Using the Group Name field to manage access to features
The Group Name form field is connected to the Menu Editor. Once you create the groups, you can use them to give different participants access to different features. In this article: * Where is it? * Why is it useful? * Adding the Group Name field * Customizing the groupings * Who fills out the field? * Adding A…
Grouping Attendees by company
For some events, you might need to combine the Attendees from several companies into a single group. They’re still individual Attendees, but now you can treat them as a group for meeting scheduling. In this article: * Where is it? * Why is it useful? * Creating an Attendee group * Managing Attendee groups * Atte…
How do I hide or show menu items for certain participants?
You can customize the menu of pages people see when they log into MeetMax. You can hide or show pages based on: * User roles * Whether a viewer is on desktop or mobile * Whether a viewer has paid to attend your event or not * Whether you’ve approved someone’s registration or not You can also create any numb…
How do I limit who can propose Table Talks?
If you’re offering Table Talks at your event, you might not want all of your Attendees to be able to propose them. In MeetMax, you can organize Attendees into groups. Then you can give specific groups access to Table Talk proposals. Grouping Attendees First, you’ll need to go to the Admin version of your Attend…
Using the Menu Editor
Each of your event’s participants has an account web page. The Menu Editor controls what’s available on those pages. In this article: * Where is it? * Default view * Showing or hiding menu items * Showing/hiding menu items for specific circumstances * Reordering menu items * Renaming menu items * Creating nest…
Grouping participants for internal tracking
For some events, you might want to create groups of your Attendees or Companies for internal processes. MeetMax lets you keep these groups visible only to your team. In this article: * Where is it? * Why is it useful? * Creating an internal-use group * Adding Attendees to the group * Using an internal group in r…
Useful Admin form fields
You can set most MeetMax form fields so they’re visible only to Admins. Here are some fields your team might want to use for organizing participants. In this article: * Group Name * Is Attending * Meetings tied to parent * Presenting * Receive Requests * Use Availability You’ll find these fields in any Form Edi…
Using an Institutional schedule
With this type of schedule, a group of Attendees from the same company can see all of their colleagues’ meetings. This helps teams coordinate efforts at your event. In this article: * Where is it? * Why is it useful? * Setting all schedules to Institutional format * Emailing or printing a single Institutional sch…
Categorizing meeting requests (Request buckets)
In large events with many meeting requests, it’s helpful to organize them into specific groups. That way your scheduling team can more easily identify the needs of each request. In this article: * Where is it? * Choosing your categories * Setting up request categories * Viewing categorized requests Where is it? …
Setting Meeting Type Rules for your event
With this tool, you can create custom definitions for the types of meetings you need at your event. In this article: * Where is it? * Why is it important? * Parts of a Meeting Type Rule * Adding a Meeting Type Rule * How Meeting Types appear in scheduling Where is it? You’ll set your event’s rules from the Con…
