How to understand the purpose and benefits of the Companies feature

How to understand the purpose and benefits of the Companies feature

Understand the Purpose and Benefits of the Companies Feature

The Companies feature in Cadence provides a central hub for managing company profiles, appointments, and communication settings for your event. From the Companies Menu › Settings section, you can configure display options, appointment settings, and visibility preferences that determine how companies appear to attendees and how they can interact with participating organizations.

When to use

  • When showcasing sponsors or partner companies at your event
  • When organizing companies into logical groups for easier navigation
  • When enabling appointment scheduling between attendees and companies
  • When customizing company-related settings and display options

Before you start

You must have System Administrator or Event Manager permissions to access and modify Companies settings. Required fields are marked with an asterisk (*).

How to do it

    Navigate to your event dashboard in Cadence.
    Click on "Companies" in the left sidebar menu.
    Select "Settings" from the submenu that appears.
    Review the purpose of each company feature:
  • Company Profiles - Create detailed company pages with logos, descriptions, and contact information
  • Company Groups - Organize companies into categories for easier navigation
  • Company Appointments - Enable scheduling between attendees and company representatives
  • Company Visibility - Control which attendees can see specific companies
    Understand the benefits of using Companies:
  • Centralized Information - All company details in one location
  • Enhanced Visibility - Showcase sponsors prominently
  • Streamlined Scheduling - Simplify appointment booking process
  • Improved Engagement - Enable direct communication with companies
    Configure the "Sort by" setting to determine how companies are displayed.
Choose "Custom Order" to manually arrange companies by importance or sponsorship tier.
    Toggle "Display Companies Groups" to organize companies into categories.
    Set appointment preferences if you want attendees to book meetings with companies.
Changing appointment duration settings after companies have already created availability blocks can cause scheduling conflicts.
    Specify the maximum number of appointment requests per attendee.
    Configure appointment location settings as needed.
    Enable "Automatic Appointment Confirmation" if you want the system to automatically assign representatives.
    Click "Save" to apply your changes.

Troubleshooting

If Companies is not available in your event:
  • Verify you have Admin or Event Manager permissions
  • Confirm the Companies feature is included in your Cadence license type
  • Check that Companies has been added as a menu item in Event Setup > Menu

Related links

  • How to customize the appointment confirmation email
  • How to create company groups
  • How to set up company appointments