In this article:

• Where is it?
• Scheduling from a meeting request
• Creating a meeting from scratch
• Optional tools for scheduling

Where is it?

You’ll schedule meetings for your participants through the Company List or Attendee List:

From either list, you’ll filter to find the record you need. Then use the Action menu to choose Meeting Times:

What’s the best starting point?

MeetMax uses these terms for the participants in a meeting:

• Source: The person who requests the meeting
• Target: The person/organization who receives that request

Depending on your meeting program, the Source could be an Attendee or a Company. So can the Target!

When you schedule meetings, it's always best to start the process from the Target's account.

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Scheduling from a meeting request

In this example:

• Attendees are the Source (requesting the meeting)
• Companies are the Target (hosting the meeting)

You’d begin this process once your participants have had a chance to make some requests.

Step 1. Head to the Company List:

Step 2. Filter the list to locate the company you need to schedule meetings for.

Use the Action menu and choose Meeting Times:

Step 3. On the Meeting Times page, click the tab for the event day you want to schedule:

Step 4. Head to the left sidebar, and click on the Unscheduled tab to expand it. Here, you'll find this company's pending meeting requests:

	You can also work in reverse here. In the Time Slot column, click on any time. MeetMax displays a list of Attendees who are available at that time.
	Wondering what those numbers are after each name? Learn more here.

Step 5. Click the checkbox for an Attendee you’d like to schedule. MeetMax takes their existing availability and event schedule into account, and reveals all the available time slots for meetings.

Choose the time you want, and click the Schedule at button:

Step 6. The meeting is now scheduled, but doesn’t have a location yet. Click the Edit button, and you can assign a location:

Step 7. If you’d like all of the participants in this meeting to get an email notice, choose Yes. You can add a personal note if you like.

Click Submit to save the new meeting and send the emails. We'll also send a notification to each participant’s MeetMax Inbox:

Scheduling multiple Attendees to the same meeting

If your event involves group meetings, you can click multiple requests before scheduling. MeetMax will reveal the time slots where all those people are available:

After scheduling, click the Edit button to assign a location as shown above.

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Creating a meeting from scratch

From time to time, you might need to create a meeting without a request. Learn how to do that here.

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Optional tools for scheduling

These features help scheduling teams save time and coordinate efforts:

• Enable your Attendees to submit change requests for their scheduled meetings
• Automate meeting location assignments for many meetings at once
• Automate meeting scheduling
• Post internal notes on the Meeting Times page
• Simplify the Meeting Times page display to make complex scheduling easier
• Add informational tags to meetings