Boards is a key tool for managing your content. It keeps all your important sales and marketing materials organized and accessible right on your phone, making your daily tasks easier.
What Boards Does for You
Boards provides a centralized location for your business content.
- Content Management: Easily create custom content collections with text (scripts), images, videos, PDFs, voice recordings, Pages, and links.
- Accessibility: Access your content instantly through the Boards Keyboard on your phone and the Chrome Extension on desktop, putting your system right at your fingertips.
- Efficiency: Save time searching through different folders and apps or copying and pasting the same information over and over.
- Team Alignment (Optional): Share your organized content collections with your team to help everyone use consistent messaging.
Step 1: Download the Boards App
Download Boards from your device’s official store:
- iPhone: Download from the App Store.
- Android: Download from Google Play.
Using a computer? Go to boards.com and click Start for free.
Step 2: Create Your Account
You can create your Boards account in one of three ways: with Google, with Apple, or with your email address. All three options work on iPhone, Android, and desktop.
If you see Sign In, tap or click Sign Up underneath the large blue Sign In button.
Option 1: Sign Up With Google
- Tap or click Continue with Google.
- Choose the Google account you want to use.
- Follow the prompts to finish signing up.
Your Boards account will use the email address from your Google account.
Option 2: Sign Up With Apple
- Tap or click Continue with Apple.
- Sign in with your Apple ID. On iPhone, you can confirm with Face ID or Touch ID.
- Follow the prompts to finish signing up.
Your Boards account will use the email address linked to your Apple ID.
Option 3: Sign Up With Email
- Enter your name, email address, and create a password.
- Tap or click Sign Up when you’re finished.
Good to Know
- One account, every device: Once you’ve signed up, you can sign in to the same account on your phone and desktop. Your content syncs across all of them.
- Use the same sign-in method every time: If you signed up with Google, sign in with Google on every device. If you signed up with email, sign in with your email and password.
- Know which email your account uses: Board invites and join links only work when the email matches the one on your Boards account. You can always check your account email in the Account tab.
- Joining your team’s Board? Use the same email your leader will invite. See Join a Shared Board for details.
Step 3: Set Up Your Profile
- Tell us about yourself: You’ll be asked a few quick questions about you and your business. The questions may vary based on your answers.
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Choose how to start: Next, you’ll see an upgrade pop-up.
- Select a paid plan to start a 14-day free trial through your app store or Paddle. This trial automatically renews unless you cancel before it ends.
- Close the pop-up to get 14 days of complimentary access to all premium features, with no credit card required and nothing to cancel.
See Understanding Your Free Trial for the full details.
Step 4: Set Up Your Boards Keyboard
The final step is to turn on the Boards Keyboard, so your content is always one tap away in any chat.
iPhone
- Open your phone’s Settings.
- Tap General, then Keyboard.
- Tap Keyboards, then Add New Keyboard, and select Boards.
- Tap Boards and make sure Allow Full Access is switched on.
Android
- Open your phone’s Settings.
- Search for Keyboard or Languages & input (this varies by device).
- Tap Manage keyboards or On-screen keyboard.
- Make sure Boards is turned on.
On a Samsung phone? Go to Settings > General management > Keyboard, and make sure Boards is turned on. See Samsung: Finding and Switching to Your Boards Keyboard for step-by-step help.
Need more help? See Set Up the Boards Keyboard, iPhone: Keyboard Is Not Working, or Android: Finding and Switching to Your Boards Keyboard.
Having trouble signing in? See Trouble Logging In or Resetting Your Password.