Adding Presenter Templates to a Repeated Course

Adding a Repeated course includes three key steps (⚠️ This article covers step2):

1. Creating the Master Course, Go to How to Add a Master Repeated Course

2. Set Up Presenter Templates

3. Scheduling Courses, Go to Scheduling Courses

 

Step 2 - Adding Presenter Templates to a Repeated Course

 

How to add a presenter template

1. From the Presenters Template Manager, click "Add a new Presenter Template +" 

 

2. Select Presenters

• Click inside the “Presenters” field to reveal a drop-down menu of all available presenters in the CE Zoom system, or begin typing a name to search.

  

• Select the presenters - All selected names will be considered co-presenters.

  • If Your Presenter Is Not Found

    If your presenter does not appear in the search results, please try the following:

    • Search different variations of their name (for example: Bob instead of Bobby, or vice versa).

    • Try searching by last name only.

    • Search all known email addresses — they may have registered using a personal email instead of a company email to ensure continued account access.

    If no results appear after trying these options, select Presenter Not Found to proceed.

     Skip to Presenter Not Found

 

3.  If any presenter info is incomplete, a notification will appear.

• • Click View/Edit Details to edit and update the presenter's bio and qualifications
    
    

    Email Address, First Name, Last Name:  These are not editable.

Title (Optional):
Include credentials or professional titles (e.g., DDS, RDH, MPH) if applicable. If prepopulated, you can update to display preferred credentials

Photo (Optional): 
Upload a clear headshot of the presenter to personalize their profile.

• • If the presenter already has a profile picture in their CE Zoom account, that image will be used by default.
  • You can update the photo for this course by clicking Upload.

The uploaded image will be unique to this course and will not overwrite the presenter’s main profile picture.

Presenter Bio: 
Enter a brief, professional summary of the presenter’s background, experience, and expertise.

• • If the presenter already has a bio saved to their CE Zoom account, it will automatically populate in this field.

  • You are free to edit or update the bio as needed for this course.

 Any changes made here will be unique to this course and will not affect the presenter’s main profile.

Presenter Qualifications Toggle:

1. 1. If the presenter’s qualifications are already included in the bio, toggle this option to Yes.
   2. If qualifications are not listed in the bio, leave the toggle off and enter them in the Presenter Qualifications field below.

• • Once complete, click Save Presenter to finish creating the profile.

 

 Add New Presenter / Presenter not Found

 

• If the presenter is not found in the system, click “Add new presenter” to create a new profile within CE Zoom.
  
  ⚠️Only use this option if the presenter does not appear in the search results. Creating duplicate presenter accounts makes it difficult for presenters to manage their courses and CE history across the platform.
• Enter your presenter's email, and see if the system finds a match:
  

Email Match: If the system finds a match for the presenter's email:

• Click Load presenters Information. 
  
• Make any updates and fill in any missing information

 

 Email NOT Recognized: If the system does not recognize the email address you enter, you’ll need to complete the presenter form.

• This will create a presenter profile on their behalf within CE Zoom.

• The system will automatically send them a welcome email with instructions to activate their account.

• Once activated, the presenter will be able to log in, view their profile, and access details about the courses they are assigned to.

🔔 Be sure to enter the correct email address so the presenter receives the activation link and course access.

• Click Save

• Repeat for each presenter who will be offering this course for the year.