How can my Attendees sort the Meeting Requests list?

In an Unmoderated meeting program, your Attendees will log into MeetMax and use the Meeting Requests page to find the people they want to meet with.

If your event is large, sorting through that list of meeting candidates can be time-consuming. You can make this process simpler by adding a set of sorting criteria - as shown in the left sidebar below:

Create a custom form field

The first thing to think about is how the Attendees of your event could be categorized.

In the example above, Attendees from several different industries are attending this event, so we added sorting options for each industry.

For your event, you might have sorting options for things like:

The reasons people want to meet
Business roles, like Investor, Advisor, or Analyst
Product or service types

Step 1. Once you’ve decided on a set of sorting criteria, you’ll head to the Attendee Form Editor:

Step 2. Add a custom form field there, using the Drop Down field type. Add each of your sorting criteria - as many as you need.

Set this field to Public. We recommend not enabling the multiple selection or Other options:

Step 3. Click Submit to save the new field.

Then, back in the Form Editor, save the change to both the Attendee view and the Admin view of this form:

As people register for your event, they’ll see the new field, where they’ll choose the category that fits them:

Note: You might want to make this a required field, so every Attendee completes it.

Add the options to the Meeting Requests page

Now that you’ve created the form field to capture everyone’s category, you can reference it on the Attendees’ Meeting Requests page.

Step 1. Head to the Attendee List page:

Step 2. Choose any Attendee record. Use the Action menu to choose Request Meeting:

Step 3. We’ll make a customization here that will be visible to all Attendees.

Head to the right edge of the page and open the Customize tab.

Next, open the Search/Custom Fields section. In the Custom Fields list, you’ll see the titles of all custom fields you’ve created. Choose the one you want to display, then click Submit:

Step 4. It might take a moment for this change to process. Afterward, any Attendee can log into MeetMax, head to the Meeting Requests tab, and see the new sorting options: