Sending Invitations to a Class in the Train Tab

  • To add members who are part of a class or training (Using an SDI 2.0 Credit and a Training Credit (formerly known as a Learner Toolkit Credit)
  • Send Invitations to New and Existing Members Using the Train Tab (because you're running a workshop using the Core Strengths Results through Relationships Workshop Curriculum)

You can create a class of members, invite them to take the SDI 2.0, and give them a copy of their Learner Guide. To send an invitation to a new or existing member by using an SDI 2.0 Credit and a Training Credit (formerly known as Learner Toolkit Credit), follow these steps: 

  1. Log in to

  2. Click Train in the top-level navigation.

  3. Click Classes in the second-level navigation.

  4. Click Add Class + and fill out the relevant details for the class making sure the class name is unique and save.

  5. Click on the class you created
  6. Click Add Learner +
  7. Update the following fields:

    1. First name

    2. Last name

    3. E-mail address

    4. Job title
      If you don’t want to enter a job title, include a hyphen ( - ) in this column.

  8. Click Add Learner.
    Repeat these steps for every member you'd like to add to your account.

Add Members Using the Assess Tab