How to add a Multi-Course Event/Conference from my CE Zoom (V2) company account

If you are offering a structured program that includes multiple CE courses offered under a single registration or event experience you will want to set upa mulitcourse event or conference.

Creating a conference in CE Zoom allows you to manage registration for multiple sessions while automatically tracking attendance. Once your courses are added, CE Zoom handles the rest—automatically issuing and grading tests (if applicable), collecting post-course surveys, and providing tallied results per session. This streamlined setup ensures accurate CE credit delivery, built-in compliance, and a hassle-free experience for your team and every participant attending your event.

Skip quick links: Take me to Step 1 of adding a conference

 

Quick Links to the Course Wizard Navigation Menu

Use the links below to jump directly to specific sections of the Conference Wizard. These shortcuts make it easy to reference or revisit a step without scrolling through the entire setup process. Whether you're editing an existing course or checking details before posting, these quick links help streamline your workflow. 

Conference Set-up

Basic Info

Country/Industry

Sponsor Information

Course Management

• • Adding a Live Course
  • Adding a Self-Study Course

Registration: Free Conferences

• • Registration - Basic Info
  • Registration - Agreements
  • Registration - Course Restrictions

• • Exhibitor Registration 
  • Marketplace Registration

• • Layout

  • Event Overview

  • Posting Overview

Registration: Paid Conferences, fees collected outside of CE Zoom

• • Registration - Basic Info
  • Layout

  • Event Overview

  • Posting Overview
    
    

Registration: Paid Conferences, fees collected through CE Zoom

• • Registration - Basic Info
  • Registration - Badge Types
  • Registratoin - Settings
  • Registration - Agreements
  • Registration - Course Restrictions
  • Registration - Badge Pricing
  • Registration - Pay-Per-Course Pricing
  • Registration - Additional Cost Pricing
  • Exhibitor Registration 
  • Marketplace Registration
  • Promo Codes
  • Layout

  • Event Overview

  • Posting Overview
    
    

 

 

How to add a multi-course event/conference

• From your Company Dashboard, click the Create a Course button in the top right corner.. This will launch the course/event creation wizard. 
  
  

Course Type

• Select Multi Course Event / Conference, then click continue
  
  

💠When setting up a conference in CE Zoom, many of the selections you make—such as course method, time zone, webinar link, notification email settings, contact email, and additional info—will automatically populate as default settings when adding each course to the conference.

This saves time and ensures consistency across sessions.

Note: Updating the conference settings later will not retroactively update existing attached courses. Changes will only apply to courses added after the update.

Event Method

1. Select the delivery method (How will you be offering the courses at this event?)

In Person - For courses held at a physical location.

Virtual - Live, online courses where participants engage in real-time through a video platform—just like an in-person class but conducted remotely.

In Person & Virtual - A hybrid format where the course is available both at a physical location and as a live, interactive virtual session. Attendees can choose how they prefer to participate.

 

2. Enter the Conference/Event Title (Individual course titles will come later)

• Type in a clear, descriptive title for your event. This is what participants will see.

3. Enter how many courses are being offered

Enter the total number of courses you plan to include in this event. This helps us calculate how many course posting credits you’ll need, so you have the option to pre-purchase all credits in one transaction instead of being charged each time you add a course during setup.

💡 Important: If you’re offering the same course to multiple industries, you’ll need one posting credit per industry per course.
Example: 5 courses offered to 2 industries = 10 course credits needed.

If you're unsure of the total number of courses at this time, just enter the number you're certain about. You can always purchase additional credits within the setup wizard as needed.

 

4. Country & Industry

This section determines where your course will be listed and which professionals will be able to find it.

• The system will automatically default to the country and industry set in your Company's My Account Settings - Country & Industries.

• If you want your course to be advertised to additional countries or industries, you can select them here by clicking the dropdowns.

• ⚠️ Note: Each industry selected will consume one course posting credit.

Once your selections are complete, click Continue to proceed.

 

Course Posting Summary

5. Overview

This page summarizes the key details you've selected for listing your Event on CE Zoom. It provides a final review before moving forward and ensures transparency about course posting credit usage.

• Review:

  • Method: How the course will be delivered (In Person, Virtual, or Both)

  • Countries: Where the course will be listed

  • Industries: The professional fields your course is targeting

  • Credits Required: The number of course posting credits needed based on selected industries

• Check your available credits:
  The system displays how many course posting credits your company currently has.

• If you do not have enough credits:
  The system will alert you that more credits are required and guide you to purchase them directly within the course creation wizard.

  

   

  • Click continue to be advanced to the pricing guide to purchase needed credits.
    
  • We offering different options to fit your needs

    • Pay As You Go

      • Use the plus (+) and minus (–) buttons to select how many individual course posting credits you need.

      • Click “Add to Cart” once your total is set.

      Memberships

    • Choose the package that fits your needs (10, 15, 20, or 30 courses/year).

    • Select whether you'd like to pay in full or choose a 12-month installment plan (note: 10% fees apply to installments).

    • All memberships are auto renewing annual subscriptions and include the selected number of course postings per year.

Once everything looks correct and you have enough credits, click Continue to proceed.

Click the cart icon in the upper right corner to review added items.

• • • Click Continue to move to the Add-Ons section.

    • Here, you can select any optional services (like AGD joint providership).

      

    • If additional credits are required for your selections, you’ll be prompted to add them.

  • Click Continue to proceed to the payment screen.

    

  • Once payment is processed, you can continue building and adding your event.

 

Course Postings / Add On's - Add On's

6. Select Add on's

This screen displays any optional posting add-ons available for your selected course and industry.

If you choose an add-on, a counter will appear showing how many available credits you currently have. Add-ons are per-course and entirely optional, so we can’t automatically calculate how many credits you’ll need.

💡 After reviewing your available credits and knowing how many courses will use a specific add-on, you can purchase any additional credits needed before proceeding.

 

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Conference Basic Info

7. Conference Name

This field is automatically filled based on the name you entered in the previous step.
If needed, you can edit the conference name here before continuing. This name will appear on attendee-facing materials

 

8. Event / Conference Overview

Use this section to provide a summary of the overall conference experience. This should give attendees a clear idea of what to expect from the event as a whole.

 

9. Total Credit Hours

This is an informational-only field used to show attendees the maximum number of CE hours that can be earned by following a non-conflicting schedule

It helps attendees understand the highest possible credit opportunity available during the event but does not limit or control actual course selections or credit distribution.

 

10. Start and End Dates (For the Conference)

Enter the full date range during which conference courses and activities will take place.
Use the calendar picker to easily select the start and end dates.

 

11. Time Zone

Choose the appropriate time zone for where the course will be held or hosted virtually.  The time zone will be auto selected according to the address under the companies my account settings. 

 

12. Conference Method

This field is pre-populated based on your earlier selection. Its purpose is to help auto-fill the course method (e.g., In Person, Virtual, or Hybrid) for each course you add to the conference.

Note: If you update this field, the change will only apply to courses added after the update. It will not automatically update the method for any courses you've already added.

 

13. Venue Information (if offering the event in person)

The venue information provided will automatically populate for each in-person course added within the multi-course wizard. However, please be aware that any changes made here will not automatically update across all courses attached to the conference, it will only apply to courses added after the update.

Enter the full venue details where your in-person courses will be held during the conference, including:

• • Venue Name – Enter the name of the facility or location hosting the course.

  • Address – Fill in the street address where the course will take place.

  • Country, State/Province, City, Zip – Complete all applicable location fields for accurate mapping and attendee information.

  • Course Room / Suite (Optional) – Include the specific room, suite, or floor if applicable for larger venues.

  • Max Attendance - set a limit on how many people can register for your event

    • Use the + / – buttons to increase or decrease the max number of attendees.

    • If there is no limit, check the "Unlimited" box.

 

14. Webinar Joint Link (If offering event virtually).

• Toggle NO each date/time the virtual course is offered it will need its own unique webinar joining link

Toggle YES if the same webinar conferencing joining link will be used for all the courses offered in this event.

 

• Choose the Link Type

  • Select “Direct joining link only” if attendees can join without a passcode and enter the webinar conference joint link.

    

  • Select “Joining link with a passcode” if the attendee needs a passcode and enter the webinar conference joint link and passcode. 

    

• Add Optional Joining Instructions

  • Use the text editor to provide any additional information attendees may need, such as:

    

     

    • How to log in

    • What to expect

    • Troubleshooting tips

 

15. Event Contact Information

Use this section to identify the primary contact for the event and manage who should handle specific support questions from attendees.

The event contact information provided will automatically populate for each course added within the multi-course wizard. However, please be aware that any changes made here will not automatically update across all courses attached to the conference.

• Name and Email of Person Adding the Event
  This will be the default contact for all course-related support unless otherwise specified.

• Default Settings:

  • All categories below are automatically set to “Yes”, meaning the person listed as adding the course will be the contact for:

  • General course questions (Course Coordinator)

  • CE Certificate confirmation

  • Re-issuing verification codes

  • Questions about handouts

  • Replay/on-demand course requests

  • Cancellations and refunds

• To Assign a Different Contact:

  • Toggle to “No” for any category where a different person should handle that inquiry.

    

  • Then, enter the contact name and email of the appropriate person.

This ensures attendee questions are directed to the right person for a faster, more accurate response.

 

16. Additional Information

Use this section to customize how your course will function on CE Zoom. All toggles are set to the default values shown in the screenshot.

The additional information provided above will automatically populate for each course added within the multi-course wizard. However, please be aware that any changes made here will not automatically update across all courses attached to the conference.

Descriptions of Each Option:

• Offer as Elite Course (Default: No)
  Toggle to Yes if this course is part of CE Zooms Elite tier offerings (if applicable to your account type).

• Automatically Confirm Attendees (Default: Yes)
  When enabled, CE Zoom will automatically confirm attendance without manual review as long as the attendee has successfully verified the course with the correct course completion verification code.

• Can CE Zoom Hand Out the Registration Link? (Default: Yes)
  Allows CE Zoom to share your registration link with users who contact support about your course.

• Can CE Zoom Reissue Verification Codes? (Default: Yes)
  Let CE Zoom support resend verification codes to attendees upon request. Please note CE Zoom can only re-issue verification codes if the attendee's attendance has been confirmed or we have access to attendance records and attendance times to verify they attended your event and are eligible to receive full credit.

 

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Country / Industry

17. Select the targeted countries and industries

This section determines where your course will be listed and which professionals will be able to find it.

• The system will automatically default to the country and industry set in your Company's My Account Settings - Country & Industries.

• If you want your course to be advertised to additional countries or industries, you can select them here by clicking the dropdowns.

• ⚠️ Note: Each industry selected will consume one course posting credit.

Once your selections are complete, click Continue to proceed.

 

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Sponsor Information

18.  Sponsor Information

Use this section to indicate if the Event/Conference is being sponsored and how you'd like to present the sponsor's information.

Individual course sponsorships should be added during the setup of each specific course.

•  Is this course sponsored?

  • The toggle is set to “No” by default.

  • Switch to “Yes” if you want to include sponsor information.

• Display Options:

  • Text – Only displays the name of the sponsor(s) as entered in the input field.

    

  • Logo – Allows you to upload the sponsor’s logo image and include their name (ideal for marketing or branding).

    

 

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Course Management

19. Adding Courses

This screen allows you to manage all courses associated with your conference

• Add new courses to your event

• View all added courses in the management table

• Edit existing courses as needed

Every course added will appear in the course table manager. To include another course in your event, simply click "Add New Course.

Understanding Icons on Course Management Screen

Part of a Conference

When you hoover over the icon, the conference the course is associated with will be displayed

 

Course Method/Delivery is Virtual

 

Part of a Paid Event

 

 Course set up is Incomplete

 

 

Use the links below to follow step-by-step instructions for adding courses to your conference. It will direct you to another page, return to continue with your conference set up

Now that all courses have been added, click continue

 

Return to Navigation Quick Links

 

Registration - Basic Information

Adding a Registration

Click on the type of registration you are adding to continue with the step-by-step setup instructions.
Each registration type has a unique setup flow based on whether attendees will pay through CE Zoom, register for free, or be redirected for additional registration steps.

• Registration for a Free Conference
• Registration for Paid conference, fees collected through CE Zoom
• Registration for Paid conference, fees collected outside of CE Zoom
  
  

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Setting up Registration for a Free Conference

Registration -Basic Information 

29. Fee Information

• Is this a free event?
  
  Toggle Yes as no payment is required. This disables all course pricing fields and simplifies registration. Exhibitor Registration and Marketplace will still be available.

If this event is not free, refer to Adding a paid conference.

 

30. Attendees

Select all the registration categories that apply to your course. These categories help define who the event is intended for and allow you to set customized pricing for each attendee type during the pricing setup.

In the example above, the selected registration categories are:

• Dental Hygienist

• Dental Assistant

• Dentist

You can click the dropdown to add or remove categories at any time before finalizing your course setup.

💡If an attendee registration category you need is not listed, please contact us at help@cezoom.com — we’ll be happy to add it for you.

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Registration - Agreements

31. Additional Agreements

Use this section to include any custom policies or statements that attendees must either agree to or opt in/out of before completing registration.

Note: If “Yes” is selected, at least one agreement must be completed before continuing.

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Registration - Course Restrictions

32. Select restrictions

• By default, this setting is toggled to "No".
• Togle "Yes" if one or more courses in your event are not intended for all attendee categories. This option allows you to specify which attendee types are restricted from registering for specific courses being offered.

By default, all courses allow registration from all attendee categories, and each course will display “All allowed.”

If you apply restrictions to a course, its status will change to “Some allowed” to reflect the updated access.

To view or edit which attendee categories are restricted, click the Update button next to the course.

⚠️ Only select registration that are NOT allowed to attend the course

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33. Exhibitor Registration

Need to manage Exihbitors?  Click the link below for exhibitor registration instructions. You’ll be taken to a new page—just return here to continue the rest of the setup process.

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34. Marketplace Registration

Need to add Market Place? Click the link below for marketplace registration instructions. You’ll be taken to a new page—just return here to continue the rest of the setup process.

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41. Layout

Click here to be advanced to Layout to continue with the registration set up for a Free Course

 

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Setting up Registration for a Paid conference, fees collected outside of CE Zoom

If you are collecting registration fees outside of CE Zoom, this setup allows you to still manage your course activities (like tests, surveys, and CE certificate distribution) through CE Zoom while directing attendees to your own payment process.

 

Registration - Basic Inforamtion

29. Fee Information 

• Is this a free course?
  Toggle No

If course is free, refer to Adding a free conference

• Will you be collecting fees through CE Zoom?

Toggle No, and attendees will not be charged during registration within CE Zoom. You will need to manage payments manually outside of CE Zoom and provide your own payment instructions.

In this case, CE Zoom will display your redirect registration link so attendees can complete registration and payment through your external system.

If you will be using CE Zoom to collect your registration fees through our Stripe Connect feature, refer to Adding a paid conference, collecting fees through CE Zoom

• Registration Link: Enter your external registration link
   
  • This is where attendees will be redirected to complete their payment (e.g., your event website, another ticketing system, etc.)
    

     

 

30. Attendees

Select all the registration categories that apply to your course. These categories help define who the event is intended for and allow you to set customized pricing for each attendee type during the pricing setup.

In the example above, the selected registration categories are:

• Dental Hygienist

• Dental Assistant

• Dentist

You can click the dropdown to add or remove categories at any time before finalizing your course setup.

💡If an attendee registration category you need is not listed, please contact us at help@cezoom.com — we’ll be happy to add it for you.

31. Layout

Click here to be advanced to Layout to continue with the registration set up for Paid Conference, collecting fees outside of CE Zoom.

🚫 (Course Restrictions, Exhibitor Registration and Marketplace are not benefits of registrations managed outside of CE Zoom)

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Setting up Registration for a Paid Conference, Collecting Fees Through CE Zoom

 

Registration - Basic Info

29. Fee Information

• Is this a free course?
  
  Toggle No

If course is free, refer to Adding a free conference

• Will you be collecting fees through CE Zoom?
  Toggle Yes (default) to use CE Zoom’s built-in registration and payment workflow, powered by Stripe Connect.

Important: You must have your own Stripe account connected to CE Zoom. All registration fees collected are deposited directly into your Stripe account — CE Zoom does not collect or hold your funds. How to create a Stripe Account

 

30. Attendees

Select all the registration categories that apply to your course. These categories help define who the event is intended for and allow you to set customized pricing for each attendee type during the pricing setup.

In the example above, the selected registration categories are:

• Dental Hygienist

• Dental Assistant

• Dentist

You can click the dropdown to add or remove categories at any time before finalizing your course setup.

💡If an attendee registration category you need is not listed, please contact us at help@cezoom.com — we’ll be happy to add it for you.

 

31. Membership

If you would like to offer a special rate to attendees who belong to a professional membership organization, toggle Yes to activate the membership discount section.

Not offering Membership Discount (default)
Click, Registration Badge Types, to be advanced to the next steps

⚠ If your course is available to multiple industries, you will be asked to configure discounts separately for each industry.

Once membership discounts are enabled, you’ll be able to:

• • Select the membership organizations you wish to offer a discount to.

    

💡If the membership organization you need is not listed, please contact us at help@cezoom.com — we’ll be happy to add it for you.

 

 

• • Choose a discount type for each selected membership:

  •  

    • Custom – Allows you to freely set a custom price for each registration category for each course and badge type without restriction.

    • Percentage – Set a percentage-based discount. The system will calculate the final price for each course or badge type based on your original pricing for each.

    • Fixed Discount – Apply a flat amount off the total fee for all eligible members.

  • Specify which attendee registration categories are eligible for the discount.

    

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Registration - Badge Types

32. Pick badge options

Select from the following pre-designed badge types to customize how attendees can register and access courses at your conference:

• Any X Day (e.g., Any One Day, Any Two Days)

  • All selected courses must fall within the specific date(s) the attendee chooses.

• • Example: If the conference runs over 5 days and the attendee selects “Any Two Days,” they may attend any courses offered on any two dates of their choosing—but not on a third date.

    This badge type allows attendees to select unlimited courses from one or more dates of the event, depending on the option chosen (e.g., "Any One Day," "Any Two Days").

     

• Conference Fee with Pay Per Course

  • Attendees pay a base conference fee to register.

  • Each course is then available on a pay-per-course basis.

• Full Conference Badge

  • One flat fee gives access to all courses offered during the event.

  • Attendees can register for as many sessions as they’d like

• Pay Per Course

  • No badge or base fee is required.

  • Attendees simply pay per course they choose to attend.

⏱️ Time Restrictions:

Attendees cannot register for overlapping courses, as they are required to be present for the full duration of each course in order to receive credit. Attendance is tracked, and credit will only be granted for non-conflicting sessions.

💲Additional Cost Pricing:

This allows you to add an additional fee to any course to cover costs such as lab fees & supplies that are in addition to the course package/ badge price should that course be chosen as an option for any non-pay per course package/badge type. Additional costs will be billed in addition to the listed course package/badge prices. Additional costs will not be billed in addition to the course cost for a pay-per-course badge type.

 

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Registration - Settings

33. Registration Dates

These fields set the open and close dates for your course registration. Use the calendar icons to select your desired dates. The time zone shown here reflects the one selected earlier under Course Wizard – Basic Info.

Click inside the date fields to activate the calendar picker and easily select your registration open and close dates.

34. Price Options

• Select the Number of Price Tiers: Use the dropdown to choose how many pricing tiers you want to offer (up to 6 tiers). This allows you to control pricing changes over time (e.g., early bird, standard, late pricing).

  

• Name Each Pricing Tier: For each tier, select a label from the dropdown menu (such as Early Bird Pricing, Standard Pricing, etc.). This label will be shown to attendees during registration.
  

• Set Effective Dates: Use the calendar picker to choose the date each pricing tier is valid until. The system will automatically apply the next tier starting the following day at 12:00 AM.

  

• Last Tier Timing: The final pricing tier will automatically extend until the course registration closes (as defined in the Registration Dates section).

35. Refund Policy

• Choose the Refund Option
  Select one of the following from the dropdown:

  

   

  • No Refunds

    • Attendees will not be eligible to receive a refund for any reason.

    • This is a strict policy—use this if you do not want to process any cancellations or reimbursements.

  • Refunds until set date

    • Attendees can request a refund up until a specific date you define.

    • After that date, no refunds will be allowed.

    • This is useful if you want to allow flexibility early on, but lock in registrations closer to the event.

  • Custom – Tiered refund dates

    • Allows you to offer different refund amounts based on when the request is made.

    • For example:

      • Full refund if canceled 30+ days before

      • Partial refund if canceled 7–29 days before

      • No refund if canceled less than 7 days before

    • Ideal for more complex or high-value events where costs increase closer to the event date.

• Non-Refundable Admin Fee Settings

  • By default, Non-Refundable Admin Fee is toggled Yes, meaning a fee will be withheld on all refunds. If you do not wish to withhold a non-refundable admin fee toggle to No.

  • Non-Refundable Admin Fee Set-up

    • Choose Dollar Amount or Percentage

      

    • Enter the dollar or percentable value amount & set the Refund Deadline Date

      

     

     

• Non-Refundable Fee Calculation
  Choose how CE Zoom should calculate the non-refundable portion of refunds:

  

   

  • •  Admin Fee: This is an optional, non-refundable fee set by the company hosting the event or course. It may help cover administrative costs such as setup, coordination, or additional support provided.
    • Merchant Fees: This fee covers credit card processing costs. Please note, All merchant fees are non-refundable by Stripe.
    • CE Zoom Fees: fee covers the use of CE Zoom's platform and services.  These are non-refundable.
    • ⚠️ Important: If you select Admin fees as the only non-refundable fee type and do not assign a dollar value to the Admin fee, a 100% refund will be issued in the event of a cancellation.
      This means you’ll be responsible for covering both the merchant and service fees, potentially resulting in a negative net profit.

• Add Contact Email
  The contact email will auto-populate from your course wizard contact info from a previous step.

  

   

  • If this is not the correct email for refund inquiries, update it here.

• Refund Policy Display
  CE Zoom will auto-generate a refund policy based on your selections.

  

   

  • To add extra information or clarifying notes, use the “Add additional information” text box.

36. Sales Tax

• Are you exempt from sales tax?

  

   

  • Toggle Yes if your organization is tax-exempt.
    → This will remove all sales tax-related fields from the setup.

  • Toggle No to continue with sales tax options.

• Do you want to collect sales tax?

  • Toggle Yes if you plan to collect sales tax on your course or event.

    

     

    • You’ll be required to select a tax code from Stripe’s tax code list for each pricing option in future steps.

    • Stripe will automatically calculate the appropriate tax based on the buyer’s location and selected code.

    • ⚠️ Stripe Tax must be enabled and properly configured in your Stripe account to use this feature.

  • Toggle No if you are not collecting sales tax. → No additional tax setup will be required.

    

 

 

 

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Registration - Agreements

37. Additional Agreements

Use this section to include any custom policies or statements that attendees must either agree to or opt in/out of before completing registration.

Note: If “Yes” is selected, at least one agreement must be completed before continuing.

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Registration - Course Restrictions

38. Select restrictions

• By default, this setting is toggled to "No".
• Togle "Yes" if one or more courses in your event are not intended for all attendee categories. This option allows you to specify which attendee types are restricted from registering for specific courses being offered.

By default, all courses allow registration from all attendee categories, and each course will display “All allowed.”

If you apply restrictions to a course, its status will change to “Some allowed” to reflect the updated access.

To view or edit which attendee categories are restricted, click the Update button next to the course.

⚠️ Only select registration that are NOT allowed to attend the course

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Registration - Badge Pricing

39. Set up Badge Pricing

For each badge type you selected (except Pay Per Course), you’ll need to complete badge pricing setup.

• Initially, all badge types will display a red “Incomplete” status.

  

• Once pricing is entered for all required categories, the badge status will change to green “Complete.”

  

To Set Pricing:

• Click the drop-down arrow to expand each badge type.
  
• If sales tax is activated, you’ll be asked if you want to apply tax to each badge type.
  
• Enter Pricing by Category and Tier

• • • For each attendee registration category (e.g., Dental Hygienist, Dental Assistant, Dentist), enter the course price for every pricing tier (e.g., Early Bird, Regular, Late) that you previously selected.

  • Use “Set All” Buttons to Save Time

    • Click the “Set all [Tier] pricing to” button to automatically apply the same price to all categories for that tier. This saves time if the pricing is consistent across groups.

  • Membership Pricing (If Applicable)

    • If you’ve offered custom membership discounts, you’ll see additional fields next to applicable categories (like “AGD” in the Dentist section) to enter those custom prices manually.

    • If you choose a percentage-based membership discount, the system will automatically calculate the discount from the standard price.

    • If you chose a fixed discount, you won’t see a membership pricing field here since the discount will be deducted from the total during registration.

  • Clear All will remove all pricing entries across every pricing tier for that registration category.
    Use this if you want to reset all entered prices and start fresh.

    ⚠️ This action cannot be undone, so double-check before clearing your entries.

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Registration - Pay-Per-Course Pricing

40. Add individual course pricing

• Initially, all course pricing will display a red “Incomplete” status.

  

• Once pricing is entered for all required categories, the course pricing will change to green “Complete.”

  

To Set Pricing:

• Click Update
  
• If sales tax is activated, you’ll be asked if you want to apply tax to each badge type.
  
• Enter Pricing by Category and Tier
   
  • For each attendee registration category (e.g., Dental Hygienist, Dental Assistant, Dentist), enter the course price for every pricing tier (e.g., Early Bird, Regular, Late) that you previously selected.
    
  • Use “Set All” Buttons to Save Time
    • Click the “Set all [Tier] pricing to” button to automatically apply the same price to all categories for that tier. This saves time if the pricing is consistent across groups.
  • Membership Pricing (If Applicable)
     
    • If you’ve offered custom membership discounts, you’ll see additional fields next to applicable categories (like “AGD” in the Dentist section) to enter those custom prices manually.
    • If you choose a percentage-based membership discount, the system will automatically calculate the discount from the standard price.
    • If you chose a fixed discount, you won’t see a membership pricing field here since the discount will be deducted from the total during registration.

• • Clear All will remove all pricing entries across every pricing tier for that registration category.

    

    
    Use this if you want to reset all entered prices and start fresh.

    ⚠️ This action cannot be undone, so double-check before clearing your entries.

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Registration - Additional Course Pricing

41.  Add Additional Pricing

Add an additional fee to any course to cover costs such as lab fees & supplies that are in addition to the course package/ badge price should that course be chosen as an option for any non-pay per course package/badge type. Additional costs will be billed in addition to the listed course package/badge prices. Additional costs will not be billed in addition to the course cost for a pay-per-course badge type.

By default, additional pricing is not required for any courses.

• Need to add Additional Pricing? Click “Update” on a course, this will bring up the additional pricing modal and will automatically activate the additional pricing option.

  

• Once activated, all pricing tiers must be assigned a value—$0.00 or greater is accepted.

• Once all required fields are completed, the course will display a "Complete" status to indicate that additional pricing has been added.

 

⚠️All courses must have a complete or Additional pricing not required status. Any courses with incomplete addtional pricing will stop you from posting your confernce

 

 

 

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42. Exhibitor Registration

Need to manage Exihbitors?  Click the link below for exhibitor registration instructions. You’ll be taken to a new page—just return here to continue the rest of the setup process.

 

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43. Marketplace Registration

Need to add Market Place? Click the link below for marketplace registration instructions. You’ll be taken to a new page—just return here to continue the rest of the setup process.

 

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44. Promo Codes

Need to add Promo Codes? Click the link below for promo codes instructions. You’ll be taken to a new page—just return here to continue the rest of the setup process.

 

 

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45. Layout

This step allows you to design and preview your event’s public registration landing page.

What you can do here:

•  A. Update Button Colors
  Click the color boxes next to each label to change the corresponding button or text color.

• B. Upload a Banner Image
  Click the top image area to upload a large background photo that will appear at the top of the registration page.

• C. Add a Secondary Image (optional)
  You can upload a second, smaller image (such as a logo ). Click red X to remove image.

• D. Preview the Full Page

  • Click "Preview webpage layout" to see a non-editable version of the final registration page.

  • Click "Preview 'Register Now' Process" to walk through the attendee registration steps. Great way to see if you have your course and registration set up correct.

• Preview Your Content

  

  
  Scroll down to see how all your previously entered course/event information will display.

• Edit the Overview/Objectives
  The course overview and learning objectives are editable directly from this page if any changes are needed.

• Add Tags
  Tags help improve searchability and visibility. You must add at least one tag. You can enter up to 10.

 

 

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Course/Event Overview

46. Agree to Terms and Conditions

• Check both boxes to agree to the Terms of Service and Payout Terms and Conditions.

  • You can click on the blue wording to open and review each set of terms before accepting.

• These must be accepted in order to post your course and receive payments.

47. Save as a template

This is helpful if you plan to offer similar courses in the future.

• Toggle Yes if you'd like to save this course setup as a reusable template.

  

• Add Template Name: This is how you will identify this template when adding courses at later dates

  • Note: This option is only available when creating a course from scratch before saving it as a draft or posting it. If you save the course as a draft, only the information entered up to that point will be saved in your template.

    To ensure your template includes all course details, we recommend waiting to save as a draft until the course is fully completed and ready to be posted.

    The course wizard automatically saves each step as you go, so you can safely exit without manually saving a draft.

48. Advertising

• Toggle Yes if you want CE Zoom to help promote your course.

• Fill in your name, email address, and phone number (optional).

• Then select any of the following ad options you are interested in, and a CE Zoom support member will reach out:

  • 📩 Newsletter – List your course in our weekly newsletter.

  • ⭐ Newsletter “Featured” – Highlight your course at the top of the newsletter.

  • 📤 3rd Party Send – Custom email blast to CE Zoom’s entire database.

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49. Posting Overview

This final screen provides a summary of your course details before posting. Review key information such as course type, date, credit hours, venue, pricing, and registration link.

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