Adding a Meeting Type

How to Add a Meeting Type

As an Admin, you have the ability to categorize your meetings by type. This is particularly helpful if your event has several meetings that cover a similar topic or theme.

1. From the Admin portal, click on Meetings. mceclip0.png
2. Click on Meeting Types. mceclip1.png
3. From the next page, you can view all your existing meeting types. Click on Create Meeting Type in the top-right corner. mceclip3.png

4. Next, enter all General Details about your meeting type.

Regarding the locations, Meeting Locations have to be created before they can be assigned to a meeting type here. Allowing custom locations means letting users define their own location for the meeting. This could potentially result in not using any existing Event Cloud locations. For more information on meeting locations, please refer to this article: Meeting Locations Guide

5. Setting the "Allow user to enter customer location?" to Yes, allows Admins to specify a custom location maximum number of participants between 2-100 people.  mceclip0.png
6. Click the Next button in the top-right corner.  mceclip5.png
7. On the Role Requirements page, you can make all the role configurations you need with your new meeting type. mceclip8.png
8. Click the Next button in the top-right corner.  mceclip6.png
9. On this page, you have the option to enter your Additional Meeting Details. mceclip9.png
10. Click the Next button in the top-right corner. mceclip7.png

11. On this page, you can enter details for the Invite Email associated with the meeting.

For more information about invite templates see this article.

12. Once you have entered all of your meeting information, Click the Finish button. mceclip11.png

Under certain conditions, the ‘Session Join Online URL Text’ setting will populate as the text for meeting locations in the My Schedule and meeting conformation pages. This setting is found in event options. Please visit this article to learn more: How to Utilize the Join Online URL Button

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