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Automatic Email Reminders - new UI

How to enable/disable or edit your organisation's email reminders from BoardPro

Rajit Theodore avatar
Written by Rajit Theodore
Updated this week

Select your Organisation settings page from the left-hand menu.

On the Organisation page, click on the Notifications tab.

From your Notifications tab, you can:

  1. Enable/disable automatic email reminders from BoardPro for Actions and Meetings by clicking on the toggle.

    • The default setting is 'enabled'.

    • Reminders are sent to all meeting attendees, including those not invited to BoardPro* (access is set to 'No Access').

  2. You can change the number of days until the first reminder is sent (between 3 and 21).

    • The default setting is 'enabled'.

    • Reminders are sent to all action owners, including those not invited to BoardPro* (access set to 'No Access').

  1. BoardPro sends calendar invitations (Meeting Notices) manually when the meeting administrator chooses to notify participants. These include an iCalendar file that attendees can add to their calendars if desired.

  2. To stop sending calendar invitations but keep email reminders (like the 7-day reminder), administrators can avoid using the meeting notice feature and instead manage notifications through external tools.

Note: When enabled, BoardPro will automatically send an email reminder the day before (Meetings) or on the due date (Actions).

Automated reminders can also include a predefined 7-day reminder for meetings, depending on configuration.

No Access

  • If a person with no access is added to a future meeting, the meeting admin can send the Meeting Notice to that person. However, they cannot send the Agenda, board pack, or Minutes.

  • If a person with no access is added as an attendee, that person will receive automatic meeting reminders.

  • If a person without access is an action owner, they will receive automatic action reminders.

  • A person with no access will not receive any email related to Flying Minutes, Between Meeting Reports, or Meeting Votes except an 'assisted vote' email if the meeting admin votes on their behalf.

Troubleshooting Email Notification Delivery

Occasionally, users may experience issues with receiving calendar invites or notifications due to email filters or organizational firewalls. To resolve this:

  • Ensure BoardPro’s sender details are added to the recipient's safe senders list or firewall configurations.

  • Check that the following key details (domain, hostname, IP, and sender addresses) are correctly allowed for receiving emails from BoardPro:

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