If an attendee didn’t meet course requirements—such as not staying long enough or failing to pay—you can mark them ineligible, and CE Zoom will automatically block the issuance of their CE record.
How to Mark Attendees Ineligible
Click on the course type below to view step-by-step instructions for marking attendees inelgible
How to mark attendees ineligible for courses that are part of a Conference
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From your Dashboard, locate the Conferences section.
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Click the down arrow to expand the list of all conferences or multi-course events.
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Click the tab that matches your course status — Draft, Upcoming, or Past.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and click the View All Courses button in the # of Courses column. This will take you to all scheduled courses associated with this event.
- Click the tab that matches your course status — Draft, Upcoming, or Past.
- Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Registered Attendees
- Check the box for each attendee whose eligibility status you want to update.
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Click the Update Eligibility button.
- Click yes to confirm
How to View Who’s Registered for a Single Live Course
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From your Dashboard, locate the Scheduled Live Course section.
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Click the down arrow to expand the list of all live course events.
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Click the tab that matches your course status — Draft, Upcoming, or Past.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Registered Attendees
- Check the box for each attendee whose eligibility status you want to update.
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Click the Update Eligibility button.
- Click yes to confirm
How to View Who’s Registered for a Self-Study Course
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From your Dashboard, locate the Scheduled Self-Study Courses section.
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Click the down arrow to expand the list of all live course events.
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Click the tab that matches your course status — Draft, Active, or Inactive.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Conference Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Registered Attendees
- Check the box for each attendee whose eligibility status you want to update.
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Click the Update Eligibility button.
- Click yes to confirm
How to View Who’s Registered for a Bundle
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From your Dashboard, locate the Bundles section.
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Click the down arrow to expand the list of all bundles.
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Click the tab that matches your course status — Active or Inactive.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the bundle you want to view and click the View All Courses button in the # of Courses column. This will take you to all scheduled courses associated with this event.
- Click the type of CE - Live or Self-Study and the status tab that matches your course status — Draft, Upcoming, or Past.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
- Find the event you want to view and hover over the Manage Course button in the Actions column.
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When the drop-down appears, click View Attendees to open the full list of registrants.
Note: Click View Attendees, Do NOT select View as Attendee
- View as Attendee lets you see the registration landing page as the attendee would see when trying to register
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Registered Attendees
- Check the box for each attendee whose eligibility status you want to update.
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Click the Update Eligibility button.
- Click yes to confirm
- Repeat for each course
How to View Who’s Registered for a Repeated Course
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From your Dashboard, locate the Master Repeated Courses section.
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Click the down arrow to expand the list of all master repeated courses.
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Click the tab that matches your course status — Draft, Posted, or Expired.
Note: The search bar only searches within the tab you have open. If you're unsure where your course is, check each tab individually.
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Find the event you want to view and hover over the Manage Repeated Course button in the Actions column.
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When the dropdown appears, click View Presenter Template to see a list of all presenters associated with this course.
- Find the presenter you want to view and hover over the Manage Presenter Template button in the Actions column
- When the dropdown appears, click View Scheduled Courses to see a list of all courses associated with this presenter.
- Find the course date you want to view and hover over the Manage Course button in the Actions column.
- When the drop-down appears, click View Attendees to open the full list of registrants.
- Once you click View Attendees, you will be taken to the Live Course Attendee Manager screen.
Here, you can see a list of all registered attendees along with their registration, attendance, and certificate status and the option to copy their email address for communication.
- Click view for the card that says: Total Registered Attendees
- Check the box for each attendee whose eligibility status you want to update.
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Click the Update Eligibility button.
- Click yes to confirm
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