In this article:

• Where is it?
• Adding Colleagues to a meeting
• Adding unaffiliated Attendees to a meeting

Where is it?

You’ll manage scheduled meetings through the Company List or Attendee List pages:

On either page, you’ll use the Action menu, and choose Meeting Times:

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Adding Colleagues to a meeting

In MeetMax “Colleagues” are participants from the same company who’ve registered for your event.

In this example, Katie Exomplton is an Attendee who has several colleagues at the event. Katie has a meeting scheduled with a Company, Bank of Orlando. She wants to have her colleagues added to this meeting.

Step 1. Head to the Company List page. Locate the company whose meeting you need to update. Then use the Action menu to choose Meeting Times:

Step 2. Locate the meeting where you need to add colleagues. Click the Edit button:

You can also add Colleagues while you’re creating a new meeting from this page.

Step 3. You’ll now see a pop-up with the meeting details. Head to the top right corner and click the Colleagues link:

This link will appear only when one or more of the participants has Colleagues in MeetMax.

Step 4. MeetMax will display all of the Attendees from Katie’s company. Each person has a check box, so you can click all of them to add everyone, or click only some of them.

See how one colleague below is greyed out? That’s because they’re unavailable for this meeting time. They might have a blackout time set, or they might already have another meeting scheduled:

Step 5. Once you choose the colleagues to add, you’ll be prompted to re-choose the meeting’s location.

After that, you can have MeetMax email everyone who’s just been added to this meeting. Add a personal message if you like.

Click Submit to save the change and send emails:

Step 6. If you’ve opted to send email, each of the added colleagues will get a message something like this:

Company Colleagues vs. Attendee Colleagues

Companies can have Colleagues just like Attendees can, but the set-up is a little different. For a Company, all of its Company Reps are considered colleagues.

Depending on how your event is set up, Company Reps might automatically be included in every meeting that’s scheduled with their company. In that case, you wouldn’t need the Colleagues feature for Companies.

If your event doesn’t automatically include Company Reps in all meetings, you can add them as Colleagues. In this example, Central Fund has a meeting booked. One of its Reps, Deborah Exampling, was added to this meeting automatically.

When you click the Colleagues link, you can add any of Central Fund’s other Reps to this meeting:

There might even be cases where you have the option to add Colleagues for both the Company and the Attendee:

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Adding unaffiliated Attendees to a meeting

Depending on your event, you might want to add Attendees from different companies to the same meeting.

Step 1. Head to the Company List page. Locate the company whose meeting you need to update. Then use the Action menu to choose Meeting Times:

Step 2. Locate the meeting where you need to add more Attendees. Click the Edit button:

You can also add more Attendees while you’re creating a new meeting from this page.

Step 3. You’ll now see a pop-up with the meeting details. Head to the top right corner and click the Add Attendee link:

Step 4. From here, start typing the first, last, or company name of any Attendee. When they pop up, click to add them to the meeting. You can add as many as needed.

You’ll then be prompted to re-choose the meeting location:

Step 5. If you want to generate an email notice to the added attendees, choose Yes. You can also add a personal note if you like.

Click Submit to save the changes and send the emails:

Step 6.  If you’ve opted to send email, each of the added colleagues will get a message something like this: