How do I copy meetings from one participant to another?
Sometimes, two Attendees or Company Reps might want to have identical meeting schedules. In these cases, you can copy meetings from one person to another.
- Step 1. Head to the Attendee List:
- Step 2. Filter the list to locate the participant you need to update. Use the Action menu and choose Transfer Meetings:
-
If you don’t see the Transfer Meetings option in your account, reach out to our Support team. - Step 3. You’ll see a pop-up that shows all of this person’s scheduled meetings. You’ll also see the names of their colleagues from the same company.
- Make sure the radio button is set to Copy. Then click to choose the colleague who’ll be added to these meetings:
-
MeetMax compares this participant’s meeting schedule against any existing meetings their colleague has. If there’s a schedule conflict, we’ll mark that colleague as Unavailable, as shown above. - Step 5. You can choose to send the colleague an email message. If you choose Yes, MeetMax will send a notification for each meeting they’ve been added to. We’ll add your message to each of these emails.
- Click Submit to process the changes.
