Course completion certificates

Certificates can be automatically generated for services or courses that have the Pass/Fail setting turned on. Once a client has paid and passed a course, the completion certificates will be generated and can be downloaded by admins, or by the client when they log in and view all their bookings.

Turning on completion certificates

Steps

1. To enable them, go to Setup > Bookings >  Services

2. Select the relevant service

3. Go to the  Options tab

4. Select the Show Pass / Fail option and then choose the certificate that is generated under the Pass Certificate dropdown list.

   1. You can modify the Certificate from that screen by clicking on Manage Certificates

5. Optinally enter in Course Codes text which will appear on the Pass Certificiate. If left blank it will appear as the course name.

Managing certificates

Steps

1. Navigate to Setup > Bookings > Certificates

2. To add a certificate, click the Add Certificate button, or select an existing certificate from the list.

3. Enter the Certificate Name so you can reference it easily on from the Services page.

4. Select if this course is Certified by the staff member or the business owner (this will display on the certificate).

   1. Note: The certificate will use the staff member's signature from the Setup > Staff & Admins, select the Staff Member, Options tab / Signature

5. Press Save and you will then see the default certificate layout.

Certificate layout and data

The certificate layout is setup as such:

You can use this layout template file to help align your certificate. The layout needs to be 794 pixels x 1123 pixels at 94 dpi.

Certificate data

The data on the certificate is populated as follows:

• The Logo, Business Name and Client Name are populated based on the business details and the client that has passed the course.

• The Course Name is populated based on what is set up in the service under Setup > Services, select the Service, Options tab / Course Codes.

• The Signature is populated based on Setup > Staff & Admins, select the Staff Member, Options tab / Signature.

• The Staff Name details are populated based on the staff member that ran the course, or the business owner depending what you set up for the certificate.

• The Date is automatically populated based on the day that the course was run and passed.

• The Certificate # is automatically generated.

Generating certificates as an admin

Certificates can be generated once a client has paid and passed their course. Then they can be downloaded from either the booking screen, for via the overall course Manage Attendees screen.

If you have the Passed Booking/Course reminder enabled, the client will be sent this reminder as soon as they’ve been marked as passed also.

Steps from the booking screen

1. Open the relevant booking, either via the calendar or searching for the client

2. If the service requires "Proof of Identity", make sure that the client's identity has been verified.

3. Make sure that the booking has been marked as passed and paid, then the Download Certificate link will appear
   
   
   
   
   

Steps from the course Manage Attendees screen

For more information about the Manage Attendees screen please refer to the Manage course attendees article.

1. Go to the Courses menu item and select the relevant course.

2. If the service require "Proof of Identity", make sure that the client's identity has been verified.

3. Make sure that each client has been marked as passed and paid
   
   
   
   

4. Once marked as passed and paid, the Download Certificate icon will appear next to the client record
   
   
   

   
   
   

Downloading certificates as a client

Once a client has paid and been marked as passing a course by an admin, they can download their completion certificate simply by logging in and viewing their bookings.

Steps

1. Client logs into their account and navigate to their My Bookings page.

2. If they’ve paid and passed the course, a link to Download Certificate will appear against the course booking and they can download their certificate directly from there.