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Understanding the Contact Profile in Sessionboard

Overview

The Contact Profile in Sessionboard is your central hub for managing contact information. It’s divided into four key tabs: Profile, Notes, Connections, Files, and Activity. Each tab serves a specific purpose and helps streamline event planning and communication.

 To open a contact's profile, select the pencil icon to the left of the contact record in the Contacts or Speakers module.

Profile

The Profile tab is your quick view of a contact’s involvement in an event.

We suggest expanding the record to see all of the details:

What You’ll See:

  • Contact Fields: Name, bio, photo, role, contact options (email/SMS), and easy access to view their portal tasks.

      • Address and Social Media Links

      • Global Attributes & Custom Fields

    • Portal Tasks: Tracks task progress (e.g., registration, booking a hotel room, speaker agreement).
    • Additional Contacts: Linked assistants or collaborators.

    Notes

    Includes notes (NOTE: Notes are not visible to the contact).

    • NOTE: If the user is a Session Submitter ONLY, the session they submitted will not appear within their profile

    Connections

    Shows which events, sessions & segments this person is involved in.

    Files

    The Files tab stores all files associated with the contact record and their associated sessions. 


    Activity

    The Activity tab records all communications sent to the contact, along with any changes made to their record.