The method you use here depends on whether you’re running a Moderated or Unmoderated meeting program. See below for both methods.
In this article:
For Moderated programs:
In Moderated programs, the event Admin makes changes to meetings.
- Step 1. Head to the Company List:
- Step 2. Filter the list to find the Company whose meeting you need to update. Then use the Action menu to choose Meeting Times:
- Step 3. Click on the tab for the event day you need. Then find the meeting you want to update, and click the Edit icon:
- Step 4. You’ll now see a pop-up with the meeting’s details. Here, you can choose a different location. MeetMax prevents scheduling conflicts, so you'll only see locations that are available. (You can also change the time slot here.) Click Submit to save:
For Unmoderated programs:
In Unmoderated programs, Attendees edit their own meetings. The process looks a little different depending on whether the Attendee sent the original meeting request, or received the request.
In this example, we have two Attendees involved in a meeting:
- Daniel Testerson sent the original meeting request to Tim Userton.
- Tim accepted Daniel’s request.
How the Requestor edits a meeting
If Daniel wants to edit this meeting, he’ll follow these steps:
- Step 1. Daniel logs into MeetMax and heads to the Meeting Requests Sent tab:
- Step 2. There, Daniel sees all of the scheduled meetings he’s requested.
- Each has a date and time link. Daniel clicks that to make changes, then chooses Edit:
- Step 3. A pop-up appears, where Daniel can choose another location and/or time, and click Submit to save the change:
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As always, MeetMax prevents scheduling conflicts. You'll only see available locations and times here.
How the Recipient edits a meeting
Let’s use the same example meeting here. What if Tim (who received Daniel’s meeting request) wants to make changes?
- Step 1. Tim heads to the Meeting Requests Received page:
- Step 2. There, Tim sees all of his Approved meeting requests. Each one has a date and time link.
- Tim clicks that link and chooses Edit:
- Step 3. From there, the process is the same as for the requestor. Tim can change the location and/or time slot, and click Submit: