How to manage session of an event in Zoho Backstage

Agenda Planning

Every event has a clear aim or set of objectives. With Zoho Backstage, you can effectively convey this to the attendees with different sessions, such as a seminar to provide training, or a workshop to exchange ideas.

There are five session types:

Type
 Description
Registration
A session where attendees are asked to check in to take part in the event.
Welcome Note
A session that kickstarts your event with a formal greeting and any introductions.
Keynote
A session that talks about the core message or theme of the event.
Presentation
A session that introduces or demonstrates new ideas or products.
Reception
A closing session.

Note:
  1. You can also use other sessions types to introduce breaks in your event agenda: Breakfast, Break, Lunch, Tea, and Dinner.
  1. If your session doesn't fit into any of these types you can choose the Other option in the Session Type dropdown.



  1. Go to Manage > Agenda from the dock

  1. Double-click on a track to open the Add Session panel. The Add session panel will be shown.

  1. Select the Session type. Select Other if your session type is not listed.

    • Optional: Modify the default title.

  1. Select the day in which the session should be saved if your event has multiple days.

  1. Select the Start Time and Duration.

    • If you have not planned the session time, select the To be announced checkbox below the Start Time picker.

  1. Add a hall for your session and select it in the Hall dropdown.

  1. Add a speaker name and select it in the Speakers dropdown.

  1. Add the track name and select it in the Track dropdown.

  1. Add keywords and phrases that best describe your session in the Tags dropdown to help attendees filter sessions in the event website and find them easily. Use commas or the Enter key between each tag.

  1. Enter a Session description that explains more about the session, any instructions that need to be followed, and what an attendee can expect from it.

  1. Expand the Advanced Settings section.

    • Select the All ticket classes radio button to make the session available to attendees with tickets from any ticket class.

    • Select the Selected ticket classes radio button and enter the ticket class name in the text box that appears in order to restrict the session to attendees who only hold tickets from the specified ticket classes.

  1. Click Done . Your session will be displayed in the selected block of time on your timeline.

Note:  You can create a copy of your session in the timeline in the Agenda tab. To do this, click the menu icon for your session and click Duplicate .

Add a hall for your session

Tell your attendees about the location of your session. Provide the name and address of the hall in the Add Sessions panel.




  1. Click the   icon associated with the Hall dropdown in the Add Session panel. 
  1. Provide the hall name and the address of the session location in the Add Hall panel.

  1. Click  Done. The hall name will be automatically selected in the Hall dropdown.

Note: If you do not have the session hall name or address, select the  To be announced checkbox below the  Hall dropdown.

Add a speaker for your session

Tell your attendees about speaker information. Provide the name and email address of the speaker in the Add Sessions panel.



  1. Click  the   icon associated with the Speakers dropdown in the Add Session panel.
  2. Provide the email address of the presenter of the session in the Add Speaker panel. Alternatively, click the Pick from Portal Members link to add members from your portal team.
  3. Click Add . The name will be automatically selected in the Speakers dropdown.
Note:
  1. If you do not know who the speaker of your session will be, select the  To Be Announced  checkbox below the  Speakers  dropdown.
  2. Speakers that are invited here are automatically added to the  event member list .

Add your session to a new track

Consider this scenario: Melissa is an event organizer for a product company who is going to host an event with multiple sessions for employees. They will deal with product advancements and innovations. Melissa decides to add a track for product advancement sessions and another track for the innovations. Alternatively, she may decide to group them by the halls in the event venue.

Like Melissa, you can group your sessions according to your needs. Add a different track when you create a session in the Add Session panel.



From the Agenda page, Click the Add Track button to the right. A new track will be added, and you can continue creating sessions.

Make your session common for all tracks

When you have more than one track, there may be a need to add a session, such as a keynote session, for all your tracks. Make such sessions common for all your tracks in the Add Session  panel, instead of creating them separately. To do this, click the  Common for all tracks  checkbox below the Track dropdown.


  1. Click the menu icon associated with your session in the Agenda page.
  2. Select  Common for All Tracks from the menu.
Note: New tracks added after making a session common will automatically be populated with that session.

Sessions are always modified after they are created, as well as while your event is running. Sometimes you may have to change the hall of your session or group your sessions by type instead of hall location. Keep your sessions up-to-date by making all your changes in the Agenda page. 

Change session duration



Modify the duration of a session by expanding or shrinking it in the timeline; this will automatically change the duration of your session. Access the timeline for your event in the Agenda page. 

Move a session to another track



Change the grouping style of your sessions easily in the timeline. Go to Manage > Agenda from the dock. Click and drag sessions from one track to another to automatically move them. 

Feature sessions

Make a session stand out from the rest. Feature a session to mark it in the agenda and display it in the Home page of your website.



  1. Go to Manage > Agenda from the dock
  2. Click the menu icon for a session in the timeline.
  3. Select Feature.
Note: You can also do the same by clicking the Feature check box below the Session Type dropdown when you edit a session.

Hide sessions

Hide a session in the timeline to remove it from the agenda in the website.



  1. Go to Manage > Agenda from the dock.
  2. Click the menu icon for a session in the timeline.
  3. Select Hide.
Note: Hidden sessions will only be scored out in the timeline and will not be deleted.

To Be Announced (TBA) sessions

Sessions that have undecided durations can be moved to the Sessions not finalized area at the top of the timeline in the Agenda page.



  1. Go to Manage > Agenda from the dock.
  2. Click the menu icon for a session in the timeline.
  3. Select Move to TBA.

Edit session hall

Change the name or the address of the hall for your session.


  1. Go to Manage > Agenda from the dock.
  2. Double-click a session to open the Edit Session panel.
  3. Expand the Hall dropdown and hover over the name of the hall.
  4. Click  that is associated with the hall name to open the Edit Hall panel.
  5. Modify the name.
  6. Click Done.

Delete session hall

Delete unused session halls from the Hall  list.



  1. Go to Manage > Agenda from the dock.
  2. Double-click a session to open the Edit Session panel.
  3. Expand the Hall dropdown and hover over the name of the hall.
  4. Click  that is associated with the hall name.
  5. Click Delete in the dialog box.

Delete a speaker

Delete speakers when you want to remove them from a session.


  1. Go to Manage > Agenda from the dock.
  2. Double-click a session to open the Edit Session panel.
  3. Click  that is associated with the speaker name.
Note: A speaker removed from a session will not be deleted from the Speakers page in the event website.

Revert common track sessions 

Make a session that is common across all your tracks to be displayed in a single track.



  1. Go to Manage > Agenda from the dock.
  2. Double-click a session to open the Edit Session panel.
  3. Deselect the Common for all tracks checkbox below the Track dropdown.
  4. Click Done. The session will be displayed in the first track in your agenda.

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