How do I set a participant’s maximum number of meetings?

This setting applies to individual participants. Keep in mind that you can also set meeting request limits for each user role.

Adding an Admin form field

Step 1. You’ll first install an Admin field on your event’s registration form.

We’ll show the Attendee form here, but the process would be the same on the Company form.

Head to the Configure tab. Choose Form Layout, then Attendee, then Edit Form:

Step 2. In the Form Editor, head to the Form Version menu. Choose Admin:

With this setting, you can now add a form field that’s only visible to your Admin team.

Step 3. Head to the Add Field menu. Choose Maximum Meetings:

Step 4. Make sure the box is unchecked, then click Save:

Once the Admin field is in place, you can enter a maximum for any participant. Leave the field blank to set no limit.

Step 1. Head to the Attendee List:

Step 2. Filter the list to find a participant. Then use the Action menu to choose Contact:

Step 3. Enter the maximum number of meetings for this participant. Then click Submit:

Step 4. If you want to navigate to another participant’s record, head to the top of the page and use the Switch Attendee menu:

With this limit set, MeetMax will notify you when the participant has reached their maximum. You’ll see the message on the Meeting Times page:

You can also configure the Request Meeting page so it shows other participants when this person has reached their maximum