Overview

📘

IMPORTANT

To configure the 1:1 Meetings module, contact your Client Account Manager.

The 1:1 Meetings feature allows users to schedule and manage private one-on-one meetings with other users. Meetings can be created as standalone (non-event) meetings or tied to a specific event with slot-based scheduling and predefined locations.

Admins can control visibility by Role, Groups, or Exclude by Groups.

Module contents

The following articles cover specific aspects of the 1:1 Meeting feature.

ArticleDescription
Slots & Locations (Admin)Admin configuration: enabling slots per event, managing locations, schedules, and bookings
Availability & Slots (User)User availability settings, slot configuration, and conflict detection

Key capabilities

CapabilityDescription
Standalone meetingsCreate 1:1 meetings without event context — set date, time, location, and video link freely.
Event-based meetingsCreate meetings within an event using predefined time slots and locations.
Auto-assign locationThe system automatically books an available meeting location for the selected slot.
Manual locationEnter a free-text location instead of using predefined locations.
Availability controlUsers manage their availability during events and outside events separately.
Slot conflict detectionSlots blocked by existing meetings, sessions, or personal sessions are automatically excluded.
Admin managementAdmins can configure locations, slot durations, and schedules, and cancel bookings.

Accessing 1:1 Meetings

1:1 Meetings can be accessed in two ways.

From the main menu

1:1 Meetings appear as a dedicated menu item in the app navigation. This opens the meetings screen with Upcoming, Past, and Declined tabs.

📘

NOTE

If this option is disabled, contact your Client Account Manager.

From another user’s profile

Open a user’s profile and tap Book 1:1. This opens the meeting creation form with the selected user pre-filled.

Meeting statuses

Each 1:1 meeting goes through the following statuses.

StatusDescription
PendingMeeting invitation sent, awaiting response from the invitee
AcceptedThe invitee confirmed the meeting
DeclinedThe invitee declined the invitation
CancelledThe meeting was canceled by either participant or by an admin

Creating a 1:1 Meeting

Users can create a 1:1 Meeting from the app menu, a user's profile, or the Event's page.

Creating a 1:1 Meeting from the app menu

To create a 1:1 Meeting from the app menu:

  1. Access the app menu.
  2. Tap 1:1 Meetings.
  3. Tap the "+" icon.
  4. Specify the following fields:
    1. Invite User: Select the person from the user list.
    2. Event: Select an event, or leave as "No event" for a standalone meeting.
    3. (Optional) Location Type: Appears if an event is selected. Auto-Assign chooses an available location automatically, or select Manually to specify a preferred location.
      📘

      NOTE

      If no Auto-Assign locations are available on event-based 1:1 Meetings, the user must manually specify a meeting location.

    4. Select a time slot (event-based) or set Date & Time manually (standalone).
    5. (optional) Add Reminder, Description, Location, Video Conference Link, and Note.
  5. Tap Send to send the invitation.

Creating a 1:1 Meeting from a user's profile:

From the user's profile in the app, tap Book 1:1 and fill in the fields.

Creating a 1:1 Meeting from an event page

If 1:1 Meetings are enabled for an event, users can book event-related meetings with other attendees. To do so, users must go to the event's agenda page.

From the Agenda page:

  1. Tap the "+" icon in the upper right corner.
  2. Select 1:1 Meeting.
  3. Fill in the relevant fields.
📘

NOTE

When creating a 1:1 Meeting from the event page, users can only select that event or No Event.

Responding to a meeting invitation

When a user receives a 1:1 meeting invitation, it appears in the Upcoming tab with Pending status. The invitee can:

  • Tap Accept to confirm the meeting.
  • Tap Decline to reject the invitation.

A push notification is sent to both participants when the status changes.

Editing and canceling meetings

Users can cancel and delete 1:1 Meetings directly from the Meeting Details screen.

Canceling a meeting is permanent. The slot is released and must be re-booked if needed.

Users can also edit meeting details, including the time and day, location, videoconference link, meeting description, and private notes.

To edit a meeting:

  1. Tap the three-dot menu on a meeting detail screen.
  2. Select Edit Meeting.


Did this page help you?