How to communicate company features to event staff

How to communicate company features to event staff

Communicate Company Features to Event Staff

The Companies feature in Cadence allows you to showcase sponsors, exhibitors, or partners with dedicated profile pages. Properly communicating these features to your event staff ensures they can effectively assist attendees with company-related questions, appointment bookings, and navigation through the Companies Menu.

When to use

  • When training event staff on company features before an event
  • When onboarding new team members to your event management process
  • When implementing custom company terminology across your event
  • When preparing staff to assist attendees with company interactions

Before you start

You must have System Administrator or Event Manager permissions to access the Companies settings. The Companies feature must be enabled in your event menu.

How to do it

    Create a comprehensive documentation file for your event staff.
    Log in to your Cadence Admin account.
    Navigate to your event dashboard.
    Select "Companies" from the left sidebar menu.
    Take screenshots of the Companies interface for inclusion in your documentation.
Include both the admin view and the attendee-facing view to show how company profiles appear in different contexts.
    Document any custom terminology used for companies in your event.
For example: "Exhibitors" instead of "Companies" or "Booth Representatives" instead of "Company Representatives".
    List all company groups with brief descriptions of each.
    Explain the appointment booking process with companies if enabled.
Make sure staff understand appointment limitations, such as booking windows or maximum appointments per attendee.
    Create a quick-reference guide for common attendee questions about companies.
    Schedule a training session with your event staff.
Use screen sharing to demonstrate how to navigate company profiles and features.
    Distribute the documentation to all team members.
    Conduct a walkthrough of the physical event space if applicable, matching digital company profiles to physical locations.
    Designate a point person for company-related questions during the event.
    Create role-specific cheat sheets for staff with different responsibilities.
    Review company features during pre-event staff meetings.

Troubleshooting

If staff report inconsistencies between the platform and physical event:
  • Verify company names and logos match across digital and physical materials
  • Confirm company locations are correctly mapped in both the platform and venue
  • Check that appointment settings align with company representatives' schedules

Related links

  •  How to add a new company to your event 
  •  How to organize companies into company groups 
  •  How to set up company appointment request workflows