Setting Your Matching Preferences

Updated 2026-07-09 · Member

Your matching preferences live on the same page as your profile, under a separate tab, and only two fields, your goals and your industries, actually require a selection, even though the section is labeled "Required Information."

Matching preferences live on the same page as your profile, just under a different tab. This is where you tell the platform what you're looking for, so it can prepare introductions that actually fit.

"Required Information", and a quick honest note

This section is labeled as though every field in it is required, but in practice only two of the six actually enforce a minimum selection. We want to flag that so you don't feel obligated to fill in every row before moving on.

FieldActually required?
What are you focused on right now? (your goals)Yes: at least 1 selection required
Who are your clients? (your industries)Yes: at least 1 selection required
Referral PartnersNo: optional in practice
Referral IndustriesNo: optional in practice
Industries you want introductions intoNo: optional in practice
Roles you want to meetNo: optional in practice

Only "What are you focused on right now?" and "Who are your clients?" need at least one selection to save. The other four fields in this section are genuinely optional. Fill them in when you have something specific in mind, not just to check a box.

Improve Your Matches (openly optional)

This section is labeled as optional and means it. Filling it in gives the platform more to work with, but there's no pressure to complete it.

Once you save, you'll see a message that your introductions will refresh shortly. New and updated matches are actually recalculated on a nightly schedule, so changes take effect the next day rather than the moment you save. See "How Long Until My Matches Update?" for details.

Frequently asked

Do I have to fill in every field under "Required Information"?

No. Despite the heading, only "What are you focused on right now?" and "Who are your clients?" actually require a selection to save. The other four fields in that section are optional.

Will my matches update the second I save my preferences?

Not instantly. You'll see a message that your introductions will refresh shortly, but matches are recalculated on a nightly schedule, so changes take effect the next day.

Is the "Improve Your Matches" section required?

No, it's genuinely optional. Filling it in gives the platform more to work with, but nothing there blocks saving your preferences.

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Next in Matching & Introductions: How Long Until My Matches Update?