In this article:

• Where is it?
• Adding an Attendee’s Colleagues to a meeting
• Adding a Company’s Colleagues to a meeting
• Showing Colleagues on schedules

Where is it?

You’ll add colleagues to a scheduled meeting via the Attendee List or Company List:

Use the Action menu to choose Meeting Times:

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Adding an Attendee’s Colleagues to a meeting

In this example, Katie Exomplton is an Attendee who has several colleagues at the event. Katie has a meeting scheduled with a Company, Bank of Orlando. She wants to have her colleagues added to this meeting.

Step 1. Head to the Company List:

Step 2. Filter the list to find the company whose meeting you need to update. Then use the Action menu to choose Meeting Times:

Step 3. Locate the meeting where you need to add colleagues. Click the Edit button:

You can also add Colleagues while you’re creating a new meeting from this page.

Step 4. You’ll now see a pop-up with the meeting details. Head to the top right corner and click the Colleagues link:

This link will appear only when one or more of the participants has colleagues at your event.

Step 5. MeetMax will display all of the Attendees from Katie’s company. Each person has a checkbox, so you can click all of them to add everyone, or click only some of them.

See how one colleague below is greyed out? That’s because they’re unavailable for this meeting time. They either have a blackout time set, or another meeting scheduled:

Step 6. Once you choose the colleagues to add, you’ll be prompted to re-choose the meeting’s location.

After that, you can have MeetMax email everyone who’s just been added to this meeting. Add a personal message if you like.

Click Submit to save the change and send emails:

Step 7. If you’ve opted to send email, each of the added colleagues will get a message something like this:

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Adding a Company’s Colleagues to a meeting

For a Company, all of its Company Reps are considered Colleagues (or sometimes, “Guests.”)

• If your event automatically includes Company Reps in all of their Company’s meetings, you wouldn’t need the Colleagues feature for Companies.
• If your event doesn’t automatically include Company Reps in all meetings, you can add them individually as Colleagues.

In this example, Central Fund has a meeting booked. One of its Reps, Deborah Exampling, was added to this meeting automatically. We want to add more Colleagues.

Step 1. Head to the Company List:

Step 2. Filter the list to find the Company you need. Then use the Action menu to choose Meeting Times:

Step 3. Locate the meeting you need, and click the Edit icon:

Step 4. When you click the Colleagues link, you can add any of Central Fund’s other Reps to this meeting:

There might even be cases where you have the option to add colleagues for both the Company and the Attendee:

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Showing Colleagues on schedules

If you like, you can customize the Attendee and Company schedules to display the names of all Colleagues in each meeting.

• For Attendee schedules: Include Colleague meetings for role
• For Company schedules: Consolidate my tied Colleagues