Use the search function the top for open-ended searches, like a company or individual’s name.

Use the checkbox filters located on the left-hand side of the page or the search box to narrow down to participants by categories like firm category, deal size, or location.

We’ve included a new category of specific industry verticals to help you narrow your search to other attendees doing deals in the same space as you.

To learn more about a user, click their name or headshot and a panel will open displaying additional information.

Use the “Request” button that appears in the bottom-left of the attendee card to submit.

Upon clicking “Request,” you will be prompted to submit a desired duration (required), a suggested time slot, and an optional message.

Click the “Received Requests” button to view all received requests.

Next, click the button labeled “Accept” to then confirm the meeting duration and preferred location. You also have the option to add additional attendees in the top-right corner of the dialog box and/or send a message to the requestor upon accepting the request.

Once all information is confirmed, click “Submit” to schedule.

Transferring or Adding a Colleague to a Meeting

You can transfer a meeting request to colleague or add a colleague or other attendee by going to your Received Requests, Sent Requests, or My Calendar and selecting the Edit option.

You can view the schedules of other attendees from your organization by going to the Firm Schedule tab.

You can download your meeting schedule to your Outlook or other calendars buy going to Meetings > Confirmed Meetings and selecting the ‘Export Calendar’ button.

We do recommend waiting until closer to the event in case your meetings are updated. You’ll also options to print your schedule in different formats.