Setting Up Schedule Selection Using the Registration and Member Portal

A highly requested, and now popular feature from PheedLoop is the option to make schedule selection seamless in both the registration flow as well as the member portal. This feature grants attendees the ability to add themselves into a session after proceeding through the registration flow. Additionally, attendees can edit their schedule in their own portals allowing for further customization and control over their event experience.

1. Enable Schedule Selection During Registration Step

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select a session you would like to enable pre-registration for from the list
3. In the session editor form, under Options toggle on the Enable Pre-Registration checkbox
   1. If this is toggled off, it will not show up in the registration flow.
4. Toggle on the Allow Schedule Conflicts checkbox
   1. This is useful if you would like attendees to add sessions to their schedule even if there is a conflict.
5. Under Basic Details, fill out the Capacity field
   1. This is optional but can be useful if you would like to have a maximum number of people registering for a session.
6. Select Save Changes

Quick Tip: You also have the ability to restrict tags and tickets. In the session editor form, navigate to Advanced Settings and under Ticket Based Restrictions and Tag Based Restrictions, choose the tags and tickets you want to restrict. Learn more about restrictions in our article here.

2. Editing Schedule Selection via the Member Portal

In the case that attendees want to edit their schedule selection and which sessions they have added, they are able to edit all of this information themselves in their Attendee Portal.

2 (A). Enabling Schedule Selection in the Member Portal

1. From the Event Dashboard, navigate to Sessions > Settings
2. Under General, toggle on the Enable Schedule Selection in Member Portal checkbox
3. Select Save Changes

Selecting this option will allow members to select sessions they plan to attend in the member portal.

2 (B). Using Schedule Selection via the Member Portal

1. From the Attendee Portal, navigate to Purchases
2. Select a registration that was linked to sessions you want to edit from the list
3. Select Open Schedule Selection
   1. A list of all the available sessions will be displayed and you can select Add or Remove depending on your preference.
4. Select Complete

2 (C). Using Schedule Selection via the Event App

Schedule selection in PheedLoop is synced across all portals. Whenever you add or remove a session to your schedule, you are able to use any portal to do so.

1. From the Mobile Event App, navigate to Schedule
2. Select the session you would like to add or remove from your schedule from the list
3. Select Add to Schedule
4. Select Remove, if you have the session added but would like to have it removed.

Quick Tip: If you would like to remove the schedule selection from the event app, from the Event Dashboard, navigate to Sessions > Sessions. Select a session from the list, under Event App Settings toggle off the Enable Add To Schedule checkbox.

2 (D). Using Schedule Selection via the Virtual Portal

1. From the Virtual Event Portal, navigate to Sessions
2. Select the box icon with a plus beside a session from the list
3. Navigate to Schedule, select Filters > Personal Schedule
   1. You are able to view your selected sessions in your schedule from here.

If you log into your Mobile Event App, you will be able to view the sessions you selected in the Virtual Event Portal in real time.

3. Disabling Schedule Selections for Sessions

If you would like to turn off schedule selection for sessions, you have the option to do so in the Event Dashboard.

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select a session you would like to adjust from the list
3. In the session editor form, navigate to Event App Settings
4. Toggle off the Enable Add To Schedule checkbox
5. Select Save Changes

4. Viewing Schedule Selections and Editing Schedule Selections as an Event Admin

In the case that you want to be in control and add attendees to sessions manually, you can do this in the Event Dashboard. You also have the ability to edit someone's schedule selection as well.

4 (A). Adding Attendees into a Session

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select a session you would like to view attendance for from the list
3. Above the session table, select Actions > Registrations
4. Above the attendance table, select Add > Select Attendees
   1. You can manually go through the list of attendees and select anyone to be added to the session.
5. If you wish to add multiple attendees, select Actions > Add Via Email
6. Enter the email addresses of the attendees you wish to invite into the session
   1. Separate each address with a comma.
7. Select Save Changes
8. Select Save

4 (B). Removing Attendees from a Session

1. From the Event Dashboard, navigate to Sessions > Sessions
2. Select a session you would like to view attendance for from the list
3. Above the session table, select Actions > View Attendance
4. Select an attendee you would like to remove from the list
5. Above the attendance table, select Actions > Remove From Session > Confirm
   1. Select View Profile to bring you to the attendee’s profile in the Attendees tab.
   2. Select Download Session Certificate to obtain their accreditation from the session.

5. Assigning Sessions Based on Tickets

Tickets can be configured to automatically include attendees into one or more sessions when purchasing the ticket. This can be done by selecting a session in the Connected Session field of any ticket.

1. From the Event Dashboard, navigate to Registration > Tickets
2. Select the ticket you wish to adjust from the list
3. Scroll down to Connections
4. Under Connected Sessions, select the sessions you wish to include
5. Select Save Changes

The sessions included will now be attached to the ticket. When an attendee purchases the ticket, they will automatically be added to the session’s attendance list. 

6. Downloading Session Selection

Once your event is complete, you have the option to extract all the session registration information in one report through a custom report.

6 (A). Creating a Session Registration Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports 
2. Above the custom reports table, select Create
3. Under Report Type, select Session Registrations from the list
4. Fill out the Name and Description fields
5. Under Fields, select Session Title, Session Code, Attendee - Email, Credit Value, and more
6. Under Sessions, select a session that you would specifically like to extract information from
7. Select Save Changes

6 (B). Downloading a Custom Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select the custom report you would like to download from the list
3. Above the custom report table, select Actions > Generate Report
4. Once the report is available, select Download Previous Report