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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

Use Minutes Maker Classic (Legacy Accounts)

Use Minutes Maker Classic (Legacy Accounts)

Integrate Calendars

Integrate Calendars

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?

Customer Success Webinar: Planning Your Best Video Meeting

April 16, 2021 at 2:00 PM EDT

Hosting video meetings takes planning. Join Boardable Chief Product Officer Jeff Middlesworth, Director of Product Management Eric Peters, and Customer Success Manager Katie Cordell, for a discussion on how Boardable can empower your board to have its best video meetings ever.

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: Managing Digital Documents with Boardable

Friday, April 23, 2021 at 2:00 PM ET

In this webinar, we’ll walk you through how to organize your documents and discussions all within your software.

Count me in!

Customer Success Webinar: Creating A Boardable Meeting

Friday, April 30, 2021 at 2:00 PM ET

Let’s face it: there’s enough on your plate when it comes to planning meetings. In this webinar, we’ll show you how to use Boardable to move tasks from your to-do list to your done list.

Count me in!

Upcoming Encore Webinars

Register for free sessions designed for Boardable administrators and users to deepen their knowledge at their own pace.

Encore Webinar: Creating Agendas and Minutes

Tuesday, April 27, 2021 at 3:00 PM ET

Accurate agendas and minutes are crucial to running effective meetings and recording the business that occurs during them.

Count me in!

Upcoming Community Events

​Join our digital community conversations to connect with nonprofit peers and thought leaders on best practices or schedule time to relax and recharge yourself to help continue your important work!

Customer Success Live Session: Boardable Spotlight

Wednesday, April 21, 2021 at 12:30 PM ET

Join our Live Session for a discussion with other Boardable customers about Boardable Spotlight.

Count me in!

Customer Success Live Session: Boardable Spotlight Zoom Integration

Thursday, April 22, 2021 at 1:30 PM ET

Join our Live Session for a discussion with other Boardable customers about Boardable Spotlight with Zoom.

Count me in!

Customer Success Live Session: Boardable Desktop App

Wednesday, April 28, 2021 at 12:30 PM ET

Join our Live Session for a discussion with other Boardable customers about the Boardable desktop app.

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
Boardable Meetings with Video – A Better Virtual Meeting Solution
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

Nonprofits Love Boardable

And we love our nonprofit customers. See what they're saying about creating a better board meeting experience.

Citizens Assisting Citizens

Great way to get your board organized!

The support is very responsive. Reasonably priced. The tools for creating the agenda and the minutes are big time savers. The discussions section is a great way to hash things out before a meeting at the members’ leisure. The polls are a great way to have a permanent record of board decisions.

Erin M.
RiverFall Credit Union

Awesome, affordable board hub!

I love that Boardable is so user-friendly and affordable. Our board is made up of volunteers, as we are not-for-profit. Therefore, we are very conscious of their time and our expenses. Boardable does everything we need it to do and does it very efficiently.

Diane H.
Lucy of United Way

Boardable software is so easy to work with for users and our volunteers. It’s priced right for NFPs.

The Boardable team is very open to our suggestions for enhancements. They have been a great partner to work with to improve functionality of the app.

We explored many different volunteer management software systems but most were not affordable since we operate on a very tight budget. Boardable was priced right and is saving our team lots of time that used to be spent on a manual process preparing for board and committee meetings. Since starting with Boardable we have discovered a few other programs that easily benefit from using Boardable’s functionality. Boardable is a great tool to use for collaboration with external partners.

Lucia D.
Anne R.

Intuitive setup with quick responses.

Boardable was very easy to set up and has been really useful as a centralized location for our board communication. The team at Boardable is really quick to respond to my questions. And I love the photo directory!

Anne R.
OneOC

Simple and easy to use.

I love how Boardable has everything we need in one place. I really like using the scheduler to find a meeting date instead of having to us another program to do that. They are constantly evolving and building enhancements to the software making it very easy to use and intuitive. I like the security features that allow each group to only see information pertaining to their particular group. This helps to ensure that sensitive documents are secure within the software. Members of our board love how the software is self-explanatory and easy to navigate through. The transition from our old software was very well received because of this.

Tiffany B.

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Visit our support help center for more detailed how-to articles.