TABLE OF CONTENTS
I. Introduction
I. Introduction
After invites are sent for a meeting, all meeting edits send invitees an update email notification. These notifications cannot be disabled. To prevent unwanted notifications, make all necessary edits before sending invites.
To learn more about sending invites, please see Related Articles.
A single-date meeting cannot be edited into a multi-day meeting or into a recurring meeting series. To make a multi-day meeting or a recurring meeting series, create a new meeting. To learn how to do so, please see Related Articles.
Meetings which do not use the scheduling poll cannot be edited to use the scheduling poll. To make a meeting with a scheduling poll, create a new meeting. To learn how to do so, please see Related Articles.
II. Edit Single or Multi-Day Meetings
To edit a single date or multi-day meeting:
Navigate to the meeting page
To learn how to do this, please see Related Articles
Click Edit Meeting Info (the button showing a pencil on paper)
Edit meeting info menu opens
Make desired changes to 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
Description
Date and Time
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 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
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
Save the meeting
To save without sending email update notifications, and without changing invitees' calendar events, click Save
To save and send all invitees email update notifications which apply edits to invitees' calendar events, click Save and Notify Invitees
Related Articles
Send Meeting Invites: Learn how to send meeting invitees email invite notifications.
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 Recurring Series: Learn how to create a recurring meeting in Boardable for quarterly meetings or any regularly scheduled meetings.
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.
Navigate to Boardable Meeting Page: learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
Step-by-Step Guide to a Meeting Process: a guide to help navigate creating, managing, and running a meeting in Boardable
Meeting Center: everything you need to know to run a more productive and efficient meeting
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
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