In this article:

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

Where is it?

The Attendee List is in the Attendees tab:

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

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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:

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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 page and locate the Attendee you need to update.

Step 2. Head to the Action menu, and then choose Contact:

Step 3. You’re now looking at this user’s registration form, here in your MeetMax admin account.

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:

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Accessing Attendee site 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 site pages. You can access any page of their site 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 menup:

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 the requested meetings:

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

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

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

Step 3. Now you have Mary’s Request Meeting page, here in your MeetMax admin account. 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 Mary’s site 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 site pages: