This article serves as a comprehensive guide to managing your sessions and attendees/registrants in relation to sessions.


Creating a New Session

There are two ways to create a new session: 

  1. Create a single session: Click Add a Session which leads you to the Session Builder page where you can add details
  2. Batch upload: create a CSV with your Session Details to upload to the Session Management page. You can download a sample CSV to use as a template to fill out your Session Details by following the steps outlined below.

Creating a Single Session

  1. From the Session Management page, click the Add A Session button. This will bring you to the Session Builder page where you can input your Session Details.
  2. Fill in each piece of your data accordingly. Please note:
    1. Session Settings is the value that is inputted into the database
    2. Session Profile is the attendee facing information
  3. Once completed, Save the session.


Batch Uploading Sessions: Export A Sample CSV

You can download a sample CSV to use as a template to fill out your Session Details. Follow the steps outlined below.

  1. Access the Sessions Management Page:
    1. From the Dashboard - Click on Overview > Sessions OR

    2. From the Canvas - Click on Sessions from the dropdown menu on the top-right corner