For Course Providers
For people running training, including team members and facilitators. Each guide explains the permissions needed.
By Artur1 author134 articles
- Create a Course Provider Account
- Log In to Your Course Provider Account
- Switch Between Course Provider Accounts
- Change the Email Address Used for Your Business Account
- Invite Team Members and Manage Their Access
- Archive and Reactivate a User or Facilitator
- Understand Cademy Plans, Limits and Fees
- Manage Your Cademy Subscription and Billing
- Manage Your Personal Provider Account Settings
- Close Your Course Provider Account
- Understanding “Custom Plan” on Cademy
- Choose the Right Course Type
- Create and Set Up a Scheduled Course
- Create and Set Up an On-Demand Course
- Create and Set Up a Blended Course
- Create and Set Up an On-request Course
- Change a Course Type
- Add and Manage Course Images
- Add FAQs to a Course Page
- Organise Courses with Categories, Tags and Collections
- Course Categories and Course Tags
- Find Courses in List and Calendar Views
- Rename Course Buttons and Forum Names
- Add and Edit Course Dates and Blocks
- Set Course Prices and Places: Defaults and Date Overrides
- Fix a Course Date That Cannot Be Booked
- Create Price Offers and Add-ons
- Set Course Locations and Joining Details
- Set Time Zones for Course Dates
- Offer Private Course Dates
- Publish and Share a Course
- Archive or Restore a Course
- Test a Course Before Launch
- Choose How Customers Book or Apply
- AI Course Builder - Coming Soon
- Build Lessons and Organise Course Content
- Add Welcome Information and Files for Learners
- Create Quizzes and Review Answers
- Add SCORM Learning Content
- Fix SCORM Loading or Progress Problems
- Schedule Lesson Access and Due Dates
- Set and Change Course Access Expiry
- Set Up and Manage a Course Forum
- Add Forms to Lessons
- Understand Orders, Registrations and Contacts
- Handle Course Requests and Applications
- Add Someone to a Course Without Creating an Order
- Move a Participant or Replace the Person Attending
- Find and Manage Course Registrations
- Manage Course Waitlists
- Record Attendance
- Understand Course Completion Status
- Correct a Learner’s Lesson Progress
- Set Up and Issue Course Certificates
- Set Up and Award CPD Points and Hours
- Find Orders, Invoices, Payments and Credit Notes
- Create an Order and Request Payment
- Change an Existing Order
- Set Up and Manage Invoices and Receipts
- Split or Schedule Invoices for an Order
- Request a Payment or Record Money Received Elsewhere
- Accept Bookings and Collect Payment Outside Cademy
- Offer and Manage Deposits
- Offer and Manage Monthly Instalments
- Cancel an Order or Refund a Payment
- Manage Credit Notes and Customer Credit
- Connect and Manage Stripe for Customer Payments
- Connect PayPal for Customer Payments
- Offer Klarna Payments
- Understand Payouts and Payment Processing Fees
- Choose Currencies for Courses, Memberships and Gift Cards
- Set Up VAT for Course Sales
- Automatic VAT & Tax Handling at Checkout
- Approve or Reject an Order
- Choose the Right Form and Field Type
- Create and Use Checkout Forms
- Create and Share a General Form
- Set Up a Feedback Form for Your Courses
- Create Contact Fields and Manage Saved Details
- Create Registration Fields for Individual Course Places
- Store Information on Courses and Course Dates
- Read and Manage Form Responses
- Request Feedback from Course Participants
- Manage Public Reviews and Where They Appear
- Create and Manage Organisation Fields
- Send a Manual Email to Customers or Course Participants
- Invite People to Book a Course
- Create and Reuse Email Templates
- Personalise Emails with Mail Merge Tags
- Set Up Automatic Course Emails
- Choose Team Notifications and Calendar Invitations
- Find Sent Emails and Check Delivery Status
- Resend or Forward an Existing Email
- Send Emails from Your Own Domain
- Manage Customer Conversations in Inbox
- Update Your Business Profile and Minisite
- Set Your Minisite Cover Image
- Write Clear Course and Business Descriptions
- Embed Courses or Forms on Your Website
- Publish Cademy Courses on a WordPress Website
- Manage Cookie Consent for Website Embeds
- Track Course Bookings with Analytics
- Send Customers to an External Booking Website
- Cademy Profiles: Minisite vs. Marketplace - Key Differences and Fees Breakdown
- What is a Cademy Profile (minisite)?
- Connect Cademy to HubSpot
- Connect Cademy to Salesforce
- Connect Xero and Check Accounting Sync
- Connect NetSuite to Cademy and Manage Your Sync
- Connect Zoom for Online Course Sessions
- Sync Course Sessions with Google or Outlook Calendar
- Connect Other Apps with Zapier
- Webhooks: Send Cademy Events to Other Systems
- Allow Cademy on a Restricted Network
- Create and Manage API Keys
- Choose an Import and Prepare Your Data
- Import Courses
- Import Course Dates
- Import Contacts
- Import Organisations
- Import Bookings and Orders
- Import Registrations: Add Learners or Update Registration Fields
- Export Data or Schedule an Export
- Filter, Sort and Use Saved Filters
- Use Reports and Understand Their Figures