Schedule Sessions

You can submit requests to schedule Sessions through Prevail’s API or by contacting Customer Success at CustomerSuccess@prevail.ai. Organizations with Self-Service enabled have additional options to directly schedule and edit Sessions. Only Prevail Staff can enable Self-Service for your Organization.

• Submit Session Requests
• Directly Schedule Sessions
• Session Configuration and Settings
  • Session Notification Emails
  • Session Title
  • Session Backend Provider
  • Session Type
  • Host Emails
  • Invite Emails

Submit Session Requests

Access Prevail’s API to submit requests to schedule Sessions. All requests are reviewed by Prevail Staff before the Sessions are scheduled.

Directly Schedule Sessions

You can directly schedule and edit Sessions for your Organization from the Organization Sessions page when Self-Service scheduling is enabled. You can also schedule Sessions for Organizations with Self-Service scheduling enabled using Prevail’s API. Self-Service Sessions are immediately scheduled without review from Prevail Staff.

1. Log into your Prevail account.
2. On the Navigation menu, click Organizations.
3. Click the Organization name.
4. Click Sessions.

   You are taken to the Organization Sessions page.

5. Click Create Session.

   You are taken to the New Session page.

6. To assign a Group to the Session, In the Groups box, select a Group.

   To select multiple Groups, press and hold Ctrl while you click additional options.

7. In the Title box, type a title for the Session.
8. In the Session type drop-down, select a Session type.
9. In the State drop-down, select ready.
10. In the Start time section, complete the fields for the date and time.
11. In the Time Zone drop-down, select a time zone for the Session.
12. In the Estimated Duration drop-down, select an estimated duration for the Session.

    Durations are in 15-minute intervals.

13. In the Host emails box, type the email address of each Host, separated by a comma and a space.
14. In the Invite emails box, type the email address of each participant, separated by a comma and a space.
15. Click Submit.

Session Configuration and Settings

Configure scheduling form options by selecting the session type, assigning Hosts, entering participant emails, formatting the session title, and choosing a backend provider. Notification behavior is determined by the participant roles and email fields used.

Session Notification Emails

Each participant in the Invite emails section receives one or more email notifications detailing the Session information, including the Session link and Dial-In instructions. Participants listed as Hosts do not receive Session notifications.

Session Title

The Session title is used to generate the Session URL. Once the Session is created, the URL cannot be modified.

Session Backend Provider

Prevail uses third-party audio-video technology and video-streaming hosting, including AWS Chime and Zoom. By offering third-party options, Prevail takes advantage of the different features offered by each provider. The backend provider does not affect the appearance or general function of the Sessions Application.

Session Type

Select a Session type for each scheduled Session. Self-Service Sessions are available for Webinar, Conference Call, and standard Deposition Session types.

Host Emails

Assign one or more Hosts with administrative permissions to manage a Session by typing their email addresses in the box. To add multiple Hosts, separate each email address with a comma and a space.

Session Hosts do not receive Session notification emails by default. To enable Session notification emails for a Host, add their email address to both the Host emails and Invite emails boxes.

Invite Emails

Include the email addresses of all participants, separated by a comma and a space. Each invited participant receives email notifications containing Session information, including dial-in instructions.

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