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Add Session Wizard

Modules>Events>Session Group Item>Add Session Wizard

This method is used when you want to quickly add a session to an event in the following conditions:

• You do not charge or register for your sessions.
• Registration fees and accounting information are not available.

You cannot add fees using the Add Session Wizard. The Wizard allows you to add and manage rooms for the session. Only the event dates will default from the main event.

Step 1

To add General Information about the session, use the following steps:

1. Enter your Session information in the fields using the descriptions in the table below.

   Field	Required	Description
   event	Required	Select your event from the drop-down list.
   session code	Optional	Enter a code that can be an identifier used in the find functionality.
   event start date	Optional	When you select the event, the event start date displays automatically.
   session name	Required	Enter a name for your session.
   session type	Required	Select the category of the session.
   maximum sponsors	Optional	Enter a value to limit the number of sponsors for the session
   abstract	Optional	Click this box if there is a abstract for this session.
   capacity	Optional	Enter the number of registrants allowed before a session is closed or a wait list is started.
   url	Optional	Enter the event's url for registration on line.

2. Enter a Session Description in the fields using the descriptions in the table below.

   Field	Required	Description
   html description	Optional	Compose and format a description to be used on eWeb and in html emails
   Show HTML	Optional	Compose your message using HTML code instead of the formatting ribbon provided.
   Borders	Optional
   Preserve absolute path for links (for emails in html format)	Optional	Do not change links to relative.
   plain text description	Optional	Compose a description to be used for display and in non-html emails

3. Click Cancel to close the wizard without saving your changes. Click Next to go to the Session Information panel in the wizard.
4. Enter the Session information in the fields using the descriptions in the table below.

   Field	Required	Description
   main event registration required?	Optional	Click this check box if a registrant must be registered for the main even before he of she can register for the session.
   free session?	Optional	Click this check box if there is no fee for this session.

5. The event, session name, and session code default from the General information page of the wizard. Click the check boxes as described below:

   Field	Required	Description
   main event registration required?	Optional	Click this check box if a person must register for the Main event before he or she can register for this session.
   free session?	Optional	Click this checkbox if the session is free.

6. Enter your Session information in the fields using the descriptions in the table below.

   Field	Required	Description
   session start	Optional	Click the calendar icon to select the start date for this session. Now sessions spanning more than one day appear on all days the session is scheduled.
   start time	Optional	Enter start time in hh:mm am/pm format.
   end date	Optional	Click the calendar icon to select the start date for this session. Now sessions spanning more than one day appear on all days the session is scheduled.
   end time	Optional	Enter end time in hh:mm am/pm format.
   post to web	Optional	this date drives the Registration fees on eWeb.
   remove from web	Optional	this date drives the Registration fees on eWeb

7. Enter the Session Registration information in the fields using the descriptions in the table below. Or you can skip this section.

   Field	Required	Description
   pre-reg	Optional	Enter the registration cutoff date for pre-registration
   early reg	Optional	Enter the registration cutoff date for early registration
   standard reg	Optional	Enter the registration cutoff date for standard registration
   late reg	Optional	Enter the registration cutoff date for late registration
   wait list	Optional	Click this check box if you want netFORUM to generate a wait list once the session reaches capactiy.
   auto register wait list	Optional	Click this check box to automatically remove the first person on the wait list and add them to the list of event registrants once space becomes available.
   ticketed	Optional	Click this check box if you want to require tickets for this session.

8. Enter the Session Attendance and Goals information in the fields using the descriptions in the table below. Or skip this section if these fields are not applicable to the session.

   Field	Required	Description
   guaranteed attendance	Optional	Enter the number of people guaranteed to attend this session.
   estimated attendance	Optional	Enter the number of people estimated to attend this session.
   registrant goal	Optional	Enter the goal for the number of registrants for this session.
   revenue goal	Optional	Enter the goal for the revenue you would like to make for this session.

9. Enter the CEU information in the fields using the descriptions in the table below. Or skip this section if these fields do not apply to the session.

   Field	Required	Description
   ceu type	Optional	Click the drop-down list to select the certification education unit type
   ceu #	Optional	Enter the certification education unit number that can be an identifier used in the find functionality.

10. Click Cancel to exit the wizard without saving your changes. Click Previous to go back to the General Information page. Click Next to save your changes and move on to the next page in the wizard.

Step 2

To add Room Information for the session, use the following steps:

1. Enter the Session Room information in the available fields, using the descriptions in the following table.

   Field	Required	Description
   room	Required	Select a room from the drop-down box.
   notes	Optional	Enter notes about the room.
   setup time in minutes	Optional	Enter the number of minutes needed to setup the room.
   breakdown time in minutes	Optional	Enter the number of minutes needed to break down the room.

2. Click Cancel to exit the wizard without saving your changes. Click Previous to go to the previous page in the wizard. Click Save & Add to add your choice of rooms to the rooms section belowClick Save and Finish to Save your choice of rooms and notes and continue to the next page in the wizard. Click Finish to skip ahead to the next page in the wizard without saving your changes.
3. Click OK to return to the event profile.