Display options for Custom Lists
Once you’ve set up a Custom List, you have many ways to change its layout and interaction options. In this article: * Where is it? * Grouping and list length * Table or Tile layout * Filtering options * Hide Thumbnails * Request and Message actions * Hide Bookmark * Hide Profiles button * Show categories * …
Report: Number of meeting requests per Company
How it’s used: • This report is helpful for comparing the demand for meetings with different Companies. • You can run the report for all Companies, or filter it to a specific group of Companies. In this article: * Running the report * Exporting the report * Saving the report Running the report Step 1. Head …
Working with the Invitee List
If you’re using Invitee registration, MeetMax assembles a list of the people you’ve invited. You can use it to answer questions, run reports, resend invitations, and more. In this article: * Where is it? * Who’s on the Invitee List? * Adding, removing, and reordering columns * Sorting and filtering Invitees * Sa…
What if my participants are paying for their own hotel rooms?
If your participants are handling their own hotel bookings, you won’t need to use the Hotels module in MeetMax. Instead, you’ll need to: * Set up a web page for participants, with hotel details and links to register. * Email reminders to book accommodations. Creating a hotel details page Your participants will n…
Managing scheduled meetings: Moderated program
Once you’ve scheduled a 1x1 meeting from your Admin account, you can update its details at any time. You can also notify the participants of any changes. In this article: * Where is it? * Changing the time slot or location * Rescheduling one participant of a group meeting * Adding or changing participants * Noti…
Adding Admin (Client Rep) accounts
You can create as many Admin accounts in MeetMax as your team needs. You’ll control who has access to which functions. In this article: * Where is it? * Adding a Client Rep * Setting the account password * Editing a Client Rep account * Removing a Client Rep Where is it? In MeetMax, an Admin is called a Client…
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…
How do I change the options of a Drop down form field?
If you’re using Drop down fields in your registration forms, you might want to add or remove choices from time to time. In this article: * Reordering the options * Adding a single option * Adding multiple options at once * Removing options Reordering the options Step 1. Head to the Configure tab. Choose Form…
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…
Scheduling a meeting: Moderated program
In a Moderated meeting program, the event Admin schedules all 1x1 meetings, using requests and input from Attendees and Companies. MeetMax offers several ways for an Admin to schedule meetings. In this article: * Where is it? * Scheduling from a meeting request * Creating a meeting from scratch * Using automated …
