How to generate a certificate for a course in Flavor CRM?

What is a Certificate & its use

A Flavor Certificate is an authority that confirms that you successfully completed a course on Flavor. A certificate helps a person to feature his skill and commitment to the profession, and fabricate ability in his expert branch of knowledge.

Step 1

Go to the Classes module from the left menu.
Click on the Settings icon.

Step 2

You will be redirected to the Class Settings page.
In Class Settings, you can see various sections. You have to go to Attendance.
Here, you can see, Generate Certificate option.
This option is off by default, make it on by switching.

Step 3

Select the type of template from the dropdown. There are two types of certificate:

Option 1
Option 2
Custom Background – Portrait
Custom Background – Landscape
Custom Background – Portrait 2
Custom Template.

Step 3.1 Option 1

Upload Signature: Here, upload the signature, it should be in PNG format.
Signature on behalf of: Enter the name of the person whose signature is going to use on the certificate.
Position: Enter the position of the signatory.
Description: Enter the details in the text box under the description field.
Click on the Save button to save the certificate settings.

Step 3.2 Option 2

Upload Signature: Here, upload the signature, it should be in PNG format.
Signature on behalf of: Enter the name of the person whose signature is going to use on the certificate.
Position: Enter the position of the signatory.
Description: Enter the details in the text box under the description field.
Click on the Save button to save the certificate settings.

Step 3.3 Custom Background Portrait and Landscape

Upload Background: Here, upload the Certificate Image, it should be in PNG format.
Upload Signature: Here, upload the signature, it should be in PNG format.
Signature on behalf of: Enter the name of the person whose signature is going to use on the certificate.
Position: Enter the position of the signatory.
Description: Enter the details in the text box under the description field.
Click on the Save button to save the certificate settings.

Certificate - Custom Background - Portrait

Step 3.4 Custom Background

Upload Background: Here, upload the Certificate Image, it should be in PNG format.
Signature on behalf of: Enter the name of the person whose signature is going to use on the certificate.
Position: Enter the position of the signatory.
Description: Enter the details in the text box under the description field.
Click on the Save button to save the certificate settings.

Upload a Background

Drag & drop or click to upload a background image.
Recommended resolution: 1056 × 816 pixels (PNG/JPG).
Important: Only after uploading a background will you be able to use the Preview Certificate and Edit Template options.

Select & Manage Templates

Once your background is uploaded, you’ll see these options:

🖼 Preview Certificate – See how the certificate looks with your background.
✏️ Edit Template – Customize text placement, fonts, and variables.
🔔 Edit Notification – Adjust the email/notification message that accompanies the certificate.

Customize Certificate Template

In the template editor, you can:

Insert dynamic fields (variables): Name, Start Date, End Date, Course Name, Course Code, Trainer Name.
If you want to remove variable from certificate click on delete variables.
Adjust Font Family, Size, and Color .
Centralised Word- Align text (e.g., student name, award description, trainer signature).

✨ Tip: Use Preview after edits to ensure spacing and alignment look professional.

Save Your Template

Click Save to keep your customized design.
Use Discard if you want to cancel edits.

Step 4

Go back to the Classes.
Click on any class record.
Class details will be open.

Step 5.1 Send Certificate to a Single Student

Navigate to the Registered Students tab.
Then click on the Action Button (3 vertical dots) of a student record.
A popup with various options will be open.
Click on the See Certificate option.

Step 5.2

A confirmation popup, to generate a certificate will open.
Click on the Yes button.
A Certificate modal will appear on your screen.
To download the certificate click on the Download icon.
Send a certificate to a student click on the Send to Students button.
After sending a notification, the Student certificate has been send successfully will be seen on your screen.
Certificate will be sent to student’s parent email id or students’ email id.
Note: This is a Default Template Certificate.

Step 6.1 Send Certificate to all students

Navigate to the Registered Students tab.
Select multiple students and then click on the Bulk Action button.
A popup with various options will be open.
Click on the See Certificate option.

user-guide-certificate-multiple-student-certificate

Step 6.2

A Certificate modal will appear on your screen.
You can check all certificates by clicking on the navigation arrows.
To download certificates click on the Download icon.
Send certificate to all students click on the Send to Students button.
Certificates will be sent to their parent’s email id or students’ email id.
After sending certificates a notification that, Student certificate has been send successfully will appear on your screen.
Note: This is a New Template Certificate.