Opening the build…
From the first registration to the trainer’s roster, payment, and certification. A custom ERP for the work between them.
Inside the build
Training requests arrived through an online form. Staff called each person to arrange a class and collect payment, or waited to collect it in person. A name added to a Google Calendar event was the class roster. After training, the team manually printed a certification card. Across trainees, invoices, and bank payments, the records did not consistently match.
We connected the complete training journey. Customers choose an available class, book themselves in, and pay before attending. The booking feeds the schedule and trainer roster. Once the participant has passed the required assessments, the digital certification card is issued. Invoices, payments, and refunds stay tied to the same operational records.
Customers select an available class and complete payment as part of booking. The confirmed registration moves directly into the schedule and roster, replacing the enquiry, callback, and separate payment collection.
Open full capture ↗Inside the build
Before, an online enquiry led to a phone call, a manual booking, and payment collected over the phone or in person. Now customers choose their class and pay during booking. Staff can see who is booked and paid before the training day.
A name in a Google Calendar class and a manually printed card were the old handoffs. The new workflow connects the trainer’s roster, completed assessments, and digital certification. The card is issued after the participant has successfully passed.
Trainees, invoices, and money in the bank used to tell different stories. Now the booking and its financial activity are connected, including payment records, refunds, and the reason a refund was issued.
Customers can book and pay for their own training. Staff and trainers work from connected registrations and schedules. Successful trainees receive a digital credential, and the business can follow the financial record down to the reason for a refund.
Booking, training, certification, and financial activity stay connected as the operation grows.