For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/meeting-lead-personal-link.md.
  • English

      • How do I know who is who in the Clickmax Meet room?

      Through the personal link each lead receives. Whoever joins through it shows up in the room with the lead's name and the Identified badge — in the waiting room (with the company, when there is one) and in Participants. In Participants, click the name to see their details: company, account owner, stage, email, phone and the Open opportunity shortcut.

      This also works in a group call, where every registrant joins the same room: each one arrives through their own link and is recognized separately.

      Role: only the host sees the badge and the details. A guest never sees another guest's data.

      What the lead receives

      In the confirmation email, the reschedule email and the calendar invite (.ics), the Join the meeting button takes the lead to their personal page, not straight to the room. There they see:

      • Before the time: Meeting confirmed, with the specialist, date, time and a countdown. The join button is not shown yet.
      • At the time: from 5 minutes before the start, Room open and the Join the meeting button. The page doesn't reschedule or cancel the meeting. To change the time, the lead talks to whoever booked it, who reschedules it in the CRM. The personal link stays the same after a reschedule: it points to the booking, not to a specific room.

      How the lead joins identified

      1. The lead opens the personal link and clicks Join the meeting.
      2. The room opens in the browser with their name already filled in and locked. They only pick camera and microphone and accept the recording notice.
      3. They wait in the waiting room. On your side, their row shows the Identified badge before you click Admit.

      See the details of someone in the room

      1. In the room, open Participants in the side panel.
      2. Click the person's underlined name.
      3. The details open right below. Open opportunity opens the opportunity in a new tab.

      Someone shown as Not identified joined through the room's regular link (the one you copy with Copy meeting link) and typed their own name. There are no details for them.

      To send the personal link over WhatsApp or another channel, without relying on the email, copy it from the CRM. It is the same link as in the invite: it opens the lead's personal page, not the room.

      • In the meeting: in the meeting drawer, under Contact link, click Copy personal link.
      • In a group session: in Group session (opened from the meeting drawer) or in Sessions › Registered, on the schedule, click the person icon next to the registrant.

      The button only shows for people who can edit appointments, and it is hidden for registrants who cancelled.

      If it did not work

      • The lead joined as Not identified → they opened the room's regular link (an old invite or a link forwarded by someone), not the personal link from their email.
      • Two tabs with the same name → the same personal link was opened on two devices (or forwarded to a partner). Both count as the same person: the room reuses their entry and the waiting-room decision you already made.
      • The Join the meeting button does not show → it is still more than 5 minutes before the start. Keep the page open: the button shows up on its own.
      • The meeting is on Google Meet or a fixed link → the button takes them to the meeting link, but identification only exists in a Clickmax Meet room.
      • Additional guests on the booking → they get the room's regular link and join as Not identified.