Tips and Tricks 11: Rehearsing for the event day

Tips and Tricks 11: Rehearsing for the event day



Hello everyone,

Hosting a successful and memorable event takes effort, and most of the time you only get one shot at doing it right. Getting a picture of how things will play out can make you confident to achieve the objectives you planned for your event. Preparing your event team members—like your staff, session hosts and co-hosts, and speakers—by rehearsing every session can help everyone get on the same page and give you an opportunity to work out any kinks.

When you create a location-based or an online event in Zoho Backstage, apart from adding speakers to their respective sessions in the Agenda tab, you can also configure hosts and co-hosts in the Hosts tab from the Manage Dashboard. Before event day begins, you can prepare your event team by conducting a dry-run for sessions in Backstage with everyone involved. To do this, you can invite up to 20 test participants for an event to join session rehearsals. This makes your practice runs secure and only accessible to the people you choose.



To invite test participants to your event for session rehearsals, go to the Test participants tab under the Rehearsal tab in the Conduct Dashboard. Here you can click the Add participants link and enter the email addresses of people who you want to invite.

To start a rehearsal, go to the Rehearsal tab in the Conduct Dashboard and click the Rehearse sessions tab. This tab will look similar to the Present sessions tab and this action will display all the sessions in your event. Here, click a session in the timeline on the left. On the right, you will see session details displayed. Next, click the Rehearse session button to start the practice session. Apart from the invited test participants, anyone from the list of event organizers, hosts, co-hosts, and staff can also be a part of session rehearsals by clicking the Join Rehearsal button in the Rehearse sessions tab. When they join the rehearsal, they will be listed according to their role in the event.



Speakers who are added to a session will be sent an invitation email to join the rehearsal through the event microsite. They can click the Join Rehearsal button against a session on the Agenda page and join as speakers. Once the session begins, they can go through their material, refine content, plan transitions, time their sessions, and coordinate with the hosts or co-hosts about session flow. Speakers who are new to the event scene can also get used to talking on stage or an online platform and understand how to use in-session engagement tools like, chat, polls, or Q&A in order to be ready for the event day. Any equipment or integration used for audio or video streaming can also be put to the test at this time to get on top of any unanticipated technical issues. Speakers can also join rehearsals conducted for sessions that they're not added to but will be listed as an attendee in that rehearsal.



Test participants will also receive an email when they are invited to take part in session rehearsals for an event. This email will include a link to easily sign in to the event microsite. Once signed in, they can click the Join Rehearsal button for a particular session on the Agenda page in the event microsite and will be listed as attendees in that rehearsal. However, if you invite an event member such as an event organizer, staff, host, or co-hosts, as a test participant, they will not be listed as an attendee but will be listed according to their respective roles. If you would like to send reminders to all the test participants at the time of the rehearsal, click the Inform participants to join event link in the Test participants tab.

You can also conduct multiple rehearsals, however, sessions that are happening in the same hall or track can't be started parallelly. In addition, make sure that you invite a different set of test participants when you are planning on conducting rehearsals that run parallelly.

Just like with a live session, after the rehearsal is complete, you will find a session summary and detailed analytics in the Sessions tab. Click the View details button for any session to do this.

We hope this tip will be useful for you. Feel free to share your thoughts in the comments below.

You can also visit our help center or send us an email at support@zohobackstage.com if you have any questions.

Stay tuned for more useful tips to help you craft exceptional events with Zoho Backstage!

Happy organizing!



Found this helpful? Subscribe to the Backstage Community for more tips and tricks.



        • Recent Topics

        • What's New - September 2025 | Zoho Backstage

          September has been a different month for Zoho Backstage. Instead of rolling out a long list of new features, we focused on something just as important: Performance, reliability, and stability The event season is in full swing, and organizers are running
        • Prevent stripping of custom CSS when creating an email template?

          Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>
        • Stock Quotes/Spreadsheet

          It would be nice if we could download security and mutual fund prices from Yahoo Finance (or?) in order to maintain an up to date investment portfolio on Zoho. Any chance?
        • link to any Belgian bookkeeping software?

          Hello, Does anyone on this Forum can help me with the question whether the ZOHO CRM (Invoices) or ZOHO Book can be linked to software that is used for Belgian Bookkeeping/accountancy? By linking, I mean either with the help of a middleware program or either by the ability to export the custom made reports as CSV-files... If someone has an experience with online CRM-Accountancy in Belgium, with ZOHO (or other), it would be great to read it... Thank you
        • marketing automation

          wants to know about the zoho marketing automation
        • Problems with email templates (HTML - Outlook)

          Hi there, I've been trying to create a newsletter from the template "Business 4". Everything looks great in the preview, but when I send it to my Outlook inbox, the layout doesn't seems to stick. More particularly: - The line-height is way more reduced, even though I used the line-height tool from the template - Columns but they are sometimes misaligned - Font size is not always the one I've selected. Could you help? Thanks!
        • Zoho CRM IP Addresses to Whitelist

          We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
        • How to create a drop down menu in Zoho Sheets

          I am trying to find out, how do I create a drop down option in Zoho sheet. I tried Data--> Data Validation --> Criteria --> Text  --> Contains. But that is not working, is there any other way to do it.  Thanks in Advance.
        • Introducing Keyboard Shortcuts for Zoho CRM

          Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
        • Zoho CRM's custom views are now deployable from sandboxes

          This feature is now available for users in the AU, JP, and CN DCs. This feature is now available for users in CA and SA DCs. New update: This feature is now available for users in all DCs. Hello everyone, We're excited to announce that you can now deploy
        • Where are Kanban swimlanes

          So i've been playing with Zoho Projects Kanban view a bit more. It appears that task lists are being used as the Kanban columns, which makes sense from the implementation point of view but not the logical one.  Kanban columns are statuses that a task can flow through, while a task list has been a logical way to organize related tasks and relate them to a mislestone. In other words a task in a particular task can go through several stages while remaining in the same task list. After doing some research
        • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

          Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
        • Scheduling Calls in CommandCenter / Blueprints

          I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But
        • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

          Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
        • Limit in number of records for subforms and multi-select lookup fields

          It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we
        • Kaizen #136 - Zoho CRM Widgets using ReactJS

          Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM
        • Getting Permission denied to access this portal.

          We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can
        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
        • Does Zoho Docs have a Line Number function ?

          Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
        • Setting Default Views for Custom, List and Detail Views

          Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting
        • Custom function return type

          Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding
        • Filter Based API request in Zoho Books using POSTMAN

          How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.
        • URL validation

          We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.
        • Has anyone been experiencing slow issues?

          Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.
        • Zoho Projects Roadshows 2025 - USA

          Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,
        • Billing Management: #6 Usage Billing in SaaS

          Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens
        • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

          Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the
        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
        • GST Slabs Redefined: Stay Compliant Using Zoho Books!

          Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
        • Allow syncing Activities from other applications

          Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,
        • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

          Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
        • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

          Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
        • Ask the Experts #1

          Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using
        • How to overcome Zoho Deluge's time limit?

          I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries
        • Zoho Sheet - Printing - Page Breaks and Printing Customization

          I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks
        • Checking if Creator has Change History

          Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission
        • Zoho sites header

          Good day, Im stuck with this situation. I choose a template for my website creation. I have tweaked every instance of the visual editor, regarding the header, I have created created customize fonts presets... I have followed every single step. and my
        • Your bot just got smarter: AI-Powered routing that reads between the lines

          What if your bot could tell the difference? Between a visitor who just needs a quick answer, someone actively comparing options, and a frustrated customer one click away from leaving? Most bots can't. They deliver the same response to everyone, missing
        • Next Page