Defining different session Categories

Defining Different Session categories

Session Categories allow you to define the purpose and customization of every session conducted on PrepBase. By creating customized session categories, such as In-Home Sessions, Online Sessions, Workshops, Group Sessions, or Consultations, Admins can standardize how sessions behave across the platform, including:

  • The location of the session category if applicable

  • The location type of the session based on predefined settings such as the student address or a virtual meetings link
  • Supported reminder types (email/SMS)

  • Visibility rules for Students, Tutors, and Counselors

  • Scoring & rating fields

  • Optional buffer times between sessions

This article explains how to view, create, edit, and manage session Categories using the Admin Portal.

1. Navigating to Session Categories

To manage session Categories:

  1. Go to Calendar & Sessions from the left navigation panel.

  2. Click Session Categories.

You will see a complete list of existing session categories, including:

  • Category Name

  • Color Tag

  • Icon

  • Location
  • Location Type and Value (e.g., Student Address, Custom Address, Virtual Meeting)

  • Reminder Settings

  • Created Date

  • Status Toggle

Each row includes a three-dot menu for viewing, editing, or deleting.


2. Adding a New Session Category

Click the “+” Add Session Category button at the top-right.

You will be taken to the Add Session Category form.
Fields Included in the Form
FieldDescription
Session Category NameDisplay name used across the system.
Session Category Name (Arabic)Optional Arabic label.
ColorColor badge used in calendars and listings.
IconVisual identifier (e.g., home, map pin, video icon).
Location (Optional)Predefined location if session always occurs in a specific place. This can be defined from the Locations subtab under the Calendar & Sessions main tab in the admin panel.
Email ReminderHow long before the session an email should be sent.
SMS ReminderHow long before the session an SMS should be sent..
Scoring FieldsMetrics the instructor will fill while completing the Action Plans for this session category (e.g., Engagement, Comprehension). This can be defined from the Scores & Ratings subtab under the Calendar & Sessions main tab in the admin panel.
Rating FieldsFields the student may rate for this sessions category (e.g., Session Satisfaction, Guidance Quality). This can be defined from the Scores & Ratings subtab under the Calendar & Sessions main tab in the admin panel.
Location TypeAutomatically populates the selected address value for this session category: No Address, Student Address, Specify Address, MindBase Center, Virtual Meeting. If the virtual meeting option is selected and a virtual meetings is added to the instructor profile then this will automatically populate on the scheduled sessions for the corresponding sessions category.
Visible ToSelect whether the category is visible to Students, Tutors, and/or Counselors.
Session Buffer (Optional)Adds a mandatory buffer time before and after sessions of this category to allow for travel time for example. This buffer time can be defined from the main Settings tab in the admin panel under the Policies subtab.

 

After completing all fields, click Save.

3. Editing an Existing Session Category

To update a session category:

  1. Click the three-dot menu beside the session category.

  2. Select Edit.


You will be redirected to the Edit page where all fields can be modified, including:

  • Session Category Name / Session Category Name(Ar)

  • Color

  • Icon
  • Location (optional)

  • Email Reminder
  • SMS Reminder

  • Scoring & rating fields

  • Location Type
  • Visibility

  • Session Buffer (optional)

Click Save to update the session category.

4. Viewing Session Category Details

To inspect details of a session category:

  1. Click the name of the category or three-dot menu.

  2. Select View.


This page displays:
  • Session Type Name

  • Color

  • Icon
  • Location(optional)

  • Email Reminder
  • SMS Reminder

  • Session Type
  • Location Type

  • Address

  • Created date

  • Visible to (roles)

  • Buffer time

This is a read-only view helpful for quick verification.

5. Deleting a Session Category

If a session Category is no longer required:

  1. Open the three-dot menu beside it.

  2. Select Delete.

6. Using Session Categories Across the Platform

Once created, session categories will be available in:

  • Session creation forms

  • Instructor calendar scheduling

  • Student and Tutor action plans

  • Reports & analytics

  • Session filtering options in the Calendar view

Consistent session definitions ensure:

  • Accurate scheduling
  • Automated reminders
  • Standardized reporting
  • Improved user experience for students and tutors

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