What are Sessions?
Sessions are one-time or repeating events that occur in your community. For example, you could create a session for all of your training sessions, interview sessions, and many more!
Creating a Session
ℹ️ You will need the Workspace Admin permission to do this.
Go to Workspace Settings
To create a session, first go to the Workspace Settings page by simply clicking the cog button found on the bottom-left corner of the screen.
Go to the Sessions Page
Under workspace settings, select Sessions.
Create a Session
Click the button Add Session and wait for a popup to show.
Configure the Session
In the Session Configuration page, fill in all of the necessary fields and enable which role groups will be shown.
⚠️ Warning: If the selected end date impacts future sessions, a notification will appear showing the total number of sessions that will be removed.
Ad-hoc Sessions
Ad Hoc Sessions are sessions that automatically start when a staff member created it. To enable the feature, toggle Allow Adhoc Events on the right side of the popup above the toggle the Role Groups section.
ℹ️ Be sure that the Create Adhoc Sessions permission is enabled in your roles for your workspace members to create ad hoc sessions.
Recurring Sessions
You are able to make a session recurring by either selecting from our pre-set options or create a custom recurrence.
'Custom' recurrence allows for precise control over your session schedule. With this function, you are able to select at which days/weeks/months/years when the session occurs, frequency of the repeats and an end date.
The Advanced Options allows you to further tailor your schedule by specifying the duration of the session, time zone and any skipped dates.
🎄 Tip: Use the 'Skip dates' field to manage holiday breaks for your staff and prevent sessions from being scheduled on specific dates.
