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      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.

      TABLE OF CONTENTS

      I. Introduction

      II. Open New Meeting Form

      III. Create Multi-Day Meeting

      I. Introduction

      A multi-day meeting is a single meeting which spans multiple days. The Agenda and Minutes for a multi-day meeting are each single documents, regardless of how many days are in the meeting.

      This feature can organize meeting materials for retreats and other events which take place over more than one day.

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

      II. Open New Meeting Form

      There are a few ways to start a new meeting:

      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.

      Create a Multi-Day Meeting

      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:

      1. Click Meetings on the main menu panel at the left side of the screen

      2. Click + Add Meeting

        1. New Meeting form opens

          Create a Multi-Day Meeting 2

      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:

      1. Click Groups on the main menu panel at the left side of the screen

      2. Click the title of the desired group, opening its group page

      3. Click + next to Meetings in the center of the page

        1. New meeting form opens

          Create a Multi-Day Meeting 3

      III. Create Multi-Date Meeting

      To create a single-date 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

            Create a Multi-Day Meeting 4

      •  

      • Date and Time

        • Meeting type

          • Click Mult-day

        • Scheduling poll

        • 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 day in meeting from date picker

          • Click Add day to add next date

        • 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 increments of 15 minutes

          • Click desired end time

            Create a Multi-Day Meeting 5

      • Location and Video

        • Location

        • Video; defaults to Boardable Video

          • To use Zoom integration, click Other video

          • 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

            Create a Multi-Day Meeting 7

      • 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

          Create a Multi-Day Meeting 6

      • 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

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