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Get Extra Help with Onboarding
Get help when needed.
Starting with new software can be overwhelming—especially when your board members are busy and your admin support is limited.
That’s why we offer tailored onboarding support.
We’ll guide or handle the setup, then coach you and your board through your first meetings so you can confidently take it from there.
Whether you’re a do-it-yourselfer or want hands-on help, we have a tier that fits.
Benefits
- NTake the guess work out of setup.
- NSetup for long-term success
- NSave time so you can keep doing your board work.
What's included?
Standard
For all new BoardSpace customers.
We’ll guide you through setup with two live coaching sessions—you do the setup.
Includes:
Two × 30-minute video sessions:
• Introduction to BoardSpace
• Agenda walkthrough & meeting cycle
Premium
For boards that want help getting started—we do the setup for you.
Includes:
– Add board directors & staff
– Upload 3 meeting minutes
– Create 2 agenda templates
– Add action items
– Set up initial tag library
– Configure events & polls
– Two 30-minute sessions:
• Introduction to BoardSpace
• Customize an agenda & meeting cycle
• Post-meeting review
Ongoing
For boards already using BoardSpace who need yearly help as members change or questions arise.
Includes:
– Manage updates to memberships
– Review & revise:
• Agenda templates
• Minutes
• Tag library
– Three × 30-minute training sessions:
• Intro for new board members
• Refresher for returning members
• Overview for new admins
Frequently Asked Questions
Related Resources
Inside the BoardSpace Toolbox
A blog series for directors, chairs, and admin pros who want to master the tools of board governance.
Each episode explores a key BoardSpace feature—what it is, how it works, why it matters, and how real boards use it.
The Definitive Guide to Buying Board Management Software
