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.

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No per-certificate fees
US dollars supported

Booking confirmed

First Aid at Work · 14 Oct

Trainer assigned
Register created
Invoice drafted

Invoice #1042

Due Fri

Acme Construction Ltd

£240.00

Pay by card

Renewal reminder sent

Alice Box, First Aid at Work expires in 30 days

Sent to Alice and her manager

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.

Training administration

The full administration stack, connected

Booking management Schedule corporate bookings and open sessions in one place, assign trainers and track status.
Invoicing from bookings Generate invoices from bookings, send them and track payment from the same screen.
Automated reminders and chasers Certificate expiry reminders, payment chasers and booking confirmations go out on their own.
Client self-service portal Clients see their own records, download certificates and request bookings without calling you.
Trainer portal Trainers see their schedule, open course materials and complete registers on their own.
Automated certificate generation Branded certificates are generated and sent when training is completed, and expiry is tracked.