Jul 20, 2021
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MeetMax features the ability to add items from the Your Schedule page to your preferred calendaring application.
Using Export Calendar from the Your Schedule page.
- End-users who are logged in to MeetMax can navigate to the Your Schedule page to access their scheduled engagements.
- When an end-user has Meetings, Presentations, and/or Activities for which they are scheduled, they will see the Export Calendar button towards the top-right corner of the page.
- Clicking on Export Calendar will display instructions for establishing calendar subscription with popular providers (Outlook, Apple Calendar, iPhone, Android, Google Calendar) or alternatively the option to download a static iCalendar (iCal) calendar file.
A note on calendar subscription vs. static iCal file.
- Calendar subscription allows end-users to establish an active integration between their calendar app provider and their scheduled items in MeetMax. This means that changes made to their scheduled items in MeetMax will be reflected in their external calendar service. In the days and weeks preceding the event this data is updated more sporadically throughout each day, while during the event these updates are reflected closer to real-time.
- A static iCal file is just that, a snapshot of scheduled items when the file was downloaded. If changes are made in MeetMax they will not be reflected on the end-user's external calendaring system until a new file is manually downloaded.
Sending iCal files in bulk.
- When you are using the Bulk Email distribution tool, if the Meeting Schedule attachment is selected you will be presented with the option to Include iCal as an attachment to the distribution.
- This will include a static iCal as described above.
Contents of calendar items.
- The calendaring integration includes Meetings, Presentations, and Activities which have been added to an attendee or company schedule.
- The event name will pull in as the Presentation Title or Activity Title for those scheduled items.
- For Meetings the event name will be the main target (typically the meeting host). If it is an entity record, then it will be just the Company Name but if it is an attendee record then it will be their First Name, Last Name, and Company Name.
- For Presentations and Activities the event location will be the same as the Location attribute of each Presentation and Activity.
- For Meetings the event location will be the Virtual Meeting Link for each meeting, if no physical location is provided.
- Alternatively, for hybrid meetings the event location will be the (physical) Meeting Location attribute of each meeting, while the Virtual Meeting Link will still be included in the event description field.