Welcome to CertLister. In this tour, I'll show you how the whole app fits together, and the clicks you'll use most.

Here's the whole app on one chart. Up top are three things you set up once, and then mostly leave alone. Underneath is the everyday flow: a category for each kind of training, a credential for each person, and everything that happens after you issue it. Each step builds on the one before, so let's go in order.

Let's start at the top, with Settings.

Settings is all about your organization. Your logo and brand colour show up on your verify page and in the Recipient Portal. On a paid plan, they're in your emails too. Numbering decides how every credential number looks. And the email text is what people read when their credential arrives.

First, under Organization, upload your logo and fill out your details.

Then, on Customization, you set your brand colour and the address of your verify page. Just below that is numbering. You pick a prefix, and then either Auto, which adds the date and a random code, or Sequential, which simply counts up.

On the Email tab, you can choose where replies go, and set the subject line and the intro message. Those need the Basic plan. And with Pro, you can add your own footer too.

Team is where you invite your colleagues, as admins, managers or users. That's available from the Basic plan up.

And finally, Features lets you turn wallet cards, badges and the quick issue row on or off, for your whole organization.

That's Settings taken care of.

Next up, Design Studio.

Design Studio is where you design what people actually receive. There are three canvases: the credential PDF, the wallet card, and the badge. You start from a template, adjust the colours, and add your own text. Then fields fill in each person's details, and the QR code links to their credential's verify page.

To make one, click the plus button and choose a template. Then, with nothing selected, the colour swatches let you recolour the template.

Under Attributes, you'll find the fields, like the expiry date, and the verification QR code.

And before you save, you can preview it with a real credential, so you see exactly what someone will get.

So that's your design sorted.

Now, the Verification Page.

This is your public page, where anyone can check a credential. You've got two ways to build it. You can pick a ready layout and result card, or design your own page in the Designer. Either way, your logo and colour come from Settings. Options decide what visitors can see and download, and you can even embed the search on your own website.

On Appearance, there are three page layouts, Minimal, Standard and Spotlight, and two result cards, Card and Split.

The Designer starts you off from a template. Any plan can build and preview a page, but publishing it needs Pro.

Options is where you choose what visitors get: download buttons, the badge, a preview of the credential, and search by name.

And Embed gives you a snippet that puts a live search right on your own website.

And with that, the setup is done. Everything below builds on it.

Now for the everyday flow, starting with Categories.

You make one category for each kind of training, like First Aid. When you issue from the form, it fills in the title and the expiry date for you. It also sets the design and the number prefix. And its switches decide whether the PDF and badge get made, whether the email goes out, and whether people get a reminder before it expires.

To create one, click New category. Give it a name, the title its credentials will carry, and a default design.

You can also add a link to the course. It shows up as a button on the verify result, so anyone checking can learn more about the training.

Then, under Automation, set how many months a credential lasts, and switch on the emails you want. Just note that new categories start with them all off.

And custom fields let you add the details your training needs, like the instructor, which you then enter for each person.

Once your categories are in place, issuing is quick.

Which brings us to Credentials.

There are three ways to issue. One at a time, in the issue form. In a single line, with the quick issue row. Or many at once, from a CSV file. Every credential gets its own number, and on Free and Basic, each one uses a credit. You can also save a draft and finish it later, and a draft doesn't use a credit.

Click New credential to open the form. Choose a category, and the title and expiry date fill in. Then add the name and email. You can add more recipients here too, up to twenty at once. And if one of your designs has a photo frame, there's an option to add their photo, on the Basic plan and up.

The quick issue row, at the top of the list, does the same thing in just one line.

To issue to many people at once, upload a CSV file and match its columns. Every row gets checked before you import, and any rows with problems are left out. Just remember, an import doesn't send the issuance email.

To make PDFs for credentials you've already issued, or remake them with another design, select them in the list, click Generate PDFs, and choose the design. That way, each group can have its own design.

The list also shows each credential's status: active, expired, revoked or replaced. And when you issue to someone whose credential has expired, or is about to, the form offers to renew it. The old one is then marked as replaced.

And that's everything about issuing.

Next, let's look at Delivery.

When you issue, the category's switches decide what happens next. The PDF and badge get made, and an email brings the PDF to the person. Wallet cards are made from the list, with Generate card. And if you turn on the Recipient Portal, people can find everything you've issued them in one place.

Here's that email. The PDF is attached, and there's a button that opens its verify page.

For a wallet card, open a credential's menu in the list and choose Generate card. Then pick a wallet design, and generate it.

And here's the Recipient Portal, once you've switched it on. People sign in with a code sent to their email. Then they can download their files, or add them to LinkedIn.

So that's what reaches your people.

Next comes Verification.

Anyone can check a credential. They can scan the QR code on its PDF, open its link, or search your verify page for a number or a name. The result always shows the status as it is today, not when it was printed. And every check is counted in Reports.

A valid credential shows its dates and its number, with a button to add it to LinkedIn. If it's expired, revoked or replaced, it says so. And if you've turned on the preview, visitors can see the credential itself, right below.

You can also search by part of a name, at least three letters, to see the matches. And if you'd rather not allow that, you can switch name search off in Options.

That covers checking a credential.

And last, Tracking.

The Overview counts what's active, what expires in the next thirty days, and what has already expired. Expiry reminders email people before their credential lapses. Automations run steps for you when something happens. And Reports show when your credentials were checked, and how your emails did.

On the Overview, the tiles count what's active, expiring soon and expired, and the chart shows how many you've issued over time.

By default, reminders go out seven days before expiry. You can change that schedule here, under Settings, then Notifications. Just remember, they only go out for categories with the reminder switched on.

Automations follow a simple rule. When something happens, like a credential being issued, do something, like make its PDF. You can start from a template, and how many you can run depends on your plan.

And Reports show every verification, and how your emails were delivered.

And that's the whole of CertLister, from setup to tracking.

Each step has its own short video, if you want more detail. You'll find them, and more guides, at certlister.com, under Help.