---
title: Schedule a Boardroom Meeting
description: boardroom meeting
---
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# Schedule a Boardroom Meeting
### Schedule a Boardroom Meeting
*Also searched as: create a board meeting, set up a boardroom meeting, add a new meeting, board meeting invite*
Boardroom Meetings simplify bringing together community administration — and regular members — for discussions of essential community topics. You can create a meeting, select invitees, add documents for pre-meeting review, and include a link to a virtual conference, with e-mail notifications for updates and reminders.
### Step 1: Open Boardroom
1. Click on the **Membership** tab to open it.
2. Click on the **Boardroom** tab to see a list of all open meetings.
3. Click **+Schedule New Meeting** to create a new meeting.
### Step 2: Fill Out Meeting Details
In the "Schedule Boardroom Meeting" window:
1. Give your meeting a descriptive **Meeting Name**.
2. Select a **Meeting Organizer** — this person takes and edits meeting notes within Boardroom.
3. Select one or more **Boardroom Manager(s)** — they can comment, attach files, review meeting notes while the meeting is open, and change meeting parameters before/during the meeting.
- Note: only people with Admin status appear in the Meeting Organizer and Manager(s) dropdown menus.
4. Select a **Meeting Date** and **Meeting Start Time**.
5. Add a **Meeting Description** covering the focus and/or function of the meeting.
### Step 3: Invite Attendees and Set Reminders
1. Invite attendees by selecting one or more **committee groups**, or add **individual members** registered on your community website.
2. All attendees receive an e-mailed notification with the full meeting summary as soon as the meeting is created.
3. Optionally schedule up to two additional e-mailed reminder notifications.
### Step 4: Add Optional Extras
- **Custom Form** – include a form for meetings that need further attendee feedback or information, or to collect ballots for a committee election.
- **Shared Documents** – upload and share important documents that members can download from e-mail notifications to review before the meeting.
- **Video Conference Link** – add a pre-scheduled virtual meeting link, or click **Schedule a new Google Meet** to create one directly. Follow the video conferencing site's instructions, then copy the generated Google Meet link and paste it into the "Video Conference Link" box.
### Step 5: Save
Click **Save** once you're happy with your Boardroom Meeting setup.
Note: every time you save changes to the meeting name, date, start time, description, attendees, custom form selection, and/or video conference link (whether at creation or later edits), all assigned attendees automatically receive a new, updated meeting notification.
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