You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.
We Make Meetings Work.
Home > 1x1 Meetings > Optional Tools for Meetings > Scheduling overlapping meetings (Multiple Diaries)
Scheduling overlapping meetings (Multiple Diaries)
print icon
By default, a Company can schedule one meeting in each of their available time slots. But what if they want to have multiple meetings in the same time slot? For that, you’ll use the Multiple Diaries option.

In this article:

Where is it?

Once you’ve enabled multiple diaries for your event, you’ll administer them from the Company List:

Once you’ve filtered the list to the Company you need, you’ll use the Action menu and choose Meeting Times:

(Back to top)

Setting up multiple diaries

To enable multiple diaries for your event, you’ll update the Admin version of your Company registration form.

Step 1. Head to the Configure tab. Choose Form Layout, then Company, then Edit Form:

Step 2. Use the Form Version menu to choose Admin:

Step 3. Head to the bottom right corner and click the Add Field button. Choose Number Diaries from the list:

Step 4. You’ll need this field to be visible only in your Admin view of the form. Uncheck the box and click Save:

How MeetMax changes your Company Rep settings

When you add the Number Diaries field, MeetMax automatically updates all Company Reps in your event. Reps willl no longer be automatically added to all of their Company’s 1x1 meetings.

We do this so that when you have concurrent meetings, you can assign different Reps to each one. See below for more details.

Any time there’s only one meeting in a time slot, we’ll automatically assign all Reps to it. (We always take everyone’s blackout times into account, of course.)

(Back to top)

Enabling multiple diaries for a Company

  You’ll need to take these steps for each Company who wants to run concurrent meetings.
Step 1. On the Company List page, filter the list to find the company you want to update. Then use the Action menu and choose Contact:
Step 2. You’ll now see the Admin version of this Company’s registration form. The Number Diaries field you just added is visible.
Add a number here to indicate how many concurrent meetings this Company can schedule:
Step 3. Don’t forget to click Save!

(Back to top)

Scheduling concurrent meetings

Now that we’ve given this Company two diaries, we can schedule two meetings in the same time slot.

Step 1. Head to their Meeting Times page to get started:
Step 2. Click on the tab for the event day you want to schedule. Then, schedule the first meeting as you normally would:
Step 3. Now, choose an Attendee to schedule for the second meeting in this time slot. Notice how the Schedule button changes?
Step 4. Click on the + symbol to schedule the concurrent meeting:
Step 5. Time now to add a location and assign some Company Reps to each meeting. Click the Edit button for either meeting to get started:
Step 6. Choose a location, then choose which of the Company Reps will handle this meeting. Click Submit to save:
Step 7. Click the Edit button for the other meeting and assign a location.
See how the Company Reps you assigned to the other meeting are greyed out here? You can choose any available Reps for this meeting:
  In the example above, the Attendee has Colleagues at the event. If you want to add some of them to this meeting as well, you can also click those check boxes.
Step 8. You’ll now see these details in the Meeting Times page:

(Back to top)

What the Company sees

You can preview the Company’s schedule any time by clicking the Your Schedule tab:

Concurrent meetings show up with all of the location and rep details, as shown below:

Feedback
0 out of 0 found this helpful

scroll to top icon