End-User Tutorial: Using a Guidebook App

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So your conference/event/orientation/you-name-it went with Guidebook! That's great, and we're happy to welcome you to our Guidebook user-base. If this is your first time using a Guidebook app, you've come to the right place.

While we try to design our apps to be as intuitive as possible, we know that technology can be daunting and confusing at times. This tutorial will help you navigate Guidebook like a pro and make the most of your event!

Contents:

  1. Download the App 
  2. In-Guide Navigation and Features

How to Download the App 

The steps below will give you access to the Guidebook app. If your event has its own app, follow the instructions provided by the event organizers to access that app. They may have provided you with step-by-step instructions and/or a special web link. If your event organizer shared a passphrase with you, this means your guide is private. You will need to use this passphrase to find and access your guide content!

To download the Guidebook app, please follow ANY of the steps below:

  • Scan this QR Code: 

  • Navigate to http://guidebook.com/getit in a web browser.

  • Open up the Apple, Google, Amazon, or Blackberry app store on your device. Then search for “Guidebook”.

Note: Windows device / laptop / desktop users, please navigate to http://guidebook.com/browse to access guides via web browser.

Please click here for details on supported devices.


I downloaded the app! Now what?

If the app opens directly to your event information, you can skip ahead to the next section. There you’ll discover how to navigate the app and access various tools & resources for the event.

Note: If your event organizer provided you with a passphrase, you will need to enter this passphrase when you first open the app. Then you will be able to access the private content inside the app.

 


If the app opens up to a landing page, you’re ready to download a guide!

Choose from the list of public guides, or tap in the search bar to find a public guide by name.

 

Note: If your event organizer shared a passphrase with you, this means your guide is private. You will need to use this passphrase to find and access your guide content!

To access a private guide, please tap on “enter passphrase”. Then type in the passphrase provided by the event organizer.

 

When you find the guide you need, tap “Download” and then “Open”.


Permissions

You may be prompted to allow push notifications and location services. We strongly recommend allowing push notifications so you don’t miss any important announcements from your event organizers!

We also recommend allowing location services so you can use the Maps features inside the app, and we can also provide location-specific recommendations when you’re searching for your event.

Still can’t find what you’re looking for? Have any additional questions? Reach out to your event organizer or contact Guidebook Support at support@guidebook.com! Please include the name of the guide and the event dates, so we can best assist you!


In-Guide Navigation and Features 

1. Menus

Login

Log in to the guide to access social networking features, including Interact, Attendee Check-in, and Messaging. If you have a Preset Schedule, you will need to log in order to see those sessions in the “My Schedule” menu item.

On an iOS device (iPhone/iPad), tap the  icon in the top-right corner of the app screen.

On an Android device, open the navigation menu by tapping the  icon in the top-left corner. Then, tap on “Log in”. 

Follow the on-screen instructions to sign up or log in.


Navigation

Tap on the  icon in the top-left corner of the screen to access the navigation menu.

         

From this menu, you can access the various components of your guide!


2. Key Features

Note: Your event organizer may have renamed the menu items or used different icons for your event guide. For example, instead of “Schedule” with a red icon, you may see “Agenda” with a blue icon. We hope to provide a broad-base resource explaining the key features that most guides will include!

Networking

Guidebook provides a few different tools to promote engagement and help you get the most out of your event experience!


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 with other attendees. For details on the Attendees module, click here


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. For more information about the Interact module, click here


You can connect with colleagues without sharing phone numbers or email addresses with in-app Messaging. For details on the Messaging module, please click here.


3. Important Event Information

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.


Create your own custom schedule by tapping “Add to my schedule” or the plus sign  symbol from sessions in the Schedule.

If you have a Preset Schedule, be sure to log in to see those sessions! You can still add additional sessions to the My Schedule menu item if you’d like.

 

Now that you know what’s happening and when, we need to know where to go! Your event organizer may provide campus maps showing multiple buildings and/or detailed floor plans with room locations inside the event space. In some instances, you can tap on a location to see what’s happening there.

 


Lists

Outside of the Schedule, much of your event information will be available inside various lists. Some common lists include:

  • Sponsors
  • Transportation
  • Contacts
  • Resources

Explore other information, tools, and resources your event organizer has provided for you in the navigation menu! 


If you have any questions, please contact your event organizer or reach out to us at Support@guidebook.com. Please provide the name of the guide and the event dates, so we may best assist you!

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Comments

  • Avatar
    Jacob Wittenberg

    Hi Everyone,

    A few users have been asking about the built-in 'Search' feature on the mobile web platform, as well as the permissions Guidebook requests upon install.  I'd like to take a moment to clarify both of these questions!

    Regarding 'Search', at this point in time, our Guidebook Web version lacks a fully-fledged search feature.  Developmentally, the global search feature presents a much larger challenge to implement on the web platform than the app itself.  In its stead, you can find Search functionality within the schedule module, and we strongly encourage using your web browser's native search feature (often called "Find in Page").  We know this is not ideal, and we hope to improve search moving forward.  Thanks for your understanding and patience!

    On app permissions, Guidebook does request access to several phone features upon app download.  Many of these features are recommended to ensure a fantastic Guidebook experience -- access to the camera opens up use of the photo module as well as the attendee/connect networking feature, allowing push notifications permits event organizers to send vital information updates (Guidebook will never spam you with push notifications nor advertisements), and more beyond these features.  We do acknowledge, however, that many users wish more privacy than others.  By navigating to your device's settings, you will have the ability to manually enable/disable any of these permissions.

    I hope this helps, and please let me know if you have any other questions!

    Best,

    Jacob

  • Avatar
    David J Smith

    I want to click on a Guidebook schedule item, to add it to my Google Calendar or my iPhone's calendar. Those calendars have better features than guidebook and I am used to using them. Alternately, I would like a calendar feed that I can synchronize with my other calendar apps.

  • Avatar
    Jacob Wittenberg

    Hi David,

    Thanks for the feedback; while we don't currently offer these features, we've certainly received a number of requests for similar functionality. I've tagged on your notes to the feature request board for our product team, and we'll definitely let people know when our team has a chance to develop such a tool. I appreciate the suggestion!

    Cheers,

    Jacob

  • Avatar
    Stephanie Pride

    Just some feedback on giving users instructions on how to download a guide: it might be good to unify the symbols, language, buttons used across iOS/Android and different versions of those operating systems.

    In the process of building a poster and drafting an email for our event to show users how to get our guide, I realized that on iOS 7 (which many people are still using) the button says "redeem code" but on iOS 8 the button says "use code." On iOS 7 there is a "Scan" button but on iOS 8 there is a very small icon to scan that does not actually include the word "Scan." I haven't had the opportunity to test the full experience with an Android device yet.

    It is hard to include the steps to download/install the app when they are slightly different depending on the device/iOS version. Many of our attendees can figure out how to install our guide with somewhat nebulous instructions, but some are not very tech savvy and I know they are going to get frustrated when we tell them to look for a "Scan" button and they don't see one.

    Other than this, I LOVE Guidebook and I am having a blast building our guide. It is so easy!

  • Avatar
    Jacob Wittenberg

    Stephanie,

    This is phenomenal feedback! Thanks so much for taking the time to read through our article and to leave such a thoughtful note -- I'll relay this information to our development team, and we'll hopefully release some more consistent verbiage through our app platforms.

    One of the reasons for the discrepancy, at least between Apple devices and Android units, is that mobile app trends/designs are actually quite different between the two operating systems. We've tried to create a mobile experience that adheres to the 'vibe' of the platform so that the usage feels familiar and cohesive.

    That being said, there's always room for improvement, especially between system versions on the same platform. I'm really happy to hear about your great Guidebook experience so far! Please let us know if you have any other suggestions -- you're always welcome to write in your thoughts to support@guidebook.com.

    Have a great rest of the day, and happy building!

    -Jacob

  • Avatar
    Stephanie Pride

    We're finding that our users are having trouble navigating to the menu in the iOS version. It seems like they expect/hope that the menu items will be on the initial view when opening the app (when we used the app last year that is how it was), and it isn't super obvious to them that tapping the "3 stacked lines" icon will open the menu, as many of them are not super tech savvy (this symbol is ubiquitous with menus, but our audience isn't super familiar with it). Maybe even adding the word MENU next to the symbol might help those not familiar with this symbol.

    Also, tapping to open the menu but swiping to close the menu is not ideal, as our users want to tap the same spot to close the menu but there is a button there that closes the entire guide and goes back to the main menu of the Guidebook app, and then they have to go back into the guide.

    I am super excited to use Guidebook again for our event this year, but I feel like some of the UI changes since last year have made navigating the app a little less intuitive than it used to be.

  • Avatar
    Jacob Wittenberg

    Hi Stephanie,

    Thanks for some more terrific feedback, and I'm sorry to hear the UI change hasn't blown you away. We decided to switch to a drawer view layout in order to provide a more consistent experience across all devices (we took feedback like yours from earlier on this article into account), and to keep up with industry-wide standards to which end users are now accustomed. More information about the switch can be found here: https://guidebook.com/mobile-guides/updated-ios-layout/.

    While any change can initially be met with resistance and confusion, we really believe that most users will have a more consistent and enjoyable experience with the new view. We certainly plan on continuing to iterate and improve our product moving forward, and your feedback is invaluable! If you have any further thoughts you'd like to share with our team, I encourage you to send us an email at support@guidebook.com.

    Thanks for your understanding, and I hope you're having a great day!

    -Jacob

  • Avatar
    Waz Mo

    Is there a way to delete old guidebooks? I've got lots of them that are years old and no longer useful and filling up memory. No mention of how to delete that I can find anywhere.

  • Avatar
    Jacob Wittenberg

    Hi Waz,

    If you tap and hold on any of your downloaded guides, you should have the option to 'Unsync' and delete those guides! Hope this helps!

  • Avatar
    Frankie Aesquivel

    can you use the same app for a multi-date event?

  • Avatar
    Christian Stump

    Hi Frankie!

    We typically recommend different guides for events with multiple dates. However, every guide use case is different! I'm going to open a ticket thread with you so I can learn more about your use case.

  • Avatar
    Morgan Schunn

    Can you make it so each attendee can add person events to their calendar? I have set up some personal meetings outside of our event sessions and it would be helpful to have them all in the app. I have added them to the "to do" list but then they don't show up in my schedule. Otherwise I will just have to use an external app TOO to be able to have everything in one place.

  • Avatar
    Jacob Wittenberg

    @Morgan -- great question. Currently, this is not possible in our system. However, our engineering team is actually working on creating this feature as we speak! We hope to unroll this functionality in the near future -- stay tuned :)

  • Avatar
    Declan Geoffrion Scannell

    Hi- hope this is the right place to ask. Is there some way to share or make viewable my "My Schedule" list? Not a preset schedule, just events I've selected from the main schedule. It'd be very convenient if my friends and I could all see each other's plans inside the app, to coordinate.

  • Avatar
    Jacob Wittenberg

    @Decian -- thanks for the question! You're more than welcome to comment, and you can also use support@guidebook.com for questions. Currently, we do not offer a way to share your own schedule, but I totally hear you on the use case. Let me file a feature request with our dev team -- we're always looking for ways to improve the product. Thanks again!

  • Avatar
    Anne Messenger

    I'm in Guidebook and have linked my WPO20CONF account to my FB & LI accounts, but can't link to Twitter. I've rebooted both Guidebook & Twitter a # of times, but still can't get in. I'm very active in Twitter and have trained conference attendees for the event starting next week, so this is an ironic frustration! Can you help?

  • Avatar
    Matthew Voelker

    Hi Anne,

    Thanks for reaching out! I'd be happy to help with that. This issue is likely related to Twitter's authorization settings on your device. I'm going to open up a support ticket on your behalf and we can take it from there.

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