| Thank you to our Sponsors | ||
|---|---|---|
|
Image
|
Image
|
Image
|
Logging In
- You will receive a link to log in when ACG Access launches for your event. Click the link and select First Time Logging In. (even if you have used Access for other ACG events)
- Enter the email you registered for the event with and select "Send Registration Email." You will receive a link allowing you to set your password.
- If you do not know the email you registered with, please email mdagit@acg.org.
- If you have forgotten your password and need to reset it, please select "Reset" from underneath the login button to set a new one.
Profile & Demographics
Once you log in, you will be in the My Profile section.
- Edit your profile by entering information and selecting "Save Changes" at the bottom of the screen. Please note not all fields may be editable. Changes made in ACG Access will not save to your ACG profile.
- Review the Demographics tab. Make any changes and select "Save Changes." All fields are not required.
Meeting Calendar
This section is where you can see all of your confirmed meetings, and manage your overall schedule.
- You can view and edit your meetings by clicking on any event/meeting, enter the new information and select Update in the pop-up box.
- If you would like to delete the meeting, select Delete, and the meeting will be removed.
- To block your unavailable times so that other participants don't request meetings with you during a specific time, simply click on the calendar in the time slot and it will auto populate to "Blocked out personal time." Be sure to select "SAVE"
- To change a confirmed meeting time or location: click on the meeting and select the "Reschedule" button, and go through the process as outlined below under Accepted Meetings
- To download your meetings: go to "Meeting Calendar," and in the top right corner, click "Download ICS." This file will include each of your meetings, that you can save to your calendar. If you reschedule any of your meetings, you will need to re-download the .ics file to update.
- Meetings will be displayed in the time zone of the event, and we highly recommend keeping it this way.
Attendee Search & Request Meetings
- Select "Attendee Search" to search & filter the attendee list: to find participants with whom you would like to meet, use the filters and the search box to narrow down your audience. Check the boxes in the search filter to find users who match your criteria. To learn more about a user, click their name and a panel will open on the right-hand side of the screen.
- To request a meeting: find the individual you would like to request a meeting with and select Request a Meeting.
- Enter a Title for the meeting, such as “Meeting with ACG Philly & ACG Boston.”
- Durations are preset to 30 minutes.
- Select a preset location from the drop-down menu
- Investment Banks and Specialty Lenders have a dedicated meeting table. If you are scheduling a meeting with these firms you should select their name/table for your location.
- Open Meeting Tables - We have unreserved numbered tables for additional meetings.
- Event Sponsors are included in ACG Access and also have a dedicated sponsor table so you can meet and connect with them throughout the day.
- Please note that you do not select a time to meet upfront - if the participant confirms your meeting request, they will select a time you are both mutually available.
- Once you have sent the invite, the status of that user will be Pending.
Meeting Requests
These are requests from others to meet with you - there are multiple tabs at the top of this section.
- To Accept a request, select the incoming request and then click "Pick a Time." You will be taken to a calendar that displays your mutually available times. Please note that times at which the requester is unable to meet are in black.
- Select a time you are both free and click Confirm. The meeting will automatically be added to your calendar under "Meeting Calendar".
- Snooze a meeting request: if you do not want to schedule a meeting with someone who has requested one with you, or you simply want to decide later, select Snooze. That request will be moved to the Snoozed Requests tab at the top, and can be unsnoozed at any time. The attendee who made the request will not be notified that you have snoozed their request.
Pending Requests
- These are the requests you have submitted to another attendee. Until that attendee schedules a time to meet, the status of the meeting will remain pending. If you are no longer interested in meeting, select Cancel and the request will be removed.
Accepted Meetings
- Once you have a confirmed meeting, the meeting will be moved to the Accepted Meetings tab.
- If you would like to reschedule or change the location of a meeting, click the Reschedule button. Repeat the same process as sending a request.
- Please note there is a new box where you are can include a note on why you are rescheduling the request (optional). Previous notes will still appear in the meeting.
- Once you select a new time, the meeting will be automatically updated on both calendars. If the time slot is not available, a pop-up box will let you know.
- To change the location, click the gear icon next to "Meeting Location," and you can select a different table.
- If you have downloaded your meetings as an .ics file, you will need to re-download the .ics file if any changes are made.
Snoozed Meetings
- These are incoming requests you do not want to schedule right away. If you would like to schedule a meeting with a snoozed request, select Pick a Time and use the instructions from incoming requests outlined above.
Event Agenda
This is a DealSource day with meetings running from 10:30 am through 5:30 pm followed by our PE Wine Tasting. We have worked to create a flexible schedule for you as follows.
- 10:00 am - Registration and Light Fare
- 12:00 - 12:30 pm - Lunch (This time is blocked in your calendar. If you would like a longer lunch, you must block out the time from 12:30 - 1:00 pm before making any meetings.
- 3:00 pm - Optional break (An afternoon break with snacks will be available. If you would like an official break in your day, you must block out the time from 3:00 - 3:30 pm before making any meetings.
