Sessions - Overview – IntelliBoard Support Portal

Sessions can be created to schedule live meetings, webinars, etc. Sessions can be created out of courses and inside them (read more about creating sessions inside courses HERE). Find instructions for creating sessions and setting them up below.

Before you get started...

You MUST have an IntelliBoard account.
You have to be signed-in as a user with full admin rights.
You should have an installed IntelliCart plugin.

HOW TO CREATE SESSION

Step 1: Create an IntelliCart Session

Choose IntelliCart and click on Products tab.
For the needed product click on Sessions action.

Step 2: Write Your Session

1) Name	Name your session as you wish to make it more specific for your audience. NOTE: If you won't add a name, session will automatically get a product's name.
2) Start Time	Select date and time when the session will be started. NOTE: This field is required.
3) End Time	Select date and time when the session will be ended. NOTE: This field is required.
4) Repeat session	Choose whether this session is repeated or not.
5) Repeat until	Select date and time until which the session will be repeated. NOTE: The session will be repeated weekly at the start time and day of week. System will automatically create a session record for every repeat time. I.e., you set up a session to be started on March 4, 2020 at 10 a.m. (Wednesday), and set the "Repeat until" date to March 30, 2020 11 a.m. In this case the session will be repeated on March 4, 11, 18, 25 at 10 a.m. (every Wednesday).
6) Session Link	Add a link to the session that will appear under the Start Session button after purchasing (the full root to the this button in Product Catalog > My Products > [Product] Details > Sessions > [Session Name] > Start Session).
7) Seats	Add the number of people who can attend the session. To add this setting for sessions you need to Enable Seats, Enable buying seats and Enable sessions on the product editing page. NOTE: If you add "0", the number of participants will be unlimited.
8) Description	Add the session description to make it more specific for your audience.
9) Checkout Information	Add the checkout information if needed. NOTE: This information will appear only when the product is bought.
10) Instructors	Assign instructors to the product in needed.
11) Save	Save your changes.

SESSION FEATURES - OVERVIEW

When you are done creating, you'll see all sessions in the next view.

1) Session Day filter	Filter your sessions by the day they are held.
2) Search	Search sessions by their names.
3) Manage custom fields	Add additional fields for your sessions if needed. Read more about Custom Fields HERE.
4) Name	Session Name as entered.
5) Start Time	Session's start time as entered.
6) End Time	Session's end time as entered.
7) Seats	The number of seats as entered.
8) Edit	Edit your discount.
9) Status	Choose whether the session is visible or hidden.
10) Delete	Delete your session.
11) Assign Groups	Assign groups to your product for enrolling. Search box for group selection will display only groups from courses you assigned to a product before. If you didn't assign any course to a product, you won't see any group here. I.e., if you assign Group A to the product, users will be automatically enrolled into this when they buy a product. NOTE: If you assign 2 or more groups, customers will be enrolled into all selected groups.

For additional assistance, please email Support@IntelliBoard.net or click HERE.