Creating sessions
Session type, delivery mode, schedule, speakers and CPD details.
Session details
- Open Sessions and select Create session.
- Choose the session type.
- Choose the delivery mode:
- In-person: enter the location.
- Webinar: enter the meeting link.
- Hybrid: enter both.
- Set the start and end dates and times.
- Add workspace members or external people as speakers.
CPD details
Enter the category, points, delivery mode and other CPD fields. These values are written to each attendee's activity when the session closes. Attendees can be on different schemes, so check the values before closing.
Registration
Sessions use workspace invitations. Plans with public registration can also provide a registration page for people outside the firm. Registration does not need a Cupid account.
Mailing list
A public registration page has a checkbox asking whether the firm may email the person about future sessions. Everyone who ticks it joins the list under Sessions → Mailing list.
- From a session's Invite screen, select people on the list to email them a link to that session's registration page. People already on the session's list are skipped, and nobody is emailed about the same session twice.
- Every email carries an unsubscribe link. Unsubscribing takes effect immediately. The firm can also unsubscribe someone from the Mailing list page.
- Export CSV downloads everyone still subscribed.