Using the Group Name field to manage access to features
In MeetMax registration forms, the Group Name field is connected to the Menu Editor. Once you create the groups, you can use them to manage which participants can see which features. In this article: * Where is it? * Why is it useful? * Adding the Group Name field * Customizing the groupings * Who fills out the …
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…
Using the Menu Editor
Each participant in your event has access to a personal web page, and the event itself has a public 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 men…
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 customize these groups, and keeps them 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 a…
Useful Admin form fields
You can use most fields in the Form Editor as Admin-only fields. Here are a few default MeetMax form fields that can be very useful for Admins. In this article: * Group Name * Is Attending * Meetings tied to parent * Presenting * Receive Requests * Use Availability Learn more about the Admin form here . Group …
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…
Creating custom reports: Company List
From the Company List, you can create reports to show any data you need. You can save custom reports and share them with your team. You can also export reports in spreadsheet format. In this article: * Where is it? * What data can you include? * Adding columns to the report * Shaping data with filters * Saving y…
Using Client Rep Groups
You might need to organize your event’s participants into groups, so that you can assign each member of your team to a specific group. That makes it easy to customize communications. In this article: * Where is it? * Why is it useful? * Creating a Client Rep Group * Assigning a group to your team member * Assign…
User Roles in MeetMax
Let’s look at the key players in your event, and how they’ll be defined in MeetMax. In this article: * Why is this important? * Attendees * Company, Company Contact * Company Reps * Client and Client Reps * Guests Why is this important? For most events, you'll have "buyer" participants and "seller" participant…
Schedule Setting: Hide “Other” Attendees
We’ll show the Admin view of an Attendee schedule here. Remember, you can also preview what the Attendee sees in their account . When to use this setting This setting is handy if: * Your event has group meetings, where people from different companies will be attending. * You want Attendees to see the meetings t…
