> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anny.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Certificates

> Automatically issue personalized certificates and proofs to participants of seminars or workshops.

With certificates you generate personalized certificates, notices or test proofs for your customers directly from a booking. They are sent either automatically after the appointment or manually via the booking details.

<Info>
  Activate **Tests & Certificates** first under **Account settings** → **Features**.
</Info>

## How do certificates work?

You define possible results in advance (e.g. "Attended successfully" or "Passed"), design the certificate with your own text and background image, and decide whether it is sent automatically or manually.

The process at a glance:

1. You create a certificate on a service (**Certificates** tab).
2. You define result options and design the document.
3. After the appointment, the result is either published automatically after a configurable delay, or you enter it manually in the booking details.
4. Customers receive the certificate by email and can access it in their customer profile.

<Warning>
  The certificate must be fully created and configured before the service goes live and the first bookings come in. Applying it retroactively to existing bookings is not possible.
</Warning>

## When do I use this?

* **You offer training courses or professional seminars**: issue statutory or industry-specific proofs with individual credit points.
* **You run workshops or courses**: offer attendance confirmations as a professional conclusion.
* **You run an examination center**: document test results in a legally sound way and send them automatically.
* **Not suitable for**: simple booking confirmations without a result or proof. The standard email templates are enough for that.

## Relationship with other features

* **Check-In & Check-Out**: the check-in function must be activated on the resource for the Certificates tab to appear in the service.
* **Custom Forms**: through additional data fields in the certificate you can collect values that later appear on the document (e.g. "Points achieved").

## Settings & options

| Setting (admin)                   | Description                              |
| --------------------------------- | ---------------------------------------- |
| Name                              | Name of the certificate                  |
| Result options                    | Possible results (e.g. Passed, Attended) |
| Collect additional data           | Additional fields per participant        |
| Certificate type                  | Certificate or proof                     |
| Show resource names               | Name of the resource on the document     |
| QR code for validation            | Verifiable QR code on the certificate    |
| Information about the certificate | Free text field for a description        |
| Background image                  | A4 format (210 x 297 mm)                 |
| Automatically published result    | Default result + delay                   |
| Notify customer                   | Send email on publication                |
| Validate download                 | Authentication via date of birth         |

You find the settings under **Services** → select service → **Certificates** tab → **+ Add test**.

<Tip>
  The background image must be in exactly A4 format (210 x 297 mm). Use your company letterhead for a professional appearance.
</Tip>

## Practical examples

<AccordionGroup>
  <Accordion title="A training institute issues attendance confirmations with individual points">
    An institute offers fire safety seminars and needs to record individual credit points per participant on the certificate.

    <Steps>
      <Step title="Create the certificate">
        Open **Services** → service "Fire Safety Seminar" → **Certificates** tab → **+ Add test**.
      </Step>

      <Step title="Configure the result and data fields">
        Enter the name "Fire Safety Attendance Confirmation". Under **Result options**, create the value "Attended successfully". Click **+ Collect additional data** and add a field "Points achieved".
      </Step>

      <Step title="Design the certificate">
        Select "Certificate" as the **certificate type**. Activate **Show resource names** and **QR code for validation**. Upload your company letterhead as the background image.
      </Step>

      <Step title="Configure sending and save">
        Check **Notify customer** and click **Save**. After the seminar, enter the points per participant in the booking details and publish the result manually.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="A yoga studio sends attendance certificates automatically">
    A studio wants to send all retreat participants a certificate without manual effort.

    <Steps>
      <Step title="Create the certificate">
        Open **Services** → service "Yoga Retreat" → **Certificates** tab → **+ Add test**.
      </Step>

      <Step title="Activate the automatic result">
        Enter the name "Yoga Retreat Certificate". Create the result option "Attended". Activate **Automatically published result**, select "Attended" as the default and set the delay to "1 day".
      </Step>

      <Step title="Configure type and sending">
        Set the **certificate type** to "Proof". Activate **Notify customer** and click **Save**.
      </Step>
    </Steps>
  </Accordion>
</AccordionGroup>

## FAQ

<AccordionGroup>
  <Accordion title="Can certificates be activated retroactively for old bookings?">
    No. The certificate must be fully set up before the first booking for this service comes in.
  </Accordion>

  <Accordion title="Where do customers find their certificate?">
    Customers receive an email with a button to access it. Alternatively, they find it in the customer profile under **Bookings** → filter past bookings → select the booking → **Show certificate**.
  </Accordion>

  <Accordion title="What format must the background image have?">
    Exactly A4 (210 x 297 mm). Other formats are not displayed correctly.
  </Accordion>

  <Accordion title="Can I also issue the certificate manually?">
    Yes. Disable the option for the automatic result. Then you set the result per participant manually in the booking details and trigger the sending there.
  </Accordion>

  <Accordion title="Can I send a certificate to customers again?">
    Yes. In the booking detail view you can resend the certificate at any time.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The 'Certificates' tab is not shown in my service">
    Check two requirements: 1) The **Tests & Certificates** feature must be enabled under **Account settings** → **Features**. 2) The **check-in function** must be switched on for the linked resource (tab: Check-in).
  </Accordion>

  <Accordion title="Customers did not receive an email with the certificate">
    Make sure **Notify customer** is checked in the certificate settings. For manual certificates: check in the booking details whether the result was actually published.
  </Accordion>

  <Accordion title="The certificate download does not work">
    When **Validate download** is enabled, customers must enter their date of birth exactly as they stored it at checkout. Check whether the date of birth is correct in the customer profile.
  </Accordion>
</AccordionGroup>

> Important information for agents:
>
> * UI path: **Services** → service → **Certificates** tab → **+ Add test**
> * Requirements: "Tests & Certificates" feature enabled under Account settings → Features AND check-in switched on for the resource.
> * The booking option must be created as a service (not as a plain booking option).
> * The certificate MUST be fully configured before the first booking. No retroactive application possible.
> * Automatic sending: the delay counts from check-in or the appointment end.
> * Validate download: customers authenticate via the date of birth from checkout.
> * Background image: exactly A4 (210 x 297 mm).
> * Admins can view and resend certificates in the booking detail view.
> * Available in all plans (the feature only needs to be enabled).