In this article:

• Where is it?
• Why is this important?
• Accessing the Settings
• Customizing the Requests Sent page
• Customizing the Requests Received page

Where is it?

As an event Admin, you’ll make customizations from the Attendee List and/or Company List:

Participants in your event will see those customizations on their Meeting Requests Received or Sent pages. The ones they see will depend on how your meeting program is set up:

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Why is this important?

The Meeting Requests Sent and Meeting Requests Received pages are key spaces for your participants.

Here’s where they’ll keep track of who they want to meet with and why. These pages can contain a lot of detail, which is why we make them so customizable! Your participants will appreciate seeing only the details that are relevant to their needs.

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Accessing the settings

Step 1.In this example, we’ll customize the Meeting Requests page that Attendees see. So we’ll start in the Attendee List:

Step 2. Go to any Attendee's record. The changes you make here will apply to all Attendees.

In the Action menu, choose either Meeting Requests Sent or Meeting Requests Received - whichever one you need to customize:

Step 3. Now, click the Settings button:

Step 4. Click the checkboxes for any changes you need. (See the details in the sections below.)

  • If you want to save the change for your Admin view only, click Submit.

  • If you want to save the change for everyone with this user role, click Save as Default.

To update the Meeting Requests page that Companies see, start in the Company List:

Go to any Company’s record, and repeat the steps above.

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Customizing the Requests Sent page

These are the customizable parts of the Meeting Requests Sent page:

You can use any or all of the customization options below. Choose the configuration that’s best for your participants.

Combined List

By default, MeetMax divides request lists into Pending, Scheduled, and Declined sections, as shown above. If you’d rather see a single list, like the one below, click this checkbox:

Hide Time Slots

By default, each participant can open a display of their available time slots, like this:

You can also switch the display to a Timeline view if you prefer:

For some events, it’s handy for participants to see their available time slots. If you’re doing all the scheduling for your participants, however, you might want to hide this display.

Enable Calendar Slideout

As an option, you can give participants a Calendar tab along the side of their requests list. Clicking it opens their event calendar as an overlay:

Hiding columns

The options below relate to specific columns in the request list:

• Hide Reason for Meeting: This column relates to meeting request ratings. If you're not using them in your event, you can hide this column.
• Hide Actions: The Action column lets participants accept or decline a meeting request, or schedule a meeting. If an Admin is doing all the meeting scheduling for your event, you’ll likely want to hide this column.
• Hide Rank: The Rank column is for people who make meeting requests, to arrange them in priority order. It’s mostly useful for Moderated meeting programs or automated scheduling. You can hide the column if you’re not using those.
• Hide Date Requested: For some meeting programs, it’s helpful to see when a meeting request was made. You can also hide the Date column if your participants don’t need that detail.

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Customizing the Requests Received page

These are the customizable parts of the Meeting Requests Received page:

You might notice that the customization options here are very similar to the Meeting Requests Sent page above. In fact, the settings work exactly the same way - the Requests Received page just uses fewer of them:

Learn about these settings in the section above.

Click the checkboxes for any you want to customize.

• If you want to save the change for your Admin view only, click Submit.
• If you want to save the change for everyone with this user role, click Save as Default.