To export your session to PDF, you can choose the ‘Print / PDF’ option from the Export menu within your session, before choosing some customization options for your export. You can also use this option to export an overview of all the days of a multi-day session, or a single day.

The (OLD) Print/PDF option you’ll see at the bottom of the Export menu will also allow you to get a PDF export, but this legacy option will only offer limited customization options and will soon be phased out as all of its features are covered in the Agenda & Details preset of the new print options.

Alternatively, you can also initiate the PDF export from your dashboard:

Print presets

In the Print Preview Screen of the Print/PDF option, the drop-down menu under ‘Preset’ will give you four different choices of how to export your session, depending on the level of detail you would like:

  • Day Overview

  • Multi-Day Overview

  • Agenda & Details

  • Details

Day Overview

Day Overview print preset

This option will give you a high-level overview of your session, perfect for sharing with clients or participants that do not need all the details.

This Day Overview contains just the timing, color coding and block titles of your agenda, with the ability to add/remove the color coding category legend and the list of materials from the PDF export.

Multi-Day Overview print preset

The Multi-Day Overview will show you a high level overview of all the days in your session. This is an ideal way to show a summary of all the blocks in your multi-day session.

Read more here about how to change the font size, show or remove the colour categories and the legend and change the page orientation too.

Agenda & Details print preset

The Agenda & Details print option allows you to export your session in a table view, with a choice to include various sections of additional information in the export. With this export option, you can control what (if anything) is shown in the right column, giving you greater control over your session export.

Agenda & Details print preset

The Agenda & Details export will include all the information from your session, either in the table view, or below the agenda. However, you can choose which details you'd like to be shown in your export by selecting or deselecting the various options.

Details print preset

The Details print option will allow you to just export the details of your session, without the table view of your session.

You can choose whether to show all the days of a multi-day session, or just a particular day, as well as toggle on or off a number of optional fields, such as Block Categories, List of Materials, Instructions, Additional Information and Goals.

How can I customize the PDF printout?

There are several options to customize how your export will look. Firstly, choose to export your session by selecting the ‘Agenda & Details’ option from the preset menu:

Agenda & Details’ option

Adjust font size, paper size or orientation
Choosing from the different options on the right side, you’re able to:

  • Choose your font-size between small, normal and large.

  • Switch the paper size and choose between A4, US Legal and US Letter

  • Change the orientation of your page to landscape or portrait

Your choices will be stored for the next time you export your session in the same way, therefore you won’t need to change these settings each time you export / print your sessions.

Can I export the agenda and details for just one day of a multi-day session?

If you’re working on a multi-day session and you’d just like to export the agenda and details for one of the days, you can choose which day you’d like this export for from the ‘Days’ drop down menu.

As above, you’ll also be able to choose the page orientation, font size and paper size.

Show or hide the colour categories, or the list of materials

Under the ‘Display Options’ header, you’re able to toggle on and off some extra settings, depending on what you’d like show on your printout:

  • Unchecking the block categories box will remove both the colour categories which appear to the left of the table view of your session, as well as the categories legend which appears at the top of each day of your session

  • Alternatively, you can choose to remove just the categories legend, but to keep the colour categories on the table view of your session

  • The materials which you’ve added for your session blocks will be included as a list under each day of your agenda. You can remove this by unchecking the ‘materials’ box.

materials

Can I customize the columns in my export?

The third column in your PDF export is optional; you can choose which information you’d like to be displayed there, or whether you’d like to show it at all.

You can choose to show your blocks’ Additional Information, or the Goals or Materials which you included within the Session Planner.

If you would like more space for your Description column, you may like to choose ‘none’ to remove the third column altogether.

Add or remove columns

Include or exclude additional details on your export

Below the table view of your session in the export, you’ll see day-specific information, as well as any instructions you’ve added. You’ll also see breaks and lunches highlighted.

  • Choosing ‘None’ under the Details menu will remove the instructions from underneath the session table, as well as any lunch or break blocks

  • Selecting ‘Compact’ will remove any breaks from your session

  • Choosing ‘Full’ will show the instructions, day-specific information and the session’s breaks

Can I export just the session details, and not the agenda in the table view?

By selecting just ‘Details’ under the Preset menu, you’re able to export your session without the agenda appearing on the printout. You can also choose to display or hide certain information such as: Block Categories, List of Materials, Instructions, Additional Information, Goals or Facilitators.

export just the session details

Printing / Exporting your agenda using the legacy Print / PDF options

Choosing the old PDF printout option will include all information that your session blocks contain, including the timing, description, additional information, goals, materials, instructions and background information.

Importantly, the printout does not contain the content from your Notes area.

The printout is structured in a way that you first see a table overview of your agenda with the main columns that you see in the middle of your Session Planner tool. Under the table view, you also see all the Detailed information of your blocks. So if you have specific Instructions for a block that spans several paragraphs, it won’t be crammed into the table view, but it will be printed in the Block details area.

Only blocks which have any content added to the Block details section in the Session Planner tool (Goals, Materials, Instructions or Background Information) will appear in the Block details area.

How can I customise the legacy PDF printout?

Adjust font size

There are several options to adjust how your PDF printout looks. Firstly, you can adjust the font size if you’d like to have a larger font size.

Show and hide specific fields of information

By default, the PDF printout will show the timing and the two main columns of the blocks that you can see in the Session Planner tool - ‘Description’ and ‘Additional Information’. However, you can change which field you want to show in the second column, or even remove it altogether.

Show and hide specific fields of information

This might be a useful strategy if, for example, you want to have one type of printout with a limited set of information for participants (by selecting the ‘Nothing’ option and unchecking the ‘Include block details’ option), and another printout with all information for your co-facilitators.

Including or removing the Block details on your PDF printout

The printout is structured in a way that you first see a table overview of your agenda with the main columns that you see in the middle of your Session Planner tool. Under the table view, you also see all the Detailed information of your blocks. So if you have specific Instructions for a block that spans several paragraphs, it won’t be crammed into the table view, but it will be printed in the Block details area.

Block details

Show or hide the color coding legend

If you want to include the color coding legend that you use in the session planner to visually indicate the category of your blocks, then you can opt to show this on your PDF printout under the Extra options button in the header.

The color coding legend is automatically included on Word printouts. In case you want to remove it from the Word printout, you may manually delete the line containing the color coding legend.

Color coding legend

Show or hide the list of materials

By default, the list of materials needed for a session will be displayed under the table view of the agenda in the PDF printout. If you would like to exclude the list of session materials from the PDF printout, you can click on the dropdown menu next to ‘Extra options’ on the header bar and select / deselect the ‘List of all materials’ option.

Adjusting the logo on the printout

You can adjust the logo on your PDF printout in your account settings (if you are on a Pro plan), or it can be adjusted on your Team’s account page by team admins (if you are on a Team plan).

Adjust the paper size for the printout

You can also adjust the page size of the PDF printout: the available options are A4, US Letter and US Legal.

Adjust the paper size

How can I change the orientation of the PDF printout from portrait to landscape?

When you create a PDF printout (clicking on Export -> PDF/Printout within your session plan), then you can choose between the ‘Save as PDF’ and the ‘Print’ options in the upper right corner of the printout view. If you click on ‘Print’, you will be able to further customize your printout and save your changes to a PDF.

Once you are in the printing view, there you can change the orientation between Landscape / Portrait format and save as PDF.

Orientation of the PDF printout

What is the yellow highlighting on my PDF export? Can I change it?

This is an old design legacy feature which is on our roadmap to be redesigned.

The 4th category in the list of colour categories in the session planner (which is by default reserved for 'break') has a fixed yellow highlight colour on the PDF printout. However, when you modify your categories and change the category which was in this position, the highlighting is still carried through.

If you'd prefer not to have this highlighting, you may delete the category in this position, and it will remove the yellow highlighting from the session export.

Then, you may re-add the category (and re-add the colour categorisation to your blocks) and you'll see the yellow highlighting will disappear.

Yellow highlighting on my PDF export

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