by Wisetail Technical Support

Wisetail offers a few media types that facilitate blended learning. What’s blended learning, you ask? It’s a combination of eLearning and in-person training! Events are one of these blended learning opportunities.

Do you need to track a roster for an in-person event? Want to set a venue with details visible to the attendees? Maybe limit your headcount? If you shouted yes, then Events are for you!

Follow along to see how you can build events.

Start with the basics

Navigate to the Content tab in your admin tool and select the Events pill. This will list all Events and provide quick access to edit an existing event or create a new one.

Go ahead and click the ‘Create Event’ button. Start by entering the title and description of your event.


Build the sessions

Below the event description, you will see an option to add an event session.

What is an event session, you ask? Well, event sessions allow you to track registration for an event that’s offered at multiple times and (potentially) multiple venues. One event can contain a multitude of sessions, allowing learners to choose the one that best fits their schedule. Whew. So much learning!

Go ahead and click the ‘plus’ button to the left of the event session. This will display an overlay to enter the information for a specific session:


  • Session Title and Description: Specific title and description for this session.
  • URL: This could be any URL, perhaps a link to a related module?
  • Dates and Times: These are required fields for the event and simply show the learner when the event begins and ends.
  • Timezone: Be sure to select the appropriate time zone.
  • Location: Here you can add the venue information. This also allows the learner to click a link to Google Maps for that location. Pretty cool, right?
  • Capacity: Only have a limited number of seats open for registration? Go ahead and cap the capacity here by entering that number!

Manage the Masses

You built your first session! You’re almost done!

Click anywhere on the event session (or the blue ‘View more info’ text) to bring up more settings to the right:


Notice the big blue ‘Manage Roster’ button? Within the event roster, an admin or event instructor can add and remove learners on the confirmed attendee list. This screen also shows the learners on the waitlist (if applicable) and allows the admin (or instructor… more on this later) to move learners from the waitlist to the confirmed attendee list.

What if you have to add a large number of attendees to a single session? How would you do this? Don’t worry, we have you covered. Within the roster, you can click the blue drop-down arrow to the right of the ‘Add Attendees’ button to bulk upload users with a CSV (template also provided via this drop-down) or by defining a large group of users with the rules engine. Cool beans, right?


Pro Tip: If it’s easier for you to track event attendance on a physical sign in sheet, then click the light blue ‘Print Full Roster’ button in the top right corner for a printout.

And if you prefer the list of attendees in a CSV? Not a problem. Click the drop-down arrow directly to the right of the ‘Print Full Roster’ button and you can download the sheet to Excel!

Who the heck is an event instructor?

Note— Remember: you can always view the system role capabilities by visiting the Roles guide.

Event instructors have the ability to manage the event roster. Hooray for delegation! This means they can add/remove users on the confirmed attendee list, and message all of the confirmed attendees for an event session (this message would be sent as an email from the LMS to the email address that learners have listed on their profiles).

Who gets the gig? You can select any learner to be an event instructor for any event session you build. Remember when you clicked the blue ‘View More Info’ link on an event session? Toward the bottom of the options is an area to add an event instructor using the rules engine.


Events are great! Blended learning can really empower your learners to interact with some great content. Simply pull one of these events into a module to encourage some blended learning. All this talk about blending… anyone for a smoothie?


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