Genius Platforms

Genius is much more than just 'Training Management Software' and includes 4 platforms as standard.


Training Management Software (TMS)

Genius Training Management Software is the core of Genius and controls the other 3 platforms. Here you store all of your business and customer data. This is where you plan and manage your training events, bookings, customers & learners, trainers, expenses, finance and much more.

Customer Platform

Your customers and learners have free access to the Customer Platform to manage their training, qualifications, renewal reminders, training gap matrix, quotes, invoices, orders and more. Read More..

Trainer Platform

Your trainers, whether employed or freelance all have free access to the Trainer Platform to manage their own diary, expenses and fee's, assigned events, attendance registers, exam results and more. Read More..

Website Integration & Marketplace

Integrate your website with Genius Training Management Software to accept online bookings & secure payments. The live feed from Genius displays real time availability and prevents overbooking. Using Marketplace via the Customer Platform allows your customers to book training and make secure payment all without leaving the Customer Platform.
Read More about Website Integration.

Unique Selling Point

Genius clients report that when pitching to potential prospects the Customer Platform is often one of the deciding factor when selecting them as their chosen training provider.
The Customer Platform essentially gives your customers secure access to their very own Training Management Software without paying for it, while creating a transparent audit trail for each learners qualifications and progress.

Sharing Information

Using the Genius Files Sharing Service you can upload files to share with your trainers (via Trainer Platform) and your customers (via Customer Platform). This is a completely secure way to share sensitive information on business, training, learners qualifications and more.

Seamless Integrations

Genius Training Management Software offers seamless integrations with your favourite software, such as Xero, Quickbooks and Sage accounts, Stripe secure online payments, Google Maps & SatNav, Google Analytics, (Amazon) AWS File Storage and many more integrations on the way.

Global Reach

Genius Training Management Software handles multiple currencies, tax rates, date formats, regions and time zones with ease making it the perfect choice for Global companies.

Time = Money

Genius Training Management Software saves our users approx 60% on their training administration time each day. Calculated over a year that is a significant cost saving on training administration.
Genius Training Management Software
Training Management Software

Planning Training

Planning and managing training is quick and simple with Genius Training Management Software. The use of templates and process automation speeds up the planning and building process. Single data entry makes creating course, venue, check lists and resources templates quick while keeping your data clean and concise.

The 'Trainer Planner' allows you to view multiple trainers diaries at once to check availability then assign or split training events with multiple trainers.

Automated joining instructions creation is fully integrated with Google Maps and SatNav for that superior customer experience. Sending joining instructions is done in a single mouse click, or your customer can download them from the Customer Platform.

Manage Resources & Expenses

Genius Training Management Software allows you to create reusable resources and expenses templates that can be applied to training events by default or with a single click.

Managing training resources and expenses allows Genius Training Management Software to automatically calculate profit / loss and break even on each event in real time, allowing you to assess viability and maximize profits.

Advanced statistics allow you to analyze trainer, course and venue expenses at a glance allowing you to strategize and plan accordingly.

Training Management Software
Genius Training Management Software
Genius Training Management Software
Training Management Software

Diary, Tasks & Checklists

Each Genius Training Management Software user has their own Diary where they or their colleagues can add tasks and checklists.
Tasks as the name suggests are reminders that the user must complete and could involve any aspect of the business.

Checklists are also tasks but are assigned to a specific training event such as booking the venue, ordering training materials, assigning a trainer, sending feedback surveys and more.
Genius Training Management Software makes creating and assigning tasks and checklists to either your colleagues or your trainers quick and easy. Tasks and checklists are added to the recipients Diary and emailed to them to ensure receipt.

Checklists make the managing of events clear and concise while ensuring all tasks are assigned and completed. Every action is operator, date and time stamped in Genius Training Management Software creating an audit trail.

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, Sage or Quickbooks integrations.

Manage Customers

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 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 Customer Platform.

Training Gap Matrix

Genius Training Management Software 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 Customer Platform and they can book training with you right and make secure payment from within the Customer Platform.

Training Management Software
Training Gap Matrix

Create & Manage Bookings in Genius

Genius includes a secure booking system where you create & manage bookings (orders) on behalf of your customers, indeed this is how you book learners onto training events.

Bookings are quick & easy to make and using the Genius single data entry policy you'll never need to enter additional data for existing customers.
Watch the short video on placing a booking with Genius.

Genius Training Management Software Orders

Accept online bookings
Accept Online Payments with Stripe

Accept Bookings and Payments on your Website

Accepting bookings on your own website is crucial in todays market and Genius Training Management Software makes this simple with our 'copy and paste' integration which includes secure card payments.

Accept Card Payments

Genius website integration includes Stripe secure card payment service. Stripe even updates your orders payment status within Genius when payments are made.

Live Feed

Genius Training Management Software provides a live feed to your website displaying available places in real time and closes full or expired events automatically avoiding overbooking events.

Order Data Sync

All customer and order data is synced with Genius in real time utilizing single data input and allowing you to process orders quickly and easily.

Works on All Devices

Genius website integration is 'Responsive' which means it automatically works on all devices including smart phones, tablets, PC and Laptops.

Manage Invoices

Genius includes a built in invoice system which allows you to manage finances all within Genius. Generate an invoice in a couple of clicks and email it to your customers with ease.

Genius invoices are seamlessly integrated with your favorite accounts software such as Xero, Quickbooks and Sage with 'automated sync' keeping Genius and your accounts software in perfect sync at all times.

Your customers can view and download invoices right from the Customer Platform with ease.

Manage Invoices
Sync with Xero, Quickbooks or Sage

Accept Card Payments with Stripe

Accepting secure card payments is easy with Genius as we are fully integrated with Stripe.
Stripe is the world leader in secure online payments and the seamless Genius integration means when your customers pay invoices Stripe automatically updates Genius, marking your orders & invoices as paid saving you valuable time.
Plus, if you use Xero, Genius updates your invoices as paid direct from Stripe too.

Connecting your Stripe account to Genius is extremely easy and takes a couple of minutes, a few mouse clicks and can be done by anyone, no technical experience required.

Accept Payments with Stripe

Customer Platform

Your customers benefit from complimentary access to the Genius Customer Platform. This optional feature can be disabled if preferred. The customer platform empowers your customers and learners to monitor and manage various aspects of their training experience, including tracking training progress, viewing and managing orders, accessing invoices and payment information, and keeping an eye on qualifications, among other functionalities.

For your corporate customers, the platform extends even further, allowing them to oversee and manage all their staff members training activities through the Customer Platform.
It's worth noting that while this feature is offered at no cost to you, some of our clients choose to charge their own customers for access to the Customer Platform. This flexibility is one of the many advantages of using Genius Training Management Software.
Read about the Customer Platform.

Genius Customer Platform

Secure Access from Anywhere

Your customers can securely access the Customer Platform from any web-enabled device using a standard web browser, eliminating the need for additional downloads.

Access Control

You have full access control over determining which customers can or cannot access the Customer Platform. This granular control allows you to grant or revoke access instantly and at any time.

Corporate Access

Corporate clients and training managers have the capability to securely view, manage, and track their learners within the Genius platform.

Attendance & Qualifications

Your customers can to view and track qualifications, attendance records, exam results, certificates, and more allowing them to monitor the progress and achievements of their learners.

Renewals & Gap Analysis

Your customers can track crucial aspects related to their learners, including qualification renewal reminders, Training Gap Matrix, and additional important information.

Bookings & Finance

Your customers can easily make new bookings, view and manage existing bookings, download invoices, make payments, and perform various other tasks to streamline their training and administrative processes.

Share Files with Customers

Securely share files with your customers and learners, easily sharing a variety of file types, including certificates, PDF documents, videos, audio files, and more.
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.

Trainer Platform

You won't incur additional licensing fees since all your trainers receive free access to the Genius Trainer Platform, regardless of your trainer count.

Robust access control enables you to customize the level of access for each trainer with individual permission settings.

This flexibility allows you to selectively share sensitive information with specific trainers while restricting it from others, at your discretion.
Read about the Trainer Platform.

Genius Trainer Platform

Free Access

The Trainer Platform is completely Free of charge for all of your trainers, either freelance or employed.

Access Control

You have complete control over which trainers have access and when. Grant or revoke access with a single click.

Cloud File Sharing

Upload files and share them with trainers in our secure environment.

Accessible Anywhere

Trainers can access Genius anywhere securely using any web enabled device.

Manage Diaries

Each trainer has their own Diary to manage their Tasks, Checklist and Events.

Registers & Exams

Trainers can complete attendance registers and exam results live in an event.

Latest News & Updates

View our latest News & Software Updates.

Share Files
Book a Demo

Booking a Genius demo is a great way to understand how our software actually works and how it will have a positive impact on your business. We use Zoom or Microsoft Teams as we walk you through Genius Training Management Software demonstrating the automation and time saving features that save our clients up to 65% on their course planning, scheduling and management.

We often use this technique to train our clients and their teams and find it the prefect way to demonstrate Genius without any pressure.
Our team is international so we can arrange a demo at any time to suite you regardless of your time zone.

Booking a Demo
Booking a demo is simple, just enter your details into the short form and we will contact you to discuss your requirements and arrange a suitable date and time for your demo.

Book a Demo

What our Clients Say..

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

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