MeetMax Release Notes

MeetMax now includes a virtual assistant on your event admin pages. Ask a question in plain language and it answers from our knowledge base — and if you'd rather talk to a person, you can raise a Support ticket without leaving the chat. We're also adding contextual hints and knowledge links throughout the admin interface: hover a field label for a quick explanation, or find inline guidance at the top of a section.

Whether you’re hosting a webinar, organizing a conference session, or inviting attendees to a specific stop on a roadshow, you can now send a calendar invitation for any MeetMax Presentation. Select the recipients you want to reach, then use our batch emailer to send invitations to everyone's external calendars. Now it's easier for them to remember to attend the session. The invitation includes the session details in the recipient’s local time zone, and if the Presentation changes, you can resend it to update the existing calendar entry automatically.

Hedge funds increasingly expect detailed reporting on the 1x1 and group meetings they requested, the meetings they received, and the reasons behind unmet requests or cancellations. MeetMax now turns event request and meeting data into three fund-specific report formats developed with input from Millennium, Point72, and Citadel. Corporate access teams can deliver consistent post-event reporting faster, while delivering clear insight into requests and meeting access.

When we introduced Presentation imports, they covered the essentials but left many session details to be filled in by hand. You can now import a much wider range of Presentation fields, including tracks, descriptions, profiles, excluded groups, capacity, breakout and room settings, and contact notes. This lets you create more complete agendas from your spreadsheet, with far less manual cleanup after the import.

Last release, we introduced the Client List for Sales Reps. With this release, Event Admins and Client Reps can use it too – now more of your team a cross-event view of client coverage, registrations, and meeting-request activity. From the same view, authorized users can invite clients to upcoming events, add new attendees using their configured CRM lookup, and keep past events minimized until they need them. These updates make it easier to coordinate outreach and act on client participation without opening each event individually.

Last release, we introduced Calendar view to help you manage a busy event portfolio. Now events are color-coded by Event Type, making conferences, roadshows, webinars, and other programs easier to distinguish at a glance. Admins and Event Administrators can also choose the colors that work for your organization. That color scheme will appear for everyone on your team.

Some events handle material that shouldn't be reachable by anyone outside the event. Those events can now use private file storage. Uploaded images, videos, PDFs and other assets are served only through MeetMax, so those URLs aren't readable in another browser. Admins can override this setting for individual files. Meanwhile, message-editor images, event logos, and company logos stay public by design so they keep working. Contact Support to enable it – the setting carries across your event templates, so it's a one-time request.

Event hosts no longer need a separate SummitCast URL and login to reach the Host Dashboard. Authorized users can now open it directly from the MeetMax Presentations List. The Host Dashboard is great for monitoring viewer activity, managing Q&A, supporting presenters, and downloading reports or recordings. This access is available for any MeetMax event connected to SummitCast, including self-service webinars and virtual conferences.

This feature is great for your event agenda, venue details, or any other page you need to update often. Create a PDF, then add it to a Custom Page in MeetMax. The PDF appears on the page below any intro text you've written, and participants can page through, zoom, select text, and download the document. When the details change, just replace the file and the page updates.

When you’re collecting travel details, hotel requests, dietary preferences, or reimbursement information through a Custom Form, you need to know when something changes. MeetMax can now email designated contacts whenever an attendee submits or updates a form — and optionally send the attendee a confirmation, too. Each email can include a custom introduction and a dynamic receipt showing the submitted fields and responses, so your team can act on the latest information while participants keep a record of exactly what they provided.

Every event has different priorities, and participant schedules should reflect them. Event Admins can now rename schedule sections and drag them into the order that makes the most sense for each event. Put Meetings first, use terminology your attendees recognize, or move important travel details higher. Those choices carry across web pages, emails, printouts, and downloaded PDFs, creating a clearer and more consistent schedule wherever participants see it. Best of all, the controls are now built into MeetMax, so you can make changes yourself without submitting a Support request.

Meeting schedules often change quickly in the days leading up to an event. With this schedule setting enabled, MeetMax gives each attendee a personalized view of what’s new, automatically highlighting meetings added since their last login, or since their most recent schedule was emailed, if that happened later. Attendees can immediately spot changes that affect them, while event hosts can keep schedules dynamic without sending a new attachment after every update.

Some questions are most useful when respondents have to prioritize. Event Admins can now set a maximum number of choices for a multi-select field. For example, you can ask attendees to select their top three sectors or areas of interest, instead of every option that applies. MeetMax enforces the limit for both participants and Admins across registration, profile, and Custom Forms. This helps you collect cleaner, more focused data for scheduling, segmentation, and reporting.

MeetMax’s Public Event List provides a branded page where attendees and other visitors can discover your upcoming events and follow links to learn more. For each event you choose to include, its description and link now live on the Main Details page, making them easier to find and update. Additionally, these details no longer carry over when you create an event from a template. That helps prevent outdated information from appearing on the public list.

Integrations can now use the /attendee/edit API to keep multi-select Attendee fields — such as interests, sectors, or regions — in sync with a CRM or registration platform. The endpoint continues to update one field per call; for a multi-select field, send the selected options as a pipe-delimited field_value, such as field_name=interests&field_value=music|art|technology. This follows the same convention used in MeetMax spreadsheet imports, without requiring a new request structure.