Attendees can not receive their CE Certificate until their attendance has been confirmed.
All attendees must have their attendance confirmed by the offering company before a CE Certificate can be generated and released. There are two ways to confirm attendance:
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Auto Confirm: The system will automatically confirm the attendee's attendance when they verify the course with the correct verification code announced at the conclusion of the course.
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Manual Confirm: A company representative manually confirms each participant's attendance.
How to Set Up Auto Confirm Attendance
When adding a course, you can enable or disable automatic attendance confirmation in the Additional Info step of the Course Wizard.
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Look for the “Automatically confirm attendees” option.
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Use the toggle switch to manage this setting.
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By default, Auto Confirm is set to “Yes.”
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When enabled, CE Zoom will automatically confirm attendance for all participants who:
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Have completed registration and fulfilled any payment requirements
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Enter the correct course verification code
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No manual action is required by the offering company.
⚠️ Auto-confirm is not recommended for courses whose paid registration is managed outside of CE Zoom, as we have no record of whether their registration status make them ineligible
How to Manually Confirm Attendance
Click on the course type below to view step-by-step instructions for confirming attendance
How to Confirm Attendees for a Conference
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From your Dashboard, locate the Conferences section.
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Click the down arrow to expand the list of all conferences or multi-course events.
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Click the tab that matches your course status — Draft, Upcoming, or Past.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and click the View All Courses button in the # of Courses column. This will take you to all scheduled courses associated with this event.
- Click the tab that matches your course status — Draft, Upcoming, or Past.
- Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Attendees with Attendance not Confirmed
- Check the box for each attendee whose attendance status you want to update.
⚠️ Attendance Confirmation Timing Warning
It is not recommended to confirm attendance until after the event has concluded.
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If you are confirming attendance on the same day as the event, the course will be listed under the Upcoming tab.
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If you are confirming the day after or later, the course will appear under the Past tab.
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Click the Update Attendance Status button.
- Click yes to confirm
- Repeat for each course
How to View Who’s Registered for a Single Live Course
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From your Dashboard, locate the Scheduled Live Course section.
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Click the down arrow to expand the list of all live course events.
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Click the tab that matches your course status — Draft, Upcoming, or Past.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Attendees with Attendance not Confirmed
- Check the box for each attendee whose attendance status you want to update.
⚠️ Attendance Confirmation Timing Warning
It is not recommended to confirm attendance until after the event has concluded.
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If you are confirming attendance on the same day as the event, the course will be listed under the Upcoming tab.
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If you are confirming the day after or later, the course will appear under the Past tab.
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Click the Update Attendance Status button.
- Click yes to confirm
How to View Who’s Registered for a Self-Study Course
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From your Dashboard, locate the Scheduled Self-Study Courses section.
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Click the down arrow to expand the list of all live course events.
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Click the tab that matches your course status — Draft, Active, or Inactive.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Conference Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Attendees with Attendance not Confirmed
- Check the box for each attendee whose attendance status you want to update.
⚠️ Attendance Confirmation Timing Warning
It is not recommended to confirm attendance until after they have completed the course.
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If you are confirming attendance on the same day as the event, the course will be listed under the Upcoming tab.
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If you are confirming the day after or later, the course will appear under the Past tab.
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Click the Update Attendance Status button.
- Click yes to confirm
How to View Who’s Registered for a Bundle
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From your Dashboard, locate the Bundles section.
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Click the down arrow to expand the list of all bundles.
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Click the tab that matches your course status — Active or Inactive.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the bundle you want to view and click the View All Courses button in the # of Courses column. This will take you to all scheduled courses associated with this event.
- Click the type of CE - Live or Self-Study and the status tab that matches your course status — Draft, Upcoming, or Past.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
- Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Attendees with Attendance not Confirmed
- Check the box for each attendee whose attendance status you want to update.
⚠️ Attendance Confirmation Timing Warning
It is not recommended to confirm attendance until after the event has concluded.
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If you are confirming attendance on the same day as the event, the course will be listed under the Upcoming tab.
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If you are confirming the day after or later, the course will appear under the Past tab.
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Click the Update Attendance Status button.
- Click yes to confirm
- Repeat for each course
How to View Who’s Registered for a Repeated Course
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From your Dashboard, locate the Master Repeated Courses section.
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Click the down arrow to expand the list of all master repeated courses.
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Click the tab that matches your course status — Draft, Posted, or Expired.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and hover over the Manage Repeated Course button in the Actions column.
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When the dropdown appears, click View Presenter Template to see a list of all presenters associated with this course.
- Find the presenter you want to view and hover over the Manage Presenter Template button in the Actions column
- When the dropdown appears, click View Scheduled Courses to see a list of all courses associated with this presenter.
- Find the course date you want to view and hover over the Manage Course button in the Actions column.
- When the drop-down appears, click View Attendees to open the full list of registrants.
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Attendees with Attendance not Confirmed
- Check the box for each attendee whose attendance status you want to update.
⚠️ Attendance Confirmation Timing Warning
It is not recommended to confirm attendance until after the event has concluded.
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If you are confirming attendance on the same day as the event, the course will be listed under the Upcoming tab.
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If you are confirming the day after or later, the course will appear under the Past tab.
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Click the Update Attendance Status button.
- Click yes to confirm
