

 

AGENDA

Your Agenda is optimised by the system to ensure the highest number of appointments to all participants.

  • How it works: accepted appointments are automatically scheduled by the platform on the user agendas, depending on the availability of time indicated by the participants. The appointments will be definitively established after the agendas are freezed
  • Re-scheduled appointments: meetings keep being rescheduled until the agendas are freezed, based on availability and requests of participants. The agendas will continue to undergo changes until their publication.
  • Agendas freezing: once agendas are frozen, appointments are set for a certain day and a certain time. At this point, you can print your Agenda and prepare for the meetings. 
  • Red time slots: time slot when the participant is not available.
  • Edit your time availability to gather the appointments in a specific time slot, by coloring the relevant slots in green and leaving the others in the red.
    Nb. Remember that if an event of your interest results as "not schedulable" in the Requests section, you can increase your time availability, so that the system has greater possibility of identifying a time slot available for both users in which to plan the meeting, otherwise you can change the order of your appointments requests.