Nonprofit organizations rely on events and meetings to advance their mission, raise funds, and engage with their supporters. To make scheduling easier, most nonprofits use a calendar to keep track of important dates and schedule events/meetings at a convenient time for all attendees.
Whether you are scheduling an event or a meeting, the process is the same. Here's how to do it:
1. Log in to your MyBoardView account.
2. Navigate to the Home tab, where meetings and announcements are listed with their respective buttons.
3. Click on the "Add Meeting" button under the Meetings section to schedule a meeting.
4. On the Add Meeting page, enter the necessary information such as the title, location, date, time, and description in the provided fields.
5. To select attendees for the meeting, scroll down to the Attendees section and either choose each attendee individually or select the "Invite All" button to invite all members.
Remember to add at least one attendee to ensure that your event/meeting is visible in the calendar and to other users.
6. Once you've filled out all the necessary information and selected attendees, click "Save" to complete the set-up process.
7. After saving the meeting, all selected attendees will receive an invitation email, and their names will be added to the attendee list. To track RSVPs for the meeting, you can check the attendee list. A green checkmark indicates that the attendee plans to attend, a question mark means they haven't responded yet, and a red X indicates that they do not plan to attend. To remove an attendee from the meeting, click the X to the right of their name.
By following these simple steps and maintaining an organized calendar, your nonprofit organization can easily keep track of important events and meetings, ensuring that everything runs smoothly and you can achieve your goals.
Access our Knowledge base for more MyBoardView management information.