An Event is an instructor-led training session for your Learners. Within Events, you can manage registration and attendance.

There are multiple components to our Events feature:

On the Details page, start by adding a Description to provide more context on what will be covered during the Event session.

You can choose to select a background image to appear on the Event page and include Event Materials for your Learners to download and use for their session.

For the Enrollment Settings, you have the option to select:

• All users can enroll

• Only internal users can enroll

• Only specified users/groups can enroll

In the Advanced section, you have the ability to set a maximum number of registrations per session. If this is enabled, you can also choose to enable a waitlist in the situation that a session reaches the maximum number of attendees.

If Waitlist is enabled, you will also need to select the Waitlist Behavior. This is also where you can set the maximum number of users who can enter the waitlist for a session.

Once you have finished configuring the settings for your Event, click on
[Add Sessions].

Select the type of Event you want this Event to be. To learn about about Event series. please see our help article.

Click on [Add a Session] to create a new session for your Event.

In the Session box, click into "Session #" to set a name or title for the session. Select a Start and End Date/Time for this specific session. In the Instructors box, you can enter the name or email address of users to be the instructors for the session.

Note: By default, Instructors will also be given Assign access to the folder the Event is in so that they can assist with managing the attendance for the Sessions.

For in person events, enter the name of the room or office location for the session. For remote or web-hosted meetings, you can enter the link into the Location field or if using Zoom, you can set-up our Zoom integration and utilize our Autotrack feature.
Continue to add additional sessions until all needed sessions are created. Please note that by default, additional sessions added will be blank and not copy the previous sessions' data.

At the bottom left of each session tile, you will see an option to Repeat Session. This will automatically create duplicates of the session with the date according to the Repeat Every setting. When using the Repeat setting, the Instructors and Room Location data will be copied into each Repeat Session.

When finished adding Sessions to your Event, click on Publish to make the Event available to your Learners.

Now that your Event is published, you can start inviting Learners to the sessions.

Please note that if users are invited to a specific session, when on the registration page, they will still have the ability to register for any session they are qualified to enroll in.

Here is an example of how the Registration page will appear to Learners:

When any changes are made to the session title, time, date, or location, a notification will appear at the top of the page, allowing you to send an update email to attendees and instructors regarding the changes. If making updates to more than one item within a session, for example you are changing the Time and the Location, we recommend waiting until you have made all your desired edits to the session before sending the notification. This way users aren’t receiving multiple update emails for each change.

Note: Updates to Sessions in the past will not send an update notification to the attendees.

On the Events overview page, you will now see new filters to sort your data by:

• Session

• Attendance

• Status

• User

• Group

To invite Learners to an event simply select 'Invite Users', and choose a particular event session or leave the session field empty to allow the Learner to choose which session they would like to attend.

You can then use the Export button to export the attendee table to CSV.

The Message button above the attendee table will allow you to write a custom message to send along with the reminder email to the selected or all users.

Here is an example of how a reminder email with a custom message would appear:

To set a user's attendance status, select the user menu to select which Action you'd like to use:

Catalog of Events for Learners

Learners can navigate to the Events Catalog on the Learner home page to see the available Events to enroll in. When clicking into the Event tile, they will be brought to the Registration page to select a session to register in.