3.2 What your booth staff see in the app

This article helps you understand what your booth team sees in the app, so you can guide them if they call with questions during the event.

The home screen

After logging in, users see their home screen with:

• The event name at the top

• A list of interactions they’ve already captured

• A + button to add a new interaction

• Filter options to search or sort their interactions

If a user sees “General (No event)” instead of the event name, they’re not linked to the event. See article 3.5 to fix this.

Adding a new interaction

When a user taps +, they see the New Interaction screen with three tabs:

• Information — Contact capture. Two buttons at the top: Scan Card and Scan Badge. Below that, the essential fields: Company, Name, Job Title, Email, Phone. These can be filled automatically via scanning or entered manually.

Users can add up to 3 email addresses and 3 phone numbers per interaction using the + Add Email ID and + Add Contact Number buttons.

• Discussion — The Data Modules you configured for this tab. Your team taps through choices to record what was discussed.

• Action — Assignees, follow-up actions, follow-up date, and the option to star the interaction for priority.

Users can scroll continuously between the three tabs without tapping the tab headers. The continuous scroll design minimises tapping and keeps the flow natural.

Below the tabs: notes. Users can add Text Notes, Photo Notes, and Voice Notes at any time.

After saving an interaction

The interaction appears on the home screen as a card showing the visitor’s name and company. From this card, the user can edit or delete the interaction:

• Tap the email icon to send a follow-up email

• Tap the WhatsApp icon to send a WhatsApp message

• Tap the phone icon to call the visitor

• Add more notes

• Edit the interaction details

Capturing multiple contacts from the same company

This is common at exhibitions — you meet several people from one company. Two approaches:

1. Full capture for the first person, quick capture for the rest. Record full details (card scan + Data Modules + notes) for the primary contact. For the others, just scan their card or badge and save. When you download the data, all contacts from the same company appear together.

2. Group indicator. If your admin has created a Data Module like “Came in a group?” with a Yes/No choice, select Yes for the secondary contacts. This makes it easy to filter group interactions in the export.

The More menu

The More menu (bottom right of the home screen) gives access to:

• Sync Now — manually sync data to the server

• My Events — switch between events if you’re linked to more than one

• Learning — video guides, tips & tricks, FAQs

• My Dashboard — a simple summary of the user's own activity: total interactions captured, starred interactions, and follow-ups pending. Useful for a quick self-check at the end of each event day

Next steps

• How the business card scanner works (3.8)

• Scanning badges at partner events (3.7)

Still need help?

Email us at prioritysupport@helpie.io or call +91 98206 08561.