WEBINAR REPLAY: Boardable User Training

Are a new user in the Boardable app? We have all the simple tools you need to make board service easy and effective. This Boardable user training webinar, hosted by Customer Success Manager Laura Clark, reviews the best practices and recommendations for making the most of Boardable’s board portal software. If you are a new admin and would like to see an admin training webinar, you can find that here.

Boardable User Training Webinar


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
  • Start or respond to a Discussion or Poll
  • Review tasks
  • Sync your calendar
  • Access the Help Center

If your board upgrades from a starter subscription to a small or medium account, you will have a personal Customer Success Manager like Laura to help you simplify your board software user experience. Customer Success Managers not only help you use the software functions, 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: Keep Your Board Members Focused in Boardable.

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 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