1
Prepare templates
Configure the certificate design and candidate email content for each course.
Evidence and communication around every booking
Issue certificates and send consistent candidate communications
Generate or upload certificates, store private documents and manage the candidate emails used from booking confirmation through joining instructions, date changes and cancellation.
Unlimited company users, customer portals, documents, customer payments and approved custom domains are included in the booking-based platform model.
Training Genics workspace
Certificates and Communications
- Connected course, booking and candidate records
- Responsive company, instructor and customer access
- Controlled access for company teams
What it includes
Features connected to the same course, customer and booking records
- AJAX certificate add and edit workflows
- Candidate, course and course-date relationships
- Certificate status, issue and expiry details
- Certificate file upload
- Generation from course-specific templates
- Bulk generation for course candidates
- Certificate template preview
- Latest certificate shown against candidates
- Certificate actions on course-date operational views
- General workspace and company documents
- Customer-visible and course-date documents
- Multiple uploads in one submission
- Private storage and controlled downloads
- Editable email subject and safe HTML body
- Template variables and conditional sections
- Live sample preview and reset action
- Reliable Training Genics email delivery by default
- Optional tested company SMTP
How it fits together
A clear workflow from setup to customer history
2
Deliver communications
Send confirmations, payment messages and joining instructions using current booking data.
3
Issue evidence
Upload or generate certificates for individual candidates or a complete course date.
4
Retain securely
Keep documents and certificates private while exposing approved customer files through the portal.
Questions
Frequently asked questions
Can email templates be disabled?
Yes. Each candidate email template has an active or inactive switch, and inactive types are not sent.
Can templates show different content for online courses?
Yes. Conditional sections and variables can include the online meeting URL, venue, directions, instructor and multi-day schedule as applicable.
Can companies use their own SMTP?
Yes. Company SMTP is optional and can be tested, enabled or disabled for customer-facing messages.
Bring your training journey together
Ready to simplify course delivery and bookings?
Explore the platform or contact the Training Genics team with questions about your courses, customers, payments and setup.