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Create a Single Date Meeting
Create a Single Date Meeting

Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date.

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Written by Jocelyn Gombos
Updated over a week ago


TABLE OF CONTENTS


I. Add Meeting

Meetings can be created from a few places on the platform:

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:

  1. Click Meetings in the main menu panel

  2. From the Meetings page, click + Add Meeting

    1. Create a New Meeting menu opens

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:

  1. Access the group's Group Page in one of the following ways:

    1. 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

    2. 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

  2. From the group's group page, scroll (if necessary) to the Meeting section and click + Add Meeting

    1. 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:

  1. Title

    1. Enter the title of the meeting; once saved, New Meeting is replaced with this title

  2. Video Options

    1. There are four video options, with the first being default:

      1. Spotlight: Boardable's Spotlight Video conferencing

      2. Zoom: Boardable Spotlight with Zoom (integrate Zoom)

      3. Custom: Provide a link to the attendees for another video platform (including Zoom if not integrated)

      4. No Video: not a video conference

  3. Hide Remote RSVP

    1. By default, this option is disabled; keep it disabled to let guests RSVP from the following options:

      1. Yes

      2. Yes β€” Remote

      3. Maybe

      4. No

    2. Enable this option to let guests RSVP from only the following options:

      1. Yes

      2. Maybe

      3. No

  4. Location

    1. Add a physical address for the location of the meeting if applicable

    2. Add conference call information if applicable

  5. Description

    1. Enter meeting description to include on both the meeting page and the agenda PDF

  6. Meeting owner

    1. 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...

  7. Meeting Type

    1. The type defaults to Single Date; to learn how to make other meeting types, please see Related Articles

  8. Date

    1. Enter the desired date for the meeting - click in the Date box to view a calendar and select a date

  9. From and To times

    1. Click the down arrow to open the drop down and select your time

    2. The to time defaults to 1 hour after the From time β€” adjust as appropriate

  10. Timezone

    1. This field defaults to the timezone set in the meeting creator's user settings

    2. Click the dropdown containing this timezone to see other options; click preferred option

  11. Click Continue

    1. The next page in the Create a new Meeting menu opens

  12. Invitees/attendees

    1. To invite individual Admins, Members, and Observers:

      1. Click into the text box labeled Type a person's name

      2. Type the desired invitees' name

      3. Click their name in the menu this drops down

        • Selected invitees are listed beneath the People heading below this; these people are added to the meeting

    2. To invite all members of a group:

      1. Click into the text box labeled Type a person's name

      2. Type the title of a group

      3. Click the title of this group from the menu this drops down

        • All members of the selected group are listed beneath the People heading below this; these people are added to the meeting

    3. To add Guests

      1. Click Add Guests

        • Add guests menu pops out

      2. Complete the following fields:

        • First name

        • Last name (optional)

        • Email address

      3. Click Add guest

        • Add Guests menu closes

        • Guest names are added beneath the People heading on the second page of the Create a Meeting menu, and these guests are added to the meeting

  13. 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

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