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PD World
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Learn How to Use PD World

Step-by-step walkthroughs for every feature. Select your role below to see guides tailored to you.

Quick Start
Recommended first steps
Getting StartedCore FeaturesAdvanced FeaturesContent & MediaStorefront & BusinessMessaging & SettingsMentoringPlatform ManagementAccount Settings
Getting Started
5 steps
  1. 1
    View your performance stats
    Your dashboard shows key metrics at a glance — average rating, total sessions, booking count, enrolled learners, and total earnings. Green/red arrows show 30-day trends.
  2. 2
    Check pending actions
    Look for alert banners at the top. These notify you about pending booking requests and quiz submissions that need your review.
  3. 3
    Complete your profile checklist
    New trainers see an onboarding progress bar. Complete all 7 steps (profile, bio, rates, photo, specialties, availability, and first course) to maximize your visibility.
  4. 4
    Use quick actions
    The quick action grid gives you one-click access to create a new course, open AI Studio, browse opportunities, or check your storefront leads.
  5. 5
    Review upcoming sessions
    Scroll down to see your next scheduled sessions, recent reviews from clients, and an activity feed of recent events.
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4 steps
  1. 1
    Go to the Sign Up page
    Click "Join Free" in the top navigation bar, or go to Sign Up directly.
  2. 2
    Select "Trainer"
    Choose the Trainer role when prompted. This determines which dashboard and features you'll see.
  3. 3
    Fill in your details
    Enter your full name, email, and password. Click "Create Account" to finish.
  4. 4
    Check your email
    You may receive a verification email. Click the link to confirm your account and you're in.
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7 steps
  1. 1
    Open Edit Profile
    From your dashboard sidebar, click your name or go to Edit Profile. This opens the profile builder.
  2. 2
    Write a compelling headline
    Keep it under 80 characters. Focus on what you help people achieve — e.g. "Leadership Coach | Helping Mid-Level Managers Lead with Confidence".
  3. 3
    Add your bio
    2–3 paragraphs about your background, approach, and who you work with. Speak directly to organizations reading it.
  4. 4
    Set your rates
    Add your session rate and day-rate range. Organizations use this to shortlist trainers within budget.
  5. 5
    Upload a profile photo
    A professional headshot builds trust. Square format works best.
  6. 6
    Select your specialties
    Choose the practice areas you cover (leadership, DEI, communication, etc.). These drive marketplace search results.
  7. 7
    Add certifications & links
    List your credentials, LinkedIn URL, website, and an optional intro video to round out your profile.
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4 steps
  1. 1
    Go to Availability
    Click Availability in your dashboard sidebar under the Schedule section.
  2. 2
    Select dates
    Click on individual dates in the calendar to mark them as available. You can also set a date range for bulk availability.
  3. 3
    Add time slots (optional)
    For each date, optionally specify the hours you're free and add notes (e.g. "mornings only").
  4. 4
    Save
    Your availability now shows on your public profile and helps organizations know when to book you.
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3 steps
  1. 1
    Click Preview in your sidebar
    Navigate to Preview in your dashboard sidebar. You'll be redirected to your public profile page.
  2. 2
    Review your profile
    Check your headline, bio, specialties, rates, reviews, and available courses. This is exactly what organizations see when they find you.
  3. 3
    Make improvements
    If anything needs updating, go back to Edit Profile to make changes. Your profile URL is either pdworld.com/t/your-slug or pdworld.com/trainers/your-id.
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Core Features
4 steps
  1. 1
    Open your calendar
    Go to Calendar in your sidebar. You'll see a monthly grid showing all scheduled sessions and availability blocks.
  2. 2
    Navigate between months
    Use the left/right arrows to move between months. Each day shows session details including time, organization, and format.
  3. 3
    Sync with external calendars
    Click the 'Sync' button to generate calendar feed URLs. Choose Google Calendar, Outlook, Apple Calendar, or copy the generic feed URL for any app.
  4. 4
    Export calendar data
    Click 'Export' to download your calendar as a file you can import into other tools.
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5 steps
  1. 1
    Open course analytics
    Go to your course editor, then click the 'Analytics' tab. You'll see the enrollment funnel and lesson-level data.
  2. 2
    Review the enrollment funnel
    The funnel shows how many learners enrolled → started → reached 50% → completed. Identify where drop-off occurs.
  3. 3
    Check lesson completion rates
    Each lesson shows its completion rate with type icons (V=video, T=text, Q=quiz). Drop-off alerts flag lessons where completion drops more than 50%.
  4. 4
    Analyze quiz performance
    See miss rates per question and which wrong answers (distractors) are most commonly chosen. Red highlights indicate questions with more than 50% miss rate.
  5. 5
    View enrollment timeline
    The enrollment chart shows daily signups over the last 14 days to track momentum.
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6 steps
  1. 1
    Navigate to Email
    Go to the Email section in your sidebar. You'll see four tabs: Templates, Workflows, Broadcasts, and Analytics.
  2. 2
    Create an email template
    In the Templates tab, click '+ New Template'. Enter a name, subject line, and category (welcome, reminder, follow-up, etc.). Use variables like {learner_name} and {course_name} for personalization.
  3. 3
    Use the visual email builder
    Click 'Edit' on a template to open the drag-and-drop email builder. Add text, images, buttons, and dividers. Toggle the preview pane to see how it looks.
  4. 4
    Set up automated workflows
    In the Workflows tab, click '+ New Workflow'. Name it, select a trigger event (enrollment, course completion, session scheduled, etc.), then add steps with templates and delay times.
  5. 5
    Send a broadcast
    In the Broadcasts tab, click '+ New Broadcast'. Write or select a template, choose your audience (all contacts, enrolled learners, specific course, etc.), and confirm to send.
  6. 6
    Track performance
    Check the Analytics tab for open rates, click rates, daily send volume, and template performance breakdowns.
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5 steps
  1. 1
    Open evaluation results
    Go to your engagement, then click 'Results'. You'll see all evaluations with response counts and average scores.
  2. 2
    Review question ratings
    Each question shows a 1-5 rating distribution with visual bars showing how many respondents selected each rating.
  3. 3
    Export responses
    Click 'Export CSV' to download all evaluation responses for external analysis.
  4. 4
    Generate an AI summary
    Click the AI summary button to get a natural-language analysis of the evaluation feedback — key themes, strengths, and areas for improvement.
  5. 5
    Share the evaluation link
    Copy the share link to distribute the evaluation form to session participants.
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6 steps
  1. 1
    Navigate to Events
    Go to Events in your dashboard sidebar. You'll see a list of all your events with status indicators and registration counts.
  2. 2
    Create a new event
    Click '+ New Event'. Fill in the title, description, and select the format — Virtual, In-Person, or Hybrid.
  3. 3
    Set date, time, and location
    Pick a future date and set start/end times. For in-person or hybrid events, add a location. For virtual events, add a meeting URL.
  4. 4
    Configure capacity and pricing
    Set an optional capacity limit (leave blank for unlimited). Set the price in dollars — enter $0 for free events.
  5. 5
    Upload an event banner
    Add a banner image (3:1 aspect ratio recommended). This appears on your event listing page.
  6. 6
    Publish and share
    Click 'Create Event' to save. Your event appears at /events/[slug] where attendees can register. Share the link to promote it.
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5 steps
  1. 1
    Open Opportunities
    In your sidebar under Business, click Opportunities. This shows all open training requests posted by organizations.
  2. 2
    Filter by specialty
    Use the filters to narrow results by your expertise area, format (virtual/in-person/hybrid), and budget range.
  3. 3
    Read the request details
    Click a request to see the full brief — description, team size, preferred dates, budget, and what the organization is looking for.
  4. 4
    Submit a proposal
    Click "Submit Proposal". Fill in your scope, objectives, deliverables, timeline, and pricing. Choose a pricing model (fixed, per-session, per-day, or retainer).
  5. 5
    Track your proposal
    Go to Proposals in your sidebar to see all sent proposals and their status (draft, sent, accepted, declined).
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6 steps
  1. 1
    Go to Proposals
    Navigate to Proposals in your sidebar. You'll see all your proposals with status filters — All, Accepted, Sent, and Drafts.
  2. 2
    Start a new proposal
    Click '+ New' and select the linked booking request from the dropdown. Only accepted bookings are available.
  3. 3
    Define scope and objectives
    Write a clear scope of work describing what you'll deliver. Add objectives (one per line) that the training will achieve.
  4. 4
    Add deliverables and pricing
    List your deliverables (one per line). Choose a pricing type — Fixed Price, Per Session, Per Day, or Monthly Retainer — and enter the amount.
  5. 5
    Set timeline and terms
    Specify the timeline (e.g., '4 weeks') and add any terms and conditions.
  6. 6
    Save and send
    Click 'Save Draft' to save for later, or click 'Send to Client' to deliver the proposal to the organization. They'll be notified and can accept or decline.
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6 steps
  1. 1
    Open the quiz editor
    Go to your course editor, then click 'Quiz' on any lesson. You'll see the quiz settings and question list.
  2. 2
    Configure quiz settings
    Set the quiz title, passing score (percentage), max attempts, time limit (optional), and whether to shuffle questions.
  3. 3
    Add questions manually
    Click '+ Add Question'. Choose the type — multiple choice, true/false, fill-in-the-blank, essay, or matching. Set the correct answer, points, and an optional explanation.
  4. 4
    Generate questions with AI
    Click the AI button to auto-generate questions. Select the difficulty level, number of questions, and optionally add context. Review and edit the generated questions.
  5. 5
    Import from CSV
    Click 'Import CSV' to bulk-upload questions from a spreadsheet.
  6. 6
    Grade essay responses
    When learners submit essay answers, they appear in the grading interface. Review and score each response manually.
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5 steps
  1. 1
    Open a session
    From your engagement page, click on any session to view its details — title, organization, date, time, and status.
  2. 2
    Join the meeting
    Click the meeting URL button to join the virtual session. Click the calendar icon to add it to Google Calendar.
  3. 3
    Track attendance
    Use the checkboxes to mark each participant as present or absent. Use bulk actions to mark all present or all absent, then click 'Save'.
  4. 4
    Upload session materials
    In the Materials section, enter a title, select the file type (slides, handout, worksheet, recording, or other), and upload the file.
  5. 5
    Download materials
    Click download links on any uploaded materials to retrieve them later.
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4 steps
  1. 1
    Open the student roster
    Go to your course editor, then click the 'Students' tab. You'll see enrollment stats — total enrolled, active, completed, and completion rate.
  2. 2
    Generate an invite link
    Click to generate a shareable invite link that learners can use to self-enroll in your course.
  3. 3
    Filter by status
    Use the tabs to view all students, active only, completed, or dropped.
  4. 4
    Review individual progress
    Each student row shows their progress percentage, lessons completed, video watch time, quiz scores, and completion date.
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8 steps
  1. 1
    View your engagements
    Go to Engagements in your sidebar. You'll see all active and completed training programs.
  2. 2
    Open an engagement
    Click into an engagement to see its timeline, sessions, participants, and notes.
  3. 3
    Schedule sessions
    Add individual training sessions with a title, date, time, format, location or meeting URL, and description.
  4. 4
    Track attendance
    After each session, open it and mark which participants attended. This feeds into analytics and certificates.
  5. 5
    Add notes
    Use engagement notes to record internal observations, action items, or follow-up reminders for yourself.
  6. 6
    Create evaluations
    Under the engagement, create pre/post or reaction evaluations. Share the evaluation link with participants to collect feedback.
  7. 7
    View results
    Go to the Impact Report tab to see evaluation scores, rating distributions, and participant feedback.
  8. 8
    Complete the engagement
    When all sessions are done, mark the engagement as complete. This triggers certificate generation and allows the organization to leave a review.
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8 steps
  1. 1
    Go to Courses
    In your sidebar under Content, click Courses. Then click "+ New Course".
  2. 2
    Set up course basics
    Enter a title, description, category, difficulty level, estimated duration, and price (set 0 for free). Add a thumbnail image.
  3. 3
    Add modules
    Modules are the main sections of your course (like chapters). Click "Add Module" and give each a title and description.
  4. 4
    Add lessons to each module
    Inside a module, click "Add Lesson". Choose a lesson type: Text (rich content), Video (upload or embed), Quiz, File (downloadable resource), or Embed (external content).
  5. 5
    Build quizzes
    For quiz lessons, click the quiz editor. Add questions (multiple choice, true/false, fill-in-the-blank, matching). Set passing scores, max attempts, time limits, and whether to shuffle questions.
  6. 6
    Configure course settings
    Choose whether lessons must be completed in order (sequential mode). Set whether a certificate is issued on completion.
  7. 7
    Preview your course
    Use the preview feature to experience your course as a learner would see it.
  8. 8
    Publish
    When ready, change the course status from "Draft" to "Published". It will appear in the public course catalog.
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5 steps
  1. 1
    Open AI Studio
    In your sidebar under Content, click AI Studio.
  2. 2
    Choose a content type
    Select what you want to generate — workshop outline, case study, handout, evaluation questions, session recap, and more.
  3. 3
    Enter your inputs
    Provide the topic, audience, and any specific requirements or context.
  4. 4
    Generate
    Click generate and the AI will produce professional content tailored to your inputs.
  5. 5
    Edit and save
    Review and edit the generated content. Save it to your content library for reuse across trainings.
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8 steps
  1. 1
    Open the Course Generator
    Go to Dashboard → Courses → Generate Course, or click the AI generate option from your courses list.
  2. 2
    Define course identity
    Enter the course title, target audience, and key learning outcomes. This shapes the entire generated course.
  3. 3
    Upload source materials
    Optionally upload reference documents and configure branding (logo, colours) to match your style.
  4. 4
    Set structure and scope
    Choose the number of modules, lessons per module, total duration, and content density level.
  5. 5
    Configure quizzes and media
    Select quiz types and scoring rules. Choose an illustration style (realistic, abstract, etc.) for generated images.
  6. 6
    Set tone and pedagogy
    Pick the voice (professional, casual), teaching approach, and engagement level for the course content.
  7. 7
    Review cost estimate
    The wizard shows a cost estimate based on your configuration. Review the full summary before submitting.
  8. 8
    Submit for generation
    Click Submit to queue the AI generation job. You can track progress from the course list or AI analytics page.
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5 steps
  1. 1
    Open a course
    Go to Dashboard → Courses and select an AI-generated course.
  2. 2
    Go to Version History
    Click "Version History" from the course editor to see all saved versions.
  3. 3
    Select versions to compare
    Pick two versions from the list. The interface shows them side by side with a diff view highlighting what changed.
  4. 4
    Review the changes
    Scroll through the diff to see additions, removals, and modifications between the two versions.
  5. 5
    Return to the editor
    Click the breadcrumb link or "Review Course" to go back to the main course editor.
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6 steps
  1. 1
    Open the review page
    After a course is generated, go to Dashboard → Courses → select the course → Review. This page is only available for AI-generated courses.
  2. 2
    Read the generated content
    The left panel displays the full course content. Scroll through modules and lessons to check quality and accuracy.
  3. 3
    Get AI suggestions
    Select any text in the content to trigger the AI Review Assistant. It offers suggestions for improving clarity, accuracy, or engagement.
  4. 4
    Check the review workflow
    The right panel shows the generation job status, a review checklist, and your approval controls.
  5. 5
    Add review notes
    Write notes about changes needed or issues found. These are saved with the review workflow.
  6. 6
    Approve or request revisions
    When satisfied, approve the course to publish it. Or request revisions to send it back for regeneration.
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Advanced Features
4 steps
  1. 1
    Go to Certificates
    In your sidebar under More, click Certificates.
  2. 2
    Certificates are auto-generated
    When you mark an engagement as complete or a learner finishes a course, certificates are created automatically with unique verification numbers.
  3. 3
    Share verification links
    Each certificate has a public URL (e.g. /certificate/ABC123) that anyone can visit to verify its authenticity.
  4. 4
    Download as PDF
    Certificates can be downloaded as PDF files for printing or sharing.
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6 steps
  1. 1
    Go to Learning Paths
    Navigate to Learning Paths. You can also access it from the Courses section by managing your learning paths.
  2. 2
    Create a new path
    Give it a title, description, difficulty level, and estimated total duration.
  3. 3
    Add courses in order
    Select from your published courses and arrange them in the sequence learners should follow.
  4. 4
    Set prerequisites
    Mark which courses must be completed before the next one unlocks. This enforces a structured learning journey.
  5. 5
    Attach a badge
    Create a digital badge that learners automatically earn when they complete the full path.
  6. 6
    Publish
    Publish the path so it appears in the public paths catalog alongside your individual courses.
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5 steps
  1. 1
    Go to Badges
    In your sidebar, click Badges.
  2. 2
    Create a badge
    Set a name, description, and image for the badge. Choose the type: course completion, path completion, or custom.
  3. 3
    Link to a course or path
    For course/path badges, select which course or learning path triggers automatic awarding.
  4. 4
    Manual awarding
    For custom badges, you can manually award them to specific learners by entering their details.
  5. 5
    Verification
    Each badge has a unique code and public verification page where anyone can confirm it's legitimate.
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4 steps
  1. 1
    Open Analytics
    Click Analytics in your sidebar. This gives you an overview of your performance.
  2. 2
    Review key metrics
    See your average rating, total sessions completed, active engagements, and booking conversion rate.
  3. 3
    Check Earnings
    Go to Earnings for a detailed breakdown of revenue from proposals and courses — earned vs. pending.
  4. 4
    Course analytics
    For each course, click into its analytics to see enrollment count, completion rate, average quiz scores, and time spent per lesson.
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4 steps
  1. 1
    Go to Broadcast
    In your sidebar under Communication, click Broadcast.
  2. 2
    Choose your audience
    Select who to message — all learners, all clients (organizations), or filter by a specific course.
  3. 3
    Compose your message
    Write your broadcast — pre-session reminders, follow-up materials, course updates, or announcements.
  4. 4
    Send
    Everyone in your selected audience will receive the message.
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6 steps
  1. 1
    Open Mentees
    Go to Dashboard → Mentees to see your mentoring relationships.
  2. 2
    Review pending requests
    New mentee requests appear in the Pending Requests section. Each card shows the learner's name, goals, and preferred meeting frequency.
  3. 3
    Accept or decline
    Click "Accept" to start a mentoring relationship, or "Decline" to pass. Accepted relationships move to Active Mentees.
  4. 4
    Log a mentoring session
    Expand an active mentee and click "Log Session." Enter the session duration in minutes and any notes about what was discussed.
  5. 5
    View session history
    Each mentee card shows the total session count. Expand to see a list of all past sessions with dates, durations, and notes.
  6. 6
    Complete a relationship
    When mentoring is done, click "Complete" to archive the relationship. It moves to the Past section.
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5 steps
  1. 1
    Open AI Analytics
    Go to Dashboard → Analytics → AI Generation.
  2. 2
    Check your usage summary
    The top section shows your current tier, billing period, and token usage breakdown: content tokens, image tokens, and translation tokens.
  3. 3
    See remaining allowance
    View how many tokens remain in your current period and estimated cost in USD.
  4. 4
    Browse job history
    The job history table lists all your generation jobs with status (completed, in progress, pending, failed), quality score, tokens used, and cost.
  5. 5
    Track quality scores
    Each completed job shows an overall quality score. Use this to gauge the consistency of your generated content.
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Content & Media
4 steps
  1. 1
    Go to Library
    In your sidebar under Content, click Library.
  2. 2
    Upload content
    Click "Upload" and select files — slides, handouts, worksheets, guides, or videos.
  3. 3
    Tag and organize
    Add tags and select a file type category so you can find materials quickly later.
  4. 4
    Reuse across trainings
    Content in your library can be attached to sessions, shared in broadcasts, or linked in course lessons.
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5 steps
  1. 1
    Go to Media
    In your sidebar under Content, click Media.
  2. 2
    Screen Recorder
    Record your screen with optional webcam overlay. Great for tutorials, walkthroughs, and course content.
  3. 3
    Video Trimmer
    Upload a video and trim it by setting start and end points. No software needed.
  4. 4
    Slide Presenter
    Upload slides and record narration synced to each slide. Creates a video you can use in courses.
  5. 5
    Save to library
    All recordings and edited videos are automatically saved to your Content Library.
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4 steps
  1. 1
    Go to Reviews
    Navigate to Reviews in your dashboard.
  2. 2
    View your reviews
    See all reviews from organizations, your average rating, and the rating distribution breakdown.
  3. 3
    Respond to reviews
    Click on any review to write a professional response. Your response is visible to everyone viewing your profile.
  4. 4
    Filter and export
    Filter reviews by star rating. Export all reviews as CSV for your records.
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5 steps
  1. 1
    Go to Earnings
    In your sidebar under Business, click Earnings.
  2. 2
    View key metrics
    See Total Earned, Pending Revenue, Active Engagements, and Average Deal Size at a glance.
  3. 3
    Check your pipeline
    The Revenue Forecast shows your Pending Pipeline, Projected Revenue, and Monthly Run Rate.
  4. 4
    Monthly breakdown
    Scroll down to see earnings broken down by month with accepted vs. pending amounts.
  5. 5
    Rate insight
    Use the rate calculator to see how adjusting your rates would impact projected revenue.
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7 steps
  1. 1
    Open the Video Editor
    Go to Dashboard → Content & Media → Video Editor, or navigate to /dashboard/trainer/video-editor.
  2. 2
    Add video clips
    Click the clip area and select video files from your computer. The editor auto-detects each clip's duration.
  3. 3
    Arrange and trim clips
    Drag clips on the timeline to reorder them. Adjust the start and end times to trim, and set clip volume.
  4. 4
    Add annotations
    Use the annotation tools in the right sidebar to place text boxes or shapes at specific timestamps in your video.
  5. 5
    Add zoom and pan effects
    Create keyframe-based zoom-pan effects to draw attention to specific areas of the video.
  6. 6
    Preview your project
    Use the play/pause controls to preview the full composition with all clips, annotations, and effects.
  7. 7
    Save or export
    Click "Save Project" to store your work, or "Download JSON" to keep a local backup of your project file.
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6 steps
  1. 1
    Open Guest Posts
    Go to Dashboard → Content & Media → Guest Posts.
  2. 2
    Read the guidelines
    Review the submission guidelines on the page: original content, 500-1500 words, practical insights, no self-promotion.
  3. 3
    Write your post
    Fill in the Title (required) and Content (required) fields. Optionally add an Excerpt and select a Category.
  4. 4
    Submit for review
    Click "Submit" to send your post for editorial review. The admin team reviews submissions within 3-5 business days.
  5. 5
    Track your submissions
    Your past submissions appear in the My Submissions list on the right. Each shows a status badge: Submitted, Under Review, Approved, or Published.
  6. 6
    Check review notes
    If an admin leaves feedback, it appears as review notes beneath your submission.
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Storefront & Business
5 steps
  1. 1
    Go to Settings → Integrations
    Navigate to Settings, then click the Integrations tab. You'll see cards for Zoom, Microsoft Teams, and Google Meet.
  2. 2
    Connect a provider
    Click 'Connect' on the provider you use. You'll be redirected to their login page to authorize PD World.
  3. 3
    Verify connection
    After authorizing, you'll return to the integrations page with a success message. The provider shows as 'Connected' with your account email.
  4. 4
    Use in sessions
    When creating events or sessions, meeting links are automatically generated using your connected provider.
  5. 5
    Disconnect if needed
    Click 'Disconnect' on any connected provider and confirm to remove the integration.
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10 steps
  1. 1
    Go to Storefront
    In your sidebar under Business, click Storefront.
  2. 2
    Set your slug
    Choose a custom URL slug (e.g. pdworld.com/t/jane-smith). This is your shareable public link.
  3. 3
    Add branding
    Upload a banner image, logo, and choose an accent color to match your brand.
  4. 4
    Write a tagline
    Add a short tagline that appears on your storefront hero section.
  5. 5
    Configure content sections
    Toggle which sections to show: bio, courses, services, reviews, case studies, and badges.
  6. 6
    Add social links
    Connect your LinkedIn, Twitter, YouTube, TikTok, and Instagram profiles.
  7. 7
    Select featured courses
    Choose which of your published courses to highlight on the storefront.
  8. 8
    Set up lead capture
    Enable the lead capture form so visitors can submit their contact info. Leads appear in your dashboard.
  9. 9
    Customize SEO
    Set a custom meta title, description, and OG image for search engines and social sharing.
  10. 10
    Publish
    Toggle your storefront live. Preview it at your /t/[slug] URL before sharing.
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4 steps
  1. 1
    Go to Bookings
    In your sidebar under Business, click Bookings.
  2. 2
    Review incoming requests
    See all booking requests with organization name, budget range, team size, format, and preferred dates.
  3. 3
    Accept or decline
    Accept requests that fit your schedule and expertise, or decline with a reason.
  4. 4
    Move to engagement
    Accepted bookings become active engagements where you schedule sessions and track progress.
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4 steps
  1. 1
    Go to Services
    In your sidebar under More, click Services.
  2. 2
    Add a service
    Click "Add Service" and enter a title, description, format (virtual/in-person/hybrid), duration, and price range.
  3. 3
    Mark as featured
    Toggle "Featured" on services you want to highlight on your storefront.
  4. 4
    Build your catalog
    Add multiple services to create a full catalog — workshops, coaching sessions, keynotes, consulting, etc.
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4 steps
  1. 1
    Go to Portfolio
    In your sidebar under More, click Portfolio.
  2. 2
    Add a case study
    Create a new case study with a title, client name, description of the engagement, and the results achieved.
  3. 3
    Add metrics
    Include quantifiable outcomes — e.g. "92% satisfaction rate" or "35% improvement in leadership scores".
  4. 4
    Include testimonials
    Add client quotes that highlight the value of your work.
Related guides
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4 steps
  1. 1
    Go to Follow-Ups
    Navigate to Follow-Ups in your dashboard.
  2. 2
    Create a sequence
    Give your sequence a name and link it to a specific engagement.
  3. 3
    Add steps
    Add email steps with configurable delays (1 day, 7 days, 30 days, or custom). Write the email content or use AI to generate it.
  4. 4
    Activate
    Enable the sequence and it will automatically send follow-up emails at the scheduled intervals after the engagement.
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4 steps
  1. 1
    Go to API & Webhooks
    Navigate to API & Webhooks in your dashboard.
  2. 2
    Create an API key
    Click "Create Key" to generate a new API key for programmatic access to your data.
  3. 3
    Configure webhooks
    Add a webhook URL and select which events to subscribe to: enrollment created, quiz submitted, booking created, session completed, certificate issued, and more.
  4. 4
    Manage keys
    Activate, deactivate, or delete keys as needed. Track last-used timestamps.
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Messaging & Settings
3 steps
  1. 1
    Go to Export
    Navigate to Export in your sidebar. You'll see download buttons for each data type.
  2. 2
    Choose what to export
    Select from: bookings, reviews, course enrollments, earnings summary, session history, or specific course rosters.
  3. 3
    Download the CSV
    Click the download button. The file generates and downloads automatically. A loading indicator shows while it's preparing.
Related guides
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3 steps
  1. 1
    Go to Messages
    Click Messages in your sidebar or the messages icon in the top navigation.
  2. 2
    Start or continue a conversation
    Select an existing conversation or start a new one when an organization reaches out.
  3. 3
    Discuss before committing
    Use messaging to clarify needs, negotiate scope, and build rapport before formalizing a proposal.
Related guides
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5 steps
  1. 1
    Go to Support
    Navigate to Support in your sidebar. You'll see a list of your existing tickets and a 'New Ticket' button.
  2. 2
    Create a ticket
    Click 'New Ticket'. Enter a subject and description, select a category (Account, Billing, Course, Technical, Content, or Other), and set the priority level.
  3. 3
    Submit and track
    Click 'Submit Ticket'. Your ticket appears in the list with its status — Open, In Progress, Resolved, or Closed.
  4. 4
    Reply to support
    Click on a ticket to view the conversation thread. Type a reply and press Enter or click Send. Support responses appear on the left side.
  5. 5
    Filter your tickets
    Use the status filter buttons to view only Open, In Progress, Resolved, or Closed tickets.
Related guides
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3 steps
  1. 1
    Go to Settings
    Click Settings in your sidebar under More.
  2. 2
    Email notifications
    Toggle which email notifications you receive — bookings, reviews, messages, and marketing updates.
  3. 3
    Set your timezone
    Choose your timezone so all dates and session times display correctly.
Related guides
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3 steps
  1. 1
    Go to Referrals
    Click Referrals in your sidebar.
  2. 2
    Share your link
    Copy your unique referral link and share it with other PD trainers.
  3. 3
    Track referrals
    See who signed up through your link and any credits earned.
Related guides
Was this helpful?
6 steps
  1. 1
    Open the Email Builder
    Go to Dashboard → Email → click a template to edit, or create a new one. The builder opens at /dashboard/trainer/email/builder.
  2. 2
    Set template name and subject
    Enter a template name (for your reference) and the email subject line that recipients will see.
  3. 3
    Add preheader text
    Optionally enter preheader text (up to 150 characters) — this appears as the preview text in email clients.
  4. 4
    Build with drag-and-drop blocks
    Use the block editor to add text, images, buttons, spacers, and multi-column sections. Drag to reorder blocks.
  5. 5
    Preview your email
    Click "Show Preview" to see a live HTML rendering of your email alongside the editor.
  6. 6
    Save your template
    Click "Save Template" to store both the block layout and rendered HTML. The template is now available for broadcasts and follow-ups.
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Mentoring
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        Platform Management
        4 steps
        1. 1
          Go to Analytics
          Click Analytics in the admin nav. Top metrics show trainers, organizations, bookings, engagements, and GMV.
        2. 2
          Analyze the booking funnel
          The funnel chart shows conversion from pending → matched → accepted → completed bookings. Identify where drop-off occurs.
        3. 3
          Monitor revenue
          Check the GMV (gross merchandise value) from proposals and the average deal size.
        4. 4
          Review health ratios
          Platform health ratios show trainer-to-org ratio, sessions per engagement, and reviews per trainer — key indicators of marketplace health.
        Related guides
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        4 steps
        1. 1
          Go to Audit
          Click Audit in the admin nav. You'll see event counts for activity, xAPI, and compliance events.
        2. 2
          Browse activity events
          The activity log shows user actions with type, title, detail, and links to related content.
        3. 3
          View xAPI statements
          Learning record statements show actor, verb, and object for standards-compliant tracking.
        4. 4
          Check compliance events
          The compliance log shows organization-level events — which users completed required courses.
        Related guides
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        4 steps
        1. 1
          Go to Courses
          Click Courses in the admin nav. You'll see a breakdown by status — total, published, draft, and archived.
        2. 2
          Browse the course list
          The table shows each course with trainer name, status, category, difficulty, price, enrollment count, and average rating.
        3. 3
          Search and filter
          Use the search bar to find specific courses. Sort by enrollments or ratings to find top-performing or underperforming content.
        4. 4
          Take action
          Archive courses that violate guidelines or feature top courses for marketplace visibility.
        Related guides
        Was this helpful?
        5 steps
        1. 1
          Access the admin panel
          Navigate to /admin. You must be logged in with an admin account. The dashboard shows platform-wide statistics.
        2. 2
          Review platform stats
          The top row shows total trainers, organizations, learners, and pending approvals. Below, see bookings, proposals, engagements, courses, and enrollment counts.
        3. 3
          Approve pending trainers
          The Pending Approvals section shows trainers awaiting review. Click 'Approve' to activate their account or 'Reject' to decline.
        4. 4
          Monitor recent activity
          Check recent signups, bookings, and the monthly signup trend chart to understand platform growth.
        5. 5
          Navigate to admin modules
          Use the top navigation bar to access Users, Moderation, Courses, Support, System, Analytics, Finance, Audit, Blog, and Knowledge Base.
        Related guides
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        6 steps
        1. 1
          Go to Finance
          Click Finance in the admin nav. Top-line metrics show total revenue, platform fees, trainer earnings, and GMV.
        2. 2
          Review monthly trends
          The revenue trend chart shows 6 months of revenue history. Compare month-over-month and year-over-year growth.
        3. 3
          Check payment health
          The payment status chart breaks down paid, pending, failed, and refunded transactions. Alerts appear for failed payments.
        4. 4
          Monitor trainer payouts
          The payouts section shows paid, in-transit, and failed payouts. Check Stripe Connect health (onboarded accounts, charges enabled).
        5. 5
          Track license revenue
          View MRR, annual license value, active licenses, and seat utilization for subscription revenue.
        6. 6
          View top earners
          The top earning trainers chart shows revenue distribution across your marketplace.
        Related guides
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        5 steps
        1. 1
          Go to Knowledge Base
          Click Knowledge Base in the admin nav. You'll see the dashboard with stats (views, published, drafts, unanswered searches) and the full article list.
        2. 2
          Search and filter articles
          Use the search bar, status dropdown (published/draft/archived), and role dropdown (trainer/organization/learner) to find articles.
        3. 3
          Create a new article
          Click '+ New Article'. Fill in the title (auto-generates slug), subtitle, category, role, time estimate, and optional Quick Start flag.
        4. 4
          Add content and steps
          Use the rich text editor for body content. Add step-by-step instructions with the Steps editor — each step has a title and detail field.
        5. 5
          Publish
          Click 'Publish' to make the article visible on /guides. Click 'Save Draft' to save without publishing. You can unpublish anytime.
        Related guides
        Was this helpful?
        5 steps
        1. 1
          Go to Knowledge Base → Analytics
          Click 'Analytics' from the KB dashboard. You'll see charts and tables for documentation performance.
        2. 2
          Review top articles
          The bar chart shows your most-viewed articles. Focus on keeping these accurate and up to date.
        3. 3
          Fix lowest-rated articles
          Articles with less than 80% helpfulness are flagged. Click through to edit and improve them.
        4. 4
          Fill content gaps
          The 'Unanswered Searches' list shows what users searched for but found no results. Create articles for these topics.
        5. 5
          Read user feedback
          Recent feedback comments show what users said when they clicked 'No' on 'Was this helpful?' Use this to improve specific articles.
        Related guides
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        4 steps
        1. 1
          Go to Knowledge Base → Manage Categories
          Click 'Manage Categories' from the KB dashboard.
        2. 2
          Edit a category
          Click 'Edit' on any category to change its title, slug, role assignment, sort order, description, or icon.
        3. 3
          Create a new category
          Click '+ New Category'. Enter a title, slug, select the target role, and set the sort order.
        4. 4
          Delete a category
          Click 'Delete' on a category and confirm. Articles in that category will become uncategorized.
        Related guides
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        4 steps
        1. 1
          Go to Knowledge Base → Manage FAQs
          Click 'Manage FAQs' from the KB dashboard. You'll see all FAQ entries grouped by category.
        2. 2
          Edit an FAQ
          Click 'Edit' on any FAQ to expand it. Modify the question, answer, category, guide link, or status.
        3. 3
          Create a new FAQ
          Click '+ New FAQ' to add a blank entry at the top. Fill in the question, answer, select a category, and optionally link to a guide article.
        4. 4
          Publish or draft
          Toggle status between Published and Draft. Only published FAQs appear on the /help page.
        Related guides
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        4 steps
        1. 1
          Go to Moderation
          Click Moderation in the admin nav. The overview shows pending trainers, new courses (7 days), new reviews (7 days), and recent messages.
        2. 2
          Review trainer applications
          Pending trainers show their bio and headline. Click 'Approve' to activate or 'Reject' to decline their application.
        3. 3
          Monitor new courses
          The recent courses section shows courses published in the last 7 days with trainer info for quality review.
        4. 4
          Check user reviews
          Recent reviews display star ratings and verification status. Flag inappropriate content as needed.
        Related guides
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        3 steps
        1. 1
          Go to Organizations
          From the admin dashboard, navigate to Organizations. You'll see total org count and active learners.
        2. 2
          Browse organizations
          The table shows company name, industry, size, website, contact name, learner count, and engagement count.
        3. 3
          Search and sort
          Use the search bar to find specific organizations. Sort by learner count or engagement count to identify your most active customers.
        Related guides
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        3 steps
        1. 1
          Go to Settings
          Click Settings in the admin nav to access platform-wide configuration.
        2. 2
          Update settings
          Modify platform defaults, system policies, and feature toggles as needed.
        3. 3
          Save changes
          Click Save to apply your configuration changes across the platform.
        Related guides
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        4 steps
        1. 1
          Go to Support
          Click Support in the admin nav. You'll see all support tickets submitted by users across the platform.
        2. 2
          Filter by status
          Use status filters to view Open, In Progress, Resolved, or Closed tickets.
        3. 3
          Respond to tickets
          Click a ticket to view the conversation. Type your response and send. Your messages appear with an admin badge.
        4. 4
          Update ticket status
          Change ticket status as you work through issues — mark as In Progress when investigating, Resolved when fixed.
        Related guides
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        5 steps
        1. 1
          Go to System
          Click System in the admin nav. The health banner shows green (OK) or yellow (warnings) for overall system status.
        2. 2
          Check 24-hour activity
          View recent signups, enrollments, completions, bookings, reviews, messages, and new courses in the last 24 hours.
        3. 3
          Monitor email health
          The email section shows 7-day send count, failed count, and failure rate. Investigate if failure rate is high.
        4. 4
          Review database tables
          Table row counts show data volume. Warnings appear for empty critical tables that should have data.
        5. 5
          Check storage
          View the count of stored files including content uploads and course thumbnails.
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        4 steps
        1. 1
          Go to Users
          Click Users in the admin nav. You'll see user counts by role (trainers, organizations, learners, admins) and new signups this week.
        2. 2
          Search for users
          Use the search bar to find users by name or email. Filter by role using the dropdown.
        3. 3
          View user details
          Each row shows the user's avatar, name, email, role badge, last sign-in date, and suspension status.
        4. 4
          Manage user access
          Use batch actions to change a user's role or suspend/unsuspend accounts as needed.
        Related guides
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        5 steps
        1. 1
          Open AI Chat Admin
          Go to Admin → AI Chat.
        2. 2
          View usage overview
          Top stats show total sessions, total tokens used, unique users, recent sessions (last 7 days), and estimated cost in USD.
        3. 3
          Check per-course breakdown
          A breakdown table shows sessions and tokens consumed per course, helping identify which courses drive the most AI usage.
        4. 4
          Review daily trends
          A 30-day trend view shows session volume by day.
        5. 5
          Browse recent sessions
          The most recent 50 sessions are listed with user, course, token count, and timestamp.
        Related guides
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        4 steps
        1. 1
          Open AI Generations
          Go to Admin → AI Generations.
        2. 2
          View generation metrics
          The dashboard shows generation volume, success rates, and job statuses across the platform.
        3. 3
          Browse job history
          Filter and sort generation jobs by status, date, and creator to investigate issues or track output.
        4. 4
          Monitor quality
          Check quality scores and output metrics to ensure AI-generated content meets platform standards.
        Related guides
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        4 steps
        1. 1
          Open AI Health
          Go to Admin → AI Health.
        2. 2
          Check service status
          The dashboard shows current AI service health, including API availability and response times.
        3. 3
          Review error rates
          Monitor error rates and failure patterns to identify issues before they affect users.
        4. 4
          Track performance
          View historical performance trends to spot degradation or recurring problems.
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        6 steps
        1. 1
          Open AI Ops
          Go to Admin → AI Ops.
        2. 2
          View pipeline stats
          Top cards show total generations, success rate, total spend vs. budget, and user consent rate.
        3. 3
          Check budget status
          See the current month's budget in cents, how much has been spent, tokens used (Anthropic and Gemini), and posts generated. Check if the pipeline is paused.
        4. 4
          Review pipeline jobs
          Browse recent blog pipeline jobs with status, cost, confidence score, and timestamps.
        5. 5
          Monitor consent
          See total AI processing consent records and how many have been revoked.
        6. 6
          Check generation logs
          The last 20 generation logs show topic, category, and timing for each content generation.
        Related guides
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        7 steps
        1. 1
          Open Blog Admin
          Go to Dashboard → Blog (requires admin role).
        2. 2
          View post overview
          See the last 50 posts with title, status (draft, scheduled, published, archived), and whether they are AI-generated.
        3. 3
          Check the content calendar
          Upcoming posts for the next 14 days show scheduled dates, topics, content type, and priority.
        4. 4
          Monitor the pipeline budget
          View the current month's budget, spend, posts generated, and whether the pipeline is paused.
        5. 5
          Review generation logs
          The last 10 generation logs show what the AI pipeline produced and when.
        6. 6
          Track pipeline jobs
          Browse the last 20 pipeline jobs with status, trigger type, confidence score, cost, and decision outcomes.
        7. 7
          Check DLQ and A/B tests
          See pending dead-letter queue items (failed jobs) and active A/B test counts.
        Related guides
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        7 steps
        1. 1
          Open Blog Pipeline
          Go to Admin → Blog.
        2. 2
          Review post stats
          See the breakdown by status (draft, scheduled, published, archived), AI-generated vs. manual, and posts published this month.
        3. 3
          Investigate pipeline jobs
          Browse jobs with full details: status, error logs, phase timings, cost, confidence scores, and decisions.
        4. 4
          Check the Dead Letter Queue
          DLQ items show failed jobs with the failed phase and error details, awaiting replay or manual resolution.
        5. 5
          Monitor research sources
          View all configured research sources with name, URL, type, reliability score, active status, and fetch error counts.
        6. 6
          Analyse top posts
          The top 20 posts by views show page views, unique visitors, average time on page, bounce rate, course clicks, and newsletter signups.
        7. 7
          Review guest submissions
          Pending guest blog submissions show author names and submission dates, ready for editorial review.
        Related guides
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        6 steps
        1. 1
          Open Email Ops
          Go to Admin → Email.
        2. 2
          View 24-hour delivery stats
          Top metrics show total sends, delivered, opened, clicked, bounced, and failed in the last 24 hours.
        3. 3
          Check 30-day trends
          A daily breakdown shows sent, delivered, and failed counts over the past 30 days.
        4. 4
          Monitor the email queue
          The last 100 queued items show event type, priority, status, attempt count, next retry time, and any errors.
        5. 5
          Check circuit breaker status
          System config shows whether the circuit breaker is open, when it resets, consecutive failures, and last processed timestamp.
        6. 6
          Review broadcasts
          The last 50 broadcasts show subject, audience, status, total recipients, opens, clicks, and the sending trainer.
        Related guides
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        5 steps
        1. 1
          Open Events Admin
          Go to Admin → Events.
        2. 2
          View summary stats
          Top cards show upcoming events, recent registrations (last 7 days), live sessions this week, and overall attendance rate.
        3. 3
          Browse trainer events
          The events list shows each event's title, trainer, format, date, capacity, and registration / check-in counts.
        4. 4
          Check live course sessions
          Live sessions show the course title, date, capacity, status, and registered / attended counts.
        5. 5
          Analyse format distribution
          A breakdown shows how many events are in each format (virtual, in-person, hybrid, etc.).
        Related guides
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        5 steps
        1. 1
          Open Integrations Admin
          Go to Admin → Integrations.
        2. 2
          Check LTI platforms
          View all connected LTI platforms with name, issuer, client ID, active status, and total launch count.
        3. 3
          Monitor webhook health
          The last 30 webhook logs show event type, status code, response body, and timestamp. A 24-hour success rate metric is displayed.
        4. 4
          Review Stripe accounts
          See all trainer Stripe Connect accounts with onboarding status, charges enabled, payouts enabled, and creation date.
        5. 5
          View summary stats
          Top metrics show total platforms, total LTI launches, webhook success rate, and fully onboarded Stripe accounts.
        Related guides
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        6 steps
        1. 1
          Open Intelligence
          Go to Admin → Intelligence.
        2. 2
          Review user growth
          See total users, new users this month, and a daily growth trend chart for the last 30 days. A breakdown shows users by role.
        3. 3
          Check engagement
          7-day engagement metrics show total activity events and unique active users.
        4. 4
          Analyse revenue
          30-day revenue breaks down by source type (commissions, subscriptions, etc.) showing gross amounts and platform fees. The top 10 trainers by revenue are listed.
        5. 5
          Review search analytics
          See total search volume, the most popular search terms, and zero-result queries that indicate content gaps.
        6. 6
          Check licence utilisation
          Licence stats show total licences, active licences, total seats, and seats used across all organisations.
        Related guides
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        5 steps
        1. 1
          Open Marketplace Admin
          Go to Admin → Marketplace.
        2. 2
          View summary stats
          Top cards show total marketplace revenue, total purchases, active listings, and active coupons.
        3. 3
          Browse listings
          The listings table shows each template's title, creator, price, status, average rating, review count, purchase count, and revenue earned.
        4. 4
          Review purchases
          Recent purchases show listing title, buyer name, price paid, and purchase date.
        5. 5
          Manage coupons
          View all coupons with code, trainer, discount type and value, max uses, current use count, active status, and expiry date.
        Related guides
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        7 steps
        1. 1
          Open Learner Analytics
          Go to Admin → Learners.
        2. 2
          Review headline stats
          Top cards show total learners, active learners (last 7 days), total enrolments, completion rate, total certificates, and total badges.
        3. 3
          Check enrolment trends
          A 30-day chart shows daily enrolment volume so you can spot spikes or drops.
        4. 4
          Browse recent enrolments
          The latest 50 enrolments are listed with learner name, course title, and enrolment date.
        5. 5
          See top courses
          The top 10 courses by enrolment count help you identify the most popular content.
        6. 6
          Review gamification levels
          A distribution chart shows how learners are spread across gamification levels.
        7. 7
          Check cohorts
          The cohorts overview lists all cohorts with their organisation and member counts.
        Related guides
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        6 steps
        1. 1
          Open Notifications Admin
          Go to Admin → Notifications.
        2. 2
          View delivery stats
          Top cards show notifications sent today, sent in the last 7 days, active push subscriptions, and push delivery success rate.
        3. 3
          Check notification types
          A breakdown chart shows the distribution of notification types (badges, courses, messages, etc.) over the last 7 days.
        4. 4
          Browse recent notifications
          The latest 50 notifications are listed with user, type, title, read status, and timestamp.
        5. 5
          Monitor push delivery
          The push delivery log shows the 30 most recent attempts with status (delivered, failed, pending).
        6. 6
          Review SMS stats
          SMS statistics show total sends, successful deliveries, failures, and pending messages for the last 7 days.
        Related guides
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        8 steps
        1. 1
          Open Security Centre
          Go to Admin → Security.
        2. 2
          View 24-hour overview
          Top cards show audit events in the last 24 hours, rate limit violations, total API keys, and total SSO configurations.
        3. 3
          Browse audit events
          The latest 50 audit events show actor name, role, action, entity type, IP address, and timestamp.
        4. 4
          Check rate limit violations
          Recent violations from the last 24 hours are listed with details and a total count.
        5. 5
          Review API keys
          All API keys are listed with trainer name, key prefix, active status, last used date, and webhook URL.
        6. 6
          Monitor webhooks
          The latest 20 webhook logs show event type, status code, and timestamp.
        7. 7
          Check SSO configurations
          All SSO configurations show the organisation, provider, domain, and active status.
        8. 8
          View AI consent stats
          See total AI processing consents and how many have been revoked.
        Related guides
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        5 steps
        1. 1
          Open Skills Admin
          Go to Admin → Skills.
        2. 2
          Browse the skills taxonomy
          All skills are listed with their name, category, and usage count (how many courses use each skill).
        3. 3
          Filter by category
          Use the category filter to narrow the list to a specific skill domain.
        4. 4
          Review role requirements
          The role requirements table maps each role to its required skills and the expected proficiency level.
        5. 5
          Identify gaps
          Compare the skills taxonomy against role requirements to find skills that need more course coverage.
        Related guides
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        Account Settings
        5 steps
        1. 1
          Go to Settings → Email Preferences
          Navigate to Settings in your sidebar, then click the Email Preferences tab.
        2. 2
          Review notification categories
          Preferences are organized into four groups: Essential, Learning, Business, and Marketing.
        3. 3
          Toggle individual preferences
          Click the toggle switch next to any email type to turn it on or off. Changes save automatically.
        4. 4
          Use bulk controls
          Click 'Enable All' or 'Disable All' to quickly set all preferences at once.
        5. 5
          Note about essential emails
          Transactional emails like password resets and security alerts always send regardless of your preferences.
        Related guides
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        5 steps
        1. 1
          Go to Settings → Security
          Navigate to Settings in your sidebar, then click the Security tab.
        2. 2
          Enable two-factor authentication
          Click 'Enable 2FA'. A QR code appears — scan it with an authenticator app (Google Authenticator, Authy, etc.).
        3. 3
          Verify the setup
          Enter the 6-digit code from your authenticator app and click Verify. 2FA is now active on your account.
        4. 4
          Review login history
          Scroll down to see a table of your recent logins — browser, operating system, IP address, and date/time.
        5. 5
          Sign out other devices
          If you see suspicious logins, click 'Sign Out All Other Devices' to revoke all sessions except your current one.
        Related guides
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        6 steps
        1. 1
          Open the Blog Feed
          Go to Dashboard → Blog Feed, or navigate to /dashboard/blog-feed.
        2. 2
          Browse articles
          Published articles appear in a grid. The first article on page one is featured with a large hero image. Each card shows the title, excerpt, author, date, and reading time.
        3. 3
          Filter by category
          Click the category tabs at the top to filter articles by topic. Click All to see everything.
        4. 4
          Search for articles
          Use the search box to find articles by title or content.
        5. 5
          Read an article
          Click any article card to open the full post at /blog/{slug}.
        6. 6
          Navigate pages
          Use the Previous / Next buttons at the bottom to page through older articles (12 per page).
        Related guides
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        5 steps
        1. 1
          Open Notifications
          Go to Dashboard → Notifications to see your most recent 50 notifications.
        2. 2
          Read notifications
          Notifications are grouped by date (Today, Yesterday, or the full date). Each shows a type icon, title, message, and timestamp.
        3. 3
          Follow a link
          Click any notification title to navigate to the related page (e.g. a course, message, or engagement). The notification is automatically marked as read.
        4. 4
          Mark as read
          Click the red dot on any unread notification to mark it as read without navigating away.
        5. 5
          Mark all as read
          Click "Mark all as read" at the top right to clear all unread indicators at once.
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        5 steps
        1. 1
          Open Integrations
          Go to Dashboard → Settings → Integrations.
        2. 2
          View available providers
          Three meeting providers are available: Zoom, Microsoft Teams, and Google Meet. Each card shows the connection status.
        3. 3
          Connect a provider
          Click "Connect" on the provider you want. You will be redirected to the provider's login page to authorise PD World.
        4. 4
          Verify connection
          After authorising, you are redirected back. A success message confirms the connection, and your linked email appears on the card.
        5. 5
          Disconnect a provider
          Click "Disconnect" and confirm in the dialog to remove the integration. Existing meetings are not affected.
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        Vol. I · Est. 2026 · Worldwide