With our new feature called ‘Generate Certificate’, admins can now generate a certificate to a delegate or lead booker in the back-office booking.

To generate a certificate to a delegate, follow these steps:

Please note that an automation with ‘Generate Certificate’ must be set up on your project before you can use this feature.

If you want to set it up and use our new feature, please contact your CRM lead for a demo.

  • Log In as an admin

  • Click on ‘Bookings’ in the left menu

  • Select a ‘Completed’ booking from the list of booking

Note: Certificates can only be generated when a booking is complete i.e. if a booking is confirmed, in progress, cancelled or sales quote, the admin cannot issue a certificate to the delegates

  • Go to the booking details section on the booking as shown in the image below:

  • Select the ‘tick box’ in front of the delegate that you want to generate a certificate for. You can also select multiple delegates in this step if you wish to.

  • Click on the ‘Generate Certificate button’

  • Once the screen is refreshed, you can see that a certificate has been generated for those delegates which can be seen in the ‘Files’ column for the delegates

If you hover over the Document ID in the file column, you can also see the date on which the certificate is generated

Ensure you have the automation to send the email configured before using this feature. Contact your CRM lead for more information

Outcomes:

  • A certificate will be generated for the delegate you have selected

  • You can see the attached file in the ‘File’ column in booking details

  • An email will be sent to the delegate or leadbooker or both *dependant on your automation configuration