Organization Settings

Organization Settings is where you manage your subscription, billing, course configuration, and integrations. The sidebar is organized into the following sections:

• Subscription & Billing — Your landing page. View subscription status, participant bank balance, and billing settings. Also includes Invoices, Payment Methods, and Company Info.
• Course Configuration — Participant Experience, Certificate Templates, Registration Types, Accreditations, Custom Fields, Marketplace, and Permissions.
• Reports & History — Usage History, Transcripts, Global Participant Search, Payment History, Credit Reporting History, and Question Fingerprint Report.

Company Info

Manage your organization's name, logo, and contact details.

• Company Name

  The company name. This allows lecture participants to know who they are purchasing the lecture from.

• Company Logo

  Upload your organization's logo. Must be smaller than 1 MB.

• Phone

  Your organization's phone number.

• Address

  Your organization's mailing address (address, city, state, zip).

Participant Experience

Configure settings that affect how participants interact with your courses.

• Help & Contact Widget

  Checking this box enables a help widget that allows potential participants to ask questions. Questions are sent to the Public Contact Email.

• Public Contact Email

  Enter a public contact email. All questions from the help & contact widget are sent to this email address.

• Enable Automatic ACPE Submission

  Checking this box enables Admins to set up an API connection between their LecturePanda account and the ACPE.

  INFO

  Admins must work with the ACPE to receive API credentials. These credentials are then entered on this page as a one-time setup. If you need help setting up your API integration, click here.

Certificate Templates

Create certificate templates that will be generated based on the lecture’s credit information. All accounts have access to a standard certificate template. If Admins need additional certificate templates they can duplicate an existing template and make any needed edits.

Use the drop-down list of tags to easily add dynamic information to a certificate template.

Registration Types

Create and manage Registration Types for all lectures.

Creating a Registration Type

Use the green “+ Add Registration Type” button to create a new registration type.

• Internal Name

  This name will only be visible to admins.

  TIP

  Use a specific name that makes internal organization simple.

• Label

  This name will be publicly visible to registrants and attendees.

  TIP

  Use a broad name that makes it clear what type of users should select this option.

• Meanings

  Select the ACPE type if this registration type will also have its credits submitted to the ACPE.

• Additional Registration Fields

  Optional. Select additional questions to ask these registrants.

  INFO

  Additional questions can be managed here.

• Required Fields

  Optional. Mark any of the additional questions as required.

Custom Fields

Create custom fields that can be used to gather information about participants. Questions created here can be attached to a specific Registration Type or be added as general questions that are asked to all participants regardless of type.

Creating Custom Fields

Click the green "+ Add Registration Field" button to add a custom field.

• Label

  Enter the question you want to ask registrants.

• Field Type

  Select if this question is a free text or dropdown response.

  TIP

  If the question is a dropdown response, Admins can copy and paste a list of pre-written options.

• Meanings

  If the information gathered from this question is mapped to the ACPE or other field mapping, Admins can define that relationship here.

• Advanced Settings

  An input mask forces data to be formatted in a certain way. For example, a 99/99/9999 would force data to format as __/__/____ and would only allow numeric characters to be entered.

  TIP

  9 = any number. a = any letter. * = any character.

• Really Advanced Settings

  • RegEx Validator: Define the regular expression pattern that the data must match.
  • RegEx Error Message: Define the error message to be shown if the data does not match the pattern defined by the RegEx Validator.

Course Management

Configure how courses are automatically managed in your organization.

• Auto-Unpublish Expired Courses

  When enabled, courses are automatically removed from catalogs (Publications/Series) once all their credits have expired. This feature runs daily at 12:03 AM and only unpublishes courses where all active credits with expiration dates have passed. Credits without expiration dates are considered non-expiring.

  INFO

  Existing registrations for expired courses are not affected. Learners who have already registered can still access the course and claim their credits. Only the course visibility in catalogs is changed.

  TIP

  This setting is enabled by default for all organizations to help keep catalogs clean and current. You can disable it if you prefer to manually manage course visibility.

Payment Methods

Manage saved credit and debit cards for paying orders. Your card details are securely handled by Stripe and are never stored on LecturePanda servers.

To access Payment Methods, navigate to Organization Settings > Payment Methods. You will need the ORDERS or ACCOUNT_SETTINGS permission to see this section.

Viewing Your Saved Cards

The Payment Methods screen displays a table of all your saved cards, including:

Column	Description
Card	The card brand (Visa, Mastercard, etc.) and the last four digits of the card number.
Expiration	The card's expiration date. Expired cards are shown with a red "Expired" label and cannot be used for payment.
Status	Shows a blue "Default" label if the card is set as your default payment method.
Actions	Options to set a card as your default or remove it from your account.

Adding a New Card

1. Click the green Add New Card button.
2. Enter your card details in the secure card form provided by Stripe.
3. Click Save Card to save the payment method to your account.
4. You will be redirected back to the Payment Methods list with a confirmation message.

Setting a Default Payment Method

Click the Set as Default button next to any saved card. The default card will be automatically selected when you pay for an order, saving you time on future purchases.

Removing a Saved Card

1. Click the red Remove button next to the card you want to delete.
2. A confirmation dialog will appear asking you to confirm the removal.
3. Click Confirm to permanently remove the card, or Cancel to keep it.

Using Saved Cards During Order Payment

When paying for an order, your saved payment methods are displayed automatically. Your default card is pre-selected. You can:

• Select any of your saved cards to pay with.
• Choose Enter new card details to pay with a card that is not saved.
• Check the Save this card for future purchases checkbox when entering new card details to add the card to your saved payment methods.

INFO

Expired cards are visible in the list but cannot be selected for payment. If your only saved card has expired, you will need to enter new card details or add a new card in the Payment Methods section.

Participant Bank Auto-Refill

Automatically purchase additional participant seats when your bank falls below a set threshold. This feature requires a saved payment method on your account.

Auto-refill keeps your participant bank topped up without manual intervention. When the number of remaining participants drops below your configured threshold, LecturePanda automatically charges your saved payment method and adds the purchased seats to your bank.

Requirements

Before enabling auto-refill, you must have a saved payment method (credit or debit card) on your account. You can add one in Organization Settings > Payment Methods.

Configuring Auto-Refill

These settings are found on the Subscription & Billing page (the landing page of Organization Settings), under the Participant Bank section.

• Low Participant Threshold

  Receive weekly alerts when your bank drops below this number. Auto-refill will also trigger when participants fall below this value.

• Auto-Refill Participant Bank

  When checked, LecturePanda will automatically purchase participants on your behalf when the bank falls below the threshold. Requires a saved payment method.

• Auto-Refill Quantity

  The number of participant seats to purchase in each automatic top-up. Must be a valid participant amount (a multiple of 50, up to 18,200). Pricing follows the standard participant bank rate.

How It Works

1. LecturePanda checks your account daily.
2. If remaining participants are below your threshold, a purchase is automatically initiated for the configured quantity.
3. Your saved default payment method is charged.
4. On success, the participants are added immediately and you receive a confirmation email with an invoice attached.
5. On failure, auto-refill is automatically disabled and you receive an email with the reason for the failure. You will need to re-enable it after resolving the issue with your payment method.

TIP

Set your auto-refill quantity to a number that comfortably covers your typical registration volume so you are not topped up too frequently.

Subscription

View and manage your organization's subscription status and billing preferences. This page is available to account owners with ACCOUNT_SETTINGS permissions.

Subscription management is available on the Subscription & Billing page, which is the landing page of Organization Settings.

Current Status

Your subscription status is displayed as a color-coded label at the top of the page. The possible statuses are:

Status	Description
Pro (Active)	Your Pro subscription is active and will automatically renew at the end of the billing period.
Pro (Non-Renewing)	Your Pro subscription is still active but will not automatically renew. You can re-enable auto-renewal at any time before the billing period ends.
Trial	You are currently on a free trial. You can activate a paid Pro subscription when you are ready.
Inactive	Your subscription has expired. You can reactivate a Pro subscription to restore full access.
Waived	Your subscription fees have been waived. You can convert to a paid Pro subscription if needed.
Pro (Suspended)	Your account is suspended due to an overdue payment. Pay your outstanding invoice to restore your subscription.
Pro (Non-Renewing, Suspended)	Your account is suspended and auto-renewal was previously disabled. Pay your outstanding invoice to restore access.
Enterprise (Active)	Your Enterprise subscription is managed by LecturePanda. Contact support for any changes.
Affiliate	Your Affiliate account is managed by LecturePanda. Contact support for any changes.

Managing Your Subscription

Depending on your current status, you will see different actions available on the subscription card:

Activating a Pro Subscription

If your account is in Trial, Inactive, or Waived status, you will see a Click to Activate Pro Subscription label on the subscription card. Clicking it will:

1. Show a confirmation dialog with the annual subscription price.
2. After you confirm, an invoice will be generated and you will be redirected to the Invoices page to complete payment.

INFO

If no pricing information is available, the activation label will be disabled. Contact support@lecturepanda.com to set up your subscription.

Disabling Auto-Renewal

If your subscription is Pro (Active), you will see a green Auto-Renewal Enabled — Click to Disable label on the subscription card. Clicking it will:

1. Show a confirmation dialog explaining that your subscription will remain active until the end of the current billing period but will not automatically renew.
2. After you confirm, your status will change to Pro (Non-Renewing).

Re-Enabling Auto-Renewal

If your subscription is Pro (Non-Renewing), you will see an orange Auto-Renewal Disabled — Click to Re-Enable label on the subscription card. Clicking it will:

1. Show a confirmation dialog confirming that your subscription will automatically renew at the end of the billing period.
2. After you confirm, your status will change back to Pro (Active).

Suspended Accounts

If your account is suspended, you will see a warning label with a link to the Invoices page where you can pay your outstanding invoice to restore your subscription.

Enterprise and Affiliate Accounts

If your account is on an Enterprise or Affiliate plan, the subscription card will display your current status as read-only. To make changes to these plan types, contact support@lecturepanda.com.

Subscription Auto-Renewal

LecturePanda subscriptions renew annually. If you have a saved payment method on your account, your subscription will be renewed automatically when it expires.

Auto-Renewal Behavior

• With a saved payment method: Your default card is automatically charged at renewal. You will receive a confirmation email with an invoice attached.
• Without a saved payment method: A renewal invoice is emailed to you and payment must be submitted manually via the link in the invoice email.

When Auto-Renewal Fails

If the automatic charge fails (for example, the card is declined or has expired):

1. A renewal order is created in your account with a status of Unpaid.
2. Auto-renewal is disabled on your account.
3. You receive an email explaining the reason for the failure and providing a link to pay the invoice manually.
4. If the invoice remains unpaid, your account will eventually be suspended.

To re-enable auto-renewal after a payment failure, resolve the issue with your payment method and contact support, or re-enable it through your account settings once a valid payment method is in place.

INFO

You will receive a reminder email approximately 30 days before your subscription is due to renew.

TIP

The Subscription & Billing page remains accessible even when your account is suspended, so you can always view your status and navigate to the Invoices page to make a payment.

Marketplace

Set up your Marketplace to allow other LecturePanda users to list your lecture on their Publications.