BIO One-on-One Partnering™
System TutorialHybrid Conference

Help & Support
biopartnering@bio.org

Logging In
You will receive an email confirmation with login instructions within
1-2 business days after registering for the event. If you registeredprior to the opening of the partnering system, you will receive thisemail confirmation once the system is open.
PLEASE NOTE:
Access to partnering requiresthat delegates use theircompany/professional email
address.

The email containing partnering login instructions is not thesame as your registration confirmation/receipt. The
partnering email will come from noreply.partnering@bio.org
If you have already used the partnering system at a previous
event, you may use the same password. The email will also

Click here toreset yourpassword.

contain a link to reset your password in case you have forgotten

it.
If this is your first time using BIO One-on-One Partnering, you willneed to set your password using the link provided in the email.

Homepage

Easy access toolbar:• Company & Delegate profile• Search• Calendar• Message Center• Request a Meeting

Important Partnering
Updates & Tutorials
Webinars, SpecialOpportunities,
Help & Support

View
bookmarks

LogoutSearch Bar
Quickly search forcompanies, assets,etc. of interest
Partnering Feed
Sponsors & otherspecial listings

Company Profile

Upload yourcompany’s logo

Craft a Brief
Description, which will
be directly visible insearch results

Access delegate profiles,
attendance type,notifications settings

No required fields, but all information issearchable. Add as much information as
possible to increase your company’s visibility

Complete applicable fields,
especially Description, Areas ofInterest, Financials, Contact
Information

Add documents,
graphics, videosAdd Assets, Services, Market
Products as appropriate

Delegate Profile & Notification Preferences
Upload your headshot
See your attendance type &change your local time zone
Complete applicable fields,
especially Job Title,
Professional Background, Areaof Expertise

Delegate Contact Informationentered here is only visible tocompanies with whom you shareit in the Message Center

Tailor your Notification
Preferences

TIP: Click here to CC an
additional recipient, such as an
assistant or a colleague helping
to manage your meeting activity,
on your email notifications.

Calendar
View two time zones – conferencetime zone and your local time zone
View your scheduled partnering
meetings

Export your individual &company schedules, in avariety of formats

Add program, presentations,networking

Add personal events/notes to keep
track of engagements outside ofprogramming & partnering

NOTE: Your Calendar is marked
as unavailable by default.

Update your availability
1. Select the appropriate delegate from the top left drop-menu
2. Select the correct day of the week
3. Click Change availability
4. Mark the timeslots available (or unavailable) by clicking
Change, or update the entire day
5. Click Save and return to calendar

Search & Advanced Search

Export search
results

Filter for investors

Quickly send ameeting
request to an
identified target

Use headers at the top to view
Company, Delegate, Asset,
Market Products, Services
listings

Use the Advanced Search to
apply specific criteria, like
Company Type, Therapeutic
Area, Registration Date,Location, etc.

Save your search to easily
apply the same criteria andmonitor results

Identify newly
addedcompanies

Message Center
View & manage your company’s meeting
requests. All delegates from the same
company can view all the same requests

Export meeting request data in Excel

Filter by:• Personal tag• Unread messages• Incoming & Outgoing• Meeting Status

Use the Advanced filters torefine and combine multiple filters

Meeting Requests that are“Accepted” but with notimeslot available toschedule it will be marked
with a red “No Mutual
Availability” tagSending Meeting Requests
NOTE: Meeting requests are sent company-to-company
rather than between individuals. The receiving company will
determine which of their participants to add to the meeting
1. Click New Request at the top of any page, or the New
Request button to the right of a search result
2. Begin typing in the name of the company you’d like to meetin the To field
3. Add a Title and Message
4. Add a linked resource from your profile if applicable and/or
update meeting participants from your company if needed
5. Click Send Request
NOTE: To send a meeting request, the participant fromyour company must mark at least one time slot on theircalendar as available for partnering.

Responding to Meeting Requests
Accept a Meeting Request
1. Click Accept Request
2. Include a message (optional)
3. Click Accept Request

Decline a Meeting Request
1. Click Decline Request
2. Include a message (optional)
3. Click Decline Request“Reply Only”
Click “Reply Only” to continue a conversation, ask a question, orShare your contact
information directly witha specific company.

follow-up on an existing meeting request. This allows you to add anadditional comment or question, or respond to the thread withoutchanging the request’s status

NOTE: To accept an incoming meeting request,a participant from your company must mark at least one
time slot on their calendar as available for partnering.

Updating Meetings
Request a meeting be rescheduledin the Message Center by clicking
on “Request Reschedule”

Displayed meetingtime is in theconference time zone

Edit the meeting participants fromyour company
Link topical content from yourCompany Profile
Click Share my contact
information to provide yourpersonal contact details with thisspecific company
The system will be open for 1 year
after the conference for your follow
up and data review/collection

View additional
meeting details
Quickly join your virtual
meeting at the scheduledtimeNEW: Optional Meeting Participants
You can now mark a meeting participant as optional on
your meeting requests, allowing you to prioritize
meeting attendance and get more meetings scheduled.
This is especially helpful for groups and those with busy
colleagues and limited availability for meetings.

1.

3.

1. Click "Edit" in the participants section on a meeting
request

2. Select a colleague (or yourself) and their participation typespecific to that meeting - Required or Optional
3. Click “Save”

2.

NEW: Optional Meeting Participants (Cont.)
Meetings display on your Calendar with aRequired/Optional indicator.
It is possible to have more than one meeting on yourcalendar at the same time if you are marked as optional.
There will be only one required meeting on yourcalendar at any one timeslot.

Filled circle
Open circle= required= optional

A few more details about this new feature:• Optional participants receive all of the scheduling notifications for the meeting, including the Outlook email invitations• Scheduling will reference the mutual availability of the required participants only, cutting down on unschedule-able meetings without mutualavailability• Required v. optional is also noted on your schedule printout and outlook/email calendar invitations

Attend Your Meetings
All in-person meetings will have the physicalmeeting location on your calendar.
When it is time to attend your virtual meetings,
there are three different ways to locate yourmeeting information:
1. Find your meeting on your Calendar and clickon the link (as shown)
2. Find your meeting in the Message Center andclick the Join button
3. Find the meeting invitation in your personal
calendar (Outlook, Google, etc.) and click on
the link included

Virtual meeting
link clickable here

In-person meeting
details hereContact Information

Email: BIOpartnering@bio.org

Phone: +866.356.5155 (U.S.)+1.202.962.6666 (International)
Customer Service: Monday–Friday, 9 AM-5 PM ET