How will board members join the meeting, and what do they need to do?

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We encourage all users to ***download Zoom*** before the meeting for easier entry and ensure it’s up to date.

Members can enter using the Join the Meeting button in their invitation email. Each joining link is unique and will be tied to each member’s user information.

The Join the Meeting button will take members to the Meeting Portal. From there, they can do a few things:

  1. Join the meeting via their Zoom App. Their device will prompt them to either download the app or join if it’s installed.

  2. View their Meeting Documents via the Files tab that you have upload through your Dashboard. These can be viewed anytime by the board.

    Meeting Documents

  3. Vote live on any matters you launch during the meeting via the Vote tab. You can create and launch questions anytime through your Dashboard and can view the results there too.

    Live Voting

They should leave the Meeting Portal open while attending the Zoom meeting. They will need it to vote and view meeting documents. When you activate a question, the vote tab in the Portal will flash to prompt them to participate.

Move on to the next section: ✅ Live Voting