A practical pre-launch guide.
In Tangilla, the Education and Events tools share the same underlying data table.
“Education” adds the extra CE and instructor logic that real estate boards need, but everything else—locations, rooms, pricing, notifications—works the same way.
Build your foundational records first, then crank out as many classes or events as you like.
¶ 2. Build It Bottom-Up (Do This Order and You Won’t Get Stuck)
| Step |
What You’re Creating |
Why It Must Exist First |
| 1 |
CE Types (e.g., Continuing Education, Non-CE, SAE) |
Every course must point to one. California still needs them even though we don’t push directly to the state database. |
| 2 |
Locations & Rooms |
A location won’t appear in a class until at least one room is attached. Committees use a separate location table—duplicate there if needed. |
| 3 |
Pay Scales |
Tangilla generates instructor purchase orders when a class is finalized. Even “free” in-house trainers need a $0 flat-rate pay scale. |
| 4 |
Instructors |
Add bio + photo now; they surface automatically on your public class feed and website calendar. |
| 5 |
Providers |
Your association will be one; add any third-party schools too. Check “Issue certificates & push to state” only if you’re the official provider for CE credit. |
| 6 |
(Optional) Course Groups |
Bundles for designations like GRI; few boards use them, but they let you track completion across several courses. |
| 7 |
(Optional) Bundles |
A marketing pack: sell three courses at a discount. Works the same way for events. |
| 8 |
Courses |
Title, owner, CE type, provider, billing path, default description, image. (No finance code → no save.) |
| 9 |
Instructors ↔ Courses Linkage |
On a course, click Manage Instructors; or on an instructor, click Manage Courses. Without this link, the instructor won’t appear when you build a class. |
| 10 |
Classes |
Date, time, room, pricing, registration window, evaluation URL. |
| 11 |
Notifications (do this before duplicating!) |
On-registration, reminders (x days before), post-event certificate/evaluation, no-show, change/cancel. Duplicated classes inherit them. |
- Pick the course you just built.
- Choose the instructor (they’ll only appear if linked).
- Set date & time using the 24-hour picker; display converts to standard time automatically.
- Pick the room; capacity defaults to room size but can be overridden per class.
- Set registration open/close dates. Tangilla lets you close up to 30 minutes after start.
- Pricing
- Member / Non-member tiers (future updates will add finer control).
- Early-bird and late fees are optional.
- Save — class lands in Draft status. Flip to Active when ready for the calendar.
Pro Tip: Duplicate orientation classes only after wiring notifications; each copy brings its relative dates along.
¶ 4. Day-Of and After-Class Tasks
- RSVP Tab: Add the occasional VIP manually (manual RSVPs never bill the member).
- Mark Attendance: Only attendees generate CE certificates and instructor POs.
- Finalize: Tangilla will:
- Create the instructor PO using pay-scale math.
- Issue member CE certificates (PDF in their portal).
- Push completion to the state database or export if provider is flagged.
If you must cancel or shift a live class:
Open Notifications, pick “Change date” or “Cancel event,” and Tangilla emails everyone and auto-refunds any credit-card charges.
Events skip all CE plumbing. From Events → Create:
- Title + billing path.
- Date, time, registration window.
- Location & room.
- Description & pricing.
- Save → Active. Add speakers later in Manage Speakers.
Multi-booking:
Enable if members can buy tickets for friends. Set a ticket limit and Tangilla collects non-member names/emails and sends confirmations.
- Registration Link: Found top-right of every class/event. Perfect for portal tiles, emails, or social posts.
- Public JSON Feed:
https://api.tangilla.com/event/v1/feed/{your-4-digit-code}/live
Exposes title, dates, pricing, instructor bio & photo, and course image.
Web providers can style freely; updates in Tangilla reflect instantly.
The following fields are available in the feed: Event ID, Course ID, Event Type, Event Title, Event Description, CE, CE Credits, CE Type Name, Secondary CE Credits, Secondary CE Type Name, Member Price, Preferred Pricing Label, Preferred Pricing Type, Price, Early Bird Pricing, Early Bird Price, Early Bird Member Price, Early Bird End Date, Time Zone, Event Date, Start Time, End Time, Registration Close, Instructor Name, Instructor 2 Name, Course Number, Provider Name, Provider Number, Location, Location Address, Location Type, Location Notes, Room, Room Notes, Capacity, Registered, Member Only, Online Registration, Registration Link, Tags, Course Image, Instructor Image, Instructor 2 Image, Instructor Bio, Instructor 2 Bio, Last Updated, and Segment Applied.
- No-Show Report: Finance can batch-invoice a fee.
- Segments: Attach to limit visibility (e.g., Brokers only).
- Sponsorships: Can be tied to classes/events later; skip during migration.
¶ 8. Best-Practice Checklist for Migration Sandbox
- Create fake CE types, pay scales, providers, courses, classes, and events—break things now, not in production.
- When you see Add New in a dropdown, just type and hit Save — Tangilla creates it instantly.
- Duplicate classes only after notifications are set.
- Never back-date committee terms; launch import covers history.
- Finance is the only dataset copied 1:1 from migration to production, so avoid edits there unless requested by Finance.
(Summary based on April 2025 training session)
¶ I. General Tangilla Navigation and Features
- The plus button (+) consistently means Add or Create on any page.
- Tangilla uses a microservices architecture, so modules like Events and Committees have separate databases that communicate via APIs.
- Example: A location created in the Committees module may not appear in Education/Events.
- The help button on each page links to documentation specific to that page.
- Users are encouraged to use built-in docs and AI tools (like Gemini or ChatGPT) for clarification — even asking for explanations “like I’m five.”
- New employees are valuable in spotting gaps in documentation.
Setting up the Education module should follow a bottom-up order since each layer depends on the one before it.
- Define Continuing Education (CE) types (e.g., Continuing Education Paid).
- Tangilla can automatically send completions to the state only in Texas (two-way integration).
- Other states: generates downloadable files for manual upload.
- Few required fields; setup is simple.
- Locations are shared between Education and Events.
- Important: A location won’t appear for a class until at least one room is defined.
- Include:
- Name
- Address
- Optional tags (often used for accounting)
- Notes — visible to attendees after registration (ideal for parking details or Zoom links).
- Unlike the Committees module, Education/Events do not support dual physical + virtual locations.
- Workaround: add virtual links in the room description.
- Define pay structures for instructors (e.g., flat rate, flat + per hour, per student).
- Not limited to individual instructors; can be named for clarity (e.g., Standard 3-Hour Flat).
- Profiles include contact info, optional state license details, bio, and image.
- Key dependency: An instructor must be linked to a course before being selectable for a class.
- This link can be made from either the instructor profile or the course record.
- Represents the school or organization offering the courses.
- The “Issue certificates & push to state” checkbox controls whether Tangilla:
- Auto-generates CE certificates in member portals.
- Includes provider signature on the certificate.
- Allow users to purchase multiple courses or events at a discounted rate.
- Each bundle has its own registration window and can be tied to promotions.
- You can upload a bundle image for the portal.
- Bundles can be limited to specific segments (targeted member groups).
- Represents the subject (e.g., English 101).
- Required fields: Course name, expiration date, course owner (often same as provider).
- Optional: CE hours, secondary CE type, course image (flows to public sites).
- Orientation courses follow different internal logic.
- The Save button activates only once all required fields are complete.
- A class is a specific occurrence of a course at a set date/time/location with an assigned instructor.
- A class cannot be created until a course has an instructor linked.
- Fields include:
- Start/end dates and times
- Instructor
- Registration open/close
- Delivery type (e.g., live classroom)
- Optional evaluation URL
- Pricing options:
- Member and non-member rates
- Early-bird discounts
- Late booking fees
- Always configure notifications before duplicating a class.
- Copies inherit all notification settings.
- Types include:
- On-registration confirmations
- Pre-event reminders (7 and 1 day before)
- Post-event evaluation / CE certificate notifications
- All changes to an active class (e.g., instructor, location, cancellation) must be made through Notifications.
- Updates calendars, websites, and auto-processes refunds for paid events.
- Draft classes can be deleted.
- Published classes can only be canceled (not deleted).
- Cancellation triggers auto-refunds and sends cancellation notices to all registrants.
- This action is irreversible.
- Events are simpler than classes — ideal for meetings, socials, or luncheons.
- No instructor field required.
- Supports multi-booking, allowing one person to register multiple attendees.
- Shares the same locations as the Education module.
- Bundles can also be created for events.
| Issue |
Likely Cause |
| Instructor isn’t showing up |
Instructor isn’t linked to the course or isn’t active for that course. |
| Location isn’t showing up |
Location was created in the Committees module or has no rooms defined. |
| Error message |
Request a description of the error; transient connection issues can trigger temporary errors. |
| “I canceled this course but can’t undo it” |
Certain actions, like canceling a published class, are irreversible — even by staff. |
This document condenses the core setup and troubleshooting guidance from the Tangilla Education & Events training.