# Trainer Profile Sharing User Guide ## Table of Contents - [Overview](#overview) - [How to Share Your Profile](#how-to-share-your-profile) - [Sharing Options](#sharing-options) - [Profile Card Features](#profile-card-features) - [QR Code Usage](#qr-code-usage) - [Customizing Your Profile](#customizing-your-profile) - [Troubleshooting](#troubleshooting) ## Overview The trainer profile sharing feature allows HVAC trainers to easily share their professional profiles with potential clients, colleagues, and on social media. Each trainer gets a unique shareable URL and QR code that leads directly to their profile information. ### Key Benefits - **Professional Presentation**: Clean, branded profile cards with your photo and credentials - **Easy Sharing**: One-click URL copying and QR code generation - **Instant Access**: QR codes provide immediate mobile access to your profile - **Marketing Tool**: Perfect for business cards, email signatures, and social media ## How to Share Your Profile ### Step 1: Access Your Profile 1. Log into your trainer dashboard 2. Navigate to **Customize** → **Personal Profile** 3. Click the **"Share Profile"** button (blue button with share icon) ### Step 2: Use the Share Modal The share modal provides two sharing options: #### Option 1: Copy URL 1. The modal displays your personal profile URL 2. Click the **"Copy"** button to copy the URL to your clipboard 3. Paste the URL anywhere you'd like to share it #### Option 2: Screenshot the Profile Card 1. The modal shows a professional profile card 2. Take a screenshot of the card 3. Use the image on social media, in presentations, or marketing materials ### Step 3: Close and Share - Click the X or press Escape to close the modal - Share your copied URL or profile card image as needed ## Sharing Options ### Direct URL Sharing Your personal profile URL follows this format: ``` https://upskillhvac.com/find-a-trainer/profile/YOUR-ID/ ``` **Best for:** - Email signatures - Website links - LinkedIn profiles - Direct messaging ### QR Code Sharing Each profile includes a QR code that mobile users can scan to instantly access your profile. **Best for:** - Business cards - Printed materials - Trade show displays - Quick mobile sharing ### Profile Card Screenshots The generated profile card is professionally designed and includes all your key information. **Best for:** - Social media posts (LinkedIn, Facebook, Instagram) - Marketing presentations - Printed promotional materials - Email marketing ## Profile Card Features ### Visual Elements - **Professional Photo**: Your uploaded trainer photo or professional initial placeholder - **Certification Badge**: measureQuick certification badge overlay (if applicable) - **Clean Layout**: 600x300px professional design with rounded corners ### Information Displayed - **Your Name**: Display name from your profile - **Business Name**: Your training organization or company - **Location**: City and state information - **Certification Status**: Your current certification level - **QR Code**: Instant mobile access code ### Certification Badges If you're a **Certified measureQuick Trainer**, your profile card will automatically display the measureQuick certification badge in the top-right corner of your photo. ## QR Code Usage ### How QR Codes Work - Mobile users can scan the QR code with their phone camera - The code instantly opens your profile page in their browser - No app installation required - works with standard camera apps ### QR Code Best Practices 1. **Size**: Ensure QR codes are at least 1 inch square when printed 2. **Contrast**: Use high contrast backgrounds for better scanning 3. **Testing**: Always test QR codes before printing materials 4. **Placement**: Position codes where they're easily accessible to mobile users ### Common Uses - **Business Cards**: Add to back of cards for quick profile access - **Trade Shows**: Include on booth displays and handouts - **Presentations**: Add to final slides for audience follow-up - **Vehicle Graphics**: Include on work vehicle decals ## Customizing Your Profile To make your shared profile more effective, ensure your profile is complete: ### Essential Information - **Professional Photo**: Upload a clear, professional headshot - **Complete Name**: Use your professional display name - **Business Information**: Include your company/organization name - **Location Details**: Ensure city and state are accurate - **Certification Status**: Keep certification information up to date ### Profile Enhancement Tips 1. **Professional Photo**: Use a high-quality headshot with good lighting 2. **Complete Bio**: Fill out your "About" section with relevant experience 3. **Contact Information**: Ensure your email and phone are current 4. **Training Details**: Include your specializations and training formats 5. **Location Accuracy**: Verify your location for proper geographic targeting ### Updating Your Profile 1. Navigate to **Customize** → **Personal Profile** 2. Click **"Edit Profile"** to make changes 3. Save your updates 4. Your shared profile will automatically reflect changes ## Troubleshooting ### QR Code Not Working **Symptoms**: QR code displays as text or broken image **Solutions**: - Refresh the page and try sharing again - Check your internet connection - Ensure your profile information is complete - Contact support if the issue persists ### Share URL Not Copying **Symptoms**: Copy button doesn't work or shows error **Solutions**: - Try using Ctrl+C (PC) or Cmd+C (Mac) to manually copy - Check browser permissions for clipboard access - Try a different browser - Manually select the URL text and copy ### Profile Card Missing Information **Symptoms**: Profile card shows incomplete or blank information **Solutions**: - Complete your profile information in the Edit Profile section - Ensure required fields (name, location) are filled - Upload a professional photo - Contact support if information isn't displaying correctly ### Mobile Scanning Issues **Symptoms**: QR code won't scan with mobile devices **Solutions**: - Ensure adequate lighting when scanning - Hold phone 6-12 inches from QR code - Try different camera apps or QR scanner apps - Verify QR code quality and size ### Share Modal Won't Open **Symptoms**: Clicking Share Profile button doesn't open modal **Solutions**: - Refresh the page and try again - Disable browser ad blockers temporarily - Clear browser cache and cookies - Try a different browser - Contact support if the issue continues ### Common Error Messages - **"Profile not found"**: Your trainer profile may not be properly set up - **"Loading..."**: Check your internet connection and wait for data to load - **"Error loading URL"**: Try refreshing the page or contact support ### Getting Help If you encounter issues not covered here: 1. Check the main [Troubleshooting Guide](./TROUBLESHOOTING.md) 2. Contact your system administrator 3. Submit a support ticket with details about the problem ## Best Practices for Profile Sharing ### Professional Presentation - Keep your profile information current and accurate - Use professional language in your bio and descriptions - Maintain consistent branding across all shared materials ### Strategic Sharing - Include your profile URL in all professional communications - Use QR codes on printed materials for easy mobile access - Share profile cards on social media to increase visibility - Add your profile link to email signatures ### Tracking Success While the system doesn't provide analytics, you can track sharing success by: - Monitoring increased contact requests - Asking new clients how they found you - Including tracking parameters in shared URLs (if needed) - Following up on leads generated from shared profiles ### Marketing Integration - Include profile sharing in your overall marketing strategy - Use profile cards in presentations and proposals - Add QR codes to vehicle graphics and signage - Share profiles in industry forums and groups --- *Last updated: August 2025*