How do I transfer meeting requests between colleagues?
Sometimes, an Attendee or Company Rep requests meetings and then has a change of schedule.
They might want to have you transfer those requests to a colleague.
- Step 1. Head to the Attendee List:
- Step 2. Filter the list to locate the Attendee you need. Then use the Action menu to choose Meeting Requests Sent:
- Step 3. On the Meeting Requests page, locate a pending request. Use the menu to choose Transfer:
- Step 4. In the pop-up, you’ll see a list of the Attendee’s registered colleagues.
- Click the Replace button, then choose the colleague. You can choose to send all participants an email about the change, or not. Click Submit to save:
| If you choose Add here instead of Replace, MeetMax adds the Colleague to the meeting request, alongside the original requestor. |
