This tutorial is for Guidebook app users. If you are using a branded app, the steps to access a guide and the features available may differ.
Guidebook is currently supported as an app on the devices listed in this support article. If you are using a desktop or laptop, please connect with the event organizer to discuss an alternative way of accessing the content within the guide.
Accessing a Guide on the Guidebook App
There are three tabs at the bottom of the Guidebook app. The Explore tab will show guides for events happening now or coming up soon. How to access a guide will depend on the privacy setting of the guide.
We recommend allowing push notifications so you don't miss any important announcements and allowing location services so you can use the Map features in the app. We can also provide location-specific guide recommendations, so you get better search results faster.
To access a public guide, tap the Find Guides magnifying glass icon at the bottom right of your display. Type in the name of the guide in the search box and tap Download Guide to download and open the guide.
If you received a passphrase in the download instructions for the guide, this means the guide is private. You will need to use this passphrase to find and access the guide.
To access a private guide, please tap on the Find Guides magnifying glass in the bottom right. Tap the blue button that says Have a passphrase?. Then type in the passphrase provided to you. Tap to download and open the guide that appears.
Log in to your account in order to see restricted-access guides. You have to be on the invited user's list in order to get into these guides. Please log in by tapping the silhouette icon in the top-right corner of the app (remember to use the email address that was invited). Once logged in, you'll see the Invite-only guide at the top of the Explore page.
Access Using a QR Code
You may have received a QR code for both public or passphrase-protected guides. If you received a QR code to download the guide, tap the Find Guides magnifying glass and then tap the QR icon in the upper right next to the silhouette icon.
Once you download a guide, you will see it on the My Guides page. All locally stored guides will show here. Your most recently accessed guide will display in a larger card at the top of the page. If you have a lot of guides downloaded, you can filter them using the search bar at the top of the screen.
To remove a guide from the Guidebook app, do a long press on the guide icon from the My Guides section. Tap on Yes, remove to remove the guide from your device.
Accessing a Space on the Guidebook App
The guide you are looking to access may be on a branded space within the Guidebook app. If this is the case, the processes outlined above will remain the same. You will automatically be prompted to download the guide within the space.
If you would like to access a branded space directly, you can search for the name of the space after selecting the space icon at the top left.
To remove a space from the Guidebook app, do a long press on the space name from the Space selection area. Tap on Remove Space to remove the Space access from the app on your device and delete all the guides within it.
We strongly encourage users to create accounts—many cool and useful features require user accounts, and our development team will continue to produce user account-centric features down the line. Find an annotated list of some of the advantages below:
- Attendee Networking: A user account is required to check in to the app, connect with your peers, and send messages to other users.
- Syncing My Schedule and To-Do List Data Across Devices: If you log in to your user account and proceed to populate your personalized My Schedule and To-Do list features, this data will be stored to your profile. Log in to your account on any other device, download your guide, and you’ll find your My Schedule/To-Do List information already loaded into your guide.
- Session Registration: Some guides employ limits on session attendance. You will need a user account in order to sign-up for sessions or to join session waitlists.
- Interact Feed: A user account is required to post on the Interact feed.
- Photo Album: A user account is required to upload photos to a guide.
If you have a Preset Schedule, you will need to log in to see your assigned sessions in the My Schedule menu item.
Tap the icon in the top-right corner of the app screen to sign up or log in to your account.
To log in with an existing account, click on the Log in portion of Already have an account? Log in and provide your email address and password. To create a new account, click Sign up with Email.
App passwords must be at least eight characters in length and contain at least one number. Please refer to this article if you have any trouble logging in or cannot remember your password.
Once logged in, you will find the Notification Center. Here you can see who has tagged you in a post, which users have liked/commented on your posts, and all other user account activity—in one centralized place.
A dot will appear over your user account icon each time a new notification comes through.
Inside the Notification Center, select from Messages, Alerts or Connections.
Click into each notification for more information and quick guide navigation
At its very core, a user account is a profile one can use to access the Guidebook app and other apps powered by the Guidebook platform. The account is comprised of a profile picture, first and last name, phone number, gender (with the option of no response), an email address (depending on how you sign up), and any tethered Facebook, Twitter, LinkedIn, or Google accounts.
Profile information, beyond the profile picture, first/last name, and company/position is completely private. These details are only shared when you connect with another user.
If you choose to log in, when you tap to open the navigation menu, at the bottom you will see your avatar, your full name, and a QR code. Tap the QR code to view your Guidebook ID. Your Guidebook ID can be scanned by other event attendees to more easily connect and share profile information with each other. You can navigate between your code and a QR scanner to scan others codes.
To send a connection request and accept the connection request, make sure you each scan each others' code.
If your event is using Session Attendance Verification you may be asked to show your Guidebook ID to verify your attendance before a session.
Managing Your Account
You can edit your profile by tapping on the icon in the top-right corner of the app screen and then the cog at the top left to access your Profile Settings. Make sure you sign in first.
Within the Settings, you may now edit your name, company/position, email address, phone, website, tethered social media accounts, profile picture, cover image, gender, and your password.
If you would like to change the email address you use to log into your account, you can do so by logging into Guidebook Builder. Click on your Account at the top right-hand side, select Manage your Account and then enter the new email address you would like to use in the email field and Save.
Deleting Your Account
As part of our commitment to GDPR, we offer all of our users the opportunity to exercise their right to erasure. You can start this process this via the following link: http://builder.
This link will provide more information about the actions that will be taken automatically when you agree to permanently erase your Guidebook account. As this is irreversible, please make sure you read through this thoroughly before continuing.
If you wish to check which events you have previously used our service at, you can do so by signing in with your account here.
If you would like to update your personal data or have any further questions, you can reach us at email@example.com.
Tap on the icon in the top-left corner of the screen to access the navigation menu.
Once the menu bar is open, there are three icons at the right-hand side. You can search content within the guide using the magnifying glass. The share icon will allow you to share the cover page URL if this is enabled for the guide. Tapping on the arrow circles will download the latest available updates to the guide.
From the menu, you can access the various components of your guide. Guidebook provides a few different tools to help you get the most out of your event experience.
The guide builder may have named the menu items differently or used different icons for your guide than what you see in these examples. Tap on the menu items to explore everything in the guide.
The Interact feed is a great place to see what’s going on at your event. Read announcements, post pictures, find popular sessions, and have discussions with fellow attendees all in one place.
If you choose to log in, you can check-in as an attendee and see who else is there. You can add a picture and modify your profile (if you would like to share information) and chat with other attendees. When you are checked in to a guide you can be invited to meet other users using Meeting Booking.
You can find everything you need to know about sessions in the Schedule. Tap on the dates at the top of the screen to navigate through the schedule. Tap on a session name to get more details.
You may see colorful dots on some sessions. These indicate schedule tracks, which are tags for sessions according to topic, intended audience, etc.
Below the session description text, you may see links to other items in the guide, surveys, PDFs, and/or website as additional resources.
When exploring the schedule, you will see plus sign symbols next to session titles when viewing a schedule overview. Tap on the plus sign (+) to add a session to your My Schedule.
If you tap on a schedule session name to learn more about it, you will have the option to Add to My Schedule at the bottom of the screen. Tap this button to add the session to your My Schedule.
If the guide-builder has set space limitations and enabled registration for sessions, you will be required to log in to your account before you can add sessions to your My Schedule.
You can also create your own schedule items by tapping on My Schedule feature in the app and tapping on the plus sign (+) near the top-right corner. Add your personal session details, and click Save.
Personal schedules can be created and shared with others via My Schedule, learn more in our article on meeting booking.
Now that you know what’s happening and when you need to know where to go. You can tap on a location on the floor plan to see what sessions are happening there.
Content within a guide is added using lists. You will see plus sign symbols next to each custom list item. Tap on the plus sign (+) to add a list item to your To-do List.
If you tap on a custom list item name to learn more about it, you will have the option to Add to To-Do List at the bottom of the screen. Tap this button to add the item to your To-Do List.
You can visit the To-Do List to clear completed items and to edit any existing to-dos if you need to rename them or add notes.
You can create your own to-dos by tapping on To-do List in the app. Then tap on the Add New button at the bottom of the screen. Type in your to-do item, and click Save.
The Photo Album is a fun place to view and share pictures in the guide. The guide-building team may have enabled user uploads, meaning you can add your own images to the guide. If user uploads are disabled, you will only be able to view images here.
You can scroll through the image here and tap on them to view them enlarged. When viewing an image, tap the menu to Share or Report an image.
To add your own photos, to like photos, and to comment on photos, you will need to log in to your account.
After logging in, tap Add Photos at the bottom of the Photo Album screen. You'll have the option to Choose from gallery or Take a photo.
After you choose or take a photo, you will have the option to add a caption to your picture. Click Post to proceed.
You can access Notes from the Notes menu item in a guide. You can also tap Create note or the note symbol from any schedule session or list item.
All notes are stored locally on your device. Tap on a note to edit, delete, or export/share it.
- The export/share button looks like on Apple devices.
- The export/share button looks like on Android devices.
You can also export/share all of your notes from the Notes menu item screen.
To be able to export/share your notes, sharing must be enabled in your guide under Guide Details > Privacy.
Any notifications that have been sent to this guide will show in the Notifications feature. If you have signed in to the guide, notifications can be sent directly to you by the guide builder.