Certificates

Medtribe allows you to automatically generate certificates for attendees who complete your events. This guide covers certificate creation, templates, and delivery.

Certificate Templates

Create certificate templates that can be reused across multiple sessions:

1. Go to Event Management → Certificates
2. Click Create Template
3. Design your certificate:
   • Name – Template name
   • Layout – Choose a design
   • Fields – Add dynamic fields (attendee name, course name, date, etc.)
   • Accreditation Points – Include CPD/accreditation points if applicable
4. Save the template

Certificate Fields

Available dynamic fields:

• Attendee name
• Event name
• Schedule dates
• Completion date
• Accreditation points
• Trainer name
• Custom text

Attaching Certificates to Schedules

Link certificates to specific sessions:

1. Open your session
2. Go to Certificate settings
3. Select a certificate template
4. Configure options:
   • Require Survey – Only issue certificate if survey is completed
   • Require Attendance – Only issue if attendee attended all days
5. Save settings

Automatic Certificate Generation

Certificates are automatically generated when:

• The session ends
• Attendance is marked (if required)
• Survey is completed (if required)

Certificates are generated in the background and emailed to attendees automatically.

Manual Certificate Generation

You can also generate certificates manually:

1. Go to your session
2. Navigate to Certificates
3. Select attendees
4. Click Generate Certificates
5. Certificates are created and sent

Viewing Certificates

For Attendees

Attendees can view their certificates:

1. Log in to their account
2. Go to My Certificates
3. View all certificates
4. Download PDF copies

For Event Organizers

View certificates issued for your events:

1. Open your event
2. Go to Certificates section
3. See all issued certificates
4. Download or resend if needed

Certificate Delivery

Certificates are automatically emailed to attendees when generated. The email includes:

• Certificate PDF attachment
• Link to view certificate online
• Event details
• Completion information

Resending Certificates

To resend a certificate:

1. Find the certificate in your list
2. Click Resend
3. Certificate email is sent again

Accreditation Points

If your event awards CPD or accreditation points:

1. Set accreditation points in your event settings
2. Points are automatically included on certificates
3. Points are tracked in attendee profiles

Best Practices

• Clear Design – Make certificates professional and clear
• Include Key Information – Name, event, date, accreditation points
• Test First – Generate a test certificate before going live
• Verify Delivery – Ensure certificate emails are being sent
• Keep Records – Certificates are stored permanently

Troubleshooting

Certificates not generating?

• Check that certificate template is attached to session
• Verify attendance requirements are met (if set)
• Ensure session has ended (for automatic generation)

Attendees not receiving certificates?

• Check email addresses are correct
• Verify email delivery settings
• Check spam/junk folders
• Resend certificate if needed

Certificate design issues?

• Test with different field combinations
• Ensure all required fields are included
• Check certificate preview before saving

For certificate-related questions, contact support@medtribe.com.