MatchMaking appointments

MatchMaking lets attendees of selected ticket types hold timed one-on-one meetings at numbered tables. Your Map D contact switches the feature on for a show; once it is on, a MatchMaking section appears in the show sidebar and your team runs everything from there.

Turn it on and set it up

MatchMaking is a show feature your Map D admin enables, like Exhibitor Plus. With it on:

1. On each ticket type that should take part, open the ticket's settings and turn on Allow Matchmaking, then select Apply. Which ticket types take part is always your choice, per ticket type.
2. Open MatchMaking Setup in the sidebar. The matchmaking event is created for you, prefilled with the show's name, dates and venue. Walk the four steps:
   • Event Details: the event name, dates, status and notification switches. Max Appointments here sets whether each person's limit counts Per Day or Per Event.
   • Profile Settings: per ticket type, the booking rules: seats per table, the person's appointment limit, waitlist size, and the actions their attendees get. Giving a ticket type the Approve action means its meetings start as Pending until approved (or until the event's grace period auto-accepts them).
   • Calendar Setup: pick the meeting days, the daily window, the appointment length and the break between appointments. The timed slots are generated for you.
   • Table Setup: number the tables for each day.

Book meetings for attendees

Open Appointments in the MatchMaking sidebar section. The screen is a booking desk:

• The bar on top picks the Ticket type, the Date and the Time slot. Each option shows (N): how many meetings that day or slot already holds. The Sort By control orders the list by first name, last name or company, in either direction.
• The list on the left shows everyone who can be booked: their ticket is booked and matchmaking-active. Each card shows Appointments: (x/y): how many meetings they have against their limit. A card goes grey while that person already has a meeting in the selected slot.
• Drag attendees into Add Appointments (or type a name), add a comment if you like, and select Schedule. A meeting needs at least two people. If someone is over their limit or has blocked the slot, the screen asks Do you still want to schedule this appointment? before booking anyway.
• The Appointments list below shows the slot's meetings with their status: Accepted, or Pending when a ticket type requires approval. From a meeting's menu you can View it (with its comment thread), Edit the people, Reschedule it to another slot, or Cancel it. Cancelling frees the slot, and the first matching pair on the waitlist takes it automatically.

The attendee menu

The menu on a roster card offers:

• View profile and View schedules: the person's details and all their meetings, where you can also change a single meeting's status for them.
• Calendar: the person's slot grid. Green slots are open, red are blocked, filled are booked. Click an open slot to block it for them; click a blocked one to free it.
• Notes: private organizer notes about the attendee.
• MM settings: pause the person's matchmaking with the Matchmaking active switch. Their booked meetings stay; they just leave the booking list.

Filters

The Filters button opens the criteria configured for the ticket type (company, job title and so on). Set values, choose AND or OR, and select Search. Your values are remembered for you until you select Reset.

Emails

When the matchmaking event's email notifications are on, every person in a meeting gets an email when it is booked (Appointment Confirmation, or Pending Appointment for approval flows) and when it is cancelled. The wording comes from the templates on the Ticketing → Email Templates screen, and each ticket type's profile settings choose whether its attendees get these emails.