Tradeshow Planner 6

Dashboard

A show-first view of customers, attendees, meetings, and logistics.

Show lineup

Your active events with assigned people and outreach targets.

Upcoming meetings

Sorted across all shows.

Show list

Shows are the primary planning object. Open a show portal to assign attendees, customers, meetings, hotels, and travel for that event.

Show portal

Select a show, then manage show-only customer outreach, meeting prep, notes, and downloadable reports.

Master customer database

Reusable across all shows. Assign subsets inside each show portal.

Master attendee database

Reusable people list. Each show can carry its own subset, travel windows, and lodging details.

Meeting schedule

Meetings remain tied to a show and optionally to a selected assigned customer.

MeetingShowRepCustomer POCWhenWhereActions

Meeting detail

Preview and export an .ics file.

Select a meeting to preview it here.

Record

Create or update a record.