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 displays. Complete the following fields:
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 meeting description to include on both the meeting page and the agenda PDF
Meeting owner
Select the user whose name should be listed in the body text of meeting invite emails; for example, if "Menodora Devi" is selected in this field, invite emails for the meeting include the text Menodora Devi has invited you to a meeting...
Meeting Type
Click Recurring meeting to fill the bubble next to this
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
Timezone
This field defaults to the timezone set in the meeting creator's user settings
Click the dropdown containing this timezone to see other options; click preferred option
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
III. Recurring Meeting
To set a recurrence timeline:
Click Recurring Meeting under Meeting Schedule
Enter the date and time of the first meeting in the Starting Date field
Select the desired Repeats option
The first option sets the meeting to recur once every 1-4 weeks
The second option sets the meeting to recur once every 1-6 months, on either the same day of the month as the first, or the same weekday of the first meeting
Enter the series' ending date in the field labeled Repeats until
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
Follow Up Meetings: learn what a follow up meeting is and how to create one
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