---
title: "Creating a Scheduler Session"
slug: "creating-a-scheduler-session"
updated: 2026-03-31T18:53:24Z
published: 2026-03-31T18:53:24Z
canonical: "knowledge.technolutions.net/creating-a-scheduler-session"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Scheduler Session

You can create individual appointments in Scheduler by selecting **New Session**.

Sessions must be provisioned from a [template](/v1/docs/creating-a-scheduler-template).

## Creating a Scheduler session

Begin by selecting **Events** from the main navigation. Select **Scheduler**. Then, select **New Session.**

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New Session.png)

## Configuring the Details tab

In the **Details tab,** configure the following settings:

- **Page Title (optional)**: Give the page for the slots a title. This title will appear on the public registration page. If a title is not provided, the template name appears.
- **Internal Name (optional):** Enter an optional administrative name for internal use.
- **Template:** Select a template from the list. New slots associated with a template will inherit the Template's status, location, and any communications.
- **Folder**: Create a folder for event templates and events. Folders are critical! Events will be publicized based on folder names. Be sure to provide clear and informative folder names. For example, “Campus Tours”.
- **Realm:** Select a Realm to associate the session with, if applicable.
- **Status**: Confirmed/Active
- **Recurrence**:
  - To create one slot, leave this setting unselected. The following settings are present:
    - **Date:** Enter a start date and time in the first two fields. Enter an end date and time in the next two fields.
    - **Deadline:** Provide a deadline, if required.
    - **Activation Date:** Provide an activation date and time, if required.
      - If no activation date and time is provided, registrants will be able to submit the form upon marking the status as *Confirmed/Active* and publishing the link externally.
  - To create more than one slot, select **Add multiple sessions**. The following fields appear to configure the date, time, and slot settings:
    - **Date Range:** Enter a start and end date for the recurring sessions.
    - **Sessions/Time:** Set the number of open slots allotted per time.
    - **Time of Day:** Enter the appointment times.
    - **Duration (min):** Enter the appointment durations in minutes.
    - **Deadline:** Provide a deadline in hours before the start of the appointment, if required.
    - **Activation Date:** Provide an activation date and time, if required.
      - If no activation date/time is provided, registrants will be able to submit the form upon marking the status as *Confirmed/Active* and publishing the link externally.
    - **Weekdays:** Select the days of the week the events should occur before the end date.
- **Time Zone**: Template-level time zone information is used unless another setting is provided.
  - Select *Autodetect from Location* to use the information entered on the Location tab to determine the timezone of event.
- **User**: Refer to the following section for information on setting a user and interview assignment strategies. This will default to User's name but may be changed to another user.
- **User 2:** Allows a second user to be added to a slot or set of slots.
- **Trip:** Associate a slot or set of slots with a particular Trip created using Trips.
- **Admin Notify Email:** To notify a particular staff member every time a new registration for the event is received, enter an email address into this field.
  - **Note:** Only one email address may be entered.
- **Related Records:** Add a related record(s) from available datasets.

## Configuring the Location tab

Select the **Location tab.** Configure the following settings:

### For online sessions

If the event is virtual, select either **Host session using Share video platform** or **Host session using external service**.

#### Host session using Share video platform

- **Location Name (optional):** Enter a location name, like *Slate University*
- **Waiting Room Content:** Enter a message to display in the Share event waiting room. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New session -location tab - Online event using Share.png)

📖 **Further reading:** Host your online appointments natively in Slate with [Share](/v1/docs/events-online-events-and-webinars).

#### Host session using external service

- **Location Name (optional):** Enter a location name, like *Slate University*
- **URL:** Paste the link to your external meeting service.
- **Instructions:** Leave instructions for end users.
- **Early Access:** Select how far in advance of the scheduled appointment time—between 5 minutes and one hour—users should be able to access the link. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New session -location tab - Online event using external service.png)

#### For in-person sessions

If the event is in-person, leave **Online Session** blank, then configure the following settings:

- **Location Name**: Enter the location name, like *Slate University*.
- **Address** (Country, Street Address, and so on): Enter the address information.
- **Preserve Formatting**: All addresses are queued for [validation and standardization](/v1/docs/usps-address-validation-and-standardization).
  - Select this setting to prevent the address from being automatically validated.
  - Useful for addresses when the address validator abbreviates a city name, or if a building name or room number information needs to be included.
  - Description information can be added and will appear publicly on the registration page below the title, time, and location information. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New session -location tab - In person event.png)

## Configuring the Description tab

Select the **Description** tab. Enter an optional description that appears to registrants.

## Configuring the Registration Settings tab

Select the **Registration settings** tab. Configure the following settings:

- **Related Registration Check-In:** For a related event, the registrant can be automatically checked in when checking in for the main event, or each related event can provide a separate check-in. 📖 **Further reading**: [Related events](/docs/related-events)
  - **Privacy:** Check this setting if the event should not be available on public landing pages. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/New session - Registration settings tab.png)

## Configuring the Notes tab

Select the **Notes** tab. Enter optional notes that appear administratively only.

Select **Save.**

## Next up: Creating a Scheduler report form

We’ve covered just about everything Scheduler can do. Now, learn how to create report forms associated with individual Scheduler appointments:

> [!NOTE]
> ➡️ [Creating a Scheduler report form](/docs/scheduler-report-form)