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
  2. On the Sessions Management Page, click Export Sessions


  3. A CSV file will download to your desktop. Use the this file as a template to fill out your Session Details.


BATCH UPLOADING SESSIONS

  1. To upload a batch of sessions to your project, click the Import button to upload a CSV from your desktop.
  2. Once uploaded, the Platform will populate all session information automatically and display your sessions within the Session Management page.



How to Hide a Session with Registered Attendees

  1. Access the Sessions field by going to the section on the left panel with the form. In this template, it is called "Register."


  2. Click on the SessionID field

  3. Within the Sessions field settings, drag the active session(s) from the right panel to the left panel. This will hide the session(s) on the front end.  To select multiple sessions, click Command (⌘) for Mac or Ctrl for Windows, while selecting your multiple selections.


  4. Once your settings are complete, click the  OK button.

  5. Save and Publish to make your changes live.


Marking Engagement(s) as Cancelled

  1. From the Canvas, go to the dropdown menu on the upper-right corner and select Database.


  2. Find the attendee in the Database and click on the attendee row to open the Attendee Record panel.

  3. Click the Edit button on the Attendee Record panel.


  4. Scroll down to the Status field and select Cancelled from the dropdown menu.


  5. Click Save to update the record.


Register Attendee to New Session

  1. Find the attendee in the Database and click on the attendee row to open the Attendee Record panel.
  2. Scroll down to the Status field and select Cancelled.  This will allow for the reserved session spot to open up for the next registrant.
  3. Keep the (canceled) attendee record open for reference to their registration information.
  4. In a separate tab/window, go to the registration website.
  5. Follow the registration steps and re-enter all the attendee’s information into the web form. Select the new session they would like to register for. 
  6. Once you have submitted the form, a new attendee record will be created in the Database. The attendee will receive a new confirmation email with their updated event/session details.

Updating Session Capacity

There are two (2) ways to edit Session(s) Capacity

  1. Manually:  Enter into each Session and update the settings manually. This is recommended if you have only a few sessions.
  2. Batch Upload: Edit Session Capacity using the CSV. This is recommended for a large number of sessions.


Manual Session Capacity Edits

  1. Access the Sessions Management page
  2. Click on the Session that you would like to edit
  3. Session Settings > Capacity > enter the new limit amount



Batch Session Capacity Edits

  1. Download a CSV of your existing sessions by clicking Export from the Session Management page.
  2. Edit or add the number of capacity you'd like for each session under the "capacity" column.
    Please note: in order to overwrite the existing Sessions in the Session Management page, you must ensure all information in the "sessionID" column remains the same. If this information changes, a new Session Record will be created.
  3. Save the CSV file.
  4. In the Sessions Management page, click Import to upload your CSV file.