How can I schedule multiple meetings?

To schedule a meeting when you know the meeting date, click on the 'Schedule a Meeting' button. The meeting creation page will appear.

1. What is the Meeting Name? (Give the meeting a name)
2. Choose the date for the meeting. Time is optional.
3. Choose the Meeting Type: Single or multiple days
   1. For Multiple Day meetings, Individual meetings will be scheduled for each of the dates you specify below.
4.  In the ‘Add Guests box’ - Choose the groups or individuals from the drop down box and click the name to add to the meeting. 
5. Select Attending, Optional, or Non Attending depending on notification and attendance preferences. *see Attendance Option Definitions below*
6. Meeting Reminders- Choose reminder option(s) if you’d like a meeting reminder to be sent out to your invited members by a specified timeframe.
7. Location (optional) – Fill in the location of the meeting if desired. Choose from saved meeting locations in ‘Select Saved Location’.           
8. Additional setup - Options to enable presentation mode (if available) and enable RSVP. 

1. Presentation Mode allows directors and board members to follow along on their devices while board book documents are being presented. For more information, see our Presentation Mode User Guide. 
2. If RSVP functionality is turned off, users will not be prompted to RSVP through email or on the Member Portal.
3. Notes (optional) - Fill in any notes that the board members will need to see (i.e. conference bridge, dinner location, phone conferencing info)
4. Third-party video conferencing (optional) - Insert third-party video conferencing URL link. 
5. Visibility – If this meeting is complete and ready to be seen by the invited members, click  ‘Save and Publish’. If the meeting is not ready to be seen by invited members, choose ‘Save’ without publishing.