Know exactly what to do — before, during, and after every ServSafe certification session.

Before the session
Prepare for Class Day
Everything you need to confirm, gather, and communicate before students walk in the door.
  • Confirm your exam orderVerify your exam access codes are ordered and ready for each candidate.
  • Review your materialsServSafe Manager Books, scratch paper, pencils, and your Exam Administration Handbook.
  • Communicate with studentsSend reminders — location, start time, what to bring, and what to expect.
  • Set up your spaceArrange seating, check lighting, confirm no unauthorized materials are accessible.
Download: Before Class Checklist
Training day
Run the Session
Step-by-step guidance for the day itself — from opening the room to collecting completed exams.
  • Verify IDsCheck each candidate’s photo ID before distributing any exam materials.
  • Read the exam instructions aloudRequired by ServSafe. Do not skip this step.
  • Monitor the roomNo phones, no notes, no unauthorized materials. You are responsible for exam security.
  • Collect and package examsFollow the Exam Administration Handbook procedures exactly for submission.
Download: Training Day Checklist
After the session
Close Out Correctly
What happens after the last exam is submitted — submitting results, following up with students, and keeping your records clean.
  • Submit exams promptlyOnline exams submit automatically. Paper exams must be mailed per handbook instructions.
  • Notify candidatesLet them know when to expect results and how to access their certificate.
  • Update your recordsLog the session date, candidate count, and any issues for your own files.
  • Follow up on failuresStudents who don’t pass need to retest. Have a plan ready to help them.
Download: After Class Checklist

Full Circle: Class to Test

The complete session reference — teaching the class and proctoring the exam back to back. One client, one session, maximum income.

Download: Full Circle Guide

Ready to find your first client?

The Build Your Business packages give you the client lists, cold call scripts, ebooks, and tools to turn your credential into real income.

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