How to change/update the presenter on a presenter template for a Repeated Course on CE Zoom (V2)

When a team member is no longer offering the course, update the presenter template to assign a replacement.

On CE Zoom (V2), each repeated course includes one presenter template. Additional presenters require a separate fee. Presenter templates remain valid for the entire active period of the Master Repeated Course.

You can update a presenter template at any time during the active period—ideal if a presenter leaves and a new team member takes over. When updated, all future scheduled sessions will reflect the new presenter, while past sessions will remain unchanged to preserve accurate historical records.

⚠️ Note: Updating an existing template to avoid purchasing more will not allow you to keep both presenters—only future courses will reflect the new assignment.

How to update the offering presenter on a presenter template

To update a presenter for a repeated course:

1. From the Presenter Template Manager (Navigating to the Presenter Template Manager), locate the presenter you want to update.

   

2. Hover over Manage presenter template in the Actions column to expand the dropdown.

   

3. Click Edit.

4. This will open the Presenter Template Wizard, where you can update the presenter details.

   

Remove current Presenter

• Click the “X” next to their name in the blue selected presenter field.

This will remove them from the presenter list so you can assign a new one.

Add New Presenter(s)

• 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.

6. 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.