Managing Event Configuration for recurring sessions

The Event Configuration tab is where you can add the fundamental and descriptive details of the event. The required fields on this page must be completed to save the event as a draft.

Additionally, recurring sessions event organizers can view, filter, sort, and search through their event’s change history. An event’s change history keeps track of updates and edits in the event workflow, making it easier for hosts to review and manage their event’s edits. Hosts can sort and filter the change history by date/time, date range, editor name, and step name.

Learn more about how you can create a recurring sessions event.

Note: Some fields in the Event Configuration tab will already be pre-populated from the Create Event card, which you will see and complete first after clicking the Create Event button.

This article covers:

Prerequisites for managing the Event Configuration tab for recurring sessions

How to access the recurring sessions Event Configuration tab

  1. Create a recurring sessions event or edit an upcoming event to access event setup.
  2. In the navigation menu, click Event Configuration.

How to manage the recurring sessions Configuration tab

  1. Access the Event Configuration tab in the event setup.
  2. Click the Configuration tab.
  3. Complete the following sections:
  4. Click Save.

Basic Info section

  1. In the Event Configuration tab, in the Basic Info section, add the configuration details about your event in the following fields:

Event Media section

  1. In the Event Configuration tab, in the Event Media section, add the configuration details about your event in the following fields: 

Configuration section

  1. In the Event Configuration tab, in the Configuration section, add the configuration details about your event in the following fields: 

Manage event capacity

Overselling is allowed when creating free events, and event organizers will see a notice with a toggle to allow overselling for each session. Controlling overselling numbers allows event organizers to control their oversell ratio, and their budget/spend amount for an event’s capacity.

  1. Access the Event Configuration tab.
  2. Click the Configuration tab.
  3. (Optional) Edit the number of attendees who can join the event to reduce the maximum number of attendees.
  4. (Optional) Click the Allow Oversell toggle to enable or disable it.
    When enabled, this allows more than your capacity to register for each session. Some organizers do this to account for no-shows on the day of the session. If you choose to oversell each session, some registrants may be prevented from joining if the session is full.
  5. Under Registration Limit, enter the registration limit for your event. You can also use the up arrow and down arrow buttons to set the limit. When you're finished setting the registration limit, click Save.
  6. (Optional) Click Customize a message for attendees that join after the session is full to create a customized message, then click Save.
    A panel will appear where you can customize your message.
    1. In the panel's text box, enter a message.
    2. Click Save.
  7. (Optional) Select the Email me when the event has reached the registration capacity checkbox to receive a notification email.
  8. (Optional) Click View Event Performance to view your event's overall progress.
    You will be directed to the host Overview tab.

Add custom alternative text

This description will make it easier for everyone to access and understand the images uploaded.

  1. Access the Event Configuration tab.
  2. Click the Configuration tab.
  3. Under Company Logo and/or Main Event Image, click Add description.
  4. In the Image description box, add a description of your image.
  5. Click Save.

How to manage the Terminology tab

Note: Changing terms is optional.

Customize the terms used throughout the event to suit your brand and which also speak to your audience. These terms will be visible on your event web pages, emails, and communications to attendees.

You can customize the singular and plural versions of the existing event terms used for:

Note: When changing terms, it is recommended to change the singular and plural forms to keep the terms consistent throughout the event.

Customize a term

  1. Access the Event Configuration tab in the event creation flow.
  2. Click the Terminology tab.
  3. In the Terminology tab, click the field to be customized.
  4. In the Singular field, enter the new term to be used.
  5. In the Plural field, enter the new term to be used.
  6. (Optional) Repeat to customize another term.
  7. Click Save.

How to manage the Change History tab

View Change History information

The Change History page displays the following information:

Sort the Change History tab

Sort change history by event setup step

  1. In the top-left corner of the page, click the All Steps dropdown menu.
  2. Select the event workflow step that you want to sort the change history.

All the changes made from the selected workflow step will be displayed.

Sort change history by date range

  1. At the top of the Change History page:
  2. (Optional) Hover your mouse over the calendar icon and click the X button to clear the date range.

All changes that were made within the selected change history’s date range will be displayed.

Sort change history by date and time

By the Time heading, you can sort change history by date and time:

Search change history by editor name

  1. Click the Search by editor search box.
  2. Enter an editor’s username or email address.
    Note: The search is also a fuzzy search, which matches an entered term closely instead of exactly. You can search by a partial username or email address. Additionally, if you enter a few letters of a username or email, you can view all results that include those letters.

All results that include the editor’s username or email will be displayed.