The Schedule builder is a brand new feature just released by Entegy. It allows you to add an event agenda of any size to your event app, with a number of flexible options to enhance display and usability. Contact us to turn on the updated Schedule page for your next event.
Watch the Schedule training video
Some of the main features include:
- Categorise and filter sessions using Streams, Groups, Segments, Types and Categories.
- Personalisation options for app users including Bookmarks, Notes, Reminders and device calendar integration.
- Highlight your speakers with Featured Speaker option and link to their profiles.
- Make wayfinding easy with Rooms pinpointed on your Floor Plan.
This article outlines:
- Setting up your Schedule, adding Days and Sessions.
- Editing the Session page and details.
- Customising your Schedule and layout and filtering using Groups, Segments, Streams, Types and Categories.
Setting up your Schedule
- To create your Schedule navigate to the Content section of the Core. Click the symbol to create a new page and select the ‘Schedule’ page type, and click create. You will have the option to select a app menu icon, if left blank you can choose this later when adding to the App Main Menu.
- The next screen will ask you to fill in page details. These options are explained in the Schedule Settings article. The settings can be altered anytime after creating your Schedule, from the ‘Settings’ tab within the Schedule editor.
- Now build your Schedule. Add days by clicking the symbol. Then add sessions by clicking ‘+new session’.
When adding a day, you will be prompted to give the day a title, e.g ‘Day1 or Tuesday 1st’ and use the date picker to select the date.
Note: ensure the naming of your days is consistent as it displays in the app:
To edit a day after it’s been created, click on the symbol. To delete click the symbol.
When adding a session you will be prompted to choose time and name your session. A session subtitle is optional.
You can also add sessions to a particular part of your schedule by hovering between the sessions you wish to add a new session and clicking the symbol.
Once you have created your session, hover over it, and click the symbol to edit and add more information.Editing the session page and details
Editing the session allows you to add a title, set timings, add an optional subtitle and ‘about’ information. This is also where you attach speakers and rooms provided they have already been added to the Core.
Ask a Question enabled: changing this to ‘yes’ allows users to submit questions for the session. Submitted questions can be found in the Core under App > Ask a Question. Read more about Ask a Question.
Feedback Category: if using Submission Forms, this option allows you to select a pre-created Submission Form and add to the session. Users can click on ‘feedback’ to fill in the form. You can also add inline feedback to session pages.
Copy: this section is optional and can be used to describe the session.
Room: if you have created Rooms, you can add to the session here.
Stream: If you have created Streams these can be attached or removed from a session here. Read on for more information on creating Streams.
Session type: If you have created Types these can be attached or removed from a session here. Read on for more information on creating Types.
Featured Speaker and Attached Speakers: If you have created speaker's profile pages you can link them to your sessions here. The Featured Speaker option sets the speaker apart from the others in the session page, and can be added to the session tile within the Schedule by enabling ‘use featured speaker as icon’.
Session thumbnail: is optional and will display within the Schedule page.
Schedule customisation and layout
The following features allow you to change the layout and filtering of your Schedule to enhance navigation and user experience.
Group multiple sessions together which will display under one heading and be expandable. Session Groups can be used for concurrent sessions. See below example of a session group for ‘Morning Breakout Series’
Group collapsed on the left
Group expanded on the right
To create a Session Group, firstly click ‘select’ and click on the sessions you wish to group. Once all the sessions you wish to group have a green tick, click the Bulk Actions option to create a group.
You will be asked if you are sure you want to create a group with these sessions. Select ok to continue, or cancel to close. Your Session Group will look like the below, with the following options:
Delete: deletes the entire group, along with sessions within it.
Dissolve: removes group but keeps sessions.
Edit: change the group name, time, manage the session order.
Add: add a new session to this group.
Sessions can be allocated to different coloured Streams, to highlight a series of sessions with the same theme. Streams can also be used by app users to filter sessions.
First create your Streams in Project Configuration > Schedule Settings. Under the Streams tab, click the symbol to add a new Stream. Give your Stream a title and designate a colour in hex code. It is optional to add an icon.
Streams can be added to the Session using Bulk Actions or when editing the Session page.
Segments allow you to break a session up into parts, and assign speakers to each Segment. This displays within a session with speaker photo and times. Use this for multiple short presentations within a one longer session.
To create a Segment, edit the session and select the Session Segments tab, click the symbol to create the Segment, and a title and time. Hit save and then attach the speaker. Save again. Session segments can also be added in bulk.
Session Segments tab within session edit page
Session segment details page
Once saved you can attach speakers
Session types change the style of the session block, and can be useful to distinguish certain sessions such as breaks or key time.
First create your types in Project Configuration > Schedule Settings. Under the Session Types tab, click the plus to add a new type. Add a title, set a colour using hex code and select the cell style from drop-down options. Options are Break or Key time. Break Types can have rooms and streams, where as Key Time Types are only the title and time. An example of a key time might be Registration.
Add a Session Type to a session from the session details page.
Categories can be added to sessions to help with filtering search results. This may be used to assist finding session groups which can’t be searched - for example ‘workshops’. Other examples of categories might be: Keynote, Panel or Q&A.
To add a category, navigate to the Categories tab within the session editor and click the + symbol to add a new category:
Categories can be added to the session using the bulk action option from the Schedule page, or within the session itself.
Add via bulk actions
Add via session page, bottom right corner
To remove a category from the session page, click the drop-down