In this article:

• Where is it?
• Why is it useful?
• Creating an Attendee group
• Managing Attendee groups
• Attendee groups in meeting requests
• Attendee groups as Colleagues
• Attendee groups in meeting schedules

Where is it?

You’ll create and manage Attendee groups from the Attendees tab. Choose Group Companies:

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Why is it useful?

This feature is handy for cases like these:

• You have registered Attendees from a number of subsidiary companies. These subsidiaries all have different names, but are part of the same parent corporation. You’d like to combine them all into a single group for scheduling and tracking.
• Your Attendees are entering their own company names as they register. Many of them have used slightly different forms of their company name, which makes Attendees from the same company look like they’re from different companies. You need a quick way to clean this up.
• Similarly, your client has imported a long list of Attendees, and accidentally entered some company names inconsistently. You need to correct that so Attendees are grouped together by their company.

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Creating an Attendee grouping

Keep in mind that this feature won’t update any registration forms. It just associates companies together.

Step 1. Head to the Attendees tab. Choose Group Companies:

Step 2. In the left-hand box, you’ll see a list of all the company names associated with your event’s registered Attendees.

Use the search box to locate the company names you need. Click the checkboxes to select the companies you want to include in this group.

In this example, we’re creating a group of alternate spellings of one company name: Northern Funds LLC:

Step 3. When you’ve selected all the included companies, click the Add to Group button:

Step 4. A pop-up will appear. By default, it shows the name of the first company you selected. You can update the group name as needed, and click OK to save:

Step 5. You’ll now see the new group name, and all the companies that make up this group. MeetMax connects each company’s Attendees to this group:

Here’s another example, where we’re combining subsidiaries of the same corporation into one group:

Below, we’ll show you some ways to use this new group.

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Managing Attendee groups

To add companies to an existing group, head back to the Group Companies page.

Click the checkboxes for the original group of companies, plus any others you want to add. Then click Add to Group, and update the group name or leave it as is. Click OK to save the change:

To remove a company from a group, click its check box. Then click Add to Group. When the pop-up appears, delete the group name and click OK:

To remove a group, use the process above. First, click the checkboxes for all companies in the group. Then click Add to Group and delete the group name.

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Attendee groups in meeting requests

For some meeting programs, you might need to track how many meeting requests have been made by Attendees from a particular company. You can also do this with the Attendee groups you’ve created.

For example, let’s use the subsidiary companies we worked with above. Here’s the Attendee List, filtered to show only these three companies.

We’ve added two columns:

• Requests Made: Each Attendee’s total meeting requests
• Account Requests Made: Total requests made by the Attendees from one company

Before we create the Attendee group for these subsidiaries, we see different Account totals for each company:

Next, we’ll create the group as shown above:

After creating the group, the Account Requests Made column represents the total for our group as a whole:

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Attendee groups as Colleagues

Once you create an Attendee group, MeetMax treats all these Attendees as if they’re from one company. That allows them to be added as colleagues to each other’s meetings.

Here, we’re scheduling a meeting that one Attendee from the group has requested. We can click the Colleagues link and see all Attendees from all the companies in our group:

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Attendee groups in meeting schedules

Attendee groups can be very useful if your event needs what we call an Institutional Schedule. That’s a schedule combining all Attendees from the same company.

When you create an Attendee group, you can get an Institutional Schedule that encompasses all of the companies in that group.

As an example, we’ll use the subsidiary group we created above. Here’s the Attendee List, filtered to locate one Attendee from that group:

Step 1. Use the Action menu to choose Your Schedule, as shown above.

Step 2. By default, this Attendee’s schedule includes only their scheduled meetings:

Step 3. Now, look in the submenu. Click on More, then Inst. Schedule:

Step 4. The resulting Institutional schedule now includes the meetings of all Attendees in our subsidiary group:

Learn more about emailing schedules and printing schedules.