Step 5: Configuring the matchmaking process to suite your needs

b2match offers several options how the matchmaking process works for the participants. Click on Configuration and open the Matchmaking Settings.

Scheduling Mode

The scheduling mode determines how a time and location for a meeting is scheduled.

  • Participants schedule meetings themselves (Default)
    Participants choose a timeslot when accepting a meeting request. This mode is preferable when you want to make sure that participants know when their meeting will take place when the request is being accepted and when the organiser does not want to go through the process of scheduling meetings. It is important to mention that giving users the ability to freely choose timeslots can lead to inefficient distributed meetings & potentially long waiting times for individuals.

  • Organisers schedule meetings manually
    When an participant accepts a meeting request, the date and time will not be immediately available to the participants. Organisers will have to manually schedule the meeting with the help of the scheduler a few days prior before the event will take place. This mode is preferable when you want to ensure that your meetings are scheduled in the most efficient possible way.

b2match tip: To get more information on how scheduling meetings manually by the organiser works read our guide scheduling meetings.
All these modes can be switched at any time.

Request Mode

The request mode determines whether meetings are accepted automatically or have to be accepted by the participant.

  • Requests have to be accepted by participants (Opt-in) (Default)
    Requested participants have to accept or decline a request in order for the meeting to be scheduled.
  • Requests are accepted automatically (Opt-out)
    When a meeting is requested, it will be automatically accepted for the requested participant.
In case when requests are accepted automatically and meetings are scheduled by the participants, the participant requesting the meeting will select the timeslot.

Setting the Booking Time Frame

Participants are able to send and receive meetings requests during this time period which usually leads up to the event.

Setting the Booking Time Frame

  1. Go to Configuration and open the Matchmaking Settings.
  2. Set the booking begin date.
  3. Set the booking end date.
  4. Press Save.