DealSource Select Scheduling Tool - ACG Access

Logging In

Click here to log in, and select First Time Logging In.
Enter the email you registered for the event with and select "Send Registration Email." You will receive a link allowing you to set your password.
If you do not know the email you registered with, please email acghelp@conferencesolutions.com.
If you have forgotten your password and need to reset it, please select "Reset" from underneath the login button to set a new one.

Profile & Demographics

Once you log in, you will be in the My Profile section.

Edit your profile by entering the new information and selecting "Save Changes" at the bottom of the screen. Please note not all fields are editable. Also, changes made in ACG Access will not save to your ACG profile.
Once you have confirmed your profile, select the Demographics tab in the center. If you have any changes you would like to make to your demographic responses, please select "Edit." After updating, scroll down and select "Save Changes."

Meeting Calendar

This section is where you can see all of your confirmed meetings, and manage your overall schedule.

You can view and edit your meetings by clicking on any event/meeting, enter the new information and select Update in the pop-up box.
If you would like to delete the event/meeting, select Delete, and the event/meeting will be removed.
To block your unavailable times so that other participants don't request meetings with you during a specific time, simply click on the calendar in the time slot and type the name of the event/meeting (only you will see this) for your reference. For location, simply choose "other." Click "Submit."
To change a confirmed meeting time or location: click on the meeting and select the "Reschedule" button, and go through the process as outlined below. All meetings default to a secure virtual meeting room link within the tool. You have the option to change that by clicking the gear icon next to "Meeting Location" and typing in your phone number or your own Zoom link.
TO DOWNLOAD AND SHARE YOUR MEETINGS: go to "Meeting Calendar," and in the top right corner, click "Download ICS." This file will include each of your meetings, and the secure virtual meeting room link for the meeting. You can then share these with colleagues in your firm. If you reschedule any of your meetings, you will need to re-download the .ics file to update.
WHEN IT'S TIME TO START YOUR VIRTUAL MEETING: log into the tool, go to "Meeting Calendar," click on the meeting in question, and the secure meeting link will be populated under "meeting location," no more than 5 minutes before the meeting starts. Or - if you have downloaded the .ics file of your meetings - you can find the secure meeting room link in the description section of the meeting.

Attendee List & Request Meetings

Select "Attendee Search" to search & filter the attendee list: to find participants with whom you would like to meet, use the filters and the search box to narrow down your audience. Check the boxes in the search filter to find users who match your criteria. To learn more about a user, click their name and a panel will open on the right-hand side of the screen.
To request a meeting: find the individual you would like to request a meeting with in the Attendee List, and select Request a Meeting.
- Enter a name for the meeting in Event Title, such as “Introduction.”
- The tool will automatically assign you a virtual meeting link when the meeting is confirmed.
- Please note that you do not select a time to meet upfront - if the participant confirms your meeting request, they will select a time you are both mutually available.
- Once you have sent the invite, the status of that user will be Pending.

Meeting Requests

These are requests from others to meet with you - there are multiple tabs at the top of this section.

To Accept a request, select the incoming request and then click "Pick a Time." You will be taken to a calendar that displays your mutually available times. Please note that times at which the requester is unable to meet are in black.
Select a time you are both free and click Confirm. The meeting will automatically be added to your calendars in the "My Schedule" section.
Snooze a meeting request: if you do not want to schedule a meeting with someone who has requested one with you, or you simply want to decide later, select Snooze. That request will be moved to the Snoozed Requests tab at the top, and can be unsnoozed at any time. The attendee who made the request will not be notified that you have snoozed their request.

Pending Requests

These are the requests you have submitted to another attendee. Until that attendee schedules a time to meet, the status of the meeting will remain pending. If you are no longer interested in meeting, select Cancel and the request will be removed.

Accepted Meetings

Once you have a confirmed meeting, the meeting will be moved to the Accepted Meetings tab.
If you would like to reschedule or change the location of a meeting, click the Reschedule button. Repeat the same process as sending a request.
- Please note there is a new box where you are can include a note on why you are rescheduling the request (optional). Previous notes will still appear in the meeting.
- Once you select a new time, the meeting will be automatically updated on both calendars. If the time slot is not available, a pop-up box will let you know.
- To change the location, click the gear icon next to "Meeting Location," and you can type in a phone number or your own Zoom link.
- If you have downloaded your meetings as an .ics file, you will need to re-download the .ics file if any changes are made.

Snoozed Meetings

These are incoming requests you do not want to schedule right away. If you would like to schedule a meeting with a snoozed request, select Pick a Time and use the instructions from incoming requests outlined above.

Event Agenda

This tab can be ignored, as there are no other events occurring other than DealSource.

Scheduling Tool Questions

Email acghelp@conferencesolutions.com.

General Event Questions

Email acgboston@acg.org.