Getting started with PulseCert

From brand-new account to a fully automated training center. Work through this top to bottom — most centers are live the same afternoon. The whole staff portal works like a phone app, so you can run class day from the room.

01Your first hour

1. Sign in at pulsecert.app/login with the email and temporary password from signup.
2. Open Settings → Business profile: confirm your name, phone, address — then upload your logo and pick your brand color. Your public booking page restyles itself instantly.
3. In Settings → Booking page, write your cancellation policy (shown at every checkout) and paste your Google review link — it gets asked automatically after each completed class.
4. Each section has its own Save button. Saved changes are live immediately.

02Courses & pricing

• Courses tab → Add a course: name, price, category (AHA / Red Cross / ASHI…), and type — Certification, Renewal, Blended, or Instructor.
• Click Edit on any course for the full editor: public description (this sells the course on your booking page), validity months, eCard SKU, a course logo, and which instructors teach it.
• Set renewal courses at renewal prices — the course finder routes returning students to them automatically.

03Classes & your booking page

• Classes → Schedule a class: course, date, time, capacity, location. It's on your public page the second you save.
• Your storefront lives at yourname.pulsecert.app — share it anywhere.
• Embedding into an existing website: Settings → Embed on your website → copy the one-line snippet into Wix/WordPress/Squarespace/anything. Header and footer strip away automatically; only your schedule and course finder show.
• Full classes take a waitlist automatically — when a seat opens, the first person in line is promoted and notified without you touching anything.

04Migrating from Enrollware

1. In Enrollware: Reports → Student Export, widest date range, download the file and open it in Excel/Sheets → save as CSV.
2. In PulseCert: Integrations → Enrollware import → paste the CSV → Import. Headers are auto-detected.
3. Students, card records, expiration dates, and card numbers come across — and renewal reminders start applying to your historical students immediately.

05Class day

• Open the class → Roster. Walk-in? Quick add creates and registers them in one line. Cash at the door? Mark paid.
• Check in each student as they arrive (QR-coded per registration).
• Written exam: pick it in Send exam to roster — every student gets a personal link, takes it on their phone, and scores appear on the roster live, pass/fail at your threshold. Retake = send again. Each attempt is shuffled and watermarked so questions can't be shared. Official AHA exams are copyrighted — use this for practice/custom assessments, or for official exams once your TC has AHA permission; exams must be proctored.
• End of class → Complete class: marks the class complete for students who passed (skills sign-off); everyone else is listed as incomplete. No-shows are flagged automatically. The card itself is issued by the certifying organization (e.g. eCards in AHA Atlas).

06Issuing cards (outside PulseCert)

1. Download your completed roster as a CSV to help with entry into your card-issuing system. Column layout isn't an official AHA template.
2. The certifying organization (AHA, ASHI or the Red Cross) emails each card to the student to claim; PulseCert doesn't issue cards. Once cards are issued, click eCards on the class and record each student's card number so renewals stay accurate.
3. Send roster → marks the class as submitted so nothing slips through.

07Group & corporate deals

• Group inquiries from your booking page land in Requests & Corporate. Click Build quote: headcount × per-seat price, their site or yours, proposed date → Create & send.
• The client accepts online, then types in their own team roster — every attendee registered with zero staff data entry.
• When their check clears: Mark invoice paid — it books as revenue in your analytics and QuickBooks export. Mistake? Void reverses everything.
• Every company builds a history — quotes, wins, lifetime revenue — for easy repeat booking when their certs age out.

08The growth engines

• Renewals: reminders at 90/60/30/14/7 days before every card expires (email, plus SMS inside 30 days when Twilio is connected). Idempotent — nobody gets double-texted.
• Referrals: every student has a personal share link (Wallet tab). A friend's first booking = 1 point; 5 points = an automatic free-class code. Students who completed a class get their link by email the day after class.
• Reviews: the class-complete email asks for a Google review if you've set your link in Settings.

09CRM & message templates

• CRM shows your pipeline: ad leads → contacted → renewal-due → booked → completed → card sent. Click anyone for their full history — every email, text, booking, cert, and staff note.
• From a contact card you can send an email or text, log a call/note, or text them the course finder when they call asking which class they need.
• Every automated message is editable in Message templates (bottom of CRM). Keep the {{merge_fields}}; use Send me a test to preview exactly what clients receive.

10Integrations & your data

• GoHighLevel: paste your Private Integration token + Location ID in Settings — every booking, completion, lead, and renewal-due contact syncs with tags automatically.
• Twilio: add your SID/token/number to text from your own number (US requires A2P 10DLC registration — start early, it takes days).
• Facebook Lead Ads / anything: point a webhook (Zapier/Make) at your lead capture URL in Settings — leads appear in your CRM pipeline tagged with their source.
• Ad attribution: add ?utm_source=facebook-july to any ad link — the source shows on every booking it produces.
• Your data: monthly QuickBooks-ready sales CSV from the Dashboard; full read-only API (students, classes, registrations, certifications, payments) with your API key in Settings.

11Your team

• Settings → Team: add staff by role — Instructor (schedules & runs their own classes, sends exams), Front desk (rosters, check-ins, payments), Sales (quotes, CRM), Admin (everything).
• Invites arrive by email with a login link — nobody ever shares passwords.
• Every sensitive action is recorded in the Audit Trail — who, what, when, before/after.