Applying Education Credits to an Event

Staff can apply education credits to an event, allowing event registrants to earn those credits once they have attended.

  1. Open the Event Record.
  2. Click the Planning tab.
  3. Select the Education Credits menu option.

Adding New Education Credits

  1. Click the Add New Education Credit button. The Add New Education Credit form will appear. (Fields marked with an asterisk are required.)
    1. Create a Code for the education credit.
    2. Enter a Name and create a Short Description if desired.
    3. Enter the Number of Credits that registrants earn when they attend the event.
    4. Click Save.

Using Existing Education Credits

  1. Click the Add Existing Education Credit button. The Add Existing Education Credit form will appear. (Fields marked with an asterisk are required.)
    1. Select an Education Credit Type from the drop-down menu.
    2. Enter the Number of Credits that registrants earn when they attend the event.
    3. Click Save.

Note: Education credit types in the system can be viewed and managed in the Certifications App, Setup feature, under the Education Credit Types menu option.

Education credits appear during the checkout process under the selected event. Sessions with education credits also display the number of associated credits that will be earned when the session is purchased.

Once the registration purchase is complete, education credits appear on the Event Detail page on the Individual Record.

The customer's pending education credits from their event registration will appear on their Individual Record, in the Account tab, under the Education Credits menu option. Once the registrant has been marked as attended on the Event Detail page, their education credit status will change from "Pending" to "Approved."