In this article:

• Where is it?
• Why is it useful?
• Adding keywords to a meeting
• Your keyword list
• Adding keywords to schedules

Where is it?

You’ll add keywords from the Meeting Times pages, for either Attendees or Companies:

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Why is it useful?

For some events, you might want to categorize different kinds of meetings. 

For example, let’s say your event will have meetings for both sales pitches and contract discussions. You might want to make it clear which meetings are which type.

You can use meeting keywords either internally or externally, or both.

• Keywords can help your scheduling team keep track of different kinds of meetings.
• You can also make keywords visible to participants, on their event schedules.

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Adding keywords to a meeting

You can add keywords to individual meetings, and leave any meeting untagged.

The keyword feature is available in both Attendee and Company records. In this example, we’ll work from a Company record.

Step 1. Head to the Company List:

If you’re adding a keyword from an Attendee record, you’ll start in the Attendee List instead.

Step 2. Filter the list to locate the Company you need. Use the Action menu to choose Meeting Times:

Step 3. Locate the scheduled meeting you want to tag. Click the Edit icon:

Step 4. In the pop-up, click the Keywords link:

Step 5. Now you’ll be able to type in any keywords you’d like to add to this meeting. Hit Enter to complete each one. Then click Submit:

See the section below for more details on managing your keywords.

Step 6. You’ll then see the tag icon on this meeting. Hover over it to see the keywords:

 

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Your keyword list

Once you’ve added a keyword to any meeting and saved it, that keyword becomes available to your team to use.

MeetMax uses type-ahead functionality to help prevent duplicate keywords. Type any portion of a keyword, and you’ll see a matching existing one:

If you’d rather not have your team typing in keywords, they can click the tag icon instead. That brings up a list of existing keywords to choose from:

If you need a keyword to contain more than one word, put the phrase in quotes:

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Adding keywords to schedules

You can display keywords on either Attendee or Company schedules, or both.

Step 1. Start in either the Attendee or Company List. (We’ll show the Company List here, but the process is the same if you start in the Attendee List.)

Step 2. Use any Company record - the changes you make here will save for everyone. Use the Action menu to choose Your Schedule:

Step 3. Make sure you’re viewing the Company version of the schedule. Click the Settings button:

Step 4. In the Schedule Settings, make sure the Hide Keyword column checkbox is unchecked. Click Save as Default:

Step 5. Every Company’s schedule will now include a Keywords column:

Learn more about customizing schedules here.