Multiple account types
Support workspace owners, team members, restricted instructors, company portal users and individual candidate portal users.
Complete Training Genics feature directory
Everything needed to manage training delivery and customer bookings
Use one connected platform for course setup, delivery operations, company-level online sales, company customers, individual candidates, certificates, documents, invoices and communications.
Unlimited company users, customer portals, documents, customer payments and approved custom domains are included in the booking-based platform model.
Training Genics workspace
Features
- Connected course, booking and candidate records
- Responsive company, instructor and customer access
- Controlled access for company teams
Feature directory
Follow every course from setup and sale to delivery and evidence
Each module uses the same company, candidate, course and booking relationships, reducing duplicate entry and preserving a complete training history.
01
Accounts, access and workspaces
Give each user the correct workspace, role and level of access without separate user charges.
Registration and recovery
Provide public company and individual registration, email verification, verification resend, forgotten-password and secure reset processes.
Roles and permissions
Control contacts, documents, reports, exports, portal management and page access through role and permission checks.
Company user access
Give team members access to all companies or only the company records they need.
02
Training dashboard and course templates
Plan the training catalogue and see upcoming delivery activity from a responsive dashboard.
Course delivery dashboard
Use a FullCalendar-based dashboard with course capacity, status, candidate information and responsive upcoming-course lists.
Course templates
Store course names, references, default prices, capacity, VAT, public availability and reusable course information.
Rich course descriptions
Create WYSIWYG course descriptions with live customer-facing previews for each company’s booking pages.
Certificate controls
Configure and preview course-specific certificate templates without changing historical bookings.
03
Course dates, venues and instructors
Create operational course dates with the exact delivery schedule, capacity and people required.
Multi-day scheduling
Set a separate date, start time and end time for every course day using JavaScript date and time pickers.
Venue or online delivery
Select reusable venues with addresses and directions, or provide an online meeting URL.
Capacity and pricing
Load template defaults, override price or capacity by date and calculate remaining places before booking.
Instructor delivery access
Assign instructors, provide restricted dashboards and give access to assigned course details and sign-in sheets only.
04
Candidates, companies and customer records
Keep company customers, contacts, candidates and their training history connected.
Candidate records
Manage personal details, company links, booking history, course history, certificate status, expiry and login-account state.
Company records
Maintain company details, multiple contacts, a primary contact, candidates, bookings, invoices, documents and portal access.
Flexible relationships
Link existing candidates to a company, create a candidate during a booking or keep candidates independent for individual bookings.
Customer configuration
Manage branding, invoice identity, custom domains, Stripe Connect and optional company SMTP settings.
05
Bookings and operational delivery
Build company or individual bookings while checking price, capacity and duplicate candidates.
Four-step booking builder
Select a course date, choose company or individual billing, add candidates and review a live booking summary.
Consolidated company orders
Create one company order and invoice with a separate operational booking for each candidate.
Booking controls
Record price per candidate, VAT, payment classification, external payment, purchase orders, contracts and internal notes.
Change and cancellation tools
View, update, move, swap, cancel or remove bookings, issue credit notes and access invoice documents.
06
Company booking pages, basket and checkout
Let each training company sell course places through its own visitor basket and secure checkout journey.
Company booking pages
Publish future course dates on the company’s own booking pages with schedules, descriptions, venue or online details, price, VAT and remaining capacity.
Visitor-specific baskets
Keep basket contents isolated by visitor or account, with quantity updates, line removal and dependent optional items.
Company or individual checkout
Collect company and candidate information, support registration or login and validate discounts, price and capacity.
Stripe Connect payments
Take paid bookings through the training company’s connected Stripe account and confirm free courses without Stripe.
07
Certificates, documents and email
Keep evidence, customer documents and booking communications attached to the right records.
Certificate management
Upload or generate certificates, bulk-generate them for course candidates and track status, issue and expiry details.
Private documents
Upload general, company, customer-visible and course-date documents with secure controlled downloads.
Editable candidate emails
Manage confirmation, payment, joining instruction, date-change and cancellation templates with variables and live previews.
Reliable email delivery
Use reliable Training Genics email delivery by default, with optional tested company SMTP for customer-facing messages.
08
Customer portal, invoices and payments
Give companies and individuals secure access to bookings, invoices, documents and profile information.
Customer portal
Show upcoming confirmed bookings, invoice status, downloadable documents and company or individual profile details.
Workspace-branded invoices
Create booking invoices, line items, VAT totals, PDF downloads, credit notes and customer-visible invoice records.
Online invoice payment
Allow portal customers to pay invoices through Stripe Connect and handle payment-success updates.
Custom-domain portal access
Provide course and portal access on the company’s own domain with clear DNS guidance.
09
Reports, security and company settings
Keep reporting, branding, user access and company information clear and controlled.
Reports and exports
View booking, course and company reports, with permission-controlled CSV and account data exports.
Secure company workspaces
Protect company data with secure sessions, login safeguards, private file storage and separated workspace records.
Branding and company settings
Manage company details, logos, invoice branding, booking links, portal links, domains, payments and email settings.
Users and permissions
Add team members and instructors, assign suitable roles and control access to companies, documents, reports and exports.
Questions
Frequently asked questions
Can a course date contain several days?
Yes. Every day can have its own date, start time and end time, and the complete schedule can appear in booking emails, course views and customer-facing pages.
Can candidates receive certificates through the system?
Yes. Certificates can be uploaded or generated from course-specific templates, created in bulk and displayed against candidates and course dates.
Can each training company use its own brand?
Yes. Company settings cover the company identity, logo, invoice branding, public links, customer portal, custom domain, payments and optional SMTP.
Can reports and exports be permission controlled?
Yes. Access to reports, CSV exports and full account exports can be limited through company roles and permissions.
Bring your training journey together
Ready to simplify course delivery and bookings?
Explore the platform or contact the Training Genics team with questions about your courses, customers, payments and setup.