An unassigned meeting is basically a meeting no one owns. For exhibitor teams juggling multiple requests during a live event, that gap between "meeting accepted" and "meeting actually covered" is where no-shows happen. That's exactly what this update fixes.

Exhibitor admins can now manage the full meeting lifecycle: assign a team member, accept or decline requests, and switch the assigned member at any point, without ever leaving the Swapcard event app.

How It Works

When a meeting request comes in for an exhibitor, the admin is prompted to assign it to the right person immediately:

1. Open the meeting details page in the event app
2. Tap Accept: an assignment panel opens automatically
3. Select a team member from the list (you're pre-selected by default and pinned to the top)
4. Members with a scheduling conflict are flagged as unavailable at this time
5. Tap Assign: the selected member receives a "new meeting" notification instantly
6. Changed your mind? Hit Maybe later to leave it unassigned for now

What Admins Can Do at Each Stage

Meeting management is now context-aware: the right actions surface depending on the meeting's current state:

• Pending meeting, unassigned: shows Accept and Decline buttons; accepting triggers the assignment flow
• Pending meeting, assigned: shows Accept and Decline, plus a Switch member option via the 3 dots menu
• Confirmed meeting, no one assigned: shows an Assign member button to fill the gap before the meeting happens
• Confirmed meeting, assigned to another member: shows a prominent Switch member button directly on the details page
• Confirmed meeting, assigned to me: Switch member is available from the 3 dots menu
• Past meeting, unassigned or assigned: Assign member / Switch member remains available for post-event record-keeping

Declining a meeting sends a notification to all relevant parties: everyone on a 1-to-1, or just the organizer on a multi-participant meeting.

Permission Logic

• Admin team members get the full assignment and switching experience
• Limited team members can only see meetings assigned to them, and can accept, decline, or reschedule, but cannot reassign to another member

Why Organizers Will Love It

Every unassigned meeting is a missed opportunity and a potential no-show. By making assignment a natural part of the accept flow, this update creates a direct link between an incoming request and a named, notified team member who owns it. The result: exhibitors show up prepared, attendees get the conversation they came for, and your meeting ROI numbers actually reflect reality.

💡 Pro tip: Remind exhibitor admins to assign a default team member as soon as meetings go live. Pre-assigning early avoids last-minute scrambles when the event floor gets busy.

Every meeting request is a potential deal. But when an exhibitor admin misses a notification or can't figure out what to do with it, that opportunity disappears before it even starts.

Exhibitor team admins can now act on meeting requests directly from the notification, without needing to dig into their schedule or inbox. Accept, assign to a team member, or decline all: in one tap.

What's New

Incoming unassigned meeting requests now trigger a notification showing the requester's name. From that notification, admins can:

• Accept: opens a modal (web) or bottom sheet (mobile) to assign the meeting to a team member
• Decline: instantly declines the request and sends a "meeting request declined" activity to the relevant participants
• Assign Later: closes the modal without assigning, and generates a follow-up activity with an "Assign" button to come back to it

How It Works

1. An unassigned meeting request comes in
2. The exhibitor admin receives a notification: "Meeting request with [attendee name]"
3. Tapping Accept opens the assignment interface
   • The admin is pre-selected and listed at the top by default
   • Team members with scheduling conflicts are flagged as unavailable
   • One or more representatives can be selected
4. Tap Assign to confirm
   • The assigned team member(s) receive a "new meeting" activity and push notification
   • The admin receives a confirmation activity showing the assigned name(s)
5. If they tap Maybe Later or close the modal, the meeting stays unassigned, and a follow-up activity with an Assign button keeps it surfaced

Key Behaviors

• Admin pre-assignment: by default, the admin is checked at the top of the list, so self-assigning takes a single tap
• Availability visibility: unavailable team members are clearly marked, preventing double-booking
• 1-to-1 vs. multi-person meetings: for 1-to-1 meetings, both the organizer and participant receive the declined activity; for multi-person meetings, only the organizer is notified
• Works on web and mobile: full parity across both surfaces

Why Organizers Will Love It

Meeting acceptance rates are one of the clearest signals of exhibitor satisfaction. When a request notification lacks context or requires navigating to a separate interface to act on it, requests go unanswered, and exhibitors feel the drop.

This redesign closes that gap. Exhibitors stay in control of their pipeline without ever leaving the notification. Fewer missed requests means fewer frustrated exhibitors, fewer support tickets, and stronger ROI conversations at the end of the event.

💡 Pro tip: Brief your exhibitor admins before the event opens: let them know that meeting requests now come as actionable notifications. A quick onboarding message in their briefing doc goes a long way toward faster acceptance rates on day one.

💡 Pro tip: Encourage exhibitor admins to review their team member list in advance and confirm availability settings are up to date. The assignment modal pulls from that data in real time: a clean roster means a smoother assignment flow.

Networking at events lives or dies by how easy it is to make the first move. If requesting a meeting takes too many taps, too much scrolling, or too much guesswork, attendees simply won't bother.

The meeting booking experience on attendee and exhibitor profiles has been fully redesigned. The Meet button is now the primary action on every profile: highlighted, prominent, and impossible to miss, if meetings are set up in the event. Time-slot selection has been moved out of the profile view entirely, keeping the page clean and focused on connection.

What's Changed

On Exhibitor Profiles

The exhibitor details page now leads with a clear action pair: a bold, highlighted Meet button alongside a Bookmark button. Time slots no longer clutter the header: visitors see the exhibitor story first, then take action.

Meet button highlighted: shown prominently when meetings are authorized for that exhibitor

• Bookmark: always available, sits cleanly alongside Meet
• Meet grayed out: when a meeting request has already been sent
• Meet hidden: once the attendee has reached their meeting request limit (5), only Bookmark remains

On Attendee/Person Profiles

The person's details page follows the same logic, with Meet taking priority over Connect.

Meet highlighted, Connect secondary: when meetings are authorized between the two participants

• Meet highlighted only: when already connected with that person
• Meet grayed out: after a meeting request has been sent (up to 5 times)
• Meet hidden: once the 5-request limit is reached
• Pending states: incoming meeting and connection requests surface directly on the profile with inline Accept/Decline buttons, replacing the old invitation and pending indicators

How It Works

1. Open any attendee or exhibitor profile in the event app
2. Tap the Meet button, it launches the meeting booking flow directly
3. Select participants, choose a time slot, and send the request
4. The button state updates automatically to reflect the pending or confirmed status

Why Organizers Will Love It 💚

More visible meeting CTAs mean more meetings booked. It really is that simple. When participants see a clear, highlighted action the moment they land on a profile, they engage, which translates directly into more networking activity, more exhibitor interactions, and stronger event ROI.

Cleaning up the profile view also means attendees spend less time confused and more time connecting. The removal of time slots from the header reduces cognitive load at the exact moment participants are deciding whether to reach out.

💡 Pro tip: This update works alongside your existing meeting authorization settings in Studio. If meetings aren't enabled for a specific group or exhibitor, the Meet button won't appear, so your per-event networking configuration stays fully in control.

💡 Pro tip: The 5-meeting request limit per person is a built-in guardrail that keeps networking quality high. Participants who've maxed out on requests to a specific attendee will see only the Connect option, encouraging them to broaden their networking rather than spam a single contact.

What's New

Sherlock on WhatsApp

Attendees and guests can now message the Swapcard WhatsApp account and interact with Sherlock directly from a channel they use every day. Here's what Sherlock can do over WhatsApp right now:

• Guest mode content: Sherlock answers questions about any content marked "available for guests" in Studio: sessions, speakers, exhibitors, venue info, and more
• Help center: attendees can get support and find answers to common questions without contacting your team
• Event discovery: guests can explore what's happening, find sessions that match their interests, and get oriented before they've even registered
• Magic Link login: attendees provide their email address, and Sherlock sends them a magic link to this email to log straight into the app, no password needed, engagement increases!
• White-label ready — "Powered by Swapcard" branding is shown unless the event runs under a white-label setup

Scan to start: A QR code that opens a WhatsApp conversation with Sherlock directly can be set up onsite, making it even easier to get attendees engaged with the app onsite.

Sherlock in Guest Mode (Event App)

Beyond WhatsApp, Sherlock now supports unauthenticated users directly inside the event app. Guests, whether arriving via a public link, an organizer's website, can open Sherlock and get answers without creating an account.

• Sherlock button visible to unauthenticated users on the event app
• Same capabilities as WhatsApp: guest content, help center, event discovery, and Magic Link login are all available in-app
• Content scope respected: only content marked "available for guests" in Studio is surfaced; attendee-only content stays protected
• Smart redirects: if Sherlock identifies a guest as an existing participant mid-conversation, redirect links open the app in their logged-in state

How It Works

1. An attendee or guest opens WhatsApp and messages the Swapcard account, or lands on the event app without logging in
2. Sherlock responds using guest-accessible content configured in Studio
3. The conversation flows naturally: questions, session lookups, help center queries, event discovery
4. Need to log in? The attendee shares their email address and Sherlock sends a Magic Link straight to their inbox
5. One tap on the link and they're inside the app, fully authenticated

Why Organizers Will Love It

WhatsApp has over 2 billion active users. Your attendees don't need a new habit; they need Sherlock to show up where they already are. With this release, your AI agent becomes reachable before registration, between sessions, and anywhere outside the app, on the platform people actually check.

Fewer "where do I find…" messages to your team. Better first impressions. And now, a direct path from WhatsApp conversation to logged-in attendee, all without your team lifting a finger.

💡 Pro tip: Announce the Swapcard WhatsApp channel in your pre-event communications with a link or a QR code. Attendees who connect before arrival show up informed, and your team handles a fraction of the usual day-of questions.

💡 Pro tip: Before going live, audit which content is marked "available for guests" in Studio. Sessions, speaker bios, and venue logistics should all be guest-accessible so Sherlock can give genuinely useful answers to anyone who reaches out.

The Meeting Conflict Alerts feature helps you and your attendees maximize every minute of the event by preventing double-booking between sessions and 1-to-1 meetings. You can now spot potential scheduling overlaps directly within the booking modal, ensuring that high-value networking doesn't come at the cost of missing a keynote.

In the fast-paced environment of a hybrid or in-person event, attendees often bookmark sessions and book meetings simultaneously. Previously, these conflicts were only visible on the meeting details page, often after the invitation was already sent. Now, Swapcard provides real-time visibility during the selection process.

Why this matters for your event:

• Increased Scheduling Efficiency: Attendees no longer have to jump back and forth between their personal agenda and the booking tool.
• Higher Session Attendance: By warning users of conflicts upfront, they are less likely to accidentally skip a bookmarked session for a meeting.
• Better Exhibitor ROI: Help representatives and leads find the perfect time to meet without the "Sorry, I actually have a session then" follow-up emails.

How it works:

Whether on the Web App or Mobile, the system now automatically cross-references bookmarked sessions with meeting requests.

• For Personal Conflicts: If you try to book a meeting during a session you've bookmarked, you'll see a clear warning: "Conflicting registered session: [Session Name]."
• For Participant Conflicts: If you are inviting others who are already "busy" with a session, the modal will display: "[Name] has a session at this time."
• For Group Meetings: If multiple participants have overlaps, the system neatly lists each conflict in a bulleted format so you can pick a better slot for everyone. 🤝

Quick Summary of Improvements:

• Instant Visibility: Warnings appear the moment a time slot is selected in the booking modal.
• Cross-Platform Support: Available on Web, iOS, and Android (with updated, intuitive icons for our Android users! 🤖).
• Contextual Data: Displays the specific name of the conflicting session so users can make informed decisions on the fly.

As part of our Hosted Buyer & Smart Meetings feature - where we generate optimized meeting schedules through smart matchmaking and participant preferences - we’re introducing a new enhancement to make the selection process even smoother.

You can now track and manage participants’ interest levels (“Highly Interested,” “Interested,” or “Not Interested”) directly during the selection phase. In the Studio, organizers will see every participant along with their selections, and can add or remove selections as needed. Contact details (email and phone number) are also available for quick follow-ups.

Once meetings are generated, organizers can see which selections led to confirmed meetings, review each meeting, or manually create additional ones if needed. Even after regenerating schedules, selections can still be managed on this page.

Organizers will also be able to view the number of meetings generated and attended for each participant, giving a clear overview of engagement.

This update is designed to make the selection flow easier, more flexible, and fully in the organizers’ control, so you can deliver the best possible networking experience for your event. It brings even more value: it helps organizers increase the quality of business connections, boost exhibitor satisfaction with more targeted meetings, and streamline operations during busy event days. With clearer insights and more control, exhibitions can deliver stronger ROI for exhibitors and a more seamless matchmaking experience for all participants.

To improve the overall meeting experience, a new, smarter way to keep your event’s meetings on track has been added. Participants can now log their meeting attendance directly from the event app, making the whole process faster, smoother, and more reliable. A quick pop-up appears right on the home page, and the feature is also available in each participant’s schedule and on every meeting details page.

With just one tap, participants can share their experience by choosing:

• “I joined, and it was valuable.”
• “I joined, but it wasn’t valuable.”
• “No, it didn’t happen.”

For attendees, this makes it easier to stay engaged and reflect on the quality of their meetings, helping them get more out of the event. Exhibitors benefit as well, since they can rely on more accurate attendance reporting and see which meetings are truly driving value.

In the Studio, organizers get instant access to everything: which meetings took place, which didn’t, who showed up, and how valuable each meeting was perceived to be. With this real-time insight, spotting no-shows becomes effortless, and understanding participant satisfaction becomes much more precise.

This new feature doesn’t just track attendance - it helps create more reliable schedules, stronger business interactions, and happier participants. By reducing no-shows and capturing meaningful feedback, it empowers organizers to elevate meeting quality and deliver a better event experience for everyone involved.

You've always been able to sort your attendee and exhibitor lists. But "sort" used to mean one thing: pick a field, get a list. If that field happened to be a custom field, sticky headers appeared whether you wanted them or not. No separation between how items are grouped and how they're ordered within that grouping.

That changes today. People's views now support two independent sorting levels, just like Sessions has had all along.

What's New

In Studio, the single Sort by dropdown is replaced with two separate controls:

1. Section titles: define whether sticky group headers appear, and what they're based on. Choose None (no headers), Alphabetical, or any single-select custom field defined on your People or Exhibitor list.
2. Sort by: define how items are ordered within each section (or across the full list if Section titles are set to None). Choose from Most complete profiles, First name, Last name, Registration date, or any single-select custom field.

Both list view and grid view respect the same configuration.

Key Behaviors

• No headers + custom field sort: set Section titles to "None" and Sort by to a custom field (e.g. "Sponsor Package"). Exhibitors appear in your indexed order (Platinum → Gold → Silver) with no tier labels visible to attendees. Clean list, clear hierarchy.
• Section headers + secondary sort: set Section titles to "Industry" and Sort by to "Name". Attendees see clean group headers; within each group, exhibitors are alphabetically ordered.
• Alphabetical headers + any sort: set Section titles to "Alphabetical" and Sort by to "Registration date". Letter headers appear only for letters that have at least one person.
• Empty groups disappear: if no one belongs to a section title value, that header simply doesn't render. No blank "Bronze" header floating awkwardly at the bottom.
• Custom field sort without headers: this is the key new use case. Sort by a custom field without exposing the grouping logic to attendees.

How to Configure It

1. In Studio, open your event and navigate to the People page.
2. Open the page's settings panel and go to the Data tab.
3. Under sorting, you'll now see two dropdowns: Section titles and Sort by.
4. Select your desired combination and save. Changes apply instantly across Web, iOS, and Android.

 Why Organizers Will Love It

Sponsorship tiers are sensitive. Showing a "Bronze" sticky header above three lonely exhibitors can feel unflattering, for them, and for you. Until now, the only way to prioritize Platinum sponsors at the top of your list was to also expose the tier structure to every attendee.

This feature breaks that constraint. Surface your VIP speakers first, keep your premium exhibitors front and center, and build the attendee experience you actually intended, without leaking your internal hierarchy.

It also brings People views to full feature parity with Sessions, giving organizers a consistent, powerful sorting toolkit across all content types.

💡 Pro tip: Sponsorship tiers without the labels: Create a single-select custom field called "Sponsor Level" with values indexed in your preferred order (Platinum, Gold, Silver, General). Set Section titles to None and Sort by to Sponsor Level. Platinum exhibitors float to the top of the list: attendees just see a clean, ranked directory.

💡 Pro tip: Speaker spotlight: Use a custom field like "Featured" (values: Featured, Standard) with Section titles set to None and Sort by set to Featured. Your keynote speakers appear first, no header required.

Sherlock isn't just an event chatbot; it's your AI co-pilot for the full event experience. This release brings smarter discovery, end-to-end exhibitor lead management, on-demand badge access, and a conversational flow that actually understands what you mean when you say "book it." A lot has changed. All of it matters.

Smarter discovery, powered by AI

Sherlock now delivers AI-powered recommendations for people, exhibitors, products, and sessions, all matched to your profile. No more browsing through long lists hoping something sticks.

• Profile-matched recommendations: Sherlock surfaces the most relevant content based on who you are and what you're there for.
• Find people by role, industry, or shared interests: just describe who you're looking for in plain language.
• Deep links from chat: tap any recommendation to jump directly to an exhibitor booth, product page, session, or attendee profile.

Meetings and networking, handled end-to-end

Your meeting inbox and connection requests are now fully manageable inside Sherlock. No context switching, no digging through menus.

• Connection requests: list, accept, or decline incoming requests directly from the conversation.
• Meeting management: find open slots, accept or decline invitations, assign to a team member, and reschedule in a single sentence.
• Session ratings: rate talks you've attended without leaving the chat.

Exhibitors: from prospecting to export, in one place 📋

This release turns Sherlock into a full lead management workstation for exhibitor teams. No spreadsheets required, until you actually want one.

ICP-powered prospecting

Define your Ideal Customer Profile once, and Sherlock instantly surfaces matching prospects across your warm leads, existing contacts, and the full attendee list. Fast, focused, and ready to act on.

Qualify, manage, and export leads

• Custom qualification forms: capture notes and qualify contacts directly inside the conversation, using your existing form fields.
• Download leads to XLSX: export your full lead list with a single instruction. Say "download my leads" and Sherlock handles the rest.
• Booth meeting management: accept or decline meetings on behalf of the booth, and see each team member's workload at a glance.
• Marketplace access: browse booth upgrades and add-ons directly from Sherlock, without switching to another screen.

💡 Pro tip: Use the ICP search before the event to build a priority list by sending connection requests, then qualify on the spot during booth conversations from My Contacts. Then, your leads XLSX export will be ready by the end of the day!

Finally, Sherlock is now available on the Exhibitor Center for more lead management. 

Your badge, always in reach 🪪

Attendees can now access their event badge directly from Sherlock. No hunting through app menus at the entrance: just ask, and it's there.

Everything else that got better

• Multilingual support: Sherlock responds in your language, even if you switch mid-conversation.
• Smarter multi-turn flows: follow-up messages like "book it" or "send a request" are understood in context, without having to re-explain.
• Better response formatting: recommendations now highlight the relevant detail for each result, making it easier to compare and decide.
• New access point: Exhibitor Center: Sherlock is now available directly from the Exhibitor Center, right where your team is already working.

Why this matters for your event

Sherlock reduces the friction that costs organizers ROI and attendees time. Exhibitors close more meetings, qualify more leads, and leave with cleaner data. Attendees find the right people and sessions faster. And everyone spends less time navigating the app and more time at the event. That's the goal, and this release gets meaningfully closer to it.

Sherlock keeps improving based on your feedback. Keep sharing, more updates are on the way. 

The meeting details page is where a lot happens: requests get accepted, schedules get juggled, teams get assigned, and attendance gets tracked. For a page this central to the networking experience, it was long overdue for a proper rethink.

The revamped meeting details page in the Event App now shows the right actions to the right people at the right time - dynamically adapting based on who you are in the meeting (requester, invitee, team member) and where that meeting is in its lifecycle.

How It Works

The page now has a clear, consistent layout split into two components: the meeting details card (participants, time, location, message) and a contextual options panel that updates based on meeting state. Here's what each role sees:

As an invitee receiving a meeting request:

• Accept or Decline the request
• Reschedule directly from the details page
• Connect Google Calendar to stay in sync

As the requester waiting on a response:

• Reschedule or Cancel the request
• Add participants or video conferencing
• Export to calendar without leaving the page

As a team member handling exhibitor meetings:

• Assign the meeting to a colleague (or reassign it)
• Full action set available for both unassigned and assigned states

Once a meeting is in the past:

• Requesters are prompted to confirm attendance — with three honest options: "I joined, and it was valuable," "I joined, but it wasn't valuable," or "It didn't happen"
• Once confirmed, the feedback is locked in and the page reflects it cleanly

Key Behaviors

• Context-driven actions: The options panel only surfaces actions that are relevant to your role and the current meeting status. No clutter, no confusion.
• Google Calendar sync: Available across virtually every meeting state, so attendees can always connect their calendar regardless of where the meeting stands.
• Canceled, rescheduled, and expired: The page still renders cleanly for these states, offering calendar options without surfacing irrelevant actions.
• Multi-participant meetings: Invitees in group meetings can reschedule, add participants, export to calendar, or decline - and if they've declined, the page reflects that clearly.

Why This Matters

This revamp makes the meeting details page feel intelligent. It reduces friction at every stage of the meeting lifecycle, from the first request to the post-meeting attendance confirmation. For exhibitors managing high volumes of meetings across a team, the clearer assignment flow alone is a meaningful upgrade.

It's also built to scale - the new architecture makes it far easier to extend the page as the meetings feature evolves.

💡 Pro tip: Encourage exhibitors to use the post-meeting attendance confirmation as part of their follow-up workflow. The "valuable / not valuable / didn't happen" signals feed directly into ROI tracking and can help teams refine their meeting strategies across events.