Request Mode and Scheduling Mode

b2match offers 2 options on 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.

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.

This leads to 4 possible combinations between the request and the scheduling mode, in order for the organisers to choose the one that serves their event’s best interest.

  1. Participants schedule meetings themselves and requests have to be accepted by participants (Default)
  2. Participants schedule meetings themselves and requests are accepted automatically
  3. Organisers schedule meetings manually and requests have to be accepted by participants
  4. Organisers schedule meetings manually and requests are accepted automatically
 

1. Participants schedule meetings themselves and requests have to be accepted by participants (Default)

The participant requesting the meeting sends the request by clicking on Book meeting

The meeting will have the 'Request sent - Waiting for response' status until the moment when the invited participant will accept it and choose its time slot.

Meetings will only be visible in the Agenda after they are accepted.

The participant sending the request: 

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The Participant receiving the request:

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2. Participants schedule meetings themselves and requests are accepted automatically

The participant requesting the meeting chooses the time slot after clicking on Book meeting.

The meeting will be automatically accepted and visible in the participant's Agenda.

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3. Organisers schedule meetings manually and requests have to be accepted by participants

The participant requesting the meeting sends the request by clicking on Book meeting

The meeting will have the 'Request sent - Waiting for response' status until the moment when the invited participant will accept it.

Location and time will be scheduled prior to the event by the organiser.
Meetings will only be visible in the Agenda after they are being scheduled and published by the organizer.

The participant sending the request: 

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The participant receiving the request:

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Publishing the schedule:

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4. Organisers schedule meetings manually and requests are accepted automatically

The participant requesting the meeting sends the request by clicking on Book meeting

The meeting will be automatically accepted and immediately visible in the participant's Agenda as Unscheduled.

Location and time will be scheduled prior to the event by the organiser.

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