Introduction
Sessions can be set up as one-time events or as recurring, saving you the time and effort of recreating them, such as weekly team meetings or monthly webinars. When setting up a repeating session, several options are available, allowing flexibility for daily, weekly, monthly, and annual cadences. View Single vs Recurring Sessions Overview for more information.
Table of Contents
Session Information and Settings
Let’s do a high-level overview of all of the information and settings available when setting up a session.
Basic Information
Title
- This setting displays what was selected when the session was created; however, it can be modified here as needed.
Slug
- This setting displays what was selected when the session was created; however, it can be modified here as needed.
- The “slug” will not automatically update when the session title/name changes.
Preview Text
- An optional short description that will display on a rotator or grid module, as well as display on the schedule list view.
Description
This shows on the session homepage - users browsing sessions will see this when they select the session.
It will also show within the info tab while in a session.
Use the wysiwyg to enter and style your session details. Although it allows for images and other media, it is recommended to keep this as text only and utilize the other session settings to:
- Set the images used to display the session on the schedule
- Set the banner image
- Attach your agenda and other supporting documents
Banner and icon Images
These two image settings give you flexibility for the session image that displays within grids, rotators, and the schedule page, which may differ from the image you'd like to appear as the banner at the top of the session page.
Preview
- Displays within grids, rotators, and the schedule page.
- Recommend a 4:3 image ratio
Banner
- Displays at the top of the session page, as well as the email notifications
- Recommend a 16:9 or 25:8 image ratio
Session Options
Session Restriction
As noted above, global sessions are available to all Community Members. When creating sessions within groups, they can be restricted to only group members, or they can be opened up to all Community Members.
Is the Session active?
This setting is defaulted to have the session active; however, it can be toggled off so that it cannot be viewed by Community Members until it is ready to be published.
Chat
Choose whether to enable the chat feature for the session.
Hide the Attend Session button
Are Community Members able to sign up to attend the session? If so, keep the button visible. If not, toggle this setting to hide it. You can then add the attendees who should have access to attend
Hide Attendee Directory
Choose if the attendee directory will be visible on the session page.
(Please note, this does not impact the visibility of attendees while in a session. The attendee list while in a session is always visible.)
Scheduling
These settings display what was selected when the session was created; however, they can be modified here as needed.
- Start Date
- Start Time
- Duration
- Recurrence
Early Entrance
NEW You may allow all participants to enter the session earlier than the start time based on their role. For example, Moderators and Presenters can be allowed in earlier than all other attendees to prepare.
Enable the toggle for each role and choose the amount of time they are allowed to enter early.
- Moderators and Presenters will be defaulted to 30 minutes
- All other attendees will be defaulted to 5 minutes
Moderation
Allow raising hands
Choose if you'd like to allow session attendees to raise their hands during the session. This is enabled by default.
Auto Recording
Choose whether you'd like the session to automatically record when it starts. This is disabled by default; however, even with this setting disabled, the recording can be started and stopped manually.
Specify User Roles
- As the person creating the session, you will be assigned the "Organizer" role and added as an attendee. You will have permission levels equivalent to those assigned as a presenter or moderator.
- Presenters have moderator permissions and are highlighted on the session page.
- Moderators have that permission/role; however, they are not highlighted on the session page.
- Attendees are those who have clicked to "attend" or have been added by an admin, organizer, presenter, or moderator.
Removed Users
NEW Attendees who are removed from a session while it is in progress will display here.
Learn more about this feature here: [Insert Link]
Media
Upload your agenda or any other supporting documents. These are available on the session homepage - users browsing sessions will see this when they select the session.
They will also show within the info tab while in a session.
The image below is numbered to correlate with the numbers noted above:
Copy a Session
- Locate the session to copy
- Click “Edit”
- Under the ellipsis next to “Basic Information”, click “Copy Session.”
Additional Information
In the side drawer:
- Step 1: Update the name of your session
- The “slug” will automatically update based on the session title/name
- Step 2: Set the start date
-
Note: cannot backdate the start date of a session
-
- Step 3: Set the start time and duration
- Step 4: Does the session repeat?
- Step 5: Who can attend this session?
What gets copied?
- Preview Text
- Description
- Session Options (unless the session restriction was changed in the 5 step modal)
- Early Entrance
- Banner and Icon Images
- Allow raising hands
- Auto recording setting
- Presenters
- Moderators
- Media
What does not get copied?
- Attendees
-
Removed Users
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