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Unique Certificate Requirements | Custom Text on Certificates | Generating Certificates

Using CourseCo, you can add custom certificate text either at a course level (static text for all schedules) or at a schedule level (customised per delivery). This text will automatically populate onto certificates when they are generated, provided your certificate template includes the right tags.

When to Use Course vs. Schedule-Level Text

Ask yourself:

  • Is the custom text consistent for every delivery of the course? → Use Course-Level Custom Text

  • Does the text vary depending on the training day (e.g. vehicle details, weather, delivery method)? → Use Schedule Note 2


1️⃣ Course-Level Certificate Custom Text

Used when custom text applies to all deliveries of the course.

Steps:

  1. Navigate to Courses

  2. Select the relevant course

  3. Add content in the ‘Certificate Custom Text’ field
    (Leave it blank if no custom text is needed)

✅ Outcome:
If custom text is added, it will appear on the generated certificate.
If left blank, nothing will show in that section.

🛠 Important:
Ensure your certificate template contains the tag: @certificatetext@

2️⃣ Schedule-Level Certificate Custom Text (Schedule Note 2)

Used when custom text is specific to a particular training session.

Steps:

  1. Login as Admin

  2. Go to Courses > Schedules

  3. Open the relevant schedule

  4. On the Summary tab, enter details in the ‘Schedule Note 2’ field

📝 Example Entry:

  • Make: Ford

  • Model: Focus

  • Mileage: 150,000KM

  • Weather: Wet, windy day

  1. Save the schedule

  2. Generate certificates for that schedule

🛠 Important:
Ensure your certificate template contains the tag: @schedulenote2@

🧾 Generating Certificates in CourseCo

There are multiple ways to generate certificates, depending on your workflow:

✅ Manual Options:

  • From Contact Profile: Generate a certificate manually per delegate

  • From Booking: Trigger cert generation with automated email rules (e.g., to student and/or booker)

✅ Bulk Options:

  • Generate for Passed Delegates: Ideal for group processing post-training

  • Automatic Generation: Certificates are issued automatically when predefined conditions are met (e.g. status = Passed)

🛎 Tip: Review your automation setup or consult with your CourseCo admin to pick the best method for your organisation.