Cademy

Choose the right customer record for a purchase, a course place or a payment question.

Understand Orders, Registrations and Contacts

Review a customer’s request or application, agree the details, and accept or decline it in Cademy.

Handle Course Requests and Applications

Create one course place without billing, choose the person and date, and check registration answers and emails.

Add Someone to a Course Without Creating an Order

Choose an individual move, a whole-course change or a replacement, and check training records, payments and emails.

Move a Participant or Replace the Person Attending

Find course places, use search and saved filters, export the right records, and check email, attendance and certificate actions.

Find and Manage Course Registrations

Set up course waitlists, manage entries and understand automatic availability emails, notification history and booking updates.

Manage Course Waitlists

Record and correct participant attendance for individual sessions, and understand bulk marking, completion, certificates and CPD.

Record Attendance

Check a participant’s Completion, understand its first date, filter and export results, and correct the evidence behind an unexpected status.

Understand Course Completion Status

Correct one learner’s saved lesson status and understand the effects on Completion, dates, certificates, CPD and notifications.

Correct a Learner’s Lesson Progress

Set up automatic certificates, create templates, issue awards and check certificate links, expiry and revocation.

Set Up and Issue Course Certificates

Enable CPD, set course points and hours, check awards and understand revocation and public display.

Set Up and Award CPD Points and Hours

Artur Binzaru

Registrations, requests, attendance, learner progress, certificates and CPD.

Bookings and Learner Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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