Invite / Remove People from Meetings

Learn who received invites, how to invite more people, or un-invite (remove / delete) individuals from a meeting in Boardable.

Table of Contents

I. Introduction

II. Add Invitees

III. Remove Invitees

IV. Troubleshooting

I. Introduction

After invitees are added to a meeting, email invites can be sent to all invitees (including those previously invited) or none. Notifications to existing invitees cannot be selectively disabled.

Likewise, when an invitee is removed from a meeting they previously received an invite for, this meeting can only be removed from their personal calendar if other invitees are notified of the change at the same time.

To prevent unwanted notifications, make all necessary edits to the invite list before sending invites.

Guests (invitees who are not added to the organization) can only be added to meetings created after September 14th, 2023.

II. Add Invitees

To add Boardable admins, members, or observers to an existing meeting:

1. Navigate to the meeting page

   1. To learn how to do this, please see Related Articles

2. Click Invitees

3. Click Edit Invitees

   1. Edit invitees menu opens

4. Make desired additions

   1. To add all members of group:

      1. Click group title beneath Quick Add or

      2. Type group title in Search groups and people text box and click group title from the menu beneath this

   2. To add individuals

      1. Type their display name in Search groups and people

      2. Click their name from the menu beneath this

         

5. Save the meeting

   1. To save without sending email update notifications, and without changing invitees' calendar events, click Save

   2. To save and send all invitees email update notifications which apply edits to invitees' calendar events, click Save and Notify Invitees

      

To add guests to an existing meeting:

1. Navigate to the meeting page

   1. To learn how to do this, please see Related Articles

2. Click Invitees from the left menu on the meeting page

3. Click Edit Guests

   1. Edit guests menu opens

4. Type guest's first name, last name, and email address

5. Click Add Guest

6. Save the meeting

   1. To save without sending email update notifications, and without changing invitees' calendar events, click Save

   2. To save and send all invitees email update notifications which apply edits to invitees' calendar events, click Save and Notify Invitees

      

III. Remove Invitees

To remove Boardable admins, members, or observers from an existing meeting:

1. Navigate to the meeting page

   1. To learn how to do this, please see Related Articles

2. Click Invitees

3. Click Edit Invitees

   1. Edit invitees menu opens

4. Remove desired users

   1. To remove a group

      1. Click the X next to the group name

         • All members of group are removed from invite list

   2. To remove an individual

      1. Hover mouse over individual's name

      2. Click Remove

         

5. Save the meeting

   1. To save without sending email update notifications, and without changing invitees' calendar events, click Save

   2. To save and send all invitees email update notifications which apply edits to invitees' calendar events, click Save and Notify Invitees

      

To remove guests:

1. Navigate to the meeting page

   1. To learn how to do this, please see Related Articles

2. Click Invitees from the left menu on the meeting page

3. Click Edit Guests

   1. Edit guests menu opens

4. Hover mouse over guest's name or email address

5. Click Remove

   

6. Save the meeting

   1. To save without sending email update notifications, and without changing invitees' calendar events, click Save

   2. To save and send all invitees email update notifications which apply edits to invitees' calendar events, click Save and Notify Invitees

      

V. Troubleshooting

If there is no option in a meeting’s editing menu to add or remove guests, this means the meeting was created before September 14th of 2023.

Guests cannot be added nor removed from these meetings.

To get a new guest list for a meeting created before this date, delete and recreate the meeting.

Related Articles

• Notifications — Send Messages and Updates: learn how Collaborators can send messages to resend invitation, request RSVP, send updates, or share relevant meeting information

• Edit a Single or Multi-Day Meeting: learn how to edit meeting information for a single date or a multi-day meeting in Boardable

• 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

• 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.

• Delete a Meeting: learn how to cancel a meeting, including recurring meetings, in Boardable.