1. Help Center
  2. Companies & CE Providers

Scheduling course dates for Repeated Courses on CE Zoom (V2)

This is the third 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 is for the 3rd 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

⚠️ Before you can schedule offering dates for a repeated course, you must first:

  1. Create the Master Repeated Course, and

  2. Add the necessary Presenter Templates.

These steps ensure that all course content and presenter details are in place before assigning specific session dates.

Quick Links to the Add Course Dates Wizard Navigation Menu Item

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

 

Navigating to scheduled Courses

Scheduling a course date

1. Click Schedule a Course

2. Course Method - How is the course being offered?

3. Course Method - Visibility

4. Basic Information - Course Date & Time

5. Basic Information- CE Credit Type

6. Course Details - Venue Info for In-person events

7. Course Details - Max attendance for in person events

8. Course Details - Webinar Link for virtual events 

9. Course Details - Max attendance for virtual events

10. Course Details - webinar notifications for virtual events

11. Posting Overview

Step 3 of 3: Scheduling Courses for a Repeated Course

Quick Links

Navigating to scheduled courses

Scheduling a course date

 

Navigate to scheduled courses

From the Presenter Template Manager screen: (Navigating to Presenter Templates)

Screenshot 2025-04-17 at 2.38.33 PM

  1. Locate the presenter you want to schedule courses for.

  2. Hover over the Actions button next to their name (labeled Manage presenter template).

    Screenshot 2025-04-17 at 2.39.03 PM
  3. In the dropdown menu, click View scheduled courses.

    Screenshot 2025-04-17 at 2.39.47 PM

➡️ This will take you to a page where you can view, manage, or add all scheduled course dates specific to that presenter.

Screenshot 2025-04-17 at 2.40.23 PM

Return to Quick Links

Scheduling a course dates

From the Scheduled Course Manager (Navigating to scheduled courses)

1. Click Schedule a Course 

Screenshot 2025-04-17 at 2.40.54 PM

Return to Quick Links

 

2. Course Method - How is the course being offered?

Screenshot 2025-04-17 at 2.41.19 PM

Select the course delivery method:

 Screenshot 2025-04-17 at 2.41.42 PM

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.

Return to Quick Links

 

3. Course Method - Visibility

Choose the course visibility:

Screenshot 2025-04-17 at 2.42.05 PM

      • 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 Quick Links

 

4. Basic Information - Course Date & Time

Screenshot 2025-04-17 at 2.42.32 PM

  • Select the course date using the calendar picker.  
    Screenshot 2025-04-17 at 2.42.53 PM

  • Click on the desired hour, minute, and AM/PM to set your time.

    Screenshot 2025-04-17 at 2.43.20 PM

     

  • 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. 

    Screenshot 2025-04-17 at 2.43.51 PM

Return to Quick Links

 

5. Basic Information- CE Credit Type

Screenshot 2025-04-17 at 2.44.20 PM

  • 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

Return to Quick Links

 

6. Course Details - Venue Info for In-person events

Use this section to enter the location of your in-person course.

Screenshot 2025-04-17 at 2.44.47 PM

  • 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.

Accurate venue details help ensure participants know exactly where to go and allow CE Zoom to display correct info on course listings.

Return to Quick Links

 

 

7. Course Details - Max attendance for in person events

Screenshot 2025-04-17 at 2.45.13 PM

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

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

Limiting attendance helps with capacity planning and ensures a manageable group size for hands-on or interactive sessions.

Return to Quick Links

 

8. Course Details - Webinar Link for virtual events 

Screenshot 2025-04-17 at 2.45.43 PM

  • Choose the Link Type

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

      Screenshot 2025-04-17 at 2.46.15 PM
    • Select “Joining link with a passcode” if the attendee needs a passcode and enter the webinar conference joint link and passcode. 

      Screenshot 2025-04-17 at 2.46.39 PM
  • Add Optional Joining Instructions

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

      Screenshot 2025-04-17 at 2.47.11 PM
      • How to log in

      • What to expect

      • Troubleshooting tips

Return to Quick Links

 

 

9. Course Details - Max attendance for virtual events

Screenshot 2025-04-17 at 2.48.29 PM

  • Use the plus (+) or minus (–) buttons to set a limit (default is 500).

  • Or check the “Unlimited” box to allow unlimited participants.

Return to Quick Links

 

10. Course Details - Scheduling Webinar Notifications for Virtual Events

Screenshot 2025-04-17 at 2.48.55 PM

  • You can select up to two notification times to automatically remind attendees of the event.

  • Toggle “Yes” or “No” for each time option:

    • 24 hours prior

    • 1 hour prior

    • 30 minutes prior

    • 15 minutes prior

 

Return to Quick Links

 

11. Posting Overview

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

Screenshot 2025-04-17 at 2.49.20 PM

  • Click Save

Return to Quick Links