How to Set Up Neat Board

Last updated July 31, 2025

Congratulations on your new Neat Board!  
 
Neat Board is a perfect all-in-one, highly capable meeting room device with an elegant design. Its 65-inch touchscreen display allows for the perfect solution for any huddle, focus, or meeting space.

Need some help in setting up your Neat Board for the first time? This article provides step-by-step instructions on how to setup a Neat Board out of the box.

In this article, you will find step-by-step instructions on how to set up your Neat Board (brand new out of the box or after a Factory Reset).

Contents

• Prerequisites  
• What’s Included 
• Bought separately  
• Step 1: Choose your mounting option 
• Step 2: Power up your Neat Board 
• Step 3: Connect Neat Board to the Internet
• Step 4: Choose your Platform
• Step 5: Pairing a Neat Pad (Optional)

Prerequisites

• Neat Board must meet the following network requirements in order to successfully connect to the internet Network and Firewall requirements for Neat devices.
• If you are planning to use Wi-Fi, please read the article Wi-Fi support on Neat devices.  

What’s Included

The Neat Board comes with everything you need to get started. Inside the box you will find:

• Neat Board
• 2x Neat Markers for hands-free touch and annotations
• Neat marker holder, which doubles as a cable management option
• Table stand legs
• Power cable
• Ethernet cable

Bought separately

Neat offers alternative mounting options that can be added at the time of purchase or by contacting a Neat Sales Representative: 

• Neat Board Floor Stand  
• Neat Board Wall Mount

You can also purchase a Neat Pad separately to use as meeting control or to display room availability.

Step 1: Choose your mounting option

You can mount your Neat Board on a table, wall mount, or floor stand. The wheeled floor stand provides the extra flexibility to easily meet wherever you prefer. Choose your preferred mounting option below to access the mounting guides :  

Step 2: Power up your Neat Board

• Connect your Neat Board to AC power  
• If you want to connect the Neat Board to a wired network, connect it to your network using an Ethernet cable.

• Once this is done, follow your Neat Board’s instructions to set up Time and Language then hit ‘Continue’. 

Step 3: Connect Neat Board to the Internet

• If you’ve connected your Neat Board using Ethernet cables to a wired network, you should be connected to the internet automatically. Otherwise, you will need to connect the Neat Board to Wi-Fi. If you are using Wi-Fi, please follow the instructions in Wi-Fi support on Neat devices under the Neat Board section.
  • Note: If a Neat device has a wired Ethernet connection to it, it will always use Ethernet. In order to force a Neat device to use Wi-Fi, there should be no Ethernet cable physically connected to the Board. 

• Once the Board has successfully connected to the internet, it will now download any software updates available. Do not power off or disconnect the internet to Neat Board during updates. 

Step 4: Choose your Platform

• You will now be asked to choose your platform as shown below. Once you have selected your preference, hit ‘Continue’ to begin launching either Zoom or Microsoft Teams.

• Once you have launched either Zoom Rooms or Microsoft Teams Rooms:
  • Zoom: Activate your Zoom Room either by entering the Activation key here or signing in with your Zoom account and selecting the correct Zoom Room.
  • Teams: Activate your Microsoft Teams Room by registering the Neat Board to your account here.

Step 5: Pairing a Neat Pad (Optional)

While not required, the addition of a Neat Pad allows easy and hassle-free meeting controls to get the most out of the video conferencing experience. See here for more instructions: How to Pair a Neat Pad to a Neat Board.