Manage Customers, Companies & Learners

Genius Training Management Software makes is simple to manage company and customer data, assign discounts and link to their accounts in your chosen accounting software via our Xero Integration, Sage or Quickbooks integrations.

Manage Customers

Manage detailed information on learners, upload photos, proof of ID, record disabilities, additional learning needs, historical qualification data and more. Manage attendance registers, exam results and renewal reminders, gaps in qualifications and generate & share certificates.

Manage Private Training

Manage Private Training for your clients at their venue (or any venue) with advanced statistics helping you to Analyze client performance.

Multiple Addresses

Manage unlimited number of addresses for corporate clients and report KPI on those addresses.

Unlimited Contacts & Learners

Manage unlimited contacts & learners within each company all included in your subscription (no charge per learner).

Attendance & Qualifications

Manage learners attendance registers, qualifications, exam results, create and store/share certificates and more.

Renewals & Gap Analysis

Manage Qualification Renewal Reminders, Training Gap Matrix (Required Qualifications) and more.

Advanced Stats & KPI

Analyze customers booking history and sales statistics allowing you to plan and grow your business.
Qualification Renewaml Reminders
Training Gap Matrix

Qualification Renewal Reminders

Genius Training Management Software automatically sends Qualification Renewal Reminder emails to customers before their qualifications expire based on a schedule that you set. There are 4 emails, Green, Amber, Red and Black with all emails including your contact details and a link for the customer to rebook training with you with just a few mouse clicks.

Email are sent automatically or you can choose to switch this feature off in your settings if you prefer.

Your customers and learners can also see a list of the qualifications and when they are due to expire in the Genius Learner Management Software.

Training Gap Matrix

Genius Training Management Software allows you to enter 'Required Qualifications' for learners, then alerts you and your customers / learners to gaps in the learners qualifications.

You can view all learners with gaps in any qualifications or view a single companies learners to see which training is required, you can then book training for those learners right from within Genius (see Orders & Finance).

The Training Gap Matrix is also available for your customers and learners to view via the Customer Platform and they can book training with you and make secure payment from within the Genius Customer Platform.

Training Management Software
Genius Training Gap Matrix

Personalised Email Templates

Genius uses our in built emailing system which uses your business email account, your email address and your company branding to send personlised emails to your customers.
Email templates make creating emails quick, simple and easily repeatable. No typing in email addresses as the automated Genius 'single input' system takes care of everything for you.
Sending bulk emails in Genius is done with a single mouse click saving time and improving accuracy,

Email Templates
Feedback Surveys
Customer Surveys
Create FeedBack Surveys

Collect Customer Feedback

Creating bespoke feedback surveys is a breeze with Genius Training Management Software. Multiple feedback options such as multiple choice, check boxes, star rating and more make your feedback surveys flexible.

Sending feedback surveys is quick and easy too, simply choose who the recipients are and send the surveys to multiple recipients with a single click. View individual feedback or group surveys together to view averages. All feedback surveys are completed by your customers and learners via the Genius Customer Platform.

Share Files
Upload to Cloud
Share Files with Customers & Trainers

The Genius File Sharing service allows you to upload files to the cloud for storage or to share.

Sharing with Customers
Upload learning materials or certificates to share with customers & learners. Your customers & learners can then download these files via the Customer Platform.

Sharing with Trainers
Upload learning materials, invoices, documents or any files to share with your trainers. Trainers can then download these files via the Trainer Platform.

What our Clients Say..

Our clients love Genius so much that 90% of new clients are referred by existing clients.

Let's keep in touch..

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