How to add a Master Repeated course from my CE Zoom (V2) company account

This is the first step in a three-part process for setting up a repeated course on CE Zoom

Adding a Repeated course includes three key steps (⚠️ This article covers the 1st step):

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

2. Set Up Presenter Templates, Skip to Adding Presenter Templates 

3. Scheduling Courses, Skip to Scheduling Courses

 

What Is a Repeated Course?

• It’s a course with identical content (title, description, objectives, presenter, etc.) that will be delivered on different dates/times throughout the year.

• Ideal for monthly sessions, rotating webinars, lunch and learns,  and more.

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A Repeated Course is perfect for when you'll be offering the same course multiple times throughout the year. Rather than creating a new listing for each session, this feature allows you to manage all instances under one master setup—making promotion, presenter management, and registration seamless.

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Presenter Options

Each session can be assigned to one or more presenters, and CE Zoom generates:

• A personalized presenter link showing all the upcoming sessions they’re teaching

• OR links to specific dates they’re assigned to

This makes it easy to share and promote without needing to recreate course details every time.

 

Step 1 of 3: How to add a Master Repeated Course

Quick Links to the Master Repeated Course Wizard Navigation Menu Item

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

Step 1: Creating the Master Repeated Course

1. Creation Setup - Naming Master Repeated Course

2. Country & Industries

3. Course Posting Summary

4. Course Postings / Add On's

5. Course Wizard - Basic Course Info - Total Hours

6. Course Wizard - Basic Course Info - Type of CE Credit

7. Course Wizard - Course Details -Topic

8. Course Wizard - Course Details - Providers

9. Course Wizard - Course Details - AGD-PACE Subject Code

10. Course Wizard - Course Details - Audience

11. Course Wizard - Course Details - California Provider Number (Optional)

12. Course Wizard - Course Details - Overview & Learning Objectives

13. Course Wizard - Course Details - Course Prerequisites

14. Course Wizard - Course Details - Conflict of Interest Disclosure (if applicable)

15. Course Wizard - Course Details - Disclaimer

16. Course Wizard - Course Details -Additional Course Notes

17.  Course Wizard - Sponsor Information

18. Course Wizard - Contact Information

19. Course Wizard - Additional Info

20.  Course Completion Certificate

21. Test Manager (Course Knowledge Assessment) Setup

22. Survey Manager

23. Registration - Basic Info - Fee Info

24. Registration - Basic Info - Attendees

25.  Registration - Agreements - Additional Agreements

26. Marketplace Registration

27. Layout

28. Course/ Event Overview -  Terms and Conditions

29. Posting Overview

30. Posting Confirmation

Step 2: Set Up Presenter Templates

Step 3: Scheduling Courses

 

 

Step 1: Creating the Master Repeated 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 Master Repeated Course, then click continue
  

 

1. Creation Setup - Naming Master Repeated Course

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

 

 

2. Country & 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.

 

 

3. Course Posting Summary

This page summarizes the key details you've selected for listing your Single Live Course 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.

 

 

4. Course Postings / 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.

  • No - You will not be using CE Zoom's AGD-PACE Joint Program Provider approval.
  • Yes - Once the joint provider is approved you will be able to offer this course as an AGD Joint Provider course for 365 days from day posted.

• 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.

 

 

5. Course Wizard - Basic Course Info - Total 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.

 

 

6. Course Wizard - Basic Course Info - Type of CE Credit

• 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

 

 

7. Course Wizard - Course Details -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.

 

 

8. Course Wizard - Course Details - 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.

 

 

9. Course Wizard - Course Details - 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.

 

 

10. Course Wizard - Course Details - 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.

 

 

11. Course Wizard - Course Details - 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.

 

 

12. Course Wizard - Course Details - 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.

 

 

13. Course Wizard - Course Details - 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.

 

 

14. Course Wizard - Course Details - 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.

 

 

15. Course Wizard - Course Details - 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.

 

 

16. Course Wizard - Course Details -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:

  • Parking instructions

  • Dress code (e.g., lab coat required)

  • Required materials or supplies

  • Directions to the venue

  • Check-in time or registration reminders

• 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.

 

 

17.  Course Wizard - 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).

    

 

 

18. Course Wizard - Contact Information

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.

 

 

19. Course Wizard - Additional Info

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.

  

 

 

20.  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.

 

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.

 

Search & Filter:

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

 

 

21. Test Manager (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

 

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.

 

 

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.

 

 

22. Survey Manager

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.

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.

 

23. Registration - Basic Info - Fee Info

• Will this course ONLY be available in a bundle deal?

Toggle No

• Is this a free course?
  
  Toggle Yes, at this time bundles can only be set up as free courses

 

 

24. Registration - Basic Info - 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.

 

 

25.  Registration - Agreements - 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.

 

 

26. 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.

 

 

27. 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.

• Presenters
  This section will be blank for now, as no presenters have been assigned yet.

• 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.

 

 

28. Course/ Event Overview -  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.

 

 

29. Posting Overview

This final screen provides a summary of your master course details before posting. 

 

 

30. 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.

 

Step 2 of 2: Adding Presenter Templates

Use the link below to be directed to next step of adding a repeated course

Step 3 of 3: Scheduling Course Dates

Use the link below to be directed to next step of adding a repeated course