What does it mean to be a Guest in a Boardable Meeting?

This article provides an overview of what it's like to be a Guest in a Boardable meeting.

TABLE OF CONTENTS

I. Introduction to Guest Meeting Role

II. Add Guests to New Meeting

III. Add Guests to Existing Meeting

I. Introduction to Guest Meeting Role

A guest is a person invited to a specific meeting who does not otherwise have access to the Boardable platform.

The following aspects of the meeting experience are supported for guests:

• Receipt of email invite notifications and email update notifications

• Video conferencing component

• Meeting agenda

The rest of the Boardable platform is not available to guests. This includes meeting documents other than the agenda or RSVPing on the meeting page.

In order to send a new guest an invite to an existing meeting, the existing invitees must also be sent an update notification regarding the change to the invite list. Sending invites to new users without notifying those users already invited is not supported.

II. Add Guests to New Meeting

Note: only email addresses which do not belong to a current observer, member, or admin can be added to a meeting as a guest

To add a guest to a new meeting:

1. Open the Create a Meeting form to learn how to do this, please refer to Related Articles

2. Click the Guests field heading to expand options

3. List first name and email address in Add guests menu; last name optional

4. Beneath Add Guest, type the first name (required), last name (optional), and email address (required) of the desired guest

5. Click blue Add Guest button

6. Complete remainder of Create a Meeting form as directed in Related Articles

III. Add Guests to Existing Meeting

To aded a guest to an existing meeting:

1. Navigate to the desired meeting page

2. Click Edit Meeting Info (the button showing a pencil on paper at the top right side of the page)

3. If prompted, click Edit this meeting or Edit full series

4. Click the Guests field heading to expand options

5. List first name and email address in Add guests menu; last name optional

6. Beneath Add Guest, type the first name (required), last name (optional), and email address (required) of the desired guest

7. Click blue Add Guest button

   1. Guest is listed on the left side of the Guests field

      

8. Save the change

   1. To save the change without sending the guest an invite, click Save

   2. To save the change, send an invite to the new guest, and send an update notification to existing invitees, click Save and notify invitees

Related Articles

• Create a Single Date Meeting: learn how Organization Admins, Members, and Group Admins can create a meeting for a single date

• Create a Recurring Meeting Series: learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings

• Create a Multi-Day Meeting: learn how to create a multi-day meeting in Boardable for retreats, conferences or any meeting that spans more than one day.

• Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.

• Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role