Analytics - Track engagement, performance, and course delivery KPIs. Monitor real-time data on learner participation, module completion rates, and assessment outcomes to identify trends and areas for improvement. Leverage interactive dashboards to visualise key insights and share customised views with stakeholders for informed decision-making.

Report - Auto-generate detailed, downloadable reports. Schedule automated report delivery in PDF or CSV format to key stakeholders, summarising enrolment figures, revenue attribution, and learner performance. Filter and customise report parameters on the fly to drill down into specific courses, date ranges, or learner segments for deeper analysis.

Awarding Body - Manage approval details, course listings, and renewals. Maintain accurate accreditation records by tracking approval statuses, expiration dates, and renewal requirements through automated notifications. Organise course offerings, prerequisites, and certification criteria in a centralised dashboard to reduce administrative effort and ensure regulatory compliance.

Invitation - Send automated assessment invites and track responses. Schedule personalised invites based on enrolment milestones or completion triggers, delivering via email or in-app notification. Monitor acceptance and response rates, dispatch reminders as needed, and log engagement metrics to optimise assessment participation.

Course & Course Type - Create, categorise, and manage all delivery methods. Define and group your courses and course types according to subject area, skill level, or delivery format, facilitating easy navigation and reporting. Leverage configurable templates to standardise module structures and prerequisites, ensuring consistency across offerings while reducing setup time.

Trainer - Assign and manage trainer availability. Maintain comprehensive trainer profiles, including qualifications, certifications, and specialities, to match instructors with suitable sessions. Track workload distribution, manage time-off requests, and integrate availability calendars to prevent conflicts and optimise resource utilisation.

Company - Oversee clients, partners, and booking records. Maintain centralised profiles for clients and partners with comprehensive contact details, engagement history, and partnership tiers to foster stronger relationships and targeted communications. Track bookings, monitor contract statuses, and automate renewal and follow-up reminders to streamline operations and boost retention.

User & Role - Add users, control access, and define roles by job function. Define granular permissions and role-based access controls to ensure administrators, trainers, and learners see only the modules, reports, and assessments relevant to their role. Automate user provisioning and deprovisioning through directory integrations, sync with HR systems for seamless onboarding, and audit permission changes to maintain security and compliance.

Payment & Payment Terms - Process payments, refunds, and instalments. Support multiple payment methods including credit cards, bank transfers, and installment plans, automating invoice creation and payment reminders. Integrate with accounting platforms for seamless reconciliation and generate transaction reports to maintain financial accuracy.

Sales Team - Track internal leads and pipeline performance. Centralize lead capture, assignment, and follow-up tasks, ensuring that opportunities are routed to the right team members in real time. Analyze pipeline health with customizable dashboards, forecast sales outcomes, and identify bottlenecks to optimize conversion rates.

Broker & Reseller - Manage referrals and allow controlled reseller access. Provide brokers and resellers with secure, role-based portals to submit leads, monitor referral statuses, and access marketing materials. Automate commission calculations, track payouts, and generate partner performance reports to incentivize network growth.

Smart Booking - Fast and flexible booking journey for staff and clients. Provide an intuitive, step-by-step interface that guides users through course selection, scheduling, and checkout with minimal clicks. Implement real-time availability checks, customizable booking flows, and built-in payment pre-authorisations to reduce errors and accelerate confirmations.

Venue & Booking Transfer - Coordinate logistics and transfer bookings easily. Manage venue capacities, resource allocations, and room assignments from a central dashboard, then seamlessly transfer bookings between venues or dates as needs evolve. Automate notifications to affected attendees and trainers to keep everyone informed and maintain an audit trail of all changes.

Tenant & Tenant Integration - Support and integrate multiple training brands under one system. Isolate data and configurations per tenant while sharing core features, enabling each brand to customise workflows, themes, and pricing models. Leverage unified reporting and cross-tenant APIs to synchronise enrolments, user profiles, and compliance records across your entire organisation.