TABLE OF CONTENTS
I. Access Meeting Page
Access the Meeting Page in one of the following ways:
Through Meetings:
Click Meetings from the main menu panel to access the list of current meetings
Click on the meeting name to open the meeting page
Click View More at the bottom of the meetings list if the meeting date is a later date than those displayed
Click Upcoming Unpublished if the meeting is not yet published at all
From the Calendar:
Click Meetings from the main menu panel to access the list of current meetings
Beneath the Meetings header, there are two options. Select Calendar to view the meetings listed on a calendar format
Click on the meeting name to open the meeting page
Through Groups:
Click Groups from the main menu panel to navigate to the Groups page
Click on the appropriate group's name associated with the meeting
Click on the meeting name from the group page to open the meeting page
II. Edit Recurring Meeting Series
From the meeting page for any date in the recurring meeting series:
Click the More icon, three vertical dots, at the top right corner menu panel on the meeting page
From that list, select View Meeting Series
The Recurring Meeting page is displayed - this page shows the title, description, pattern of the meeting, and all of the dates included in the recurring meeting
Click Edit Series at the top of the Recurring Meeting Page
The Edit Series page will then display. From this page you can edit the:
Select Save to update the entire series
III. Edit Single Meeting in Recurring Series
Note: it is best to make a change to a single meeting (especially if it affects the date or time) after the recurring meetings have been published.
To edit a single date within a recurring series:
Open the meeting page for the specific date to be edited
Click the Edit Meeting icon in the top right
Make any changes - including date and time
Please refer to Related Articles if more details on editing a single meeting are needed
Click Save
Confirm that Update this meeting (usually the default) is selected
Click Save
Confirm information is properly selected on the Send Update Notifications page when it pops up
Click Send
IV. Edit Options for Single Meetings in a Recurring Series
Update this meeting
Only updates the single meeting date currently edited
Update this and following meetings in this series
Update the single meeting currently edited and all dates following
Note that if a time or date was edited, that change will only be saved for current meeting being edited, not any other meetings in the series
Update all meetings in this series
Published vs Unpublished
Published: If current meeting series is published
Unpublished: If current meeting series is not published, this edit is complete
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
Notifications - Send Messages and Updates: learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information
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
Edit a Single or Multi-Day Meeting: learn how to edit meeting information for a single date or a multi-day meeting in Boardable
Next Steps:
Invite / Remove People from Meetings: learn how to invite additional people to a meeting or un-invite (remove / delete) individuals from a meeting in Boardable
Agenda - Build and Edit: learn how to build an agenda from scratch or from a template, edit items, and move items around
Add Documents to Meeting Page: learn how to add documents to the meeting page from a variety of sources