TABLE OF CONTENTS
I. Add Meeting
II. New Meeting Form
I. Add Meeting
Meetings can be created from a few places on the platform:
From an existing meeting page
New Single-date Meeting from Meetings
Note: Only Organization Admins and Members can use this option
This option is best for meetings whose invite list will not be limited to members of a certain group.
To create a new meeting using the main menu panel:
Click Meetings in the main menu panel
From the Meetings page, click + Add Meeting
New Meeting From Group Page
Note: only people with the following roles can use this option:
Organization admins
Group members (including organization observers)
To create a new meeting via a group page:
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
Create a New Meeting menu opens
New Meeting From Existing Meeting
To learn how to create a follow up meeting, please see Related Articles.
II. New Meeting Form
After clicking + Add Meeting, the New Meeting menu displays. Complete the following fields:
Title
Enter the title of the meeting; once saved, New Meeting is replaced with this title
Video Options
There are four video options, with the first being default:
Spotlight: Boardable's Spotlight Video conferencing
Zoom: Boardable Spotlight with Zoom (integrate Zoom)
Custom: Provide a link to the attendees for another video platform (including Zoom if not integrated)
No Video: not a video conference
Hide Remote RSVP
By default, this option is disabled; keep it disabled to let guests RSVP from the following options:
Yes
Yes β Remote
Maybe
No
Enable this option to let guests RSVP from only the following options:
Yes
Maybe
No
Location
Add a physical address for the location of the meeting if applicable
Add conference call information if applicable
Description
Enter meeting description
Meeting owner
Select the user whose name should be listed in the body text of meeting invite emails; for example, if "Menodora Devi" is selected in this field, invite emails for the meeting include the text Menodora Devi has invited you to a meeting...
Meeting Type
The type defaults to Single Date; to learn how to make other meeting types, please see Related Articles
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
The to time defaults to 1 hour after the From time β adjust as appropriate
Timezone
This field defaults to the timezone set in the meeting creator's user settings
Click the dropdown containing this timezone to see other options; click preferred option
Click Continue
The next page in the Create a new Meeting menu opens
Invitees/attendees
To invite individual Admins, Members, and Observers:
To invite all members of a group:
To add Guests
Click Save
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
Follow Up Meetings: learn what a follow up meeting is and how to create one
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