For companies partnering with each other, understanding the 'Partner Event' perspective is important for smooth collaboration. This article discusses the details of partner appointments from the viewpoint of a partner attendee.
A Partner Event is linked to the main event, the Primary Event. It shows appointments set by another company for the partners involved. If your company receives an appointment from a different company, your event becomes the Partner Event. It shows the appointments you're part of, but didn't set up.
- Partner attendees can access a read-only version of the appointment details. This limited view ensures confidentiality, omitting the primary event’s objectives, topics, and other sensitive content.
- While detailed profiles of customers and other attendees are not accessible to partners, essential information such as attendee names, titles, and company affiliations are visible, along with location details and check-in statuses.
- As a partner attendee, you can manage your own invite status and update it as necessary. This ensures clear communication regarding your participation.
- In the Partner Event, partner appointments are visible only to those who have been added as attendees. This ensures that viewing rights are reserved for relevant participants.
- Appointments will appear in the Partner Event’s appointment list view as soon as they are sent out from the Primary Event and marked as pending, enabling partners to stay informed about upcoming appointments.
- When partners receive appointment invites, the email includes a list of all attendees, covering internal participants from the Primary Event, any customers involved, and fellow partner event attendees.