Adding Presenter Templates to a Repeated Course on CE Zoom (V2)

This is the second 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 step2):

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

Step 2 of 3 : Adding Presenter Templates to a Repeated Course

Quick Links

Navigating to presenter templates

Adding Presenter Templates

Navigate to Presenter Templates

1. Go to your Company Dashboard and Find Master Repeated Courses

   
2. Click the down arrow to expand the menu.
   

3. Click on the “Posted” tab to view all active Master Repeated Courses.

   

4. Find the course you want to update and click the “Manage Repeated Course” button under the Actions column.

   

5. In the dropdown that appears, click “View Presenter Templates.”

   

6. This will advance you to the presenter template manager screen

   

⚠️ If you try to access presenter templates for a course that's still in draft, you'll be shown a warning message prompting you to post the course first.

⚠️ If you try to access presenter templates for a course that's posted but still pending AGD Joint providership, you'll be shown a pending warning message.

• • Presenters can still be added, but they will be in pending status until the course and presenter are accepted.

 

How to add a presenter template

1. From the Presenters Template Manager click "Add a new Presenter Template +" 

2. Select 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.

 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.

• Click Save

• Repeat for each presenter that will be offering this course for the year.

Step 3 of 3: Scheduling Course Dates

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