TABLE OF CONTENTS
I. Send Message
III. Request RSVP
I. Send Message
The Send Message option in the right menu panel of a meeting page is not visible until the meeting has been published (calendar or fully).
Send Message is very useful to re-send meeting information, send a quick note to everyone on a meeting coming up, or maybe just to Collaborators, or only to those presenting. There are a lot of reasons why sending a message can be utilized to convey information, provide a reminder, or simply work on last minute coordinating.
To send a message:
Navigate to the meeting page
Click the send message icon in the top right icon bar
The Email Attendees pop-up window is displayed
The Email Subject defaults to the name of the meeting, but can be changed or added to as appropriate
The option to Include meeting info can be unchecked if desired
Click on the box next to Attach agenda as PDF if applicable (this option will only appear if an agenda has been created)
Use the Message box to write the message
The toolbar at the top of the Message box can be used for formatting (including headers under Paragraph) and inserting links
The options under Send to may change depending on meeting circumstances
Select the appropriate Option
As each option is selected, the number of individuals populating (meaning they will receive the message) is also updated
If individuals are not listed, it may be that the user was removed. Select Everyone to repopulate all invited users
Click Send
II. Re-send Meeting Invite
The Re-send Meeting Invite option in the drop down of the right menu navigation bar of a meeting page is not visible until the meeting has been published (calendar or fully).
The Re-send Meeting Invite window will pop-up on its own in certain situations. However, it can also be selected at anytime in order to re-send invitations with the most updated information. Unlike Send Message, there is no area to type a message, this is simply to send meeting notifications.
To send an update or meeting notification:
Navigate to the meeting page
Click the More icon (three vertical dots) in top right menu navigation bar to populate drop down menu of options
Select Re-send Meeting Invite
The Re-send Meeting Invite pop-up window is displayed
The options under Send to may change depending on meeting circumstances
Select the appropriate option or options
As each option is selected, the number of individuals populating (meaning they will receive the message) is also updated
If individuals are not listed, it may be that the user was removed. Select Everyone to repopulate all invited users
Click Send
III. Request RSVP
There are two ways to request an RSVP, via Send Message or Re-send Meeting Invite. Send a message if it makes sense to write a note along with the request, otherwise send an update notification.
Regardless of which method is selected, select Yet to RSVP before sending.
Related Articles
Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
Meeting Roles and Permissions: learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role
Next Steps:
Update RSVP for Meeting Invitees: learn how Collaborators can update the RSVP for individuals on the meeting page in Boardable
Join Boardable Spotlight Meeting: follow these steps to join a meeting using Boardable Spotlight