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Sessions: Creating events for sessions (for trainers and admins)

Create event series and events in Sessions

Marie Xhauflair avatar
Written by Marie Xhauflair
Updated today

As a trainer, you’ll create and manage events within sessions so learners can register and attend. Let’s walk through how to set this up step by step. This article is part of the Sessions guide and only works for users who have a trainer role.

🧭 Step 1: Accessing Sessions

  1. In LXP, go to the More tab in the top navigation bar.

  2. Click Sessions to enter the sessions overview.

📌 If you’re a trainer, you’ll only see sessions relevant to your assigned groups.

➕ Step 2: Add or Edit a Session

✅ If the user is an Admin:

Hover over a session tile (e.g. Sales training 101) and click the two dots in the top right.


You’ll see the following options:

  1. Edit activity: Opens the session in Control, where you can change the name, image, settings, etc.

  2. View activity automations: See or set up automation rules for unlocking or personalizing the session.

  3. View activity reporting: View analytics and progress related to this session.

All three actions will take the admin to Control.

🧑‍🏫 If the user is a Trainer (but not an admin):

Clicking on a session tile will take the trainer directly into the session, where they can:

  • Create or edit sections for the session

  • Add events within a section

  • And more

Trainers will not see the two-dot menu or access to Control

🧩 Step 3: Creating a Section for the Session

A section is a container for one or more events within a session. Think of it as a theme, topic, or grouping.

🔹 Why we use sections?

  • Learners register at the section level, not individual events.

  • When someone registers for a section, they are automatically registered for all events within that section.

  • You can use sections to:

    • Group events by theme (e.g. Sales Fundamentals, Sales Conversations)

    • Organise by timeframe (e.g. Quarter 1, Quarter 2, etc.)

➕ How to create a section:

  1. Go to More > Sessions

  2. Click into the session (e.g. Sales Training 101)

    1. Here there are two existing sections already: Events from Jan - March and Events from April - June.

  3. Click the + under “Upcoming” to add a section

  4. Fill in the section details:

    1. Title (e.g. Sales Fundamentals)

    2. Audience: Select the group(s) who should see and register

    3. Registration period: Define start and end dates

    4. Spots available: Default is 10, can be adjusted

    5. Optional:

      1. Allow waiting list

      2. Allow unregistering

      3. Trainer contact email: Shown to learners instead of individual trainer emails

      4. Notes: Describe the section’s purpose or goals (e.g. “Build the right mindset and understanding of what sales really is.”)

✏️ Note

You’ll need to add at least one event to save the section → (See next step, Step 4 for creating events)

👥 Important note on audience groups:

Once participants are registered to the section (manually or as individuals self register to the section):

  • You can no longer remove the originally selected audience group(s)

  • But you can still add additional groups to extend access

This is to ensure registration data integrity for reporting and tracking.

🗓 Step 4: Creating events within a section

  1. Inside your section (e.g. Events January - March), click + Add event

  2. Fill in the event details:

    2. Event name: e.g. What Sales Really Is (and Isn’t)

    3. Date & time: Must be after the registration period ends

    4. Trainer: Select from the list (only users in the trainer group with access to this participant group will appear)

    5. Event type: Choose from:

      1. Online (add meeting link)

      2. In-person (add physical location)

      3. Hybrid (add both)

    6. Notes for learners (optional): Add a motivational or forward-looking message
      ​e.g. “Start strong! Sales is about understanding people, not just products.”

  3. Click Save event

🔁 Add more events

Repeat the same process to add more events to the section:

  • Event 2: The Modern Sales Process Explained (must happen after Event 1)

  • Event 3: Understanding Your Customer (must happen after Event 2)

🔥 Important

Events within a section must be ordered chronologically. Each new event must occur after the one before it.

✅ Finalise the section

Once you’ve added at least one event, click Save section to finalise the creation of this section within the session.

You’ll then be taken to the overview of the section, where you can see:

  • 📅 All upcoming events within this section

  • 🧑‍🏫 Assigned trainers

  • 👥 Registered participants

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