WEBINAR REPLAY: Boardable User Training

Are you a new user of Boardable? We have all the simple tools you need to make board service easy and effective. In this user training webinar, members of Boardable’s Customer Success Team, Samantha Alarie-Leca and Laura Clark, give a comprehensive overview of the platform and share tips and tricks for how to get the most out of using Boardable. If you are a board administrator and would like to see a Boardable admin training, you can find that here.

Boardable User Training Webinar


Whether you are a long-time Boardable customer, or using it for the first time, these best practices will help you make the most of using our software. Stay tuned for another Boardable User Training Webinar soon.


Here are some of the topics covered in this Boardable user training webinar:

  • Accept your invite and create your account
  • Update your user profile
  • Set up notifications
  • Review your Groups
  • RSVP to a meeting and view a meeting agenda
  • Upload documents
  • Review tasks
  • Sync your calendar
  • Access the Help Center

If your board is on a Professional or Enterprise subscription to Boardable, you have access to a dedicated customer success manager like Samantha and Laura to help you simplify your board software user experience. Boardable Customer Success Managers not only help you understand and use the various software features, they also advise board admins about how to get more board members using the software. Because they talk to other nonprofits like yours every day, they are full of useful information about how to plan meetings and organize documents using the software.

RELATED VIDEO: Exclusive Boardable Administrator Training

Have ideas for a future Boardable user training? Contact our Customer Success Team and tell us what you’d like to learn about. We learn so much from our software users about how to develop the product, and we appreciate your feedback.

Not sure how board software improves the board member experience? Interested in a personal walk-through of Boardable? Click below to schedule a demo with a member of our Boardable team.

Schedule My Demo