Congress Planner

Know who covers what, at every congress.

Congress Planner turns a conference program and your team’s top KOL lists into a coverage plan your whole field medical team can follow.

We’re inviting a small number of field medical teams to pilot it.

Every part of the congress, on one plan.

Sessions, posters, the booth and the dinners all land on the same shared calendar, so nothing is double-booked and nobody is left guessing.

  • Audience seen from behind watching a presenter on a lit conference stage
    SessionsCovered in priority order, with the reasons shown.
  • Colleagues discussing a scientific poster at a congress
    Poster visitsPlaced inside the poster window and shared across the team.
  • Overhead view of an exhibition hall with booths
    Medical boothShifts set by person, day and time, right on the calendar.
  • Colleagues at a table set for a dinner
    Group mealsDinners and group meetings with guests, venues and invites.

See it in three minutes.

From a raw program file to a coverage calendar the whole team can open on their phone.

The presenter in this video is AI-generated.

From program to plan in five steps.

Leaders prepare the congress once. Everyone else just opens their calendar.

  1. 1

    Conference & Program

    Upload the program as Excel, CSV or pasted rows. Columns are matched for you, and records missing a time or room are flagged.

  2. 2

    Team & Leaders

    Add your field medical directors and MSLs, set who leads, and invite everyone by email.

  3. 3

    Top KOL Lists

    Each person uploads their list. Names are matched against speakers, authors and attendees, and close matches wait for a person to confirm.

  4. 4

    Priorities & Coverage

    Every session is rated essential, important or optional, with the reasons shown. Leaders make the final call.

  5. 5

    Offices & Booth

    Add your offices, medical booth and restaurants. Then one click drafts the schedule and the calendar fills in.

What it does for the team.

The work that usually lives in spreadsheets and email threads, in one shared calendar.

Reads any program file

No template to fill in. It finds the header row, splits combined date and time cells, and merges duplicates.

Matches your KOLs

Exact matches are flagged at once. “Liz” for “Elizabeth” shows up as a possible match for you to confirm.

Explains every priority

See which topics and terms drove each rating. Recommendations never overwrite an approved decision.

Drafts the schedule

Essential sessions first, spread across the team, with poster visits placed inside the poster window.

Balances the hours

Coverage time per person in hours and minutes, plus suggested moves to even out the load.

Flags real conflicts

Someone needed in two places at once, a double-booked office, or a required session nobody covers.

Books meetings and meals

1-1 meetings and group dinners with guests, offices and restaurants, and a ready-to-send Outlook invite.

Fits how teams work

Leaders manage the congress. Team members keep their own profile, KOL list and meetings.

Exports what you need

Excel, CSV or PDF for the daily schedule, priorities, KOL lists, meetings and strategy.

AI recommends. People decide.

Approved means approved

A priority, a tier or an assignment a leader approved is never changed by a later recommendation.

A record of every change

Decisions are logged with who made them and when, so the plan can always be explained.

Any congress, any team

Not tied to one company, conference or therapeutic area. Topics and rules are yours to set.

Request a demo.

Tell us a little about your team and the congress you’re planning for. We’ll reply with a time for a live walkthrough.

This opens your email app with the message ready to send.