Applying Education Credits to an Event

Staff can apply education credits to an event or session, allowing event registrants to earn those credits once they have been marked as attended.

Note: Registrant Guests cannot earn education credits.

Education Credits

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

Adding New Education Credits

• 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 and Name for the education credit.
  2. Enter a Short Description if desired.
  3. Enter the Number of Credits that registrants earn by attending the event/session.
  4. Click Save.

Using Existing Education Credits

• 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 by attending the event/session.
  3. Click Save.

Note: Types of education credit 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 applicable event/session.

Once the registration purchase is complete, education credits appear on the Registration Details / Event Purchase Profile page for each registrant.

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."

Legal Education Credits

For information on Legal Educations Credits, see Education Credits.