Manages customers, companies, learners and qualification information with ease.
Single data entry saves time and reduces the margin for data input error while maintaining clear and concise customer data.
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 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.
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.
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.
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,
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.
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.
Our clients love Genius so much that 90% of new clients are referred by existing clients.
We would love to keep you informed about Genius, please subscribe below to receive our monthly emails (you can unsubscribe at any time).