---
title: Customer Portal Agenda Configurations
description: Agenda, Speakers, Customer Portal
---

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3. [Customer Portal](https://nexusengage.com/support/experience-hub#customer-portal)

# Customer Portal Agenda Configurations

## Customer Portal - Agenda Mgmt

#### **Overview**

This enhancement improves the configuration and display capabilities of the **Agenda tab** in the Customer Portal. It enables administrators to control the visibility of speakers and itinerary items while providing attendees with a more structured, unified, and interactive agenda experience.  

- What’s New
- Functional Summary
- Key Capabilities
- Agenda Tab Enhancements – Overview
- Configuration & Administration 
    - Accessing Agenda Configuration
    - Show Speakers Toggle
    - Show Itinerary Toggle
    - Itinerary Type Selection
- User Roles / Permissions / Prerequisites 
    - Prerequisites
- How It Works / User Flow – Step-by-Step 
    - 1\. Configure Agenda Visibility
    - 2\. View Agenda Tab (Attendee Experience)
    - 3\. Interact with Itinerary Items 
          - Collapsed View (Default)
          - Expanded View
    - 4\. Sorting & Grouping
    - 5\. Day Expand/Collapse Behavior
- Important Considerations & Limitations

#### **Highlights**

- Added **Show Speakers toggle** for controlling speaker visibility
- Added **Show Itinerary toggle** with itinerary type selection
- Ability to **select specific itinerary types**
- Unified view of **agenda sessions and itinerary items**
- Expand/collapse functionality for items and day-level grouping
- Improved **sorting and grouping logic**

---

#### **Where to Configure**

- Engagement Settings / Experience Configuration
- Agenda Tab Configuration

#### Functional Summary

Admins can now configure whether **speaker details** and **itinerary items** appear in the Agenda tab for a specific visit. Additionally, itinerary visibility can be further refined by selecting specific itinerary types.

From the attendee perspective, the Agenda tab now displays both agenda and itinerary items in a unified timeline view, with expandable details and structured grouping by day.

---

#### Key Capabilities

- Toggle-based control for speaker visibility
- Toggle-based control for itinerary visibility
- Granular selection of itinerary types
- Unified display of agenda and itinerary items
- Expandable itinerary item cards with detailed information
- Intelligent sorting and grouping of items
- Default expand/collapse behavior based on visit date

---

#### Agenda Tab Enhancements – Overview

The Agenda tab now combines **agenda sessions** and **itinerary items** into a single, chronological view. Admins configure what is shown, and attendees interact with a structured, expandable interface.

Enhancements focus on:

- **Configurability (Admin-controlled visibility)**
- **Clarity (organized display of items)**
- **Usability (expand/collapse interactions)**

---

#### Configuration & Administration

### Accessing Agenda Configuration

1. Navigate to **Engagement Settings / Experience Configuration**
2. Open the **Agenda Tab configuration**
3. Configure visibility using available toggles and options

---

### Show Speakers Toggle

 

 

 

| Field | Description |
| --- | --- |
| Show Speakers | Controls whether speaker details are displayed in the Agenda tab |

 

 

 

**Behavior:**

- Default state: **ON**
- ON → Speaker details are visible
- OFF → Speaker details are hidden

 

 

![CP Agenda 1](https://nexusengage.com/hs-fs/hubfs/CP%20Agenda%201.png?width=540&height=277&name=CP%20Agenda%201.png)

---

### Show Itinerary Toggle

 

 

 

| Field | Description |
| --- | --- |
| Show Itinerary | Controls whether itinerary items appear in the Agenda tab |

 

 

 

**Behavior:**

- Default state follows Customer Portal settings
- ON → Itinerary items are displayed
- OFF → Itinerary items are hidden

---

### Itinerary Type Selection

When **Show Itinerary = ON**, the following checkboxes appear:

 

 

 

| Itinerary Type | Description |
| --- | --- |
| Hotel | Displays hotel-related itinerary entries |
| Ground Transportation | Displays transport-related items (e.g., transfers) |
| Restaurant | Displays dining-related entries |
| Air Arrival | Displays inbound flight details |
| Air Departure | Displays outbound flight details |
| Other Entertainment | Displays miscellaneous itinerary activities |

 

 

 

**Behavior:**

- All checkboxes are **selected automatically when toggle is ON**
- Users can deselect specific types to exclude them from display

---

#### User Roles / Permissions / Prerequisites

 

 

 

| Role | Access |
| --- | --- |
| Admin / System Administrator | Can configure Agenda tab settings |
| Attendee | Can view Agenda tab content based on configuration |

 

 

 

### Prerequisites

- Visit must contain agenda and/or itinerary items
- BE (BriefingEdge) synchronization is required for itinerary functionality

---

#### How It Works / User Flow – Step-by-Step

### 1. Configure Agenda Visibility

1. Open Agenda configuration
2. Enable/disable:
   
     - Show Speakers
     - Show Itinerary
3. If enabled, select required itinerary types
4. Save configuration

---

### 2. View Agenda Tab (Attendee Experience)

1. Navigate to Customer Portal
2. Open the **Agenda tab**
3. View items grouped by **visit day**
4. See:
   
     - Agenda sessions
     - Itinerary items (if enabled)

 

 

![CP Agenda 2](https://nexusengage.com/hs-fs/hubfs/CP%20Agenda%202.png?width=652&height=337&name=CP%20Agenda%202.png)

---

### 3. Interact with Itinerary Items

#### Collapsed View (Default)

Each itinerary item displays:

 

 

 

| Element | Description |
| --- | --- |
| Time | Start time and duration |
| Title | Itinerary type (e.g., Air Arrival) |
| Subtitle | Key detail (e.g., location) |
| Icon | Represents itinerary type |
| Chevron | Indicates expandable row |

 

 

 

---

#### Expanded View

When expanded, additional details are shown:

- Full itinerary information (same as Itinerary tab)
- Example fields:
  
    - Arrival/Departure details
    - Flight number
    - Provider details (address, phone)

---

### 4. Sorting & Grouping

- Items are sorted by **start time (ascending)**
- Items with the same time are sorted **alphabetically**
- Days are displayed even if only itinerary items exist

---

### 5. Day Expand/Collapse Behavior

- Each day can be expanded or collapsed
- Default behavior:
  
    - **Current visit day → Expanded**
    - **Past/Future days → Collapsed**

---

#### Important Considerations & Limitations

- “Show Speakers” is independent of “Show Itinerary”
- If a briefing instance is not selected, its speakers will not display regardless of toggle state
- Itinerary functionality requires BE synchronization:
  
    - If not available, toggle is disabled with a message
- If itinerary toggle is OFF:
  
    - No itinerary items are shown
- If multiple items share the same time:
  
    - Alphabetical sorting is applied
- Expand/collapse applies to both agenda and itinerary items

---

#### FAQs

**Can I show itinerary items but hide speakers?**  
Yes. Both toggles are independent and can be configured separately.

**What happens if no itinerary types are selected?**  
No itinerary items will be displayed.

**Why is the Show Itinerary toggle disabled?**  
This occurs when BE synchronization is not enabled for the tenant.

**Do itinerary items behave the same as in the Itinerary tab?**  
Yes. Expanded details match the Itinerary tab behavior.

**Which day is expanded by default?**  
Only the current visit day is expanded; others remain collapsed.

 

 

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