Get Extra Help with Onboarding

Whether you're a do-it-yourselfer or want hands-on help, we have a tier that fits

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Benefits

FAQs

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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

Get started with confidence

BoardSpace is designed to be simple — but having the right support in the first few weeks means your board gets value from day one, not month three.

Up and running from day one

We set up your account, configure your templates, and make sure everything is ready before your first meeting — so your board isn't learning the software and running governance at the same time.

Your whole board, not just the admin

Onboarding coaching sessions are designed to bring your whole board up to speed — not just the person who signed up. Directors who feel confident using BoardSpace actually use it.

Support that grows with your board

Boards change. Directors leave, new ones join, and roles shift. Ongoing support means you're never starting from scratch when your membership changes. Help is there when you need it.

onboarding options

Choose the level of support that fits your board

All new BoardSpace customers receive Standard onboarding. Premium and Ongoing are available as add-ons.

Standard

Standard

Included with all annual plans. We guide you through setup — you do the work, with us alongside you.
Includes
Two 30-minute live coaching sessions
Account setup walkthrough
First meeting preparation guidance
Access to guides and support materials

Hands-on help

Premium

We handle the setup for you — so you arrive at your first meeting with everything already in place.
Includes everything in Standard, plus
We add board directors and staff
Create two agenda templates
Set up initial tag library
Configure events and polls
Additional coaching sessions as needed

Ongoing

Ongoing

For boards already using BoardSpace who need yearly help as membership changes or questions arise.
Includes
Annual membership update
Review and revise agenda templates
Tag library review and cleanup
Three 30-minute training sessions

FAQs

Common questions about onboarding

Still not sure which tier is right for you? These answers should help.

What onboarding is included with the subscription?

Standard onboarding is included with every annual BoardSpace subscription. It gives you two live coaching sessions to walk you through getting started — account setup, your first agenda, and your first meeting prep.

We're short-staffed and don't have time to set up BoardSpace ourselves. Can you do it for us?

Absolutely. With Premium onboarding, we handle the initial setup — directors, minutes, templates, tags, events, and polls — so you don't have to. You show up for the coaching sessions and you're ready to go.

I need some help organizing my tags and documents. Can you do that?

Yes. Premium onboarding includes setting up your initial tag library and uploading your first set of meeting minutes. If you need help with a larger document migration, get in touch and we'll work out what makes sense.

Can I ask governance or board-related questions during onboarding?

Yes. We're not just tech support. We understand how boards work, and we're happy to share best practices around meeting preparation, minute-taking, and governance structure during your coaching sessions.

Will you take our meeting minutes?

We offer optional recording secretary services. If you'd like to add that to your onboarding, just let us know and we'll set it up.

What's the difference between Standard and Premium?

With Standard, we guide you through the setup — you do the work with us alongside you. With Premium, we do the setup for you. If your board is time-poor, short-staffed, or just wants to arrive at the first meeting with everything already in place, Premium is the right choice.

Who is Ongoing support for?

Ongoing is for boards that are already using BoardSpace and want yearly help as their membership changes. If you have new directors joining, templates that need updating, or questions that have built up over the year, Ongoing gives you a structured annual touchpoint with our team.

How long does onboarding take?

Standard onboarding is two 30-minute sessions — most boards are ready to run their first meeting within a week. Premium takes a little longer because we're doing the setup work ourselves, but we'll agree on a timeline that fits your next meeting date.

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