Configure

Define the routes by which members report an activity, the form each one uses, whether it confirms contact details first, and the confirmation email it can send.

Define the kinds of continuing-education activity members can report, what the Portal asks for each one, which credits it earns, and how to set up a calculator that works out credits automatically.

Set the price of applying to a program, taking a course, or sitting an exam, charge members a different price, and understand what happens to a fee when the program, course, or exam it belongs to is deleted.

Create the email templates staff send about an application, preview one before it goes out, and add the named reasons staff use to explain an application's status.

Define the routes people use to apply for, renew, reinstate, or transfer a certification — the form, fee, requirements, eligibility, renewal window, and emails that make up one process — and keep a process's requirements consistent enough to save.

Save reusable billing run settings as a template, then turn a template into a schedule that creates billing runs for you automatically — and understand why a template or schedule you're trying to retire won't delete.

Preview a draft certificate design against a real certification before it goes live, and understand why Print Certificate is only offered for programs that enable certificates.

Publish a searchable directory of certification holders, choose which certifications and fields it shows, filter it with your own rules, and control how visitors search, browse, and message holders.

Create the email templates staff send from a certification, optionally restrict one to certain programs, preview it against a real certification, and understand why an already-sent notice can't be deleted.

Give a program its own sequence of certification numbers, or leave it drawing from the shared account-wide sequence, and understand what happens if you reuse a number already issued.

Create a certification program, decide whether people, organizations, or both can hold it, and control its status, Portal presentation, display order, layouts, and custom fields.

Design the page layout and 360° screen a certification program uses, so the certification create-or-edit form and the certification 360 view can look different from program to program.

Add the named reasons staff choose to explain a certification's status, limit a reason to certain statuses, and understand what marking one inactive or deleting it actually does.

Create and maintain the single settings record that turns on Certifications payments, Portal options, the multiple-certification discount, and training-provider billing and administration.

Decide which contact roles let a contact apply, renew, view applications, or administer a training provider on behalf of their organization in the Portal.

Define a coupon that discounts application, course, or exam fees, choose how the discount appears on the order, and issue the codes buyers redeem.

Define the ways people register for a course, including the registration form, checkout settings, confirmation email, and an optional contact-details step.

Build your training catalog by defining courses and the course types that group them, including which programs, exams, and credits each course carries.

Maintain the kinds of continuing-education credit your association tracks, and design the HTML layouts members choose from when they print their own transcript.

What happens when you permanently delete a certification program, a program group, or an expiration rule set, and what stops the deletion from going through.

Add an exam to your catalog with its passing score, retest windows, and eligibility rules, and keep the list of testing facilities where exams are sat.

Set up the ways candidates book or retest an exam, write the pass letters, fail letters, and other exam notices, and turn on booking several exams at once.

Define an expiration rule set with a name and default expiration, and offer it to the application processes that use it to date a certification or application.

Make a contact an instructor, approve or remove their permission to teach a course, and keep their biography, contract, and pay rate on record.

Offer a lower application fee to people or organizations who already hold several certifications, and choose which programs are excluded.

Let members register for several exams at once, print their own credit transcript, choose how programs are browsed, and customize how applications look in the Portal.

Decide whether a program's certificates print automatically, are produced by staff, or are turned off, and design the certificate members print from a template.

Create the headings members see over related programs in the Portal's grouped program list, and control the order they appear in.

The fixed list of Certifications record kinds available to the Query Center and to connected integrations, and why your account cannot add to it.

Define the kinds of references your certification applications can require, and the reference process that collects each kind, including its web form and emails.

Follow the Certifications Setup overview's checklist in the right order, and choose the ready-made role that gives a colleague the Certifications access they need.

Turn on billing for training providers, name the products they're billed under, and choose the contact forms and saved queries their administrators use in the Portal.

Register an outside organization as a training provider, set the territories it serves, and add its training locations and the certification programs it may offer.