Can advisory board members be imported?
As part of the onboarding process, we can import advisory board members for you. To do so, we require data to be provided to us in the following format.
Advisory Board Members Import File - Click to Download CSV TemplatePopularHow can I view or resend an Advisory Board Meeting invitation?
Sometimes, email sent from the application may get marked as SPAM. As a workaround, you may want to copy the content of the email message and try to send it from your own email client.
To do so, first you'll need to view the meeting attendees by clicking on the ellipsis and choosing Attendees.
If you've already emailed invitations, you'll see a View Email option listed in the Invitation column.
(hFew readersWhen can notes be taken on an advisory board activity?
Notes can be taken at any time before the meeting is adjourned. Notes can even be taken prior to the start of an advisory board activity so that members have the opportunity to add questions/concerns to agenda items before the meeting starts so they can be documented and addressed when the meeting takes place.
Of course, only members who have the security to add notes will be permitted to do so regardless of the time.Few readersWill my advisory board members get reminders about an advisory board activity?
After sending an invitation to an advisory board attendee, they will be reminded automatically every 3 days until the start of the activity, they RSVP, you mark their attendance status, you delete them as a board member.Few readersCan I easily make calendar events for my Advisory Board Activities?
You can easily make calendar events for advisory boards
In the email that goes out inviting members to their advisory board meetings, there are links directly in the email invitation for them to create events in Google and other email clients.Few readersHow can I get a list of all advisory board members and the last time they attended an activity/meeting?
1. Navigate to the reports page
2. Click on the Advisory Board tab
3. Click on Members Export
4. ClicFew readersCan I generate or upload a sign-in sheet for advisory board activities?
1. Navigate to the advisory board module
2. Click on the action button beside the activity you'd like to print/upload a sign-in sheet for
3. Click on Sign-in Sheet
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/f0ce7a71-dba4-47be-bca1-8e918fFew readersHow do I schedule a new meeting/activity for an advisory board?
1. Navigate to the advisory board module
2. Click on New
3. Choose the advisory board this meeting pertains to
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/8e56009f-1a5d-45c3-985c-d663c634dba1/2.029644Few readersHow do I send an email to all employer contacts that are not advisory board members?
You may want to send an email to all employer contacts in the system that are not advisory board members to try to recruit them as new members. You can do this by following this guide.
1. Click on Advisory Boards
2. Click on Settings
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/171d4b1f-d422-4293-82fd-5496aad5aaed/2.5/98.072916666667/12.876Few readersHow do I hold an Advisory Board meeting?
1. Navigate to the Advisory Boards Page
2. Click on the Action Button (...) for the meeting you wish to start
3. Click on Start Activity
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/7c261bf9-1edc-4732-9ea2-9c21237a0ee1/2.5/95.672071129707/90Few readersHow do I send communications to all advisory board members across all advisory boards?
1. Navigate to the Advisory Board page.
2. Click on Settings
3. Click on Send Advisory Board Member Communications
(https://d3q7ie80jbiqey.cloudfront.net/media/image/zoom/be4d3947-128c-4b08-ad81-e09807def4c6/2.5/9Few readers