In this article:

• Where is it?
• Adding and removing Attendees
• Updating Attendee records
• Accessing the Attendee account pages

Where is it?

The Attendee List is in the Attendees tab:

For Admin tasks, you’ll focus on the Action column:

(Back to top)

Adding and removing Attendees

When you have the Attendee List open, you’ll see a sub menu where you can add or import more Attendees:

• Learn more about adding individual Attendees.
• Learn more about importing a list of Attendees.

Removing Attendees

If you need to remove an Attendee, follow these steps.

Once you’ve removed an Attendee, you’ll have access to the Deletion log menu option. That’s where you can track deleted participants and reinstate them if needed:

(Back to top)

Updating Attendee records

Through the Attendee List, you can make many changes to individual Attendee records. MeetMax makes it easy to navigate between records, so you can make even extensive changes quickly.

For this example, let’s say an Attendee asks you to change their email address in MeetMax.

Step 1. Head to the Attendee List:

Step 2. Filter the list to locate the Attendee you need. Head to the Action menu, and then choose Contact:

Step 3. You’re now seeing your Admin view of this user’s registration form.

You can add or edit any information you need. Click Submit to save:

Step 4. If you need to update another user’s record, you can use the navigation tools at the top of the form.

Use the drop down menu to choose a different Attendee to update:

Or, if you need to make updates to all Attendees, you can use the Next button to jump to the next person on the Attendee List:

(Back to top)

Accessing Attendee account pages

When each Attendee logs into MeetMax, they have a personalized website. This is where they access information about their scheduled meetings, presentations, activities, and so on:

As an Admin, you might need to make updates to an Attendee’s account pages. You can access any of these pages right from the Attendee List.

Use the Action menu to get started. If you look closely at the items in this menu, you’ll notice that they correspond to the tabs on the Attendee’s site menu:

In this example, let’s look at an Attendee’s meeting requests and make an update on their behalf.

Here’s Mary Adams’ view of the Meeting Requests page, where we can see all of her requested meetings:

Let’s remove one of these requests on Mary’s behalf.

Step 1. In the Attendee List, filter to locate the Attendee.

Step 2. Head to the Action menu, then choose Request Meeting:

Step 3. You're now seeing your Admin view of Mary’s Request Meeting page.

You can click Cancel on one of Mary’s meeting requests here, and that change will show up on Mary's side:

While you have any of Mary’s account pages open in your Admin account, look at the sub menu at the top of the page. See how it mirrors the menu bar on Mary’s site?

You can now click any of these sub menu options and quickly make updates to Mary’s other pages: