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Home > Continuing Education > Enroll a Contact from the Contact's Profile
Enroll a Contact from the Contact's Profile
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  1. On the Contact's Profile tab, click the orange plus sign in the Certifications section.

  2. Select the desired Certification Program from the drop-down list OR click the   to add a new certification program.
  3. Select In Progress from the Certification Status drop-down list.
  4. Enter the Started date. This is the date that the contact began the certification program.
  5. If applicable, enter the Completed date. This is the date the contact completed the certification program.
  6. Once the certification is active, the Expires date will be calculated based on the Expires (in months after completion/activation) setting configured for the certification program.
    • Fee - this section will be displayed once a Certification Program has been selected:

    • The Fee Item will automatically be populated with the fee item configured when the certification program was set up. You may over-ride this if needed, by selecting a different fee item from the list.
    • The Description will be automatically populated with the description configured for the fee item. You may over-ride this if needed.
    • The Price will be automatically populated with the price configured for the fee item. You may over-ride this.
    • Invoice Options - this section will be displayed once a Certification Program has been selected:
    • Select the desired invoice delivery option: Print or Email.
    • Select the desired Billing ContactBilling AddressBilling Email for the invoice.
    • (Optional) Select Invoice Terms. If no terms are selected, the default configured in your Finance Settings will be used.
    • (Optional) Enter a Invoice Message to be included on the invoice.
  7. % Complete and Hours/Credits Earned will be automatically updated by the system, dependent on status of this contact's certification.
  8. Click Done.
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