Managing Sessions in Greet

Overview

The Sessions page in Greet gives you visibility into every session synced from Certain.

The Sessions page provides tools to search, sync, create, edit, manage check-ins, manage registrations, and delete sessions.

This article covers each part of the page so your team knows what to do before and during the event.

Getting to the Sessions Page

From the Dashboard and Events list, click the event name to open its Overview page.

Then click Sessions in the left sidebar.

The Sessions Table

The main table shows every session Greet has synced from Certain.

The main table shows the total count in the header.

Each row includes:

Searching and Syncing

Use the search bar to find a session by name when the list runs long.

The list filters as you type.

Sync from Integration

Click Sync from Integration in the top-right toolbar to pull the latest session data from Certain on demand.

Greet syncs continuously in the background.

A manual sync is useful to confirm a last-minute addition from Certain shows up before the event begins.

Creating a Session

Click Add Session in the top-right toolbar to open the Create Session modal.

Fill in the following fields:

Toggle Restrict to Pre-Registered on to allow only pre-registered attendees to check in. Turn it off to allow walk-ins. Click Save Session to add it to the list.

Per-Row Actions

Every session row has a : (kebab) icon on the left.

Click the kebab icon to open an action menu with four options.

Edit Session

Select Edit Session to open the Edit Session modal.

The Edit Session modal shows the same fields as Add Session, prefilled with the current values.

Update what you need (most often Start Time, End Time, Location, or Capacity for a room change), then click Save Session to commit.

Click Cancel or the × to close without saving.

Manage Check-ins

Select Manage Check-ins to open a side panel for that session.

The side panel defaults to the Check-ins tab.

The Check-ins tab lists all registrants.

A Check In button appears next to each registrant name.

Click Check In to mark that attendee as present for this specific session.

Manage Registrations

Select Manage Registrations when an attendee needs to be added to a session they didn't pre- for.

The same side panel opens.

The side panel defaults to the Registrations tab.

Click + next to an attendee's name to add them to the session's roster.

Delete Session

Select Delete Session from the kebab menu.

A confirmation modal appears.

Click Delete Session to confirm.

Click Cancel to keep the session.

Troubleshooting

If a session you expect to see is missing, click Sync from Integration to pull the latest data from Certain.

If the session still doesn't appear, confirm the session exists and is correctly configured in Certain.

Session data flows from Certain into Greet.

Structural changes (adding or removing sessions) should be made in Certain first.

For a detailed walkthrough of managing attendees in Greet, please see the training video below: