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      Create a Single Date Meeting

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

      TABLE OF CONTENTS

      I. Introduction

      II. Open New Meeting Form

      III. Create a Single-Day Meeting

      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

      • From Meetings

      • From Group Page

      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.

      add-meeting-icon

      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:

      1. Click Meetings on the main menu panel at the left side of the screen

      2. Click + Add Meeting

        1. New Meeting form opens

          add-meeting

      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:

      1. Click Groups on the main menu panel at the left side of the screen

      2. Click the title of the desired group, opening its group page

      3. Click + next to Meetings in the center of the page

        1. New meeting form opens

          groups-boards

      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

        • 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

            meeting-details

      • Date and Time

        • Meeting type

          • Defaults to Single-date

        • Scheduling poll

        • Timezone

          • Defaults to the time zone selected in the user's settings; to change, click this subfield, dropping down options, then click desired option

          • To learn more about time zones 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 increments of 15 minutes

          • Click desired end time

            recurring-series

      • Location and Video

        • Location

        • Video; defaults to Boardable Video

          • To use Zoom integration, click Other video

          • 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

            video-conferencing

      • 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

          invitees

      • 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

               

      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.

      • Time zones in Boardable: Learn how display times are converted across time zones.

      • 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 organization.

      • Guests and Boardable Video: Learn how to add someone to a virtual meeting who isn't a user in the organization.

      • Send Meeting Invites: Learn how to send meeting invitees email invite notifications.