Note: This guide refers to legacy events only.
Learn how to add sessions to legacy events in this step-by-step guide. This help guide will cover how to add sessions to legacy events in Neon CRM.
Recommended Reading Before Your Start
Contents
Creating an Event Session
Sessions are add-on activities that can be purchased at an event. For this example, we will be adding a session for a post-dinner cocktail party with a keynote speaker. It will be an optional event with an additional cost to attend.
1. Navigate to Events on the main menu bar and select Events.
2. The Event List displays all the events that have been created. Select the event for which you will add the session(s).
3. In the Event Sessions section, select New Session.
4. Complete the Event Session Page. When finished, select Submit.
|
Field Name |
Description |
|
|
A. |
Name |
This will be the title of your session. |
|
B. |
Description |
Creating a description about this session. |
|
C. |
Maximum Attendees |
You can put a limit to the number of attendees for this session |
|
D. |
Required Room Style |
You can select what type of room will be needed for this event. |
|
E. |
A/V Support |
Select if you need sound or video for this session. |
|
F. |
Code |
This is an internal reference tool. |
|
G. |
Required |
You can make this session required by all attendees. |
|
H. |
Internal Note |
Make a note of important internal details. |
|
I. |
Resource/Equipment |
You can add resources or equipment you will need for this session. |
|
J. |
Session Category |
You can choose to categorize this session. |
|
K. |
Hide this session from online event registration |
Selecting Yes will hide this session for anyone that registers online. |
|
L. |
Start Date & Time |
Select a start day and time for this session. |
|
M. |
End Date & Time |
Select an end day and time for this session. |
|
N. |
Fee |
Input the amount you would like to charge for this session. |
|
O. |
Non-Deductible Amount |
Enter an amount if a portion of the session fee is non-deductible. |
|
P. |
Tax Deductible Amount |
Neon will auto-calculate this amount based on the non-deductible amount you enter. |
|
Q. |
Non-Deductible Amount Description |
Enter a description for any non-deductible portion of the session fee. |
|
R. |
Session Location |
This section allows you to note where this session will take place. |
5. On the event details page, you will see your new session listed in the Event Sessions Section. Here you can edit or delete this session using the links within the session row.
Session Details
Once a session has been created, it is listed under the Sessions section of the Event Detail page.
Clicking on the name of the session brings up the Session Detail Page, which is very similar to the Event Detail page. You have access to the same reports for your session that you do for your event as a whole.
Session Fees
You can charge an additional admission fee for an Event Session that is separate from the event admission fee. This can be done in one of two ways:
- If your session has a single fee, enter it in the Fee field under Financial Settings on the Event Session detail page
- If your session has multiple price options, add Ticket Prices for the session as shown in our Ticket Prices guide. You would do this instead of setting up the fee on the Session page. When a constituent registers for an event with sessions, they will first choose their ticket price for the event, and then their ticket price for any sessions they select.
Session Tickets can be created from the Ticket Prices section on the Event Detail page. When you create the ticket, select the Session it applies to with the Event/Session dropdown menu.
The first ticket price you create for a session will be the default price for that session on the registration form:
If a registrant chooses that session but wants another ticket option, they can select it from the dropdown menu.
Reporting on Sessions
Clicking the number under the Attendees column takes you directly to an Event Session Attendee Report for that session.
This shows a list of all attendees who are signed up for this session, as well as their attendee and session detail.
The Event Session Registration Report (accessible from the session detail page) will show a list of event registrations associated with that session.
If you need to report on multiple sessions across the same or multiple events, you can access general Event Session Attendee and Event Session Registration Reports by going to Reports New Report Event.
In addition, the following reports allow you to search by Session Name or Session Ticket Name, and can return session ticket information in output columns:
- Event Attendee Report
- Event Registration Report