TABLE OF CONTENTS
I. Invite Guests to a Boardable Video Session
Note: only email addresses which do not belong to a current observer, member, or admin can be added to a meeting as a guest
Organization Admins and Meeting Owner / Collaborators can add guests to any meeting.
To add a guest to a meeting:
For a new meeting, navigate to and complete the first page of Create a meeting form, then click Continue; to learn how to do this, please refer to Related Articles
If editing a new meeting, navigate to the meeting page and click Update People; to learn how to do this, please refer to Related Articles
Click Add guests
Add guests menu pops out
List first name and email address in Add guests menu; last name optional
Click Add guest
Click Save
If creating a new meeting, publish the meeting with notifications enabled; to learn how to do this, please refer to Related Articles
If editing an existing meeting in a recurring series:
Make desired Recurring Meetings Settings selection and click Save again; Re-send Meeting Invites menu appears
Ensure guest is listed in Re-send Meeting Invites menu
Click Send
If editing an existing single-date meeting:
Ensure guest is listed in Re-send Meeting Invites menu
Click Send
II. Join a Boardable Video Session as a Guest
To join a Boardable Video Session as a guest:
Look for an email invitation to the meeting from Boardable
If this is the first meeting the guest has joined:
Click the second link contained by this email, labeled Before you can join this meeting you will have to create a user login through this invitation link.
Create Guest Login menu opens
Email address field defaults to invited address and cannot be changed
Type desired password
Click Create account and join meeting
Video component of meeting opens
If this is not the first meeting the guest has joined:
Click the first link contained by this email, labeled Join
Log in with the username and previously saved password, or use an alternate login option (for more on this, please see Related Articles)
Video component of meeting opens
Related Articles
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
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: learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings
Log in without a password: securely log in without a password via an email link
Boardable Video Overview: learn about Boardable's video conferencing and the features available during a meeting