Looking to Implement a Board Portal
New to board management software?
We can help you to get started.
All you have to do is to sign up for the 1-month free trial:
In the Message box on the sign-up form, type us a message which could say something like ‘I need help with set up.’
Then create a sheet with a list of your board members as well as any of the names of other committees and their members in EXCEL or Google Sheets format.
Your list should contain four columns of data, namely:
Committee Name, Member Name, Member Surname, Email Address
If you are looking for an example file:
- For an example in CSV format:
- For an example in EXCEL format:
Then, when you have completed your list, email it to: firstname.lastname@example.org.
As soon as we receive it, we will quickly import your members and committees for you. Then we will let you know when your board portal is ready for you to start work.
After this, you are welcome to try BoardCloud out for yourself or, even better, setup a e-meeting at a time convenient to you, so that we can take you through the system.
To book some in-person BoardCloud training: