To gather input on your agenda, use the Email feature in BoardPro.
Go to the Meeting Details page, click the Agenda tab at the top, then select Email to notify the Chair, CEO, or anyone else who needs to review the agenda.
When the pop-up box appears:
Choose recipients—Select who should receive the email. If someone doesn’t have access (marked as Invitation Pending or No Access), an asterisk (*) will appear next to their name, meaning they won’t receive the email. Emails can’t be sent to users with an Executive/Guest role.
Personalise your greeting – You can change the default "Hi" greeting and choose to include the recipient’s first name, last name, both, or none.
Add comments – Use the comment box to include any extra information you'd like to share.
The recipients will receive an email inviting them to review the draft agenda and provide their input or suggestions. It will look something like this:
