Understanding the Contact Profile in Sessionboard

Overview

The Contact Profile in Sessionboard is your central hub for managing speaker or participant information. It’s divided into four key tabs: Profile, Edit, Files, and History. 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.

What You’ll See:

  • Contact Card: Name, photo, role, and contact options (email/SMS).

  • Related Events: Shows which events this person is involved in.

  • Sessions & Notes: Includes session participation and internal notes.

    • NOTE: If the user is a Session Submitter ONLY, the session they submitted will not appear within their profile
  • Portal Tasks: Tracks task progress (e.g., registration, book hotel room, speaker agreement).

  • Additional Contacts: Linked assistants or collaborators.

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Edit

The Edit tab allows admins to update contact details.

👉🏼 Learn how to save fields within a contact's profile

What You’ll See:

  • Contact Information: Name, title, organization, email, phone.

  • Biography: Rich text field for speaker bios.

  • Address and Social Media Links

  • Global Attributes & Custom Fields

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Files

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

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History

The History tab logs all changes made to the contact record and a historical record of emails sent to the contact.

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