Overview
To conduct a successful Virtual Board Meeting, you must populate your attendee list and send electronic invitations. This guide explains how to add board members, send invitations, and manage what attendees see.
Adding Board Members to a Meeting
Choose the appropriate method depending on whether this is your first Meeting or a subsequent session:
For Your First Board Meeting
- Click Add Member.
- Input the board member's information.
- Click anywhere on a member's invite card to edit their information
To maximize the information presented on the card, use this name format: First Name Last Name (Role) (e.g., Bart Simpson (Secretary)).
For Subsequent Meetings
Click Import Members to automatically populate your list with all board members invited to a previously scheduled Virtual Board Meeting.
Sending Email Invitations
Invitations can be sent individually or in bulk, and you can include an optional custom message by typing it into the text box provided during the invitation process.
- Invite Individuals: Click the Mail icon located to the right of the member's name.
- Invite All Members: Click Invite All to send invitations to everyone on the list simultaneously
If you need to invite non-voting participants, refer to the article How do I invite and manage owners in a Virtual Board Meeting?
What Board Members Receive
When invited, board members receive an email notification containing:
- Meeting Portal Link: Grants access to shared documents and active votes. Members cannot enter the actual Meeting until you launch it from the Dashboard.
- Calendar Sync: An option to add the Meeting to their personal calendar.
- RSVP Capability: A feature to confirm attendance, which generates an automatic email confirmation.
- Meeting Participation: Access to participate in live voting through the Meeting Portal once the session is active.