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2017 UTIC CONVENTION: WHOLESALER MEETMAX REGISTRATION INSTRUCTIONS

• By Friday August 11 - All exhibitors must be registered on MeetMax with a profile description • On Wednesday August 30, 12 p.m. eastern – Wholesalers will begin making appointments • On Monday September 5– Exhibitors can request appointments with Wholesalers or other Exhibitors

Table of Contents:

p. 2 – 5 Wholesaler MeetMax Registration Instructions and MeetMax Website Walkthrough

p. 6 - 11 Wholesaler MeetMax Appointment Request Instructions

p. 12 - 13 Adding a Second/Back-to-back Appointment Request

p. 14 Exiting and Logging Back into MeetMax Website

p. 15 Receiving Appointment Requests from Exhibitors (Exhibitors may only begin requesting appointments on Tuesday September 5)

p. 16 - 17 Editing/Canceling/Message scheduled appointments

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2017 UTIC CONVENTION: WHOLESALER MEETMAX REGISTRATION INSTRUCTIONS AND WEBSITE WALKTHROUGH

1. Click on the MeetMax 1on1 Appointment Making Site registration link that you received on August 30.

2. The link will direct you to the following registration site:

NOTES: - Only one registration per company (please share username and password with others members of your company) - Fields marked with a red asterisk are required fields. The system will not allow you to submit until all required fields are

completed. - MeetMax correspondence will be sent to the email address provided in this registration. Please check Junk Mail/Spam

folders often to ensure all messages are being received. - Please remember that the username and password is case sensitive.

3. Once all fields are completed, click “Submit” as shown below.

NOTES:

- When registration is completed, you will receive a registration confirmation email from leah.jones@autocare.org with the subject line, “Thanks for registering for 2017 Upholstery and Trim International Convention”. It will list the contact information you provided as well as the username and password you have selected.

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4. Once “submit” has been clicked on the registration page, you will now be directed to the “Welcome Page” of the MeetMax 1on1 site:

NOTES: - Please note the different tabs in the heading, “Welcome”, “Your Account”, “Blackout Times". Click on each tab name to

navigate between the pages.

5. The “Your Account” page shows the contact information and account settings you have provided. If you need to make any changes to your account (Example: email address, username, password), make the changes on this page and then click “Submit” at the bottom.

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6. The “Blackout 1on1 Times” tab allows you to block specific times that you do not wish to be available for 1on1 appointments. (For example, you have a conference call with your business or you wish to hold an internal company meeting)

NOTES:

- To block out the specific times, click on the box next to each slot you wish to block. - Once all your blackout boxes have been checked, click “Save” at the bottom of the screen. Once “Save” has been

clicked, this icon will appear to confirm your selected time slots. - If you do not wish to block out any times, do not check any boxes. You may click on the next tab “Your Schedule” - If you return to this tab after appointments have already been scheduled, those confirmed appointment times will now

be in red and you will not be able to select those times to blackout.

7. The “Select 1on1 Companies” tab displays all the exhibitor companies that have registered on the MeetMax site. To view the profile of the company, click on the company’s name.

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8. The “Your Schedule” tab displays your confirmed appointments for this conference.

NOTES:

- Upon your first log-in, no meetings will be displayed. - Once meetings are scheduled and appear in this tab, you may email this schedule to yourself or others by clicking on

the icon or print the schedule by clicking on the icon. A new window will open with a printer friendly version of your schedule. Once the window is open, right click and choose the “Print” command.

9. The “Conference Schedule” page shows all of the conference events and times.

10. To log-out of your account, simply click “Logout” located in the top right of any tab.

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2017 UTIC CONVENTION: WHOLESALER MEETMAX APPOINTMENT REQUEST INSTRUCTIONS

TWO APPROACHES TO REQUESTING MEETINGS

Approach 1:

- To request a meeting, click on the“Select 1on1 Companies” tab. Click “Request Meeting”

- The screen will show the companies participating, their tentative suite number (exhibitors only), the company role and

an area for “Action”

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- By Clicking on “Company Name” you can sort the company names alphabetically:

- Next to the company you would like to meet with, click on the arrow next to “Meet” in the Action column and then click on “Meet”

- A new window will pop up:

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- Under “Meeting Time”, select your desired date and time for the appointment and then click “Submit”

- Once you’ve hit “Submit”, the date and time of your meeting will now appear underneath the company’s name of the “Select Attendees” Sub-Tab. Once that appointment is submitted, it is now CONFIRMED. Exhibitors do not need to approve the meeting. That time slot is now removed from availability.

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- You can also see the meeting in the following areas:

o Under the “Schedule “1-on-1s” tab in the sub-tab “Sent”

o From the “Schedule 1-on-1’s’ Tab and on the “Request Meeting” Sub-tab, look for “You have x open time slots

remaining” just above the list of attendees.

A new window will appear with all of the time slots. Reqeusts/Confirmed/Blacked Out time slots will filled in and available time slots are in white.

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Approach 2:

- From the “Schedule 1-on-1’s’ Tab and on the “Request Meeting” Sub-tab, look for “You have x open time slots remaining” just above the list of attendees.

- A window will appear displaying all of the time slots:

- Click on the time under the specific day you’d like to request a meeting

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- A new window will appear, noting the meeting time that you have just selected. In the “Add Attendees” field, begin typing the company name of the company you wish to meet with. Companies with those related names will begin to appear beneath the field. Select the company you wish to meet with and then click “Submit” in the bottom right hand corner.

- The meeting will now appear under the “Sent” sub-tab of “Schedule 1on1’s” as well as reflected in the Time Slots area where you just requested a meeting.

- Once that appointment is submitted, it is now CONFIRMED. Exhibitors do not need to approve the meeting. That time slot is now removed from availability.

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2017 UTIC CONVENTION: WHOLESALER MEETMAX: ADDING A SECOND/BACK TO BACK APPOINTMENT

Once a meeting with an exhibitor has been created, use the available time slot buttons to schedule the second/back to back appointment.

- From the “Schedule 1-on-1’s’ Tab and on the “Request Meeting” Sub-tab, look for “You have x open time slots remaining” just above the list of attendees.

- A window will appear displaying all the time slots (time slots in blue or black are not available)

- Click on the time under the specific day you’d like to request a meeting

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- A new window will appear, noting the meeting time that you have just selected. In the “Add Attendees” field, begin

typing the company name of the company you wish to meet with. Companies with those related names will begin to appear beneath the field. If you do not see the company name, then unfortunately they do not have that time slot available. Select the company you wish to meet with and then click “Submit” in the bottom right hand corner.

- The meeting will now appear under the “Sent” sub-tab of “Schedule 1on1’s” as well as reflected in the Time Slots area where you just requested a meeting.

- Once that appointment is submitted, it is now CONFIRMED. Exhibitors do not need to approve the meeting. That time slot is now removed from availability.

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2016 UTI CONVENTION: WHOLESALER MEETMAX: EXITING WEBSITE AND LOGGING BACK IN

Exiting MeetMax:

To log-out of your account, simply click “Logout” located in the top right of any tab.

Logging Back Into MeetMax:

To return to MeetMax, click on this registration link that was emailed to you on August 30. Do not register again but click on the link “Click here if you have already registered on MeetMax” (see below). Enter in the username and password that you initially created.

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2017 UTIC CONVENTION: WHOLESALER MEETMAX APPOINTMENT REQUEST APPROVALS

(Exhibitors may only begin requesting appointments on September 5)

Beginning on Monday September 5, exhibitors will now be permitted to request appointments with wholesalers.

- Once an exhibitor has requested an appointment with you, an email will be sent from donoterply@meetmax.com With the subject line “New Meeting Request (Your action required)”

- The email will note the company, date, and time slot for the meeting request. Click “Yes” or “No” to respond to the meeting request.

- An internet window will open on the MeetMax site reconfirming the details of the appointment and asking you to hit “Submit”

- Once “Submit” is hit, a new window will display confirming the meeting:

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2017 UTIC CONVENTION: WHOLESALER MEETMAX APPOINTMENT EDIT/CANCEL/MESSAGE

To edit or cancel an existing scheduled meeting, go the “Schedule 1-on-1s” tab and on the “Request Meeting” sub-tab, look at the Action column next to each company name and click on the drop down arrow next to the appointment. From there, you will be given three options Edit, Cancel, or Message:

1. Edit the appointment allows you to select an alternative time to meet with the company. a. Once you’ve selected the alternative time, click “Submit”

2. Cancel the appointment deletes the appointment and now also prevents one another from ever making another appointment with each other again. Use Cancel cautiously. A window will pop up prompting you for a reason or to add a note. Once entered, click “Submit”

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3. Message allows you to send a comment to that company. a. A window will pop up confirming the recipient, allowing you to enter a subject line and also a message. For

example, “Can only meet for 10 minutes” or “Only one representative from our company can participate”