Training Management Software
for Training Companies
Manage clients, bookings, trainers, certificates and compliance from one platform. CertSlate connects every part of your training business so you spend less time on admin and more time delivering great training.
Fully and easily usable on all mobile devices
Run your whole training business from one place
CertSlate follows the job from the first booking to the next renewal, so your team spends its time on training rather than paperwork.
Cut the admin
A booking feeds the register, the certificates and the invoice. You enter things once and CertSlate carries them through, so nothing is re-typed, lost or forgotten.
Get paid without the chasing
Create invoices from bookings, send them from the platform and let automated emails chase payment. On Pro, clients can pay by card inside their portal.
Never miss a renewal
Staff and client managers are reminded before certificates expire, and your clients can check their own compliance whenever they like without ringing you.
Show your training works
Run quizzes, polls and feedback live in the room, then see learning gain, confidence change and ratings in your results. Real evidence for your clients.
One connected record, start to finish
- Booking
- Delivery
- Attendance
- Certificate
- Invoice
- Renewal
New Pro
Your courses, on your own website
Add pictures, an overview and the details people look for to each course in CertSlate, then show them on your website. A catalogue, a page for every course, and live dates and prices, always up to date because they come from the same place you run your bookings.
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A ready-made page for every course
CertSlate hosts a branded page for each course, with pictures, content, upcoming dates and a Book button.
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Embed it in your own pages
Drop a catalogue or a single course into any page with one snippet. It resizes itself to fit.
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Or build it into your design
The in-page widget takes your colours and font, and adds Course data to your page for search engines.
- Pictures and galleries
- Categories
- Live dates, prices and places
- Book button to a secure booking page
New feature offer Pro
A free website, included with every Pro plan
Not just your courses: a complete website. Pick a template, edit it in the built-in editor, use your own domain, and we will help with the full set up. It is a special offer on our new website feature, and if you sign up while it is on, it stays included in your plan.
Everything a training company needs
From first booking to certificate renewal, CertSlate handles the admin so your team can focus on delivering great training.
Run your courses
From first enquiry to the day itself
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Booking management Schedule training for client companies with attendees, dates, venues and trainers, and handle enquiries in one place.
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Open enrolment and public booking Publish sessions on a public booking page with no login. Pro adds card payment and a website widget.
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Calendar A monthly view of everything scheduled, with iCal feeds for Google, Outlook and Apple.
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Trainer management and portal Assign trainers by role. They see their schedule, registers and materials, and record their availability.
Prove the training
Certificates that look like you and issue themselves
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Branded certificate generation Design templates with your logo and layout. PDFs generate automatically on completion. QR verification on Pro.
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Training record bulk import Add a whole cohort from a spreadsheet and every staff member gets their certificate by email.
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Automated expiry reminders Staff and clients are reminded before certificates expire. Pro sets its own schedule.
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Third-party certification Pro Upload certificates issued by an awarding body and keep them on file with each booking.
Certificate designer Attendance and registers CertSlate Live
Look after your clients
Give every client a window into their training
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Client and staff management Manage many client companies and their staff, with training history and compliance at a glance.
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Client self-service portal A branded portal where clients see records, compliance, certificates and invoices, and request bookings.
Get paid and see how it is going
Invoice from the booking, then see what is working
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Invoicing Generate invoices from bookings, bundle several into one, and send them with automated payment reminders. Pro adds card payments through Stripe and Xero, both in beta.
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Analytics dashboard Pro Bookings, revenue, completion rates and ratings across courses, trainers and clients, plus your Live results.
New feature now live
Interactive sessions that run on your attendees' own phones
- Customisable learning quizzes
- Feedback forms
- Live Q&A
- Polls and word clouds
- Confidence checks
- And more
CertSlate Live turns every session into a conversation
Pre-create your own interactive quizzes tailored for each course. Attendees simply scan a QR code to join in seconds. No app to install and no account to create.
- Projector view that fits any screen
- Attendees sign in to the register by QR code
- Countdown timer and random picker for group work
- Results saved to your feedback pages, with analytics on Pro
Quizzes with learning gain
Run a quiz before and after the course. CertSlate scores both and shows how much the group learned, counting only the people who did both.
Confidence checks
Attendees rate how confident they feel from 1 to 10, before and after. For practical skills it is often more telling than a test.
Polls and word clouds
Single choice, pick several, a 1 to 10 rating or a word cloud. Answers build up live on the projector as people respond.
Understanding check
One tap: with you, not sure or lost. Run it as often as you like and watch understanding change through the day.
Live Q&A
Attendees ask questions anonymously and upvote each other’s, so the ones the room most wants answered rise to the top.
Feedback in the room
Collect a rating and comments while everyone is still there, instead of chasing people by email afterwards.
See it in action
Design once, generate forever. Upload your background, place fields exactly where you want them, and CertSlate issues PDFs automatically on completion.
All your client companies and their staff in one place. Import records in bulk, track training history, and see compliance at a glance.
Define your courses with pricing, duration, and expiry periods. Attach a certificate design and it is issued automatically when training is completed.
Your clients get their own branded portal to view training records, check compliance, request bookings and see invoices, without needing to contact you.
Pro plan: every certificate includes a unique QR code. Employers, regulators, or auditors can scan it instantly to verify authenticity, with no login required.
See every client at a glance. Overdue certificates, upcoming renewals, pending enquiries, and outstanding invoices, all on one screen the moment you log in.
Pro plan: real-time analytics across bookings, revenue, courses, trainers and clients, displayed in clear, easy to read graphics.
Manage your team of trainers with synced calendars, so you can see where everyone is and which courses they are delivering. Upload course content including video links and presentations. The built-in register generates certificates for all registered learners on completion, pending senior trainer sign-off.
CertSlate uses your booking data to generate and send invoices directly to your clients, with automated emails to chase payment. On Pro, clients can pay by card through Stripe (beta). All documents are downloadable and easy to store.
Simple, transparent pricing
14-day free trial on all plans. Pay yearly and get 12 months for the price of 10.
Starter
£40.83 a month, billed yearly Save £98
14-day free trial
Everything a training company needs to get up and running with digital records and certificates.
Get started- Unlimited clients & staff members
- Unlimited bookings & training records
- Branded certificate generation (1 design)
- Bulk training record import
- Open enrolment & public booking page
- Client Manager portal
- Trainer portal (1 seat included)
- Booking management & enquiries
- CertSlate Live: quizzes, polls & Q&A in the room
- Invoicing
- Automated expiry reminders
- Calendar & iCal feed
- Email support
Additional trainer seats at £25/seat/month
Pro
£82.50 a month, billed yearly Save £198
14-day free trial
For growing training businesses that need more designs, deeper insights, and tools to scale.
Get started- Everything in Starter, plus:
- 3 trainer seats included (vs 1)
- Up to 10 certificate designs
- QR code verification on certificates
- Online card payments with Stripe (beta)
- Xero accounting integration (beta)
- Third-party certification
- Advanced analytics dashboard
- Custom expiry notification schedules
- Course catalogue, course pages and website embeds
- Free website included (new feature offer)
- Priority email support
Additional trainer seats at £25/seat/month
Enterprise
Tailored to your business
For larger training organisations with complex needs, multiple teams, or bespoke requirements.
Get in touch- Everything in Pro
- Volume pricing
- Unlimited trainer seats
- Dedicated onboarding support
- Custom integrations
- SLA & uptime commitment
- Account management
New feature offer
Website add-on
A complete website for your training company, built into CertSlate and connected to your courses.
Planned price: from £29/month Included in all Pro plans
A special offer on our new website feature. Sign up while it is on and it stays included in your plan.
- Easily customised in the built-in editor
- Kept up to date automatically with your courses in CertSlate
- Contact form included
- Use your own domain
- We help with the full set up
- Multiple templates to choose from
- Millions of stock images to use
- Hosting and security certificate included
- A page for every course, created automatically
- Mobile-friendly and built for search engines
- Your logo, colours and font carried across
- Preview before you publish, with one-click rollback
Get in touch
We're onboarding training companies now. Tell us a bit about your business and we'll be in touch within one working day.
- We'll set up your account and walk you through the platform
- We'll help you import your existing training records
- We'll design your first certificate template together