TABLE OF CONTENTS
I. Add Meeting
II. New Meeting Form
I. Add Meeting
As an Organization Admin or Member (users with Account Role of Administrator or Member), follow these steps:
As a Group Admin (also available to Organization Admins or Members), follow these steps:
Access the group's Group Page in one of the following ways:
Click My Groups from the main menu panel to show the drop-down list of personal groups, then click on the appropriate group's name
Click Groups from the main menu panel (not available to Observers) to access the list of current groups within the Organization, then click on the appropriate group's name
From the group's group page, scroll (if necessary) to the Meeting section and click + Add Meeting
The New Meeting page will be displayed:
II. New Meeting Form
After clicking + Add Meeting, the New Meeting page will display. Meetings default to a single date meeting. Fill in the details for the meeting:
Title
Enter the title of the meeting; once saved, New Meeting will be replaced with this title
Video Options
There are four video options; Spotlight is selected by default; click the appropriate option for this meeting
Location
Add a physical address for the location of the meeting if applicable
Add conference call information if applicable
Description
Enter a detailed description regarding the purpose of the meeting so that members being invited understand the importance of what will be discussed
Meeting Type
Meetings will automatically be selected as Single Day and can be changed to Recurring, Find a Meeting Date, or Create Multi Day Meeting below
Date
Enter the desired date for the meeting - click in the Date box to view a calendar and select a date
From and To times
Click the down arrow to open the drop down and select your time
After entering the from time, the to time will automatically default to 1 hour later - adjust as appropriate
Click Continue
This will navigate to the next page to invite users
Assign Groups
Clicking in the box displaying "Type a person's name" will open the drop down list of selectable 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 X across from their name
Assign Individuals
Click on the box that says Type a person's name and begin typing an individual users name.
Continue this process for each individual to add
Add Guests
Save
Click Save to save the meeting details - this will then display the meeting page with the title of the meeting at the top
Related Articles
Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
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
Create a Recurring Meeting: learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings
Create a Find a Date Meeting: create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option
More on Video Options
Boardable Spotlight Overview: learn about Boardable's video conferencing and the features available during a meeting
Integrate Zoom: learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation
Add Zoom to Boardable Meeting: learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not
Add Video Conferencing to a Meeting: quickly add a third-party remote option (i.e. Boardable Spotlight, Zoom, etc.) to your meeting
Next Steps
Publish a Meeting: learn how (and what it means) to publish a meeting to the calendar only and learn how to fully publish any Boardable meeting
Edit a Single or Multi-Day Meeting: learn how to edit meeting information for a single date or a multi-day meeting in Boardable