Where: Desktop or Future Proof Citywide Mobile App
We schedule meetings based only on the requests you opt in to (and your previous selections).
Pro Tip: Opt in to every request from someone you’d spend 15 minutes with—the more requests you approve, the more meetings you’ll secure!
For Hosted Financial Advisors, Limited Partners & UHNW Investors
- You must opt in to requests from at least 24 organizations.
- If you receive requests from fewer than 24 organizations, opt in to all of them.
- Remember: We’ll schedule a maximum of 8 Hosted Meetings.
- Your Hosted Meeting requests will appear at the top of your screen when you log in.
- You can opt in to multiple requests from the same organization, but they’ll only count as 1 organization.
Non-Hosted Meetings:
If you’re participating in both Hosted and Non-Hosted Meetings, opt in to Non-Hosted requests too.
For Org Admins:
- Org Admins can opt in to requests on behalf of participants from your organization.
Need to update your availability? Make sure to edit by the deadline!