Create a Recurring Meeting

Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings.

I. Introduction

II. Open New Meeting Form

From Dashboard
From Meetings
From Group Page

III. Create a Recurring Meeting

I. Introduction

A recurring meeting is a series of meetings—each with their own agenda, Minutes, and invite list—which recur on a regular timeline.

The following recurrence timelines are supported:

Weekly on the same weekday (Sunday - Saturday) as the first meeting in the series
Bi-weekly, every other week on the same weekday (Sunday-Saturday) as the first meeting in the series
Monthly on the same day of the month (1-31) as the first meeting in the series
- For series which recur on the 29th-31st, the meeting happens on the last day of those months which do not contain these dates
Monthly on the same week (first - last) and weekday (Sunday - Saturday) as the first meeting in the series
Bi-monthly, every other month, on the same week (first-last) and weekday (Sunday-Saturday) as the first meeting in the series
Quarterly (once every three months) on the same week (first - last) and weekday (Sunday - Saturday) as the first meeting in the series
Semi-anually (twice every year) on the same week of the month (first - last) and weekday (Sunday - Saturday) as the first meeting in the series
Annually (once every year) on the same date as the first meeting in the series

To learn how to create multi-date meetings and single-date meetings, please see Related Articles.

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.

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:

Click Meetings on the main menu panel at the left side of the screen
Click + Add Meeting
1. New Meeting form opens

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:

Click Groups on the main menu panel at the left side of the screen
Click the title of the desired group, opening its group page
Click + next to Meetings in the center of the page
1. New meeting form opens

III. Create Recurring Meeting

To create a recurring 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
- DescriptionMeeting owner
  - To learn more about this meeting role, please see Related Articles
- 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
Date and Time
- Meeting type
  - Click Series
- Scheduling poll
  - To learn how to use Scheduling Poll, please see Related Articles
- Timezone
  - Defaults to the timezone selected in the user's settings; to change, click this subfield, dropping down options, then click desired option
  - To learn more about timezones in Boardable, please see Related Articles
- Date (required)
  - Click into text box; date picker expands
  - Click desired date for first meeting 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 incrememts of 15 minutes
  - Click desired end time
  - Repeats on
    
    Click the first option (weekly on the same weekday as the first meeting in the series) to drop down other options
    
    Click the desired recurrence timeline from these options
  - Ends on
    
    Click into text box; date picker expands
    
    Click date to end recurring series from date picker
Location and Video
- Location
- Video; defaults to Boardable Video
  - To use Zoom integration, click Other video
    
    To learn more about using Zoom with Boardable, please see Related Articles
  - 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
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
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

When the form is complete, click Finish, then Create Meeting. This creates the meeting, and does not send invitations.

To learn how to send invites, please see 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 Single-Date Meeting: Learn how Organization Admins, Members, and Group Admins can create a meeting for a single date.
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.
Timezones in Boardable: Learn how display times are converted across timezones.
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 organzation.
Guests and Boardable Video: Learn how to add someone to a virtual meeting who isn't a user in the organziation.
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.
Send Meeting Invites: Learn how to send meeting invitees email invite notifications.