upskill-event-manager/docs/TRAINER-PROFILE-SHARING-GUIDE.md

Trainer Profile Sharing User Guide

Table of Contents

• Overview
• How to Share Your Profile
• Sharing Options
• Profile Card Features
• QR Code Usage
• Customizing Your Profile
• 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
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

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Last updated: August 2025