Bulk Assignment of Sessions

On this page you can:

This is in Speaker and Session Management, which must be enabled for the event in Plan > Configure > Options > Functional Areas Needed by the Event.

Navigation

There are three tabs, Assign Sessions,Unassign Sessions, and Process WaitListed Sessions. They all work in the same way, as described below.

You land on the Assign Sessions tab when you go to Speaker and Session Management > Bulk Assignment.

Prerequisites

To be able to assign sessions to attendees, you will first need to:

  1. Add the session, in Manage >  Speakers and Sessions > Sessions.

  2. Schedule one or more session instances for selected dates/times and locations, on that Sessions page.

  3. Publish the session for one or more attendee type(s), on that same Sessions page; that is, make it available for assignment.

Assign Sessions (tab)

Play (icon) Video: Assigning Sessions (1.5 min.)

If there are more registrations than can fit on one page, navigate through the pages using the First / Previous / Page # / Next / Last buttons at the bottom of the page,

Select the attendees to whom you want to assign the session instance, and click Save.

Note about Capacity: The number of attendees to whom you can assign the session is limited by the Session's Capacity.
For example, if the session has a Capacity of 200, and 150 are already registered for this session instance, you can only assign it to another 50 attendees.
But if Override Capacity is selected on the Session record (see Manage > Manage > Speakers and Sessions > Sessions), you can exceed that capacity.

You will receive an email when the operation is complete.

NOTE about overlapping sessions: A registrant cannot be assigned to sessions whose times overlap, unless the event has the option to "Allow Overlapping Sessions for Registrations" set under 'Speaker and Session Management' in Plan > Configure > Options.

Unassign Sessions (tab)

Play (icon) Video: Unassigning Sessions (1.5 min.)

If there are more registrations than can fit on one page, navigate through the pages using the First / Previous / Page # / Next / Last buttons at the bottom of the page,

Select the attendees for whom you want to cancel their assignment of the session instance, and click Save.

You receive an email when the operation is complete.

Process WaitListed Sessions (tab)

If there are more registrations than can fit on one page, navigate through the pages using the First / Previous / Page # / Next / Last buttons at the bottom of the page,

Select the attendees to whom you want to assign the session instance, and click Save.

Note about Capacity: The number of attendees to whom you can assign the session is limited by the session's Capacity.
For example, if the session has a Capacity of 200, and 150 are already registered for this session instance, you can only assign it to another 50 attendees.
But if Override Capacity is selected on the Session record (see Manage > Manage > Speakers and Sessions > Sessions), you can exceed that capacity.

You will receive an email when the operation is complete.

NOTE about overlapping sessions: A registrant cannot be assigned to sessions whose times overlap, unless the event has the option to "Allow Overlapping Sessions for Registrations" set under 'Speaker and Session Management' in Plan > Configure > Options.

See Also


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