How to add a self-study course from my CE Zoom (V2) Company account

Adding a self-study/on-demand course

Creating a self-study/on-demand course in CE Zoom allows you to manage registration and automatically track attendance. Once the course is added, CE Zoom handles the rest—automatically issuing and grading tests, collecting post-course surveys, and providing tallied results. This ensures accurate CE credit delivery, built-in compliance, and a hassle-free experience for your team and your participants.

Quick Links to the Course Wizard Navigation Menu Item

Use the links below to jump directly to specific sections of the Course 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. 

Course Type-Course Method

Country & Industry

Course Postings / Add On's - Course Posting Summary

Course Wizard - Basic Course Information

Course Wizard - Course Details

Course Wizard - Sponsor Information

Course Wizard - Contact Information

Course Wizard - Additional Info

Certificate Manager

Test Manager

Survey Manager

Registration: for courses that are only part of a Bundle Deal 

• • Fee Information

Registration: for a Free Course

• • Fee Information
  • Attendees
  • Registration Agreements
  • Marketplace
  • Promo Codes
  • Layout
  • Course/Event Overview
  • Posting Overview

Registration: for Paid courses, fees collected through CE Zoom

• • Fee Information
  • Attendees
  • Membership
  • Registration Settings
  • Registration Agreements
  • Individual Course Pricing
  • Marketplace
  • Promo Codes
  • Layout
  • Course/Event Overview
  • Posting Overview

Registration: for Paid courses, fees collected outside of CE Zoom

• • Fee Information
  • Attendees
  • Layout
  • Course/Event Overview
  • Posting Overview

 

How to Add a Self-Study Course 

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

Course Type

• Select Single Course, then click continue
  
  

Course Type - Select Type

•  Select Self Study/On-Demand Course – for courses that are replays, pre-recorded lectures, non-interactive webinars or articles that can be accessed by the attendee anytime at their own pace- then click continue
  

Course Type - Course Method

On this screen, you’ll define how your Self-Study/On-Demand Course will be delivered

• From the dropdown menu labeled “Educational Method for your Self-Study Course” select the option that best describes how your course is being delivered. The dropdown contains 8 options, each appearing twice—once with a Testing Mechanism and once without.

  

• Carefully choose the option that most accurately reflects how your course is being delivered.

  • Example: If your course is a pre-recorded video that includes a post-test, select
    "Pre-Recorded Audio-Visual Programs (asynchronous) with a Testing Mechanism."

• Enter the course title:

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

• Choose the course visibility:

  

   

  • Public – The course will be searchable and open for public registration.

  • Private – The course will only be accessible to those with the direct registration link.

Once everything is filled out, click Continue to proceed.

Return to Navigation Quick Links

Country & Industry

4.  Choose the countries and industries in which you wish to have your course listed / advertised 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 Postings / Add On's - Course Posting Summary

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

5. Review Course Posting Selections:

• • 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

  • Posting Length: The duration the course will be available to attendees as a self-study offering.  Each course listing is available for up to 1 year (365 days) from the date it's added.
  • # of Modules: Modules allow you to group related sections of your course for easier navigation and tracking. CE certificates can be issued after each module or upon completion of the full course, depending on your setup. Self-study courses longer than 8 hours must be divided into modules, each no more than 8 hours in length.

  • 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.

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

Return to Navigation Quick Links

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

This screen displays any additional posting options (add-ons) that may be available for your selected course and industry.

• Currently, the Joint Provider add-on is only available for Dentistry courses.
  AGD-PACE (Academy of General Dentistry – Program Approval for Continuing Education) is a program that recognizes CE courses for AGD credit. If your organization isn’t already an AGD-PACE provider but wants your course to count for AGD credit, you can request CE Zoom to serve as your Joint Provider.

  • One-time: You are offering this course only once and you want it to be approved for AGD CE credit. (For Self-Study this is the BEST option

  • Annually: You plan to offer the same course multiple times throughout the year (repeated sessions).

  • • You plan to offer the same course multiple times throughout the year (repeated sessions).

    • Once the course is reviewed and approved following AGD protocol, you’ll receive an approved course template.

    • You can then offer unlimited identical sessions of that course for 365 days without paying additional AGD joint provider fees for each one.

    • Course credits still apply for every offering during that year.

• If your selected course industry is not Dentistry, you will see a message stating: "Joint Provider is not available."

  

• No action is needed—simply click Continue to proceed with your course setup.

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Course Wizard - Basic Course Information

7. Course Association

What type of course are you adding?

• Single course: leave the default selection as “Single course (Not part of a multi-course/event).”
• Part of a conference: Select the conference this course is associated with.

• If it is not selected: Click inside the Course Association field to expand the dropdown menu. This will display all multi-course events or conferences created under your account.

From the list, select the conference that is associated with this course.
If the course is not part of a conference or multi-course event, leave this field set to "Single course (Not part of a multi-course/event).

8. Release Date

The date in which the course was created or first made available as a self-study course.

• Select the release date using the calendar picker. ⚠️ Future dates are not allowed, as self-study courses must be fully completed and ready for access before they can be published.
  

9. Review Date

The date in which the course was reviewed to confirm all content is still current and valid. If this course is a new release, input the release date.

• Select the release date using the calendar picker.
   

10. Expiry Date

 By default, the system sets the expiry date to one year (365 days) from the date the course is added to CE Zoom (this is the date you are entering it into the system).
You may choose an earlier expiry date if you prefer the course to expire sooner than the default.

• Select the expiry date using the calendar picker.
  

11. Total Credit Hours

• Use the ➕ plus and ➖ minus buttons to adjust the hours and minutes.

• You can also click inside the number fields and type in the time manually.

12. CE Credit Type (Per Industry)

• Select the Type of CE Credit being issued from the dropdown for each industry.

This field is specific to each industry you are offering the course in

13. Course 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.

  

• All selected names will be considered co-presenters.

• If any presenter info is incomplete, a notification will appear.
  
  
  • Click View/Edit Details to edit and update the presenter's bio and qualifications
    

  • Edit Presenter – Instructions
    
    

Email Address, First Name, Last Name:
This is not editable. 

Title (Optional):
Include credentials or professional titles (e.g., DDS, RDH, MPH) if applicable, if prepopulated you can updated 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.

14. 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.

Return to Navigation Quick Links

Course Wizard - Course Details

15. Course Content Link

Enter the URL where attendees can access the course content. This link should direct them to the platform, video, article, or module where the self-study material is hosted.

16. Topic (will be asked per industry)

• This is a single-select field.

• Choose the primary subject your course focuses on.

 If your course covers multiple distinct topics, consider creating a Multi-Course Event, where each session can have its own topic for accurate tracking.

17. Providers

• Select all providers that are recognized or approving entities for this course.

• This ensures the CE activity is considered credible and aligns with industry standards for professional competency.

• If you chose AGD-PACE Joint Providership as an Add On, AGD-PACE will be auto selected as a provider and can not be removed.

⚠️ Disclosure:
The terminology used here is intended to apply across industries. Selecting a provider does not imply official accreditation or approval in all cases. It simply records which entity is overseeing or regulating the CE activity.

18. AGD-PACE Subject Code

• If you selected AGD-PACE as a provider or chose AGD Joint Provider, this field will appear.

• Select the appropriate AGD subject code that best fits your course content from the dropdown list.

19. Audience

• Choose who the CE course is intended for (e.g., Dentists, Dental Hygienists, Assistants, etc.).

• This helps ensure the course is promoted to and visible by the right professional groups.

20. California Provider Number (Optional)

• If your course is approved by California, enter your state-issued course provider number in this field.

• If not applicable, leave this blank.

21. Overview & Learning Objectives

Use this field to provide a clear summary of the course content along with specific learning objectives.

• The overview should describe what the course will cover and what attendees can expect to learn.

• Include 3–5 measurable learning objectives that outline what participants will be able to do after completing the course.

These objectives are often used for CE validation and must align with the course material and CE credit being issued.

22. Bibliography / References

Enter citations or links to research, publications, or current evidence that support the content of the course.

• Include reputable sources that validate the claims or practices presented.

• This is especially important for clinical or evidence-based content and may be required by accrediting bodies.

23. Course Prerequisites

Use this section to indicate whether your course has any entry requirements for participants (e.g., educational background, licenses, or prior coursework).

• By default, the toggle is set to "No", meaning no prerequisites are required.

• If there are prerequisites, switch the toggle to "Yes" to activate the text field.

• In the field provided, clearly describe any requirements such as:

  • Minimum education level

  • Licensure or certification

  • Completion of specific prior courses

 This ensures participants know if they're eligible to attend and helps maintain course quality and relevance.

24. Conflict of Interest Disclosure (if applicable)

Use this section to declare any financial relationships or arrangements that may present a conflict of interest in the context of this continuing education presentation.

• Required by many accrediting bodies, this disclosure helps ensure transparency and credibility.

• Click the dropdown and select the appropriate option:

  • No – No financial arrangement has been made with a corporate organization involving the presenter, company, or their family members.

  • Yes – One or more financial arrangements have been made with a corporate entity related to the presenter, company, or anyone involved in the educational content.

    • If you select "Yes":
      You must fill out the text field provided.

      

       

      • Describe the names of the organizations involved.

      • Explain the financial interest or relationship.

      • Include who the relationship is with (presenter, company, content contributor, or family member).

This disclosure applies to financial support, sponsorship, or grant monies tied to course creation, content, or delivery.

25. Disclaimer

This section outlines the default disclaimer that will be included in your course listing.

• The pre-filled disclaimer content, shown in blue and black text above the editor, is automatically included to inform participants about the scope and ownership of course content.

• This protects CE Zoom, the presenters, and your organization by clarifying that:

  • Views expressed are those of the presenter.

  • Participants are responsible for applying the material appropriately.

  • Course content is protected and may not be copied or distributed.

Would you like to add to the disclaimer?

• By default, this is set to “No.”

• If you would like to include an additional custom disclaimer specific to your course or organization:

  • Toggle to “Yes”

  • Use the editor field to enter your custom language.

Your added content will appear in addition to the default CE Zoom disclaimer.

26. Additional Course Notes / Details to Share with Attendees

Use this section to include any extra information that attendees should know about the course.

• This could include:

  • Instructions on how to access or navigate the course content
  • Estimated time to complete the course

• By default, this section is set to “No.”

  • Toggle to “Yes” if you’d like to include any additional notes.

  • Then, use the text editor to add your message.

These notes will be shown to registrants and included in their course details.

Return to Navigation Quick Links

Course Wizard - Sponsor Information

27.  Sponsor Information

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

•  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 Wizard - Contact Information

28. Contact Information Instructions

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

• Name and Email of Person Adding the Course
  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.

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Course Wizard - Additional Info

29. Additional Info Settings

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.

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).

• NPI Required (Default: No)
  Toggle Yes if you require attendees to enter their National Provider Identifier in order to receive their CE Certificate as required by the Sunshine Act for manufacturers.

• 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.

• Will This Course Be Replayed or Turned Into a Self-Study / On-Demand Course? (Default: No)
  If you plan to convert this live course into an on-demand format, toggle this to Yes and add any additional information for the attendee to find the self-study course.

  

• Will Handouts Be Issued? (Default: No)
  Toggle to Yes if you will provide downloadable handouts to attendees, add the handout notes, and upload the handout file.

  

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Certificate Manager 

30.  Course Completion Certificate

Use this screen to select which certificate will be issued to attendees upon successful course completion.

Selecting a Certificate:

• • Use the radio button on the left to select one certificate from the list.

  • Once selected, the certificate name will appear in a purple bar at the top of the table to confirm your choice.

Manage Certificate Options:

• • Click Manage Certificate to view or edit the layout, wording, provider logos, or settings for that certificate.

How to navigate and use the Certificate Manager

Add a New Certificate:

• • If you do not have a saved certificate or want to create a new one, click “Add new certificate +” in the top right corner.

How to create a new Course Certficate

Search & Filter:

• • Use the search bar to quickly find certificates by name.

Test Manager

31.  Course Knowledge Assessment Setup

Use this screen to assign or create the post-course knowledge assessment test for your CE activity. CE Zoom will automatically issue, grade, and record the test results for participants.

Will you be managing your tests through CE Zoom?

• • Yes – Enables you to assign or create a test that will be automatically handled by CE Zoom.

  • No – Select this if you are administering tests outside the CE Zoom platform (e.g., on paper or through a third-party system).

Selecting a Test:

• • Use the radio buttons to select the test you’d like to assign to this course.

  • The selected test will be highlighted in the “Test selected” purple bar above the table.

Managing Tests:

• • Click Manage Tests to view, edit, or change status of a test

Understanding the Test Manager (Knowledge Assessment) 

Add a New Test:

• • Click “Add Test +” if you don’t have an existing test or would like to build a new one from scratch.

How to creat a new Knowledge Assessement Test on CE Zoom (V2)

Active / Inactive Tests

• • By default, only Active tests are displayed in the list below.

  • To view previously created but inactivated tests, click the “Inactive” tab.

  • You can select an inactive test to use for your course—just make sure to review it to ensure it is relevant.

Return to Navigation Quick Links

Survey Manager

32.  Course Evaluation Setup

Use this section to assign a course evaluation survey that attendees will complete after your course.

Will you be managing your surveys through CE Zoom?

 

• • Select Yes to attach an evaluation survey directly within the CE Zoom platform.

  • Select No if you are not using CE Zoom for survey management (external or no survey).

Survey Requirement:

 

• • Choose if the survey is Required (participants must complete it to receive CE credit) or Optional (can be skipped).

  • The default setting is Required.

Selecting a Survey:

• • Use the radio buttons to choose from your existing active surveys.

  • Once selected, the survey name appears in the purple bar, confirming your selection.

Add or Manage a Survey:

• • Click “Add Course Survey +” to create a new survey from scratch or duplicate an existing one.

  • Use the “Manage Survey” button to view, edit, or change status.

Understanding the Survey Manager (How to add, edit, and change status)

Search & Status Filter:

• • Use the search bar to quickly locate a survey by name.

  • By default, only Active surveys are displayed.

  • Click the Inactive tab to view inactive surveys — these can still be selected and assigned if needed.

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 courses that are only part of a Bundle Deal 
• Registration for a Free Course
• Registration for Paid courses, fees collected through CE Zoom
• Registration for Paid courses, fees collected outside of CE Zoom
  
  

Registration for a course that is only part of a Bundle Deal

33. Fees Information

Will this course ONLY be available in a bundle deal?

Select Yes if this course is only accessible as part of a bundle or package. 

• Bundling is a marketing strategy where companies sell several courses together as a single combined unit. (Conferences are not considered a bundle deal, but rather a single event offering multiple courses. If your course is part of a conference you will select no.)
• CE Zoom offers two types of building strategies in our premium plan: pure and mixed.
  • Pure bundling strategies allow companies to roll several courses into one bundle price that can only be purchased as a complete package or “bundle deal”.
  • Mixed bundling strategies allows companies to offer any one course individually and in a complete package or “bundle deal”.
• Select yes if this course is part of pure bundling and will not be available to purchase or take individually. i.e.: professionals that would like to take this course will have to register for the complete package “bundle deal” to have access to this course. 
  
  
  • • Allow this course to be searchable independent of the bundle
      
      

      Yes: this course can be searched within our course library, allowing professionals to find this course independently from the bundle deal. Search filters such as keyword search, presenter name, offering dates, educational method, and course topics can all be used to filter this course to display in the course search results. When the professional clicks register for this course the registration will direct them to the bundle registration as this course will not be offered as a single course.

      No: this course can not be searched independently, and can only be found under the bundle deal title. For most instances, this is not the desired setting as there are fewer searchable features for professionals to find this course within our course library.

• Since this course will only be available as part of a bundle, there is no further registration setup. Skip ahead to the “Posting Overview” step to finalize your course listing.

• Select no if this course will not be part of a bundle deal or is part of mixed bundling and will be offered individually from any bundle deal it might be associated with. **If you selected No click here to be directed back to select another registration set up.

Return to Adding a Registration to view other registration set up flows

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Registration for a Free Course

33. Fee Information

• Will this course ONLY be available in a bundle deal?
  Toggle No 

If course is ony part of bundle deal, refer to Adding a course that is only part of a bundle deal.

• Is this a free course?
  
  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 course is not free, refer to Adding a paid course.

34. 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.

Registration - Agreements

35. 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.

36. 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.

• How to set up Marketplace Registration 

37. Layout

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

Return to Navigation Quick Links

Registration for Paid courses, 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.

33. Fee Information 

• Will this course ONLY be available in a bundle deal?
  Toggle No

If course is ony part of bundle deal, refer to Adding a course that is only part of a bundle deal.

• Is this a free course?
  Toggle No

If course is free, refer to Adding a free course

• 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 course, 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.)
    

     

34. 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.

35. Layout

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

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

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Registration for Paid Courses, Collecting Fees Through CE Zoom

33. Fee Infomation

• Will this course ONLY be available in a bundle deal?
  Toggle No

If course is ony part of bundle deal, refer to Adding a course that is only part of a bundle deal.

• Is this a free course?
  
  Toggle No

If course is free, refer to Adding a free course

• 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

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34. 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.

Return to Navigation Quick Links

35. 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 Settings, 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 - Settings

36. 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.

37. 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).

38. Refund Policy

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

  
  

   

  • No Refunds

    • This is the recommended option for self-study/on-demand course types

    • 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.

39. 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

40. 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- Individual Pricing

41. Sales Tax

• If you do not see the sales tax option, you either stated you were exempt or did not want to collect tax.
  
  • If you do not see this option and want to collect tax return to Registration - Settings and toggle Yes to collecting tax
• If you selected yes to sales tax you will be asked if you want to apply sales tax to individual course pricing.
   
  • Toggle Yes to activate stripe tax for individual course pricing
  • Select the product code that best describes individual course pricing from the drop down menu. All codes are from stripe. 
    • If you are unsure of your product codes advise your accountant or tax adviser.

41. Individual Course Pricing

• 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.

42. 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.

• How to set up Marketplace Registration 

43. 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.

• How to set up promo codes

44. 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.

Course/Event Overview

45. 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.

46. 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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47. 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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48. Posting Confirmation

This is your final step! Review all course information carefully. Once posted, edits are limited—especially if the course is verified by an attendee. If changes are needed after the course is approved or verified, you'll need to contact CE Zoom support to make the changes - administrative fees may apply.

Click Post to publish your course, or Save as draft if you're not ready yet.

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