Account and sign-in

Help articles for account and sign-in

• Reset a forgotten password
• Review your sms history
• Set up two factor authentication
• Update your profile details

Attendance and check-in

Help articles for attendance and check-in

• Check in confirmation emails
• Configure check in fields
• Export the attendance log
• How participants check in and out
• Set up a terminal or kiosk device
• Set up bundle locations
• Use the location admin portal

Billing and credits

Help articles for billing and credits

• Buy credits
• Client breakdown and invoices
• Read the billing overview
• Redeem a voucher

Bundles

Help articles for bundles

• Add an external course to a bundle
• Add courses to a bundle
• Bundle certificates
• Create a bundle for a client
• Offer a bundle in several languages
• Read bundle results

Certificates and emails

Help articles for certificates and emails

• Edit an email template
• Expiry notification emails
• How certificates are generated
• Upload a certificate template

Clients

Help articles for clients

• Add a client
• Delete a client safely
• Give a client portal access
• Publish a client privacy policy

Courses

Help articles for courses

• Add and reorder pages
• Add questions and points
• Create a course
• Preview a course before publishing
• Publish unpublish and clone a course
• Read course results
• Set course expiry in days
• Share a course link
• Use the image library

Other Courses

Help articles for other courses

• Create an other course
• Review certificates participants upload
• Set and change certificate expiry
• Upload a certificate for a participant

Participants

Help articles for participants

• Assign and remove bundles
• Create a participant
• Filter and search participants
• Progress states explained
• Read the participant detail page
• Run the courses report
• Total delete what it removes