Training Administration
Training Administration Software
that Cuts the Paperwork
Bookings, invoices, certificates, reminders, client access and trainer management. All connected in one platform so you spend less time on administration.
The administration of running a training company can take as long as the training itself
Bookings come in and need to be confirmed. Training gets scheduled and trainers need to be briefed. Courses run and certificates need to be generated. Invoices need to be created, sent, and chased. Renewals need to be tracked and clients reminded. Registers need to be completed and filed.
Each task is manageable on its own. Together, spread across different tools and inboxes, they can easily consume as much time as the actual training delivery. For a growing training company, administrative overhead is often the biggest barrier to taking on more work.
CertSlate connects all of these processes in one place. When a booking is created, the trainer is assigned, the invoice is generated, the certificate is issued, and the renewal is tracked. The system handles the follow-up. Your team handles the training.
The full training administration stack, connected
No more switching between tools. No more transferring information between systems.
Booking management
Schedule bookings for corporate clients and open course sessions in one place. Assign trainers, manage attendees and track status without switching between tools.
Invoicing from bookings
Generate invoices directly from bookings. Client details, course information and amounts are already in the system. Send invoices and track payment from the same screen.
Automated reminders and chasers
Certificate expiry reminders, payment chasers and booking confirmations go out automatically. The system follows up so your team does not have to.
Client self-service portal
Clients access their own portal to view training records, download certificates and submit booking requests. Fewer routine inbound calls and emails to your office.
Trainer portal
Trainers see their schedule, access course materials and complete attendance registers through their own portal. Less coordination needed between trainers and your office.
Automated certificate generation
Branded certificates are generated and sent automatically when training is completed. No manual steps per attendee. Expiry is tracked and renewals are flagged automatically.