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How to Invite Participants to a Course

Before inviting participants to a course, you will need to create the course and add the course content. Please refer to the articles in our Course Creation folder showing you how to create a course and use the course builder tool for more information:

  1. Go to 'My Courses'
    Click the ‘My Courses’ tab in the navigation panel at the top of your screen to view your course list.

  2. Open Course Details:
    Click on the name of the course you want to manage to open its details.

  3. View Attendees:
    Select the ‘Attendees’ tab. Here, you’ll see:

    • Confirmed attendees

    • Pending invites (sent but not yet accepted)

    • Declined invitations

    • The number of remaining invitations available


  4. Invite Attendees:
    Click the ‘Invite Attendees’ button.

  5. Enter Email Addresses:
    Type in the participant’s email address. Please double-check that:

    • It’s spelled correctly

    • It belongs to the individual participant (not a shared or central office inbox)
      Course invitation and instructions will be sent to this address.

    You can:

    • Add emails one at a time by pressing Enter after each one

    • Paste multiple addresses at once, separated by spaces or commas, and pressing Enter


  6. Send Invitations:
    Click ‘Send Invites’ to email participants their course invitation.
    Each person will receive:

    • Course details

    • A link to accept or decline the invitation (this must be completed before the training begins)

  7. Track Invitation Status:
    You’ll be returned to the course overview where each invite will be shown as:

    • Attending

    • Pending

    • Declined

You can resend an invitation by clicking ‘Resend Invite’, or cancel it by selecting ‘Cancel Invite’.

Further Information:

When you invite participants to your course, they will receive an invitation prompting them to accept the invite.

  • Upon acceptance, they will be directed to a confirmation screen to confirm their attendance.
  • After confirming, participants will be required to complete a Health & Safety declaration, which will automatically update within your course records. Completion of this step is mandatory for certification at the end of the course.
  • Additionally, participants will receive an email prompting them to complete a pre-training survey. This survey helps establish their baseline knowledge before attending the course.