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Manage Course Students and Certificates

Orders and Customers

6 min read

Manage Course Students and Certificates

Find a learner, review progress and access, resend the welcome route, export the roster and verify a completion certificate.

Last updated 19 October 2026

A learner wearing headphones and taking notes during an online class.

Selstack is a platform for creators and businesses to build a public selling page, share individual offers, accept supported payments and bookings, and manage the resulting orders and customer details. A “Stack” is a selling page. This guide explains the relevant workflow and the seller’s responsibilities; payment methods, account requirements and some features depend on the business configuration and plan.

Course enrolments are customer records with access and learning history. Work from the correct course and learner rather than sharing another person’s portal link.

Complete Manage Course Students and Certificates

  1. 1. Open the course and choose Students. Search by the learner name or email and confirm the course before changing access.
  2. 2. Review access status, enrolment date, last activity and progress. Use the at-risk signal as a prompt for context, not as proof that the learner has failed.
  3. 3. Resend the welcome message when the learner cannot find the protected portal route. Do not paste another learner’s token into a message.
  4. 4. Pause or restore access only when the purchase, refund or support decision authorises it.
  5. 5. Export the student list only for a defined operational need and store it with appropriate access controls.
  6. 6. After all required work is complete, open the learner certificate and test its public verification code.

Confirm the result

The learner’s status and progress match the course record, the welcome route opens the correct portal and a completed certificate verifies without exposing private lesson or payment information.

If something is wrong

If progress looks wrong, open lesson completion and assessment records before editing access. If a certificate is unavailable, check course completion requirements and approval states. A refund or expired access should be resolved from its original order and enrolment.

Keep it safe: Use the signed-in Selstack record and a non-sensitive reference when asking for help. Never send a password, one-time code, full card number, identity information or unmasked bank document.

Understand the course journey in Selstack

A Selstack course connects the public offer to an organised learning experience. The buyer needs to understand the course before enrolling, and the learner needs a clear place to find lessons afterwards. Modules, lessons, assessments and completion rules should support the same promised result. Think of the course as a sequence of decisions and activities rather than a folder of recordings. A polished sales page cannot compensate for missing lessons, and a useful curriculum can still disappoint when the public description sets the wrong expectation.

Define a result a learner can recognise

Write down what a suitable learner should be able to do after completing the material. Identify any knowledge, equipment or software they need before starting. Turn the result into a sensible module order, with each lesson addressing one meaningful part of the work. Include practice where understanding depends on doing something, not just watching. A course description should distinguish introductory teaching from advanced application. Avoid promising employment, income or a professional qualification unless the business has a defensible basis for that specific claim.

Prepare modules and lesson materials

Use clear lesson names and explain how each part relates to the overall course. Review written content, video, audio, downloads and external links before inviting learners. If a lesson includes a resource, tell the learner when to use it and which version applies. Check that media is understandable on a phone and that important instructions are available in text where appropriate. A short lesson with a clear action can be more useful than a long recording that assumes the learner already knows what to practise.

Use assessments for a teaching purpose

Quizzes, assignments, drip schedules and completion rules can create structure, but each restriction should have a reason. A quiz can check understanding before a dependent topic. An assignment can ask the learner to demonstrate a skill and give the course team something useful to review. A release schedule can pace a cohort. Avoid adding gates simply to make a course look substantial. Test what happens when a learner does not pass, submits work late or returns after a break. The next step should remain understandable without an emergency support conversation.

Review the learner-facing presentation

Choose the course’s available branding and welcome information, then inspect the learner portal. Check the course title, module order, lesson descriptions and support instructions. A learner should understand where to begin and how to resume. If certificates are part of the configured experience, verify the completion conditions and what the certificate actually represents. Do not describe it as external accreditation without a separate, genuine basis. Keep public marketing language consistent with the course settings and the work a learner must complete.

Match the offer to plan capacity

Publishing capacity depends on the current plan. Free supports one published course, Pro supports five and Growth supports unlimited published courses under the current product rules. Check the live plan information before making a publishing decision, because pricing and account capacity can change. Draft preparation is different from an available published slot. If a workspace reaches its limit, resolve that deliberately rather than deleting course history or moving customers between unrelated businesses to bypass the intended setup.

Run an authorised learner test

Follow the journey from the public offer through enrolment and into the course. Inspect the confirmation, open a lesson, play supported media, access an included resource and try the relevant assessment. Check the same route on a narrow screen and in a browser that is not signed in as the owner. An owner’s access can conceal a missing customer entitlement. If payment is involved, use an approved test procedure. Keep the test record clearly separate from genuine learner reporting and avoid unnecessary live charges.

Use reports to improve teaching

Read enrolment, lesson activity, progress, completion and assessment information together. A learner stopping at one lesson may indicate unclear teaching, a difficult task, a broken resource or a mismatch between the offer and the learner’s starting point. Ask a focused question before changing the whole curriculum. Completion alone does not prove learning, and a page view does not prove that an assessment was attempted. Use the labelled records and direct learner feedback to choose an improvement you can evaluate.

Maintain the course as a real product

Set a review schedule for examples, links, software instructions and support information. When revising material, consider learners already partway through the course and explain significant changes. Keep assessment expectations consistent and assign responsibility for reviewing submitted work. Selstack provides the selling and learning workflow, while the creator remains accountable for the accuracy of the teaching, the quality of feedback and the promises made to learners before enrolment.

Review Selstack pricing for current plans and online payment fees. For related tasks, visit the Help Centre. If the recorded result remains unclear, contact support with the relevant safe reference.

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