TABLE OF CONTENTS
I. Add Meeting
II. New Meeting Form
III. Recurring Meeting
I. Add Meeting
As an Organization Admin or Member (users with Account Role of Administrator or Member), follow these steps:
As a Group Admin (also available to Organization Admins or Members), follow these steps:
Access the group's Group Page in one of the following ways:
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
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
From the group's group page, scroll (if necessary) to the Meeting section and click + Add Meeting
The New Meeting page will be displayed:
II. New Meeting Form
After clicking + Add Meeting, the New Meeting page will display. Meetings default to a single date meeting. Fill in the details for the meeting:
Title
Enter the title of the meeting; once saved, New Meeting will be replaced with this title
Video Options
There are four video options; Spotlight is selected by default; click the appropriate option for this meeting
Location
Add a physical address for the location of the meeting if applicable
Add conference call information if applicable
Description
Enter a detailed description regarding the purpose of the meeting so that members being invited understand the importance of what will be discussed
Meeting Type
Meetings will automatically be selected as Single Day and can be changed to Recurring, Find a Meeting Date, or Create Multi Day Meeting below
Date
Enter the desired date for the meeting - click in the Date box to view a calendar and select a date
From and To times
Click the down arrow to open the drop down and select your time
After entering the from time, the to time will automatically default to 1 hour later - adjust as appropriate
Click Continue
This will navigate to the next page to invite users
Assign Groups
Clicking in the box displaying "Type a person's name" will open the drop down list of selectable groups. Clicking on a group is a quick way to select multiple people; multiple groups can be selected to increase the meeting invite list
The list of individuals within the group will appear in a People list on the right; the list will grow as additional groups are selected - to remove any individual from the meeting invite, click the X across from their name
Assign Individuals
Click on the box that says Type a person's name and begin typing an individual users name.
Continue this process for each individual to add
Add Guests
Save
Click Save to save the meeting details - this will then display the meeting page with the title of the meeting at the top
III. Recurring Meeting
Recurring meetings are great for regularly scheduled meetings that have a pattern (for example a meeting that takes place every other Monday or every month on the 15th).
To enter the date / time portion of a recurring meeting:
Click Recurring Meeting under Meeting Schedule
Enter the date of the first meeting under Starting Date
Enter the From time, the to time will default to one hour later, adjust as appropriate - this will be the same for every meeting
Repeats - choose the appropriate recurring pattern from three options
Click the Every drop-down to reveal additional options of Every 2nd through Every 4th week
Leave as Every to have the meeting repeat every week on the day specified
Select Every 2nd to have the meeting repeat every other week on the day specified, etc.
The 2nd option has two choices to make
Click the Every drop-down to reveal additional options of Every 2nd through Every 6th month
Leave as Every to have the meeting repeat every month on the specified date
Select Every 2nd to have the meeting repeat every 2nd month, etc.
Every 3rd month would be the appropriate selection for quarterly meetings
Click the 1st (or whatever date is shown) to reveal another option to repeat based on the day's pattern, such as the third Wednesday
Leave the 15th (or similar date) to repeat on the same date each month
Select the third Wednesday (or similar pattern) to repeat each month based on that pattern - this is the most likely option for quarterly meetings
Select the last option to have the meeting occur once a year on the same date
If one of the recurring dates falls on a weekend, there is the ability to update that one meeting to a different date after publishing (please refer to Related Articles for more information on editing a meeting)
Until - enter the date when recurring meetings should end
Continue to fill out the rest of the New Meeting Form
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 Single Date Meeting: learn how Organization Admins, Members, and Group Admins can create a meeting for a single date
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 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
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 and Understand Recurring Meetings: learn how to edit all dates. or a single date, within a recurring meeting series, and learn more about working with recurring meetings