A certificate is an official document that signifies (or confirms) that a client/student has successfully completed a class/course or attended a workshop. It is shared with the enrollee after the completion of the session. 

While creating a certificate on Exly is easy, sharing it with your clients (or enrollees) is easier. Simply click on the Share button and voila, they will receive the certificate in their inbox.

Key Contents:
- Official stamp or logo of the business
- Name of the course or workshop
- Date of completion/issue
- Signature of the creator/instructor

How to create a certificate on Exly?

Before you start creating a certificate, make sure you have an offering (workshop, class, or a course) listed and published on your page.

A step-by-step guide on how to create a certificate on Exly:

Step 1: On the Creator Tool page, scroll down to the Workflow Tools menu on the left side.

Step 2: Click on Certificates from the drop-down menu.



Step 3: Click on Choose A Listing and select the class/course/workshop that you want to create the certificate for.

Step 4: Click on Choose A Template and select a certificate template from the three options available. 

Step 5: Click on Create and customize each certificate by adding information like the business logo, name of the course/class/workshop, date of issue, etc.

Step 6: To add a logo, click on the camera icon and choose a file (PNG, SVG) to upload or you can look for a stock image using the search option.
 

Step 7: Add a Title by entering the text in the box.



Step 8: Similarly, add a Body copy in the text box provided.



Step 9: Using the calendar tool, select the Certificate Issue Date.



Step 10: You can add a digital signature to the certificate by simply uploading the file using the camera icon.



You can save your progress in designing the certificate at any time by choosing the Save As Draft feature and get back to working on it at your convenience.

As you continue to edit the template using the options on the left, you will see the changes in real-time on the right side.

Once you are happy with the final look, you can either choose the Save As Draft option or Share the certificate right away.