Support: Using CMA's Training Platform
User Accounts & Booking Training
In order to book training you need to have a user account. You will need to create or login to an exisiting account when making a booking. It is very easy create an account, if you don't have one yet your account will be created when you make a booking.
User accounts should be set up to individual email addresses, for example: becci@communitymoneyadvice not info@communitymoneyadvice.com
All orders, certifactes and course history will be associated with your user account which is why it is important that it is unique to you. You can update your own information such as address or preferred name but only an admin can update your email address so please contact us if you need to do that.
When creating an account or making a booking you are invited to enter an organisation. If your organisation is already regsitered with us it will appear as you start typing and you should select it, if you are a new organsation it will be regsitered at the same time.
When making a booking look out for the options:
- Add another course
- Add another attendee
Watch a video on user accounts here
Mutliple Bookings
You can add as many courses to your basket as you wish, simply click on 'Add another course' at the bottom left of the registration screen.
Booking on Behalf of Others
You can book training on behalf of other people. When doing this be sure to enter their details in the course reigstration fields and yours in the order/checkout fields. You will receive the order confirmation emails and they will receive the course instructions.
Make sure you use the email address of the person you are booking in the course registration fields so that they receive the instructions for the meeting.
When a person receives the course instructions they will receive an invitation to create their own account if they do not already have one.
Watch a video on making bookings here
Checkout, Discounts & Vouchers
You can pay by card or request an invoice. When requesting an invoice the default billing contact will be your organisation (if you have one) unless you specify other details.
CMA Affiliate Centres are entitled to a discount on training courses, this will automatially be applied when you are logged in.
If you have a voucher to use with us you can enter this during the checkout when prompted.
Joining Courses with Zoom
Zoom works best when it is installed on your laptop or computer. If you haven't used Zoom for a while it is a good idea to log on early in case Zoom needs to run an update.
When you join the meeting using the link in your course instructions you will be asked to sign in with your name and email address (used to sign up for the course).
You will need to have a working camera and microphone to participate in the training. You are expected to join in with activities during the day, if your audio or camera is not working and prevents you from doing so you may be asked to rebook on another course. If you have a reason for not being able to participate fully then please let us know beforehand and we will try to accommodate you.
If you have not used Zoom before and would like some help getting started or downloading it please watch this short video from Zoom here.
Portal & E-Learning
The portal enables you to manage and view your training bookings, you'll find course instructions and Zoom links, you will be able to transfer or cancel your booking up to 14 days before your course commences. The E-Learning area of the site is where you can access all PDF course materials and pre/post course activities for the courses you have been registered on. You can return at any time to revisit the E:Learning area.
Watch a video on the training portal here.
If you have any questions or need further assistance please contact us: training@communitymoneyadvice.com