FAQ

How can this site enhance my conference experience?

On this website, you can search a directory of attendees and pre-book meetings with them online.

You can:

  • Add or update your company's listing.
  • Pre-request a meeting with any of the listed companies/attendees.
  • Receive meeting requests from other companies.

Do I need to register or login?

If you are registered for the conference, you will need to login on this site to edit your details (including your company profile), browse company entries and pre-request meetings. If you are not registered for the conference, please visit the conference website to accept your invitation to attend and register. Please note this is an invitation only event. Please contact Annie Johnson at AJohnson@cascadiacapital.com or by phone (206) 436-2586 should you need additional assistance.

I've logged in. What do I do now?

  • Check and update your company's listing - Account
  • Search for potential meeting partners - Search
  • Request meetings with your chosen targets

Note: You can search for a company or attendee name by typing in the first few letters in the Search box.

Why do my profile details/logo/portrait not appear?

  • Pasting text from some word processing applications sometimes fails. Try pasting into a simple text program first, then copying and pasting into the system.
  • Only upload images with file type .gif, .jpg or .png with a maximum size of 1Mb (ideally less than 50Kb).
  • After making changes, always click Save at the bottom of the page.

I don't want to receive email alerts from this system. What can I do?

  • Open your Account and click your name at the left of the page to open your personal details edit form.
  • Check the Disable emails box.
  • Click Save at the end of the form.

Messages sent to you by other users will appear in your main Messages area and in threads in the Message tab of your meetings.

How do I book a meeting?

  • Click Book meeting next to the name of the attendee you wish to meet.
  • Follow the onscreen directions, check the meeting details.
  • Add a short message if required, and click Yes.

An email is sent instantly to your meeting partner, requesting their confirmation. You will receive a copy of the email, and you can cancel the meeting at any time. If you click Decline, you will be given the option to type a short message to the other person.

I have received a meeting request in an email. What do I do next?

  • Log in to the online scheduler homepage and click on any meetings awaiting your response.
  • Add a message (optional) and invite any colleagues you wish to join the meeting.
  • Click Confirm or Decline.

An email is sent instantly to you and your meeting partner(s), informing them of your decision. Confirmed meetings will be automatically assigned a meeting place and added to your schedule.

How many meetings can I book?

Meeting times are interspersed within the conference agenda. Therefore, there are a limited number of meeting times available to book. We want to ensure everyone is able to enjoy the conference content and schedule valuable meetings as well.

How many meeting requests can I accept?

You may accept all meeting requests. Please respond promptly in order to keep your schedule up to date, and as a courtesy to other attendees.

I'm unavailable for meetings at certain times. How can I stop other attendees from requesting meetings at these times?

  • Log in to the online scheduler and go to Schedule.
  • Click the Available link on any time slots when you do not want to have meetings.

How can I reschedule a meeting?

Note: The Reschedule function is optional and may be switched on or off by the event manager at any time.

  • Click the meeting entry on your Home or Schedule page to open it, and select the Reschedule tab in the meeting management pane.
  • Click the Reschedule button within the pane, and select a new time from the available meeting slots.
  • Complete the action by clicking the blue Reschedule button. You can add a message to let the meeting participants know what you are doing.

Unconfirmed meetings will remain unconfirmed. If you are the recipient of a meeting request that you or your meeting partner has rescheduled, you will still need to confirm or decline it.

How do I register for the conference?

PLEASE NOTE: THIS IS AN INVITATION ONLY EVENT. 

This is not the conference registration site. To accept your invitation to the conference and complete your conference registration, please click here. Once you have registered for the conference, you can register for the meeting scheduling portal on this site. Please contact Annie Johnson at AJohnson@cascadiacapital.com should you need additional assistance.

I've lost my password. What should I do?

Click Forgotten your password on the scheduler homepage and follow the online instructions. The system will generate a new password and send it to you. Once you have logged in, you may change this password to one of your choice in Account.

The website says it does not recognize my email address. Who should I contact?

Please contact Annie Johnson at AJohnson@cascadiacapital.com.

When should I book meetings?

You should book as soon as possible once meeting booking is available on March 29, 2022. The online system gets busy in the days before the conference. By delaying your meeting bookings, you may miss opportunities to meet with your priority attendees.

There is someone I really want to meet, but the attendee has no more meeting times available. Is there another meeting option at the conference?

The Welcome Reception on night one and the Cocktail Reception on night two would be good options for networking outside of the designated meeting times. Please contact Annie Johnson at AJohnson@cascadiacapital.com should you need further assistance.