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Automatic Email Reminders

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

Written by Rajit Theodore
Updated over 2 weeks ago

Manage organisation notifications

Select Settings from the left-hand menu.

Click the Notifications tab.

From the Notifications tab, you can manage automatic reminders for meetings and actions.


Meeting reminders

Enable or disable automatic email reminders for meetings using the toggle.

The default setting is enabled.

You can set the number of days before the meeting that the first reminder is sent (between 3 and 21 days).

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

Note: When enabled, BoardPro automatically sends an email reminder the day before the meeting.

Reminders are sent to all meeting attendees, including those with No Access.


Action reminders

Enable or disable automatic email reminders for actions using the toggle.

The default setting is enabled.

You can set the number of days before the due date that the first reminder is sent (between 3 and 21 days).

Note: When enabled, BoardPro automatically sends an email reminder on the action due date.

Reminders are sent to all action owners, including those with No Access.


Meeting Notices (calendar invitations)

BoardPro sends calendar invitations (Meeting Notices) manually when the meeting administrator chooses to notify participants. These emails include an iCalendar (.ics) file that recipients can add to their calendar.

To stop sending calendar invitations while keeping email reminders (such as the 7-day reminder), do not use the Meeting Notice feature. You can manage calendar notifications through your external calendar system instead.


No Access users

If a person with No Access is added to a future meeting:

  • The meeting administrator can send them a Meeting Notice.

  • They cannot receive the agenda, board pack or minutes.

If a person with No Access is:

  • Added as a meeting attendee — they will receive automatic meeting reminders.

  • Assigned as an action owner — they will receive automatic action reminders.

A person with No Access will not receive emails related to Flying Minutes, Between Meeting Reports or Meeting Votes, except for an assisted vote email if the meeting administrator votes on their behalf.


Troubleshooting email notification delivery

If users are not receiving calendar invitations or reminders, this is usually due to email filtering or organisational firewalls.

Important: Ensure BoardPro sender details are added to the recipient’s safe senders list or firewall allowlist.

The following details must be allowed:

Allowing these ensures BoardPro emails are delivered without interruption.


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