Send Board Meeting Invite to Board Members

1. Admin Control Panel > COMMUNICATION > click SEND EMAIL.

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2. Complete SENDER section.




3. RECIPIENT(S) > select by > click Event.




4. select by title or select by date > select Board Meeting event title or date.




5. send to > click Invitees.



OPTIONAL: Click to view RECIPIENTS: Invitees names and uncheck names as needed.


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6. SUBJECT > type subject




7. MESSAGE > select an insert > click Event.




8. select by title or select by date > select Board Meeting event title or date.



9. insert > select desired event information > click INSERT.




10. MESSAGE > Board Meeting event inserted > edit as needed.

TIP: The yellow RSVP button carries the Login Bypass Feature. When members click on the RSVP button, they are directed to the event without having to login. Do not edit the RSVP button or Login Bypass is removed.

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OPTIONAL: Delete or Add a row to table. Click Table icon > select Row > make selection.


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OPTIONAL: Insert Signature


A. insert signature on file? > click toggle switch to YES .



B. Click INSERT SIGNATURE ON FILE.




C. Signature added.




11. TEST > send test? > click toggle switch to YES.




12. send to yourself > choose  email if you have multiple email addresses.




OPTIONAL: also send to Administrator, Member, or Spouse


A. also send to > make selection


B. administrator, member or spouse > make selection



C. *If available > email > make selection



D. Use the + icon to add another. 




13. Click SEND TEST. View summary > email is saved to DRAFTS folder > go to your email to proof.




14. SEND > ready to send? > click toggle switch to YES.




15. Click SEND EMAIL.