In this article, learn how to access, understand, and make changes in the Session Summary Drawer.
APPLIES TO: Admins and Staff
Last updated: October 31, 2024
Ways to Access Session Summary Drawer
You can access the Session Summer Drawer from the:
Understanding the Elements of the Session Summary Drawer
- Details Tab - shows you the location, staff members assigned, attendee list and resources reserved for the session
- Check-in Tab - use the check-in drawer to denote whether the attendee showed up or not as well as see which attendees still have not paid for the session
- Note Tab - allows you to Add Admin (internal) and Client Notes (external) to the session
- RSVP Tab - If enabled, you can review the RSVP tab to see which attendees have confirmed they are attending or not, as well as an ability to remind those who are still pending a response
Making Changes to a Session via the Session Summary Drawer
There are a number of actions you can perform within the Session Summary Drawer.
- Edit Session Date, Time and Max Size
- Add Staff or Resource to a session
- Remove Staff or Resource from a session
- Remove Attendee from a session
- Check Clients-In
- Add Internal Session Note
- Message Session Attendees