Creating a Session

A Session is a time-bound capture event — like “Photo Day 2026” or “New Starter Headshots”. The Session Wizard walks you through setup in a few steps.

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Starting the wizard

1. From the sidebar, click All Sessions
2. Click Create Session

You can also create a session from a template if your organisation has saved session configurations.

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Wizard steps

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1. Type

Choose your session type: If you have saved templates, you can select one here to pre-fill the remaining steps.

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2. Basics

• Session name — Give it a clear, descriptive name (e.g. “Staff Photo Day — March 2026”)
• Description (optional) — Add notes about the session’s purpose

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3. Capture mode

Choose how the roster will be populated: Roster source (for Roster only and Hybrid modes):

• From Master List — Snapshot people from an existing Master List (recommended)
• From CSV — Upload a spreadsheet to populate the roster

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4. Fields

Define the fields for your session. If you selected a Master List or CSV as your roster source, fields are pre-populated from that source. You can:

• Add, remove, or reorder fields
• Set one field as the UID (unique identifier) — this is required
• Configure field types (text, number, email, dropdown, date)

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5. Capturer settings

Control what capturers see and can do:

• Visible fields — Which fields appear to capturers on the mobile app
• Editable fields — Which fields capturers can modify (others are read-only)
• Required fields — Which fields must be completed before submission
• UID display — Whether capturers can see or edit the UID field

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6. Export settings

Configure how filenames are generated when you export photos:

• Filename template — Use field placeholders like {uid}, {first_name}, {last_name}
• Export fields — Choose which fields appear in CSV exports

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7. Staff

Assign capturers to this session. Only assigned capturers can see the session in their mobile app.

• Search for existing users by name or email
• Assign one or more capturers
• You can also assign staff later from the session’s Staff tab

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8. Review and create

Review your session configuration and click Create Session. The session is immediately active and assigned capturers can begin capturing.

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After creation

Once your session is created, you can manage it from the session detail screen:

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Capture methods

The Overview tab lists the ways photos and data can get into the session. Enable whichever suit the event — you can mix several: The Overview also groups Session Configuration (data schema, export settings, capture-app field visibility) and Session Management (edit, close, duplicate, save as template, archive, delete).