New Client Onboarding Checklist

Welcome to Sessionboard! 🎉

To help you get started quickly, we’ve created a New Client Onboarding Checklist that walks you through the essential steps for configuring your event and preparing your team to begin managing sessions, speakers, sponsors, and more. This checklist acts as a step-by-step guide during implementation, ensuring that important event settings and modules are configured correctly before launching your program.

Access the Onboarding Checklist

Use the link below to access the checklist:

How to do this:

1. Open the checklist link.

2. Click File in the top navigation.

3. Select Make a copy.

    

This will allow your team to track progress without modifying the original template.

What the Checklist Includes

The onboarding checklist is organized by Sessionboard modules and setup phases so you can follow along as your event configuration progresses.

Sections include:

• Event Details Setup: Foundational event configuration, such as:

  • Event name

  • Event slug

  • Timezone

  • Event dates

  • Event logo

  • Portal background images

  • Record settings

These settings are important because many areas of Sessionboard automatically pull information from this page.

• Module Setup Guides: Depending on the modules included in your Sessionboard plan, the checklist may include sections for:

  • Speaker Management

  • Session Submission Forms

  • Agenda Building

  • Sponsor Management

  • Exhibitor Management

  • Evaluations

  • Portal Configuration

Each step includes:

• A task to complete

• A knowledge base article

• A training video

This allows your team to quickly find the resources needed to complete each step.