Creating custom reports: Company List
From the Company List, you can create reports to show any data you need. You can save custom reports, share them with your team, and export them in spreadsheet form. In this article: * Where is it? * What data can you include? * Adding columns to the report * Shaping data with filters * Saving your custom report…
How do I remove one participant from a group meeting?
You can remove any individual from a group meeting, without canceling the meeting. In this example, a Company is hosting a group meeting, and we want to cancel one Attendee’s participation. You could also use these steps to cancel one participant in any other type of meeting. Step 1. Head to the Company List: St…
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…
Working with the Canceled Meetings List
With this list, you run custom reports to analyze meeting cancellations at your event. In this article: * Where is it? * Filtering the data * Adding/updating a reason after cancellation * Settings to customize your data exports Where is it? To access the list, head to the Meetings tab. Then choose Meetings : …
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…
Joinable group meetings
This type of group meeting allows Attendees to sign themselves up for an existing meeting. You can add an approval step, or let anyone join. In this article: * Where is it? * Enabling joinable group meetings * Creating a joinable group meeting * What the Attendee sees * Approving a sign-up (optional) * Adding m…
Automated scheduling: Multi-pass example
In this example, meeting requests can be mutual. “Buyer” Companies request meetings with “Seller” Companies, and vice versa. Everyone ranks their requests by priority. In this article: * Where is it? * What’s the scenario? * Starting points * Automation pass 1: VIP Mutual requests * Checking the results of a pas…
Automated scheduling: Tools
In this article, we’ll look at the tools and processes MeetMax uses in automated scheduling. In this article: * Preliminary steps * Adding meeting locations * Starting an automation pass * Automation settings * Running an automation pass Our Support team is happy to work with you on automated scheduling. Prelim…
Sending batch emails from MeetMax
The batch emailer lets you send messages to any group of your Attendees or Companies. You can even personalize the content for each recipient. In this article: * Where is it? * General or personalized emails * Settings for a batch email * Batch emailing from the Attendee or Company List * Batch emailing from the…
How do I assign Client Reps to participants? (Contact Name field)
In MeetMax, the Contact Name field connects to your Client Rep List. You can use this field on both your Attendee and Company registration forms. Setting up to use the Contact Name field As you’re adding your team of Client Reps to MeetMax , you’ll use the Type field to assign one of these two roles: * Sales…
