Coordinators “at-a-glance” functions enable availability to be clearly seen and shared in real-time.

Trainer's portal provides a complete environment for trainers.

• Calendar style diary
• Enter post-training reports
• Enter and manage their own expenses
• Team leader's diary - access to all the trainers under them

Management reports tailored to allow a better understanding of profitability of courses, trainers, customers.

The training course booking process can work in many ways, allowing the flexibility you need:

• Coordinators can make outbound calls to delegates, and book while on the phone
• Delegates can book directly over the internet
• Delegates can book by email
• Courses can be re-scheduled and re-allocated easily, allowing utilisation rates to be maximised

Automated confirmation processing:

• To delegates via email
• New work immediately shows on the trainer's portal
• Course notes, joining instructions, handbooks
• Invoice production and integration with Sage, Quickbooks etc.

Importing of delegate lists

• Bulk loading of delegates
• Thousands of delegates can be automatically loaded
• if delegates not known prior to course, can be entered by trainer or coordinator via “attendance sheets”

Integration with account systems

• Invoices can be generated for customers
• or even feed directly into account packages (Sage, QuickBooks etc.)

Business Benefits

Improve Utilisation – The system will enable your coordinators to increase numbers of training courses run, improve communication between customers and trainers, easily re-book courses, and rapidly highlight course/trainer availability. The system can swap from a demand-led booking process, to an availability-led booking process, as required.

Improved Profitability – In addition to speeding up the booking process, the system enables training coordinators to easily identify and fill the smaller blocks of un-utilised time, where training businesses can significantly improve profitability.  This allows managers to look ahead and plan how coordinators can become proactively involved in targeting unsold availability.

All of the cost and revenue information for each course is fed into the system; the cost of the venue, the trainer’s time, travelling expenses, etc. together with the number of delegates who attended the course and the fees charged.

With all this data in the same system, management can run standard reports to provide vital information on the profitability of every aspect of their business.

Customer Service – The system enables training companies to respond to their customer needs faster and more efficiently. The system scheduler ensures that no mistakes are made in the booking of the courses and uses many levels of control to help prevent users of the system from making mistakes. The automated fulfilment process, with email and letter generation, is a crucial function in minimising errors.

The system provides all the tools necessary to support coordinators in making out-bound calls to customers.

Customisation – The system offers both “out of the box” functionality as well as the flexibility to be changed to reflect your unique business process. This offers the best of both worlds in terms of a system which is priced as if it were a package, but with the appearance of a custom system.

This means that you do not have to change your business processes to adopt the new system. This reduces the risk associated with the pre-packaged “take it or leave it” approach. You will get a system that matches what you do now with no compromise.

Read more: system overview