Admin Portal

How to Create Sessions

Academy -> Sessions -> + Add Session
Attention to the following Steps:
Step 1:

Session Mode:
Private: you'll choose the target in step 3 and only those will be able to see and register in this session.
Public: set the minimum and maximum number of participants and everyone can see and register for this session. If the user is not registered in the organization, he will see a form for registration on the session page.
Status field:
"Draft": Sessions still in development and not yet submitted for registrations. Not visible to the common user.
"Lead": requested by clients or created by the admin but not already validated -> not visible in the user portal
"Planned": validated sessions that are planned to happen in the future-> visible in user portal and available for registrations.
"Confirmed": Planned Sessions that reached the minimum number of users or were validated by the Owner.
"Canceled": sessions that were canceled
Name: insert a name for the session 
Summary: insert a summary for the session
Description: insert a description of the session
Assignee is the manager of the Session, the one responsible to set everything up
Category: select a type of category
Image: insert an image that will represent the session
Language: select the language 
Available countries: Choose the countries where the Session will be available in
Currency: choose the currency 
Content accessible before payment checkbox: By selecting this option the content will be accessible before the payment is approved
Price: if you want to set a Free Session, you should leave this field blank
Promotional Price: if you want to create a discount on the Session's Price
Promo Start Date: define the start date for the promo
Promo End Date: define the end date for the promo 
VAT Category: If you select one of these categories the VAT Rate will be calculated automatically
Private note: if you want some private notes about the session

Step 3:

Beware that if you selected the Session as Public you'll only be able to set a maximum and minimum of participants. All users would be able to see and purchase/register in this session.
If Private, you will have to target by Team, Users or invite new users by email. Note that if you leave these fields blank no one will be able to see and join the Session.

Step 4:

Chose the start and end date of the Session. You can also provide a confirmation link activation by selecting the time at which the link/QRCode will be available after the session's start date.

Step 5:

In the last step you can:
Add a survey to the end of the Session (this survey should be prepared in advance and will be available on the user dashboard)
Attach documents your users will need for the Session (available on the session page).

User Portal

How to Join Sessions

Join a Free Session
Attention to the following Steps:

Academy -> Sessions -> Open Session:
If Webinar Session: -> Subscribe
If Online Session: -> Open Session
If Classroom: -> Open Session - Subscribe

Join a Paid Session
Attention to the following Steps:

Academy -> Sessions -> Open Session -> Enroll -> Checkout Process -> Complete order:
If Webinar Session -> Join Webinar -> Confirm Participation (Open the QR CODE or click ‘’confirm participation’’)
If Classroom Session -> See Session Details 
If Online Session -> Open Session

Join ​a Paid Public Session for Users not Registered 
Attention to the following Steps:

Session Link -> Form (Create account & Subscribe) -> Add New Card -> Add Card -> Confirm -> Join Session

Join ​a Free Public Session for Users not Registered 
Attention to the following Steps:

Session Link -> Form (Create account & Subscribe) -> Join Session

Admin & User Portal

Important Notes

• When the session status changes from Planned to Confirm, participants should receive an email confirming this change in status.
• If a session does not reach the minimum number of participants 10 days before the start date, the owner of the session should receive an email informing him of this situation.
• For classroom sessions, only the trainer and the host can display a QR code on the session page in the user portal to allow participants to register their attendance. This code is automatically generated by the platform. Only the users who are in the target group or who have previously registered in this session can confirm their attendance. If a user is not registered in this session, but the session is public and the maximum number of participants has not been exceeded, he is automatically registered in the session and his presence is confirmed.
• In classroom sessions, the trainer can open the previously selected courses while creating the Session.
• Users who try to confirm their attendance in classroom sessions using the QR code without a valid registration are first redirected to the registration form and then will be redirected to the session.
• Users who attempt to access private sessions that are not intended for them or who are not logged in will be redirected to a 403 error page.
• Administrators, session owners, and Session Assignees have the option to share the link of the Public Sessions in the final step when editing an existing session (in both the user and admin portals) and in the Session Listing in the admin portal.
• When a user chooses to cancel a subscribed session, a new pop-up will appear to confirm the cancellation and accept the cancellation policy.
• Users can view a customized report page equipped with filters, providing detailed insight about Sessions user data, through Advanced Analytics in the new submenu 'Custom Report'.