Add - Events Session

Modules>Event>Find, Query, or Add Event>Event Profile

This is the most common method of adding a session to an event. When adding a record from the Events Profile page using this form, the event name, dates and Cut off Dates will default to the values from the main event.

To add an Event Session, use the following steps:

1. Go to Modules>Event>Find, Query, or Add Event>Event Profile>More tab>Tracks/Sessions>sessions child form.
2. Click the add icon to open the Add - Event Session Page. The Add - Event Session Page has the following sections. Follow the directions for each section.

• Session Information Section

• Session Registration Options Section

• G/L Information Section

• Fee Attributes Section

Session Information Section

1. Fill in the fields according to the table below.

   Field	Required?	Description
   session code	Required	???
   session type	Required	this categorizes the session
   session name	Required	???
   session start date	Optional	???
   end date	Optional	???
   session start time	Optional	???
   end time	Optional	???
   capacity	Optional	the number of registrants before a session is closed or a wait list is started
   maximum sponsors	Optional	selecting a value will limit the number of sponsors for the session
   est attendance	Optional	this is for reference only
   guaranteed attendance	Optional	???
   registrant goal	Optional	this is for reference only
   revenue goal	Optional	this is for reference only
   ceu type	Optional	this is used to give Certification credits
   ceu #	Optional	this is used to give Certification credits
   course	Optional	???
   fundraising product	Optional	???

   Cut Off Dates & Web Information

   Field	Required?	Description
   pre registration	Optional	???
   early registration	Optional	???
   standard	Optional	???
   late registration	Optional	???
   sell online	Optional	Select this check box to register individuals through the Web site.
   post to web	Optional	This date and the remove from web date drive the Registration Fees oneWeb
   remove from web	Optional	This date and the post to web date drive the Registration Fees on eWeb

2. Move on to the Session Registration Options Section.

Session Registration Options Section

1. Fill in the fields according to the table below.

   Field	Required?	Description
   wait list	Optional	Check this box if you want the session to have a wait list once the capacity is reached.
   auto register wait list	Optional	This field displays when you check the wait list check box. Check this box if you want the first registrant on the wait list to be registered automatically when space opens up.
   ticketed	Optional	Click this check box if the event is ticketed.
   main event registration required	Optional	Click this check box if a person must register for the Main event before he or she can register for this session.
   free session?	Optional	???
   free guest?	Optional	???

2. Move on to G/L Information Section

G/L Information Section

When you are setting up any product or price in NetForum, you need to choose what G/L accounts are related to it. The different accounts you choose determine the transactions that will hit your General Ledger, so it’s very important that you choose the correct ones.

1. Fill in the fields according to the table below.

   Field	Required?	Description
   fee	Required	session fee
   split revenue	Optional	???
   business unit	Required	This drives the G/L Account information
   project	Optional	???
   a/r account	Required	This account is debited every time your product is sold
   revenue account	Required	This account is credited when your product is sold, and debited when you void an invoice in a closed batch
   liability account	Required	This account is credited when a paid invoice is canceled.
   return account	Required	This account is debited when an invoice is canceled. For most associations, the return account is the same account used for the revenue account.
   write off account	Required	This account is debited when you create a write off . This is typically an expense account or the revenue account for the product.
   deferred	Optional	If you check this check box the following happens: If a product is deferred, the deferred account is credited at the time the product is sold. This account is debited when the recognize revenue process is run for the appropriate period. If you have checked the ‘deferred’ check box on the product, it is not credited until you run the recognize revenue process for the period in which the ‘recognize after’ date for the product is included.

2. Move on to the Fee Attributes Section.

Fee Attributes Section

1. Fill in the fields according to the table below.

   Field	Required?	Description
   registration type	Optional	???
   member	Optional	???
   member type	Optional	???
   member status	Optional	???
   source code	Optional	???
   fee class	Optional	???
   customer type	Optional	???

2. Click Cancel to exit the page without saving your changes. Click Save to save your changes and exit the page.