As an event Admin, you’ll usually create meetings from existing meeting requests. But from time to time, you might need to create a meeting without any request involved.
You can create meetings from your Admin account whether you’re running a Moderated meeting program or an Unmoderated one. |
- Step 1. If your meeting involves a Company, head to the Company List page:
- If your meeting is between two Attendees, head to the Attendee List page:
- We’ll use the Company list here, but the process is the same from the Attendee List.
- Step 2. Filter the list to locate the company you need to schedule meetings for.
- Use the Action menu and choose Meeting Times:
- Step 3. On the Meeting Times page, click the tab for the event day you want to schedule.
- Then, click the Add Meeting button:
- Step 4. You’ll now see a pop-up with meeting details. Start typing the first, last, or company name of someone you want to add to this meeting. You can add as many people as you like.
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Since you started this process from a Company’s record, they’re automatically included in this meeting. If you were to start from an Attendee’s record instead, the Attendee would be automatically included. - From there, you’ll be prompted to choose a time slot. MeetMax will only show you times where all of the participants you’ve added are available:
- Step 5. Choose an available location for this meeting:
- Step 6. If you’d like all participants to get an email notice of the new meeting, choose Yes. You can add a personal note, and MeetMax will add it to the email.
- Click Submit to save the new meeting and send the emails:
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MeetMax will also send an in-app notification to each participant’s Inbox.