Sessions can have multiple Statuses during the Event lifecycle, depending on your workflow needs. This article will review how to manually manipulate Session Statuses (Submitted, Qualified, Approved, Published), how to schedule Sessions, and how to use the Mass Action features.
How to Schedule Sessions Using the Session Scheduler
Sessions can be scheduled either by using the Scheduler or by importing the Session information. Follow these steps to manually schedule Sessions using the scheduler.
Sessions Where Attendees Gather at a Physical Location:
- Navigate to Manage > Sessions > and click on the Scheduler button under the Import, Export, and Add New buttons.
- Time and date will run along the top of the grid, while Locations are on the left.
- To schedule, you can either:
- Click on the grid for a specific location / date and time
OR - Select an unscheduled instance from the right hand side, and drag and drop to the appropriate location / date and time.
- Click on the grid for a specific location / date and time
- You can always click on the scheduled Session/Instance to make edits or to unpublish.
Sessions Without a Physical Location:
- Navigate to Manage > Sessions > and click on the Scheduler (Without Location) button under the Import, Export, and Add New buttons.
- Time will run along the top of the grid, and date will run vertically.
- To schedule, you can either:
- Click on the grid / date and time
OR - Select an unscheduled instance from the right hand side, and drag and drop to the appropriate date and time.
- Click on the grid / date and time
- You can always click on the scheduled Session/Instance to make edits or to unpublish.
Note: If you have selected Automatically Publish Sessions (under Session > Setup), once you have scheduled your Session, it will be published, and will be ready to be shown on a Form. If this feature is not turned on, you will have to manually change the Status from Scheduled to Published.
Using Mass Actions to change Status, Tracks, Types, and more
- Navigate to the Manage > Sessions.
- The Mass Action options are under the bubbles icon. These actions will only be accessible once you select one or more Sessions from the list.
- You can change the Session Status, Track, Types, Levels, Tags, or Override Capacity Rules as well as Publish Sessions to Attendee Types, or Delete.
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