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.

• Profile
• Edit
• Files
• History

 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.

Edit

The Edit tab allows admins to update contact details.

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

Files

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

History

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