For a client or partner event, design the path from a personal invitation through attendance to the next contact. We recommend the full Happenee ecosystem, including the attendee app, even for 30 guests; adapt the content to the purpose of the gathering. Guests can use information and materials, Networking, or consultation reservations. The web and mobile apps are choices, not requirements; also retain e-mail and the necessary admission documents.
Define the main goal. Do you want to strengthen a relationship, introduce a solution, connect partners, or capture interest in a specific next step? State what guests should gain and who in your team will take ownership of the result.
Distinguish the invitee from the person completing their details. Guests may act themselves, through an assistant, or through a partner nominating several people. Decide in advance whether a substitute may attend and who approves the change.
Map the tools already in use. If you have a website, registration, or ticketing, identify their administrators and the authoritative guest list. Do not replace active registration without preparing the handoff.
Prepare content and responsibilities. You need a registration path, language versions, practical instructions, and a person responsible for changes. Agree on follow-up and the output for sales or marketing before the event.
For invitation and confirmation at a client dinner with a shared agenda, an Event microsite, Registration form, Confirmation e-mail, and practical E-mail campaigns may be enough. Guests should understand why they are invited, where to arrive, whether they may bring a companion, and whom to contact.
We also recommend a lightweight attendee app with information, a ticket, and materials to return to later; the e-mail path remains usable.
A product gathering with demonstrations may use the Agenda, Speakers, and a reservation for a specific consultation. A recurring partner community may need Networking with profiles and chat even with fewer people. For a more extensive agenda, the app helps with navigation and changes. Define a specific use for each feature; enabling it does not create the experience by itself.
If you charge for attendance, consider Tickets according to your admission rules. This does not automatically turn the event into a conference. If some guests attend online, also design their access and production; a web app for guests at the venue alone does not make the event hybrid.
Use an appropriate personal registration path for a named guest list. A public link may suit an open event. Explain whether the invitation is for that person, whether they may suggest a colleague, and how to request a change. Do not leave invitation rules to the wording of a button alone.
If an assistant completes the guest's details, test who receives the confirmation and who subsequently signs in to the app. A buyer of several tickets is not the same person as all ticket holders. For nominations, verify the specific process and scope with support; the nominator, nominee, and actual attendee are different roles.
At a paid event, a personal link generally leads to a purchase, not automatically to free attendance. For specific VIP guests, check Individual free admission and the actual entitlement. Tickets cannot be combined with Approved registration; if you need a separate guest approval process, resolve it before launch.
You can keep your company website as the main presentation and link from it to registration in Happenee. Alternatively, concentrate practical content on the Happenee microsite and link to it from your website. Decide based on who prepares content, how often it changes, and where guests expect to find it.
Choose one place where the current time and agenda are authoritative. If you publish information on both websites, assign someone to check both after a change. Manual updates can be sufficient for a small scope. An API connection is not included in an ordinary link; discuss any integration with customer success around the specific data and system.
Arrange a custom domain or white label app through customer success. A custom mobile app typically needs 6–8 weeks of preparation and is not a prerequisite for a client event. A logo change, domain, and app in the stores are different requirements; identify exactly what you need.
Offer the Attendee app for every client gathering as a place for the agenda, practical information, materials, the ticket, and contacts. At an intimate dinner, guests can find the venue and discussion materials, then return to materials afterward. For a series, add a path to the next event within the agreed access period. Develop reservations and Networking around your purpose. The web version provides access without installation; verify sign-in and content before sharing the link. Do not invite guests into an empty app.
Each guest can choose e-mail/PDF with a QR ticket or a name lookup at check-in, the web app in a browser, or the mobile app. Do not require installation or use. If, as the organizer, you consider the benefits and decide not to use the app, provide practical information, admission, and changes through another agreed channel.
Connect registration or purchase to confirmation and the guest's correct app access. For the next gathering, provide the appropriate registration or sales link. Before sending it, test where it leads and whether the guest can complete the required step; displaying an existing ticket is not a new registration or purchase.
Support Networking by explaining whom guests can find and why completing a profile is useful. Connections need dedicated time, such as after a shared presentation or during a longer break. The attendee list and chat can have value without reserved meetings.
If you want meeting reservations, arrange predefined meeting locations with support and instruct guests to set their available times. If you work with exhibitor representatives, check their path as well as regular attendee-to-attendee connections. Support enables collected-contact downloads; do not automatically send partners the entire guest list.
A QR code on a badge helps with in-person contact exchange. However, it is not a prerequisite for profiles, chat, or Networking as a whole. Decide on printing according to how you welcome guests and collect contacts. If the badge should show a company or position, ensure the corresponding details are in Contacts and test actual printing.
If guests choose times with each other, use the appropriate Networking options. If you offer repeated consultations with a specific specialist or limited demonstrations, a reservation in the Agenda using Workshop or Time slot may suit the situation. First verify the person's availability, location, duration, and time to move between activities.
Guests register for sessions in the attendee app, including the web version. Set capacity and the required time windows before opening registration; a shared talk does not necessarily need reservations. There is no wait list, so prepare an alternative for a fully booked consultation. If you set a cancellation deadline, guests can cancel until that time; disabling the setting does not prohibit cancellation.
The invitation should explain the benefit and next step. The confirmation adds practical details. A later campaign can introduce the agenda and app or remind guests about directions and admission. Check both copy and recipients for different languages and groups. You create reminders to people who have not registered manually as a campaign; automatic reminders to this group are not available.
Before sending, test registration and confirmation, followed by the required content and app. Before the event, walk through check-in, a guest without a QR code, and the agreed guest replacement process. Separate technical admission checks from the personal welcome; staff should know who handles exceptions. Software, equipment, and staffing support are separate parts of the agreement.
A Survey can ask which consultation or materials a guest is interested in. Prepare the follow-up campaign and recipient of the results before the event. Afterward, distinguish registration, actual attendance, a reserved meeting, and explicit interest. Add the commercial result from your own sales process. Share statistics through the export you need; a public statistics link is not available.
Walk through both people's paths in advance and identify who receives the necessary messages. When replacing a guest, check identity, admission, reservations, and subsequent communication; editing the name alone does not resolve everything.
For every change, identify the authoritative version and the administrators of both places. Promise integration only after verification and agreement; manual maintenance also needs clear responsibility.
Explain the purpose of profiles and contacts, allow time in the agenda, and test access. A QR badge does not arrange a conversation by itself; a reserved meeting does not yet prove it took place.
Show each other beforehand which data you need and who will receive it. A scanned contact is not automatically a sales opportunity, and an activity export may not contain the entire purchase journey.
