In this article:

• Where is it?
• Adding and removing form fields
• Other form customizations

Where is it?

You’ll set up your Profile form from the Configure tab:

Your event’s participants will log into MeetMax, and access the form from the Profile tab:

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Adding and removing form fields

Your Profile form can be as detailed as you need. MeetMax has a short list of default fields, and you can create custom fields too.

Step 1. Head to the Configure tab. Choose Form Layout, then Profile, then Edit Form:

Step 2. You’re now in the Form Editor. MeetMax has two versions of the Profile form:

   • The participant’s view (Attendee or Company)

   • The Admin’s backend view

Use the Form Version menu to choose the one you need:

Your public and Admin forms can be the same, or different. If your team wants to capture some internal-only details about each participant, the Admin form is a great place to do that.

Step 3. At the bottom right corner of the form, click the Add field button.

You’ll see a short list of available default fields. Below that, you’ll see a list of any custom form fields you’ve already created:

Need a field that’s not on this list? Click the Create field button. Learn more about creating custom fields here:

One custom field you might need is a Headshot and/or Logo field, so participants can upload theirs. Learn more about Headshot/Logo fields here.

Step 4. Click the Save button:

   • If you want to save your changes to both the participant and Admin versions of the form, click the checkbox.

   • If you only want to save changes to the version you’re currently editing, un-check the box.

 

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Other form customizations

MeetMax forms are very flexible. Depending on your event, you might:

• Break your form into sections, or even separate pages.
• Set certain fields to be visible only to specific user roles.
• Create rules that show or hide fields when a participant takes a particular action.