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Video Tutorials

Streamline your account setup, meeting facilitation, and board rollout processes with step-by-step instructional videos.

Set-Up
Meetings
Rollout
Advanced
Add Users to Your Account

Add Users to Your Account

Organization Settings

Organization Settings

Admin Account Settings

Admin Account Settings

Set Up Document Center

Set Up Document Center

Send User Invites

Send User Invites

Logging In for the First Time

Logging In for the First Time

Schedule a Meeting

Schedule a Meeting

Create Recurring and Multi-Day Meetings

Create Recurring and Multi-Day Meetings

Build an Agenda

Build an Agenda

Take Meeting Minutes & Notes

Take Meeting Minutes & Notes

Boardable Spotlight Video Tutorial

Boardable Spotlight Video Tutorial

Spotlight with Zoom Integration Video Tutorial

Spotlight with Zoom Integration Video Tutorial

Use Minutes Maker Classic (Legacy Accounts)

Use Minutes Maker Classic (Legacy Accounts)

Download the Mobile App

Download the Mobile App

Create Polls

Create Polls

Create Tasks

Create Tasks

RSVP to a Meeting - Members

RSVP to a Meeting - Members

Manage RSVPs - Admins

Manage RSVPs - Admins

E-Signatures

E-Signatures

Set and Track Goals

Set and Track Goals

Create Reports

Create Reports

Board Packet Quick Print

Board Packet Quick Print

What is the Professional Plan?

What is the Professional Plan?

Upcoming Training Webinars

Sign up for free, live training sessions tailored to account administrators, board members, and everyone interested in improving the nonprofit board meeting experience.

Customer Success Webinar: Boardable Admin 101 Training

Wednesday, December 1, 2021 at 1:00 PM ET

This is a webinar for Boardable customer administrators on how to use the board management portal to the fullest extent. Get the best board engagement you’ve ever had with Boardable!

Count me in!

Additional Resources

Learn more about Boardable best practices, and see customer success stories.

Logging In
Getting Started
Complete Roll-Out Guide
The Boardable Virtual Meeting Toolkit
[VIDEO] How to Use Boardable Spotlight
Board Meeting Minutes: A Complete Guide and a Free Template
[VIDEO] Adding and Managing Documents
[VIDEO] Professional or Essentials Plan?
[VIDEO] Product Tour of Boardable

Explore more resources such as video tutorials, webinar replays, case studies, ebook, and more!

Discover Boardable Resources

Boardable has not disappointed

Boardable was the tool Futuro Health needed to effectively equip our Board of Directors with the information they needed for seamless board meetings. From an administrative perspective, Boardable is easy to use and templates for agendas and minutes make facilitating meetings a breeze. From a user perspective, members are able to easily access materials and participate in a paperless environment. I conducted a lot of research prior to adopting a board management tool, and Boardable has not disappointed.
Tessa Miley
Futuro Health

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