Create Session Categories
Session categories allow administrators to create filters that help both admins and attendees quickly find relevant sessions. Categories are based on custom fields you define within a template (for example, Track, Session Type, or Session Format). Each category can include multiple values and can optionally apply color coding for easier navigation.
Once categories are configured, they can be assigned to sessions individually or in bulk. This makes it simple to organize large event programs and ensure attendees can search by meaningful criteria.
Create Session Categories
- From the Home page, select Events from the tile or left panel.
- Select the desired event.
- Click General from the left panel.
- Select Edit Session Categories.
- Click in the field, type the name of the new category, then press Enter.
Examples of useful categories include Session Type, Session Format, or Track. - Next to the newly created category, click Edit to add values and configure the category color.
- Values: In this area you can add the different values the category will have
- Color picker: Select an specific color for the category so it is not only easier to identify but also to customize it to align with your branding.
- Display format: Select bewtween Name: Value or just Value for how the categories will be displayed in the session, for example for Speaker Type, Users(s)
- Name: Value will display:
- Value will display:
- Click Save Changes to Session Format when finished.
Assign a Category to a Single Session
- From the Sessions list view, click the session you want to modify to open its Session Details.
- Locate the Category section and click Edit.
- From the drop-down, first select the Category and then its Value.
- Click Add.
- Click Save at the bottom.
Assign Categories to Multiple Sessions
- From the Sessions list, click the checkbox next to the sessions you want to update.
- Click the Edit button at the top (enabled once sessions are selected).
- In the Property to Update field, select Categories from the drop-down.
- In the Categories field, click Edit, then select the Category and its Value.
- Click Add.
- Select the action to take:
- Replace with the above: Removes all existing categories and replaces them with the ones selected.
- Add the above to list: Keeps existing categories and adds the new ones selected.
- Remove the above from list: Removes only the categories you selected from sessions.
- Click Update.
- You will see a confirmation message once the sessions are successfully updated.
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