Built right into the platform, designed explicitly for learning, Sana Live lets you run virtual and hybrid training sessions that are interactive, inclusive, and bursting with life.
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How to schedule a Live session
In the live course editor:
Click:
a. Present to start a session now.
b. The drop-down arrow next to Present and select Schedule for later to schedule a session.
c. View scheduled sessions option also appears in the drop-down, allowing you to see all sessions that have been scheduled.
When scheduling a session for later enter relevant information into the module
When selecting a 'Meeting Tool' you can use the Sana (Native) tool or use external meeting tools such as Google Meet, Microsoft Teams, and Zoom to host your video/audio conference. Note, that these external meeting tools need to be configured by an admin before enabling scheduling.
💡 If you wish to learn more about using Sana with external meeting tools, click here
4. You can add facilitators to assist with facilitating the session you are conducting, and/or invite people to be assigned to the session directly through the scheduling modal.
5. If you connect your Google Agenda or Microsoft Outlook through Sana calendar integrations, you will be able to create calendar events from your own account when scheduling a session, and easily track RSVPs directly within the calendar.
This needs to be configured both on organizational and user level. Learn more about this feature and how you configure this here.
Below the "Invite people" input, it will display:
"Invites sent via Sana" if you organization have not selected a calendar integration in the organization settings
"Invites sent via Microsoft Outlook/Google Calendar" if your organizations have configured one of those integrations
Click on the dropdown to choose between the options available
If the organization has configured a calendar integration but you haven't authenticated in the user settings, an authentication box will appear, letting you authenticate directly from the scheduling modal
If you are not authenticated, the "Schedule" button will be greyed out, once you authenticate, the "Schedule" button will become green
6. Additional settings available:
Let everyone navigate: All participants will be able to switch cards during the session
Allow guest access: Let people create a temporary guest account to interact with content
Enable smart transcriptions and summaries: This setting is always on by default, auto-generating transcripts, summaries, and action items in real-time.
6. Click Schedule and you're done! An email notification with a calendar invite will be sent to the facilitators and any participants you may have added.
💡 If you wish to add users via a Program, learn more here
💡 See more about smart transcriptions and summaries here
Advanced settings for Sana Live sessions
To further customize your Sana Live sessions and ensure they run smoothly, you can take advantage of the advanced settings. Here’s how to access and configure these options:
Accessing advanced settings
In the live course scheduling modal, you can click on More options button to access additional options
Advanced options available:
Location: If you are hosting a hybrid session, you can add the meeting room/ address of the location where it will be held.
Session capacity: Set a maximum number of participants to manage the size of your session effectively. *Keep in mind that the facilitator is included in this count.
Make visible in list of sessions: This setting is always on by default. When enabled, learners will be able to find this session using search or by browsing
Make content visible after session: This setting is always on by default. It will let learners go back and browse through the content after the session has ended