How-to guides
Short, step-by-step walkthroughs for the things you actually do in Knowhere, with the exact buttons and menus to click. Most of these are manager tasks. The ones marked for team members work from the focused team-member view.
Getting set up
Section titled “Getting set up”- Create an event
- Add a Space
- Set up a demo station
- Launch the check-in kiosk
- Set up public booking
- Set company event defaults
- Booking Link Branding & Customization
- Use Know It All
Meetings and requests
Section titled “Meetings and requests”- Schedule a meeting
- Edit, cancel, or delete a meeting
- Hold a meeting slot
- Resolve a scheduling conflict
- Add Personal Time
- Approve or decline a request
- Customize your booking emails
- Review imported meetings
- Check people in
- Use the kiosk (attendee side)
- Add notes and generate a Summary
Accounts and Briefs
Section titled “Accounts and Briefs”- Add an organization
- Assign account owners
- Track target coverage
- Review Sales Inference
- Create and publish a Brief
- Connect your CRM
- Prepare your CRM (for your Salesforce or HubSpot admin)
- CRM Sync FAQ and troubleshooting
Team and day-of
Section titled “Team and day-of”- Invite a teammate
- Manage team members
- Set your availability (team member)
- Share your booking link
- Block time from your outside calendar
- Post announcements and logistics
Measure and billing
Section titled “Measure and billing”For your guests (no login)
Section titled “For your guests (no login)”Two guides written for the people you meet with, worth linking in a pre-event email:
Finding your way around
Section titled “Finding your way around”Knowhere’s main navigation is the left sidebar: Overview, Signals, Requests, Meetings, Briefs, Organizations, and Availability. Pick a show from the event picker in the top bar and every page narrows to it; there’s no separate set of tabs per event. Events (every event, including the settings for each) and Settings open from your profile menu at the bottom of the sidebar. Team, Spaces, and the rest of event setup live in the event’s Settings.
Company Settings has the groups Company, Team, CRM, Account, and Billing. The Know It All is the round blue button at the bottom right of every page (or press ⌘K), and you can ask it “how do I…” questions too.