Upskill HVAC Training Platform Guide

Welcome to the comprehensive guide for creating and managing HVAC training events on the Upskill platform.

Platform Overview

The Upskill HVAC Training Network connects skilled trainers with trainees throughout the HVAC industry. Our mission is to elevate the entire industry through accessible, high-quality training opportunities.

Why Choose Upskill HVAC?

Core Concepts

Understanding these key components will help you navigate the platform effectively:

🎯 Events

Your training sessions, workshops, or classes. Each event has its own page with details, registration options, and venue information.

📍 Venues

Physical or virtual locations where training occurs. Venues can be reused across multiple events.

🏢 Organizers

The entity hosting the training (you, your company, or affiliated organization). Helps attendees identify who's providing the training.

🎫 Tickets

Paid registration options for your events. Set prices, early bird discounts, and capacity limits.

📝 RSVPs

Free registration option for events. Perfect for community events or when you want to track attendance without charging.

📊 Orders

Completed registrations for your events. Track who's attending and manage check-ins.

🏆 Certificates

Professional completion certificates for attendees. Automatically generated with unique IDs for verification.

Customizing Your Profile

Your trainer profile is your public face on the Upskill platform. It appears in the "Find a Trainer" directory and helps potential trainees discover your expertise.

Profile Setup Steps:

  1. Navigate to Your Profile: Click "Profile" → "Trainer Profile" in the navigation menu
  2. Upload Your Photo: Add a professional headshot to build trust with potential trainees
  3. Complete Your Bio: Share your experience, certifications, and training philosophy
  4. Add Contact Information: Include your business email and phone number
  5. Specify Your Location: Help local trainees find you easily
  6. List Certifications: Highlight your measureQuick certifications and other credentials
  7. Set Training Preferences: Indicate your training formats, audience types, and specialties
💡 Pro Tip: Your profile was auto-created when you registered, but it likely needs updates. A complete profile generates 3x more training leads than incomplete ones.

Managing Venues & Organizers

Venues and organizers were automatically created for you during registration, but they need your attention to be fully effective.

Updating Your Venues

  1. Review Existing Venues: Go to "Profile" → "Training Venues" to see your auto-created venue
  2. Edit Venue Details: Click "Edit" to update address, capacity, and amenities
  3. Add Photos: Upload images of your training facility to attract attendees
  4. Create Additional Venues: If you train at multiple locations, create a venue for each
  5. Check for Duplicates: Before creating new venues, search existing ones to avoid duplicates

Managing Organizers

  1. Access Organizers: Navigate to "Profile" → "Training Organizers"
  2. Update Your Organization: Add your company logo and description
  3. Set Contact Information: Ensure phone and email are current
  4. Add Affiliated Entities: Create additional organizers for partner organizations
  5. Use Existing When Possible: You can select any existing organizer when creating events
⚠️ Important: You can only edit venues and organizers that you created, but you can use any existing venue or organizer when setting up events. Always check for existing entries before creating new ones.

Creating & Managing Events

Events are the heart of your training business on Upskill. Here's how to create compelling training opportunities:

Creating Your First Event

  1. Start Creation: Click "Events" → "New Event" in the navigation menu
  2. Choose Event Type:
  3. Set Essential Details:
  4. Write Compelling Description:
  5. Add Event Image: Upload an eye-catching image (recommended: 1920x1080px)
  6. Configure Registration:
  7. Virtual Event Settings: If online, add:

Event Approval Process

📋 Note: New events must be approved by a Master Trainer (currently Joe Medosch) before appearing publicly. This ensures quality and consistency across the platform. Approval typically occurs within 24 hours.

Editing Existing Events

Managing Event Attendance

Efficiently tracking attendance ensures accurate certificates and helps build your training reputation.

Check-In Methods

Method 1: Manual Check-In (Web Interface)

  1. Go to your event page
  2. Click "View Attendees"
  3. Mark attendees as "Checked In" as they arrive
  4. Add notes for partial attendance if needed

Method 2: Event Tickets Plus App

  1. Download the Event Tickets Plus app on your mobile device
  2. Connect to your Upskill account
  3. Scan QR codes or search attendee names
  4. Real-time sync with the platform

App Setup Guide: Connect Event Tickets Plus App →

Certificate Generation

Professional certificates add value to your training and help attendees document their continuing education.

Certificate Requirements

Generating Certificates

  1. Navigate to Certificates: Click "Certificates" → "New Certificate"
  2. Select Event: Choose from your completed events
  3. Choose Recipients: Select all or specific attendees
  4. Review Information: Verify names, dates, and training details
  5. Generate PDFs: Click "Generate Certificates"
  6. Distribution Options:
✨ Certificate Features:

Frequently Asked Questions

How do I change my password?

Navigate to your Profile page and look for the "Change Password" section. Enter your current password, then your new password twice to confirm.

Why can't I see my events publicly?

New events require approval from a Master Trainer before appearing publicly. This typically happens within 24 hours. If your event hasn't been approved after 48 hours, contact support at joe@upskillhvac.com.

How do I get paid for my training events?

Val Buckles from our finance team will contact you to set up payment processing. You'll receive 100% of ticket sales minus standard Stripe processing fees (2.9% + $0.30 per transaction). Payments are typically processed weekly.

Who do I contact if I need help?

For technical support and event approval questions, email Joe Medosch at joe@upskillhvac.com. Joe is our Master Trainer and platform administrator.

Can I list any type of HVAC training event?

Yes! We welcome all HVAC-related training events, including:

Do I need to be a Certified measureQuick Trainer?

No, you don't need measureQuick certification to use the platform. While many of our trainers are measureQuick certified, we welcome all qualified HVAC trainers. The platform is open to anyone providing quality HVAC education.

How do I promote my events?

Your events are automatically:

You can also share your trainer profile link to drive traffic to all your events.

Can I offer discounts or promo codes?

Yes, you can create:

Getting Additional Help

📧 Email Support

For questions and technical issues:

joe@upskillhvac.com

💰 Payment Questions

Val Buckles handles all payment setup:

She will contact you directly

🎥 Video Tutorials

Coming soon: Step-by-step video guides for common tasks