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Invite / Remove People from Meetings
Invite / Remove People from Meetings
Learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable.
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Written by Jocelyn Gombos
Updated over a week ago

TABLE OF CONTENTS

I. Access Meeting Page

II. Understand Who Received Invitation

III. Invite Additional People to Meeting

IV. Remove People from Meeting

I. Access Meeting Page

Access the Meeting Page in one of the following ways:

  1. Through Meetings:

    1. Click Meetings from the main menu panel to access the list of current meetings

    2. Click on the meeting name to open the meeting page

      1. Click View More at the bottom of the meetings list if the meeting date is a later date than those displayed

      2. Click Unpublished if the meeting is not yet published at all

  2. Through Groups:

    1. Click Groups from the main menu panel to be taken to the Groups page

    2. Click on the appropriate group's name associated with the meeting

    3. Click on the meeting name from the group page to open the meeting page

  3. From the Calendar:

    1. Click Calendar from Meeting page

    2. Navigate to the date / time of the meeting

    3. 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.

  1. Navigate to the meeting page

  2. Scroll to the People section of the meeting page

  3. The column Invited will show if the invitee was sent an invitation

    1. If it is blank, an invitation has not been sent

    2. An envelope icon shows the invitation was sent

III. Invite Additional People to Meeting

To invite additional people to the meeting:

  1. Navigate to the meeting page

  2. Scroll to the People section of the meeting page

  3. Click Update Members

  4. The Edit Meeting page will be displayed

  5. To invite additional people:

    1. Assign Groups: Click the box that says Type Person's Name and type group name to populate list

      1. Clicking on a group is a quick way to select multiple people; multiple groups can be selected to increase the meeting invite list

      2. 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 X next to their name

    2. Assign Individuals

      1. Click on the box that says Type Person's Name and type a name to get a list of individuals; click the name to select the person and they will be added to the People list

      2. Continue this process for each individual to add

    3. Add Guests

      1. Click Add guests from the bottom of the page to open the Add guest window

      2. Enter the guest information and select Add Guest

  6. When finished, scroll to the bottom of the page and click Save

    1. Note: people can be added and removed prior to clicking Save - additional invites and removal do not need to occur separately

  7. Published vs Unpublished

    1. If the meeting was already published

      1. The Send Update Notifications pop-up window will be displayed

      2. Make the appropriate selections and ensure that notifications will only be sent to the individuals desired

      3. Click Send

    2. 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:

  1. Navigate to the meeting page

  2. Scroll to the People section of the meeting page

  3. Click Update Members

  4. The Edit Meeting page will be displayed; scroll to the bottom of the page

  5. Click the X in the People listing on the right for any name that should be removed from the meeting

  6. That person's name will move to the bottom of the list and can be re-added, prior to saving, if the

    X was clicked in error

  7. Scroll to the bottom of the page and click Save

    1. Note: people can be added and removed prior to clicking Save - additional invites and removal do not need to occur separately

  8. Published vs Unpublished

    1. If the meeting was already published

      1. The Re-send Meeting Invites pop-up window will be displayed

      2. Make the appropriate selections and ensure that notifications will only be sent to the individuals desired, then click Send

    2. 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

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