Manage Customers, Companies & Learners

Manage company and customer data, assign discounts and link to their accounts in your chosen accounting software via our Xero, Sage or Quickbooks integrations.


integrations with leading accounts software, xero, quickbooks and sage

Manage detailed information on learners, upload a photo, proof of ID, record disabilities, historical qualification data. Manage attendance registers, exam results and renewal reminders, gaps in qualifications and more.

Advanced Search

Advanced global search tools allow you to find customers and learners accounts in seconds within minimal input.

Multiple Addresses

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

Multiple Contacts & Learners

Manage an unlimited number of contacts & learners within each company.

Attendance & Qualifications

Manage learners qualifications, attendance registers, exam results and more.

Renewals & Gap Analysis

Manage Qualification Renewal Reminders, Training Gap Matrix and more.

Advanced Stats & KPI

Analyze customers booking history and sales stats.
Qualification Renewaml Reminders
Training Gap Matrix

Qualification Renewal Reminders

Genius 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 LMS.

Training Gap Matrix

Genius allows you to enter 'Required Qualifications' for learners, then alerts you 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 Genius LMS and they can book training with you right and make secure payment from within the LMS.

Training Management Software
Training Gap Matrix
Feedback Surveys
Customer Surveys
Create FeedBack Surveys

Collect Customer Feedback

Creating bespoke feedback surveys is a breeze with Genius. 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 LMS.

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 Genius LMS.


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..

We would love to keep you informed about Genius, please subscribe below.