TABLE OF CONTENTS
I. Access Meeting Page
Access the Meeting Page in one of the following ways:
Through Meetings:
Click Meetings from the main menu panel to access the list of current meetings
Click on the meeting name to open the meeting page
Click View More at the bottom of the meetings list if the meeting date is a later date than those displayed
Click Upcoming Unpublished if the meeting is not yet published at all
Through My Groups:
Click My Groups from the main menu panel to show the drop-down list of personal groups
Click on the appropriate group's name associated with the meeting
Click on the meeting name from the group page to open the meeting page
From the Calendar:
Click Calendar from the main menu panel
Navigate to the date / time of the meeting
Click on the meeting name to open the meeting page
II. Understand Who Received Invitation
To ensure that an individual was sent an invitation to the meeting, check the People section of the meeting page.
Navigate to the meeting page
Scroll to the People section of the meeting page
The column Invited will show if the invitee was sent an invitation
If it is blank, an invitation has not been sent
A G or an envelope icon shows the invitation was sent (depends on delivery)
G denotes email was sent, but additional attachment is not necessary because it went straight to a calendar
An envelope icon denotes email was sent, but file attachment was necessary for calendar purposes
III. Invite Additional People to Meeting
To invite additional people to the meeting:
Navigate to the meeting page
Scroll to the People section of the meeting page
Click Update Members
People section for unpublished meeting
People section for published meeting
The Edit Meeting page will be displayed; scroll to the bottom of the page
To invite additional people:
Assign Groups
Clicking on a group is a quick way to select multiple people; multiple groups can be selected to increase the meeting invite list
The list of individuals within the group will appear in a People list on the right; the list will grow as additional groups are selected - to remove any individual from the meeting invite, click the red X next to their name
Assign Individuals
Click on the box that says Add User to get a list of individuals; click the name to select the person and they will be added to the People list on the right
Continue this process for each individual to add
Add Guests
Enter the guest name and email address and click Add to add them to the People list on the right; their name will be displayed with (Guest) before it
Continue this process for each guest to add
When finished, scroll to the bottom of the page and click Save
Note: people can be added and removed prior to clicking Save - additional invites and removal do not need to occur separately
Published vs Unpublished
If the meeting was already published
The Send Update Notifications pop-up window will be displayed
Make the appropriate selections and ensure that notifications will only be sent to the individuals desired
Click Send
If the meeting was unpublished, the meeting page will be displayed showing the additional member(s)
IV. Remove People from Meeting
When a person is removed from a meeting, the meeting is removed from the Boardable calendar. If a guest is removed, it would be a good idea to let them know by sending them a separate email.
To remove people from the meeting:
Navigate to the meeting page
Scroll to the People section of the meeting page
Click Update Members
People section for unpublished meeting
People section for published meeting
The Edit Meeting page will be displayed; scroll to the bottom of the page
Click the red X in the People listing on the right for any name that should be removed from the meeting
That person's name will move to the bottom of the list and can be re-added, prior to saving, if the red X was clicked in error
Scroll to the bottom of the page and click Save
Note: people can be added and removed prior to clicking Save - additional invites and removal do not need to occur separately
Published vs Unpublished
If the meeting was already published
he Send Update Notifications pop-up window will be displayed
Make the appropriate selections and ensure that notifications will only be sent to the individuals desired, then click Send
If the only change was to remove individuals from meetings, clicking Cancel is acceptable - the meeting will still be removed from the individual calendars
If the meeting was unpublished, the meeting page will be displayed and the removed member will no longer be displayed in the People section of the meeting page
Related Articles
Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
Meeting Center: everything you need to know to run a more productive and efficient meeting
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role
Notifications - Send Messages and Updates: learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information
Next Steps:
Edit a Single or Multi-Day Meeting: learn how to edit meeting information for a single date or a multi-day meeting in Boardable
Edit and Understand Recurring Meetings: learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings
Agenda - Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around
Add Documents to Meeting Page: learn how to add documents to the meeting page from a variety of sources