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Records and compliance

Training Records Software for Training Providers

One place for every staff record, every certificate and every compliance gap across all your clients. Instant answers instead of spreadsheet searches.

  • Cancel anytime
  • No per-certificate fees
  • US dollars supported

When a client asks who is due for renewal, you need an immediate answer

A training company managing multiple clients can easily have thousands of training records spread across dozens of organisations. Keeping track of which staff have completed which training, when their certificates expire, and who needs to be reminded is genuinely complex.

If your answer to "who is due for renewal next month?" involves opening a spreadsheet and filtering columns, you already know the problem. The data exists, but it is not working for you.

CertSlate keeps every training record in one place, connected to the client, the staff member, the booking, and the certificate. Every record is current. Every expiry is tracked. Every reminder goes out automatically.

Records and compliance

Everything your training records need

  • Staff and training history Every staff record holds the full history of training completed, certificates issued and renewals due, across all clients.

  • Compliance overview See certificate status for whole client companies or individual staff, and spot gaps before they become a problem.

  • Automated expiry reminders Staff, client managers and your team are reminded before certificates expire, with no spreadsheet to check.

  • Bulk record import Add records for a whole cohort from a spreadsheet. Certificates are emailed to every staff member automatically.

CertSlate client staff list showing staff members and their training status

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Add pictures and an overview to each course, then show a catalogue and a page for every course on your own site.

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See every training record in one place

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