Managing Sessions

Creating a Session

The session creation form with fields for name, dates, coach, category, and visibility

1. From the administration panel, click Create a session

2. Fill in the session details:

   • Session name — A descriptive name (e.g., "Spring 2026 Onboarding")

   • Start and end dates — When the session runs (optional — sessions can be open-ended). There are 3 sets of dates: Dates to display, dates to limit learners access and dates to limit coaches access

   • Session coach — The person overseeing the entire session

   • Category — Assign to a session category for organization

   • Visibility — Control access and listing behavior

3. Add courses — Select one or more courses to include in the session

4. Enroll learners — Add individual users or classes of users

5. Assign course coaches — For each course, assign a teacher (course coach)

6. Save

Session Dates

Sessions support flexible date configuration:

Date	Purpose
Display start/end	When the session appears in learner listings
Access start/end	When learners can actually access the session content
Coach access start/end	When coaches can access the session (often starts before and ends after learner access)

This allows you to prepare the session before learners arrive and keep coach access open after the session ends for grading and reporting.

Session List

The session list showing all sessions with name, dates, course count, learner count, and status

The session list shows all sessions with:

• Session name

• Start and end dates

• Status (active, upcoming, past)

Use search and filters to find sessions by name, date, category, or status.

Editing a Session

Click on a session to edit:

• Change dates, name, or category

• Add or remove courses

• Change course coaches

• Add or remove learners

• View tracking data for the session

Enrolling Users

The session enrollment interface for adding individual users, classes, or importing via CSV

You can enroll users in a session by:

• Individual enrollment — Search for and add individual users

• Class enrollment — Add an entire class (group of pre-defined users) at once

• CSV import — Upload a file with user-session assignments

Session Access

Learners access their sessions through My sessions in the sidebar. Sessions are organized into:

• Current sessions — Currently active

• Past sessions — Ended

• Upcoming sessions — Not yet started

Tips

• Plan dates carefully — Make sure coach access dates extend beyond learner dates so coaches can set up and follow up

• Use classes for recurring enrollment — If you frequently enroll the same groups, create classes and assign them to sessions

• Keep sessions organized — Use categories and clear naming conventions for easy management