How are agendas and sessions managed?

**How are agendas and sessions managed?**

Short answer: Sessions are created (one-by-one or bulk import), reviewed/approved, scheduled and published, organized into multi-level agendas in the Touchpoint app or session catalog for attendees — and Event Advisor can personalize agendas (Fill My Day, nudges, recommendations) using registration and live behavior.

Details

- Creation & import

- Add sessions manually or import via CSV/XLS(X). For conference-style sessions you import twice: once to create sessions/instances, then again to schedule instances. Custom fields must be added to the Session Layout for use in imports.

- Source: [Adding Sessions - One by One or Via Import](https://platform-support.certain.com/hc/en-us/articles/360047273253-Adding-Sessions-One-by-One-or-Via-Import)

- Review and approval workflow

- Sessions can move through Submitted → Under Review → Approved (or be rejected). You can process reviews individually or in bulk, accept/reject, or route to tiers; automatic processing can apply when configured.

- Source: [Sessions (Manage Reviews)](https://platform-support.certain.com/hc/en-us/articles/30522167519511-Sessions-Manage-Reviews)

- Scheduling & publishing

- Use the Session Scheduler (location-based grid or a “without location” grid) to place instances on date/time/location. You can drag/drop, edit, unpublish. Optionally enable Automatically Publish Sessions or change status manually. Mass Actions let you change status, tracks, types, tags, capacities, or publish to attendee types for many sessions at once.

- Source: [Scheduling and Publishing Sessions](https://platform-support.certain.com/hc/en-us/articles/360047273293-Scheduling-and-Publishing-Sessions)

- Agenda structure in the Touchpoint app

- Touchpoint supports multi-level agendas: top‑level sessions with child (sub) sessions, draggable re-ordering of sub-sessions, moving sessions into/out of parents. The app shows session children and lets you manage hierarchy visually.

- Source: [Agenda Feature Settings and Management](https://touchpoint-support.certain.com/hc/en-us/articles/360030551673-Agenda-Feature-Settings-and-Management)

- How sessions are presented to attendees (Session Catalog)

- The Session Catalog Designer controls layout and which sessions are Highlighted/Promoted/General, plus filters and grouping to shape attendee-facing catalogs and “My Sessions.”

- Source: [Session Catalog Designer](https://platform-support.certain.com/hc/en-us/articles/30522310614551-Session-Catalog-Designer)

- Personalization and agenda automation (Event Advisor)

- Event Advisor uses registration answers and live behavior to recommend sessions, booths, and meetings, can auto-build a full agenda with Fill My Day, surface timed nudges, and lets planners fine-tune recommendation models to drive desired engagement and revenue signals.

- Source: [Introducing Event Advisor: How AI Is Transforming Event Personalization](https://certain.com/blog/introducing-certain-event-advisor)

Do you want guidance for an in-person, virtual, or hybrid event (so I can point you to the exact steps and templates to use)?