TABLE OF CONTENTS
I. Introduction
I. Introduction
Please find below a video tutorial on creating Boardable meetings.
A single-date meeting is a meeting which happens within one day, and which does not automatically recur on a set timeline.
To learn how to create multi-date meetings and recurring meeting series, please see Related Articles.
Once a meeting is created, invitees can view its meeting page. To learn how to let invitees view the meeting's agenda, documents, and other materials, please see Related Articles.
To create an all-day meeting, set a meeting's start time to 12:00AM, and its end time to 11:59 PM.
II. Open New Meeting Form
There are a few ways to start a new meeting:
From Dashboard
Meetings can be started from the dashboard by admins and members. Observers cannot start meetings from the dashboard.
To start a meeting from the dashboard, click + next to Meetings in the center of the page. This opens the New meeting form.
From Meetings
Meetings can be started from the meetings directory by admins and members. Observers cannot start meetings from this area.
To start a meeting from the meetings directory:
Click Meetings on the main menu panel at the left side of the screen
Click + Add Meeting
New Meeting form opens
From Group Page
Meetings can be started from the group page by admins, members, and observers who are group admins or group owners.
All group members are automatically invited to a meeting started from the group's page.
To learn more about group events, please see Related Articles.
To start a meeting from a group page:
Click Groups on the main menu panel at the left side of the screen
Click the title of the desired group, opening its group page
Click + next to Meetings in the center of the page
New meeting form opens
III. Create Single-Date Meeting
To create a single-date meeting, complete the New Meeting form, including the fields listed below.
Click Next between fields to open the following field and collapse the previous field.
To edit a previously completed field, click its heading; its subfields expand.
Meeting Details
Title
Description
Meeting owner
To learn more about this meeting role, please see Related Articles
Easy Access Dashboard
To learn more about Easy Access Dashboard, please see Related Articles
Easy Access dashboard can only be enabled during meeting creation; it cannot be added afterwards
Date and Time
Meeting type
Defaults to Single-date
Scheduling poll
To learn how to use Scheduling Poll, please see Related Articles
Timezone
Defaults to the timezone selected in the user's settings; to change, click this subfield, dropping down options, then click desired option
To learn more about timezones in Boardable, please see Related Articles
Date (required)
Click into text box; date picker expands
Click desired date from date picker
Start time (required)
Click subfield; times drop down, in increments of 15 minutes
Click desired start time
End time (required)
Click subfield; times drop down, in incrememts of 15 minutes
Click desired end time
Location and Video
Location
Video; defaults to Boardable Video
To use Zoom integration, click Other video
To learn more about using Zoom with Boardable, please see Related Articles
To use a custom video conferencing option at a self-provided URL:
Click Other video
Click field beneath Third Party Video Service to drop down options
Click Other from this drop down
List the external video conferencing URL in the text box beneath this
To remove video conferencing from the meeting, click No video
Invitees
Add Boardable admins, observers, and members to meeting
To add all members of group
Click desired group title beneath Quick Add or
Type group title in Search groups and people text box
Click group title from the menu beneath this
To add individuals, type their display name in Search groups and people, then click their name from the menu beneath this
Guests
Add people who do not have Boardable accounts to the meeting; to learn more about guests, please see Related Articles
To add a guest recently invited to another meeting, click their email address from the Recently added list
To add a guest with no recent invite history:
Type guest's email address in the Enter email address text box
Click Add guest
When the form is complete, click Finish, then Create Meeting. This creates the meeting, and does not send invitations.
To learn how to send invites, please see Related Articles.
Related Articles
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 Series: Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings.
Overview of the Group Page: Learn how to view a group's page, understand activity, and view important information.
Meeting Roles and Permissions: Learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role.
Easy Access Meeting Dashboard: Learn how to let members access meeting information on the platform without logging in
Meeting Visibility for New Members: Learn which meetings new members can view.
Create a Scheduling Poll Meeting: Create a meeting by sending out date and time options to the invited members, collect availability, and determine the best meeting option.
Timezones in Boardable: Learn how display times are converted across timezones.
Add Zoom to Boardable Meetings: Learn how to create a meeting that includes the Zoom link in the Boardable invite, whether the Zoom account is integrated or not.
Integrate Zoom: Learn how to integrate Zoom with your Boardable account so the Zoom link is available in the Boardable meeting invitation.
Zoom Integration — Troubleshooting: Learn how to see when there might be an issue with Zoom integration or Zoom's connection to a meeting, and how to fix it.
Remove Zoom Integration: Learn how to disconnect the links between your Zoom account and your Boardable account.
What Does it Mean to Be a Guest in a Boardable Meeting?: Learn how to add someone to a virtual meeting who isn't a user in the organzation.
Guests and Boardable Video: Learn how to add someone to a virtual meeting who isn't a user in the organziation.
Send Meeting Invites: Learn how to send meeting invitees email invite notifications.