Open Forum

• User Guide — A concise “how to” for everyday users (Meeting Requestors and Attendees) covering how to access events, request and manage meetings, and block availability, with tips for working from web or mobile.  

• Executive Admin Guide — Built for executive assistants and schedulers, this guide shows how to select and manage mapped executives, book on their behalf, accept/decline, block time, and manage meetings from the calendar view.  

• Salesforce User Guide — For teams using the native Salesforce app, this guide explains how to book meetings from Account/Opportunity/Lead, data flow and sync behavior, and how Jifflenow meeting context is displayed in Salesforce for cleaner reporting and collaboration.  

• Configuring a New Event Guide — An overview for Meeting Managers on building an event by copying from a previous event. This guide covers the best practices and setup of the necessary elements for an event, including event basics, engagement types, approvals, times, outbound forms, locations, testing, and going live with your event.  

• Jifflenow – iCapture Integration Setup Guide - A comprehensive guide for the end-to-end setup of the iCapture-Jifflenow integration, including prerequisites, setup instructions for both Jifflenow and iCapture, workflow, and user experience overviews. 

• Jifflenow – iCapture Onsite Success Guide — Your onsite checklist for using iCapture with Jifflenow to scan badges, auto check in attendees into the right meetings, and quickly schedule or add people to existing meetings. Includes device preparation, auto-check-in settings, and “scan and check in/schedule/add” workflows that your desk staff can follow. 

• Meeting Managers and program owners who need one place to learn configuration, approval flows, calendars, and reporting. 

• Executive Admins who book and manage leaders’ calendars and need fast, reliable workflows. 

• Requestors (typically sales) and internal attendees who request and manage meetings directly (web or mobile). 

• Rev Ops/CRM admins and power users who rely on Salesforce and Cvent meeting data to keep pipeline and reporting in sync. 

• Meeting Managers who will be leveraging the iCapture integration for a seamless onsite check-in and scheduling process. 

• Clear, step-by-step procedures and screenshots for common tasks (requesting, approving, rescheduling, reporting).  

• Roles-specific workflows for Executive Admins, including time blocking and meeting management.  

• Salesforce booking and sync behaviors explained, so sales, marketing, and operations speak the same language inside the CRM.  

• Jifflenow - iCapture Integration setup instructions, workflows, and onsite best practices 

Explore the Cvent | Jifflenow Learning Center—a centralized hub to learn, get answers, and build confidence with meeting scheduling and onsite workflows. Discover curated articles, videos, and training designed to help teams ramp quickly, streamline processes, and stay aligned on best practices.

We want to hear from you:

• What outcome do you want your onsite meetings to drive at your next event?
• How are you measuring the impact of your meetings today, and which metric would you like to improve?