Help

DASHBOARD

Welcome to the B2B matching system,

in this page you will find the summary information about your state of validation and and appointment requests. 

Through the menu items at the top of the page you can access the various 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 at a request, starting from those you consider more important.
    • do not leave pending requests: accept or decline the appointments received in order to let the platform work at its best
  5. Check your Agenda:
    • appointments are automatically scheduled by the platform on the participants 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 agendas 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, the more opportunity to arouse interest and capture the attention of the other participants.
  • Additional specifications: select between 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 color 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 organization.
  • If you want to gather your appointments in a specific time slot, color the relative 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 higher 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 companies in the list of participants and suggested meetings, and request appointments to companies of your interest

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

 

APPOINTMENTS REQUESTS

Manage in complete autonomy your appointment requests: put in order your apponitments requests on the base of the importance you attribute to the meeting, accept or decline the appointments received – remember to do not leave outstanding requests!

  • Put in order the request you made, by attributing the stars according to the importance of the meeting.
  • Schedule an appointment: the accepted appointments are automatically scheduled by the platform on the users agendas, depending on the availability of time indicated by the participants.

You can view the scheduling of events in the Agendas section, where appointments will be definitively established after the agendas freezing.

  • Schedulable appointments: the availabilities of time correspond, so the appointment can be arranged and will be automatically placed on your agendas by the platform, depending on the availability of time indicated by the participants.
  • Not schedulable: the appointment can not be organized because the availabilities of the participants do not coincide. Make yourself more present by updating your time availability.

 

AGENDA

Your Agendas is optimized 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 users agendas, depending on the availability of time indicated by the participants. The appointments will be definitively established after the agendas freezing.
  • Re-scheduled appointments: meetings are continuously re-scheduled until the agendas freezing, based on availability and requests of participants. The agendas will continue to undergo changes until the moment of 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: these are the time slots when you made yourself not available.
  • Raccogli gli appuntamenti: edit your time availability to gather the appointments in a specific time slot, by coloring the relative 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.