Skip to content
  • There are no suggestions because the search field is empty.

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, Edit, Files, and Audit. 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, contact options (email/SMS), and easy access to view their portal.

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

  • Sessions & Notes: Includes session participation and 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

  • Portal Tasks: Tracks task progress (e.g., registration, booking a hotel room, speaker agreement).

  • Additional Contacts: Linked assistants or collaborators.

 Screenshot 2025-09-30 at 10.41.39 AM

 

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 contact bios.

  • Address and Social Media Links

  • Global Attributes & Custom Fields

 Screenshot 2025-09-30 at 10.43.27 AM

 

Files

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

Screenshot 2025-04-23 at 5.17.39 PM


Audit

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

Screenshot 2025-09-30 at 10.44.32 AM

Screenshot 2025-09-30 at 10.43.59 AM