Your NEW Setup Guide: Adding a Course

Set up a new course so students can find it, enroll, and get certified — all in one place.

Step 1: Open Your Setup Guide

1. From the opening screen, click Settings on the left menu.

2. Click Setup Guide.

You'll land on Your Setup Guide, where you can finish setting up your account with everything you need to sell and operate.

Step 2: Add a Course

Under 1. Get Sell-Ready, click Add a Course.

This opens the Course screen, where you can manage your courses and edit their details.

Click the + (Add New) button to open the Create Course window, then fill out the sections below.

Course Details

• Course Name (required)

• Discipline — Select from: ACLS, ASLS, BBP, BLS, CPR/AED, EMS, First Aid, First Aid CPR/AED, Heartsaver, NRP, PALS, PEARS, or Other

• Category

• Checklists

• Class Documents

• Description — Add a written description, with a PDF preview option available

Course Content

• Delivery Format — Choose Live or Digital (SCORM)

  • Digital courses include a SCORM module that students complete online.

  • Live courses don't require an uploaded package.

Course Identification

• Internal Tracking

  • Course ID Prefix — Classes will appear using this prefix (e.g., PREFIX-035623)

• External Tracking

Pricing

• Price — Set the course price

• Platform Fee — Choose whether the Account or the Student pays the fee

• Promo Codes — Select applicable promo codes

• Add-ons — Add optional add-ons and descriptions

• Sales Tax — Calculated automatically by Stripe based on the customer's address and your tax nexus registrations. Most courses don't require tax — enable only if your jurisdiction taxes educational services.

Enrollment & Scheduling

• Minimum Enrollments to Start Class — Set a minimum headcount, with an option to notify if enrollment falls below it (measured in days, weeks, or months before the class)

• Close Registration Date — Set how many days before the class starts registration should close

• Certification Expires After (required) — Set the certification validity period, in years

• Reschedule Rule — Select from: Match Terms and Conditions, Standard, Standard Reschedule, Standard Rescheduling, or Test Reschedule

• Use Keycode Bank — Select from available templates, such as Demo Keycode Templates (Standard), Keycode Template (Standard), or Standard KeyBank

Registration

• Registration Form — Use the organization default, or select a customized registration form

  • Note: Save the course first before choosing a registration form.

• Registration Question Bank — Automatically added to the default registration form. This is hidden when a custom form is selected, since custom forms carry their own questions.

Credentials

• CEU Credits

• Association — Select from: AAP, AHA, ARC, ECSI, HSI, or SafeSitter

• Certificate — Assign the certificate students will receive upon completion

Display & Media

• Course Image — Recommended size: 322 × 220

• Cover Image — Recommended size: 1358 × 570

• Calendar Event Color — Set background and font colors for calendar display

• Featured — Mark the course as featured, if desired

Communications

• Confirmation Email — Set up the confirmation email students receive upon enrollment

Step 3: Save Your Course

Once all details are complete, click Create to finalize your course.

You're All Set

Your course is now live and ready for students to enroll. You can return to this screen anytime to edit course details, pricing, or scheduling rules.

If you need help setting up your course, our support team is happy to assist.