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Release Notes
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Sessionboard Knowledge Base
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Advice and answers from the Sessionboard Team
Feature Overview Guides
Feature Overview Guides
Sessionboard Overview
New Client Onboarding Checklist
Event Images & Dimensions
Event Settings
Portal Settings
Language Variant
Submission Form Settings
Event Details & Record Settings
Email Templates
Event Team Access & Permissions
New User Login Instructions
Reset Password (User Instructions)
Unlock Event Users
Invite & Manage Event Team Members
Emails & SMS Messages
SMS Messaging
ADD ON: Custom Email Domain
Automated/System-Generated Emails
Creating & Sending Emails
History (Emails, SMS, & Audit)
Portal
Starter Guide: Portals 101
Creating Custom Portals
Create & Assign Tasks
Create & Assign Portal Forms
Collect Documents/File Requests
Create & Share Wiki Pages/Resources
Create & Share Portal Files
Inviting Users To The Event Portal
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People Module
Contacts Module Overview
Understanding the Contact Profile in Sessionboard
Add & Delete A Contact
Adding existing contacts to a new event
Create & Assign A Session Submitter
Add A Moderator & Chairperson
Additional Contacts
Updating a Contact’s Email Address vs. Portal Username
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Sessions Module
Create a session submission form
Creating A Session Manually
Draft Submissions
Accept or Decline Submissions
Session Settings
Build and manage your agenda
Agenda & Speaker Embeds
Conflict Detection
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Session File Management
Editing Uploaded Files in Sessionboard
Enable, Upload, & Download Files
Applications
Create Applications
Speaker CRM
ADD ON: Speaker CRM Overview
CRM Set-Up & Best Practices
Inviting Organization Team Members
CRM Contact Fields
CRM Advanced Search
CRM Segments
CRM Communications
CRM Add Contacts To An Event
How to Merge Duplicate Contacts in the CRM
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General
Assigning Tasks to Contacts, Groups, or Sessions (Including Bulk Assignments)
Creating Custom Reports
Importing Data
Module Table Views
Exporting Data
Bulk Edit Fields
Subscribe To Feed
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Evaluations
Create & Manage Evaluation Plans
AI Evaluations (Coming Soon)
(Evaluators) How To Evaluate Sessions
Exhibitors/Sponsors
Adding Sponsor Groups & Contacts
Sponsor Intake Form
Exhibitor Intake Form
Adding Exhibitor Groups & Contacts
Sponsor Settings
Subsessions
Viewing Subsessions Within the Agenda
Converting a Session to a Subsession
Create A Subsession
Reverting A Subsession Back To A Parent Session
Speakers
Creating & Assigning Speakers
Documents
Creating Documents
