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!
Non-Hosted Meetings:
If you’re participating in both Hosted and Non-Hosted Meetings, opt in to Non-Hosted requests too.
For Meetings Reps:
- Requests from Hosted Financial Advisors, Limited Partners & UHNW Investors default to Hosted Meeting requests.
For Org Admins/Sponsors:
- 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!