Boardable New User Training Webinar

In this webinar, we will give you a tour of the platform and show you how to make the most of your Boardable account.

Presented By:

Katie Cordell

Katie Cordell

Boardable Customer Success Manager
Zach Tsuleff

Zach Tsuleff

Customer Success Manager

We welcome all Boardable users who are not account administrators to join our Customer Success Team at 2PM EST on Friday, April 9 for a guided training, complete with instructions about how to log in the first time, update profile information, RSVP to meetings, access agendas and documents, use our mobile app, and more. 

Be sure to bring questions for the Q&A session at the end.

In this 45-minute webinar, we will give you a tour of the platform and show you how to do the following:

  • Accept your invite and create your account
  • Update your user profile
  • Set up notifications for an administrative assistant
  • Review your assigned Groups and their corresponding activities
  • RSVP to a meeting and view a meeting agenda
  • Join a virtual meeting using Boardable Meetings with Video
  • Upload documents
  • Start or respond to a Discussion or Poll
  • Complete tasks
  • Sync your calendar
  • Use Boardable’s mobile app
  • Access the Help Center

 

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