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Add Session Quick Form

Events > Sessions > Add Session Quick Form

Add a session to an event using the Add Session Quick Form when you have the general ledger information to track the session fee.

To add a Session using the Add Session Quick Form, use the following steps:

1. Go to Modules>Events>Sessions>Add Session Quick Form. The Add - Events Session page opens.
2. Use the descriptions in the tables below to enter information. Each table covers a section of the Add Session Quick Form.

   Session Information

   Field Name	Required?	Description
   event	Required	Select the event you want to add the session to.
   session code	Required	Enter a brief session code to help track the session in the database.
   session type	Required	Select the session type from the drop-down list.
   session name	Required	Enter the full name of the session.
   session start date	Optional	Click on the calendar icon and select the session start date OR enter the session start date in DD/MM/YY format.
   end date	Optional	Click on the calendar icon and select the session start date OR enter the session start date in DD/MM/YY format.
   session start time	Optional	Enter the time the session is scheduled to start.
   end time	Optional	Enter the time the session is scheduled to end.
   capacity	Optional	Enter the registrant capacity of the session.
   maximum sponsors	Optional	Enter the maximum number of sponsors allowed for the session.
   est attendance	Optional	Enter the estimated attendance for the event.
   guaranteed attendance	Optional	Enter the guaranteed attendance for the event.
   registrant goal	Optional	Enter the goal for number of registrants for the session.
   revenue goal	Optional	Enter the revenue goal for the session.
   ceu type	Optional	Select the CEU type from the drop-down list.
   ceu#	Optional	If the session is part of a course, enter the number of CEU credits available to course participants.
   Cut Off Dates & Web Information	Optional	For each item in this section, either click on the calendar icon and select the session start date OR enter the session start date in DD/MM/YY format.
   course	Optional	Select the course from the drop-down list.
   fundraising product	Optional	Use the drop-down list to select the Fundassociated with the session.

   Session Registration Options

   Field Name	Required?	Description
   wait list	Optional	Check this box if the session will have a wait list once registrant capacity is reached. When this box is checked, the auto register wait list checkbox is displayed.
   auto register wait list	Optional	Check this box if registrants on the wait list will be automatically added in the event of a cancellation. This checkbox is only displayed when the wait list checkbox is selected.
   ticketed	Optional	Check this box if the session will be ticketed.
   main event registration required	Optional	Check this box if registration for the Event associated with the session is required in order to attend the session.
   free session?	Optional	Check this box if the session is free.
   free guest?	Optional	Check this box if each session registrant may bring a guest for free.

   G/L Information

   Field Name	Required?	Description
   fee	Required	Enter the amount of the registration fee for the session.
   split revenue	Optional	Check this box if revenue from the session is to be split with another entity.
   business unit	Required	Select a business unit from the drop-down list.
   project	Optional	Select a project from the drop-down list.
   a/r account	Required	Select an a/r account from the drop-down list.
   revenue account	Required	Select a revenue account from the drop-down list.
   liability account	Required	Select a liability account from the drop-down list.
   return account	Required	Select a return account from the drop-down list.
   write off account	Required	Select a write off account from the drop-down list.
   deferred	Optional	Check the box if there will be deferred revenue associated with the session. When this box is checked, the recognize after field is displayed.
   recognize after		Click on the calendar icon and select the OR enter in DD/MM/YY format the date after which the deferred revenue will be recognized. This checkbox is only displayed when the deferred checkbox is selected.

   Fee Attributes

   Field Name	Required?	Description
   registration type	Optional	Select a registration type from the drop-down list.
   member	Optional	Select a membership status from the drop-down list.
   member type	Optional	Select a member type from the drop-down list.
   member status	Optional	Select a member status from the drop-down list.
   source code	Optional	Type the first few letters of the source code name to see a list of matches, or click the Look-Up button to go to the List – Source Code page.
   fee class	Optional	Select a fee class from the drop-down list.
   customer type	Optional	Select a customer typed from the drop-down list.

3. Click Save to add the Session to the Event and go to the Session Profile page. Click Cancel to return to the previous page without saving your changes.