1
Create or reuse the record
Public registration and internal workflows can create or reuse the correct company or candidate.
Connected customer and candidate records
Give companies and candidates a clear view of training activity
Keep company contacts, candidates, bookings, certificates, invoices and documents together, then provide secure company or individual portal access.
Unlimited company users, customer portals, documents, customer payments and approved custom domains are included in the booking-based platform model.
Training Genics workspace
Customers and Portals
- 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
- Candidate search, filtering and responsive actions
- Candidate personal and contact details
- Company-to-candidate relationships
- Booking history, course history and latest certificate
- Certificate status and expiry information
- Candidate login state: active, pending, disabled or no login
- Company details, contacts and primary contact
- Company booking history, invoices and documents
- Company branding and invoice identity
- Customer portal activation and password setup
- Upcoming confirmed booking list
- Invoice list with sent, paid and overdue status
- Workspace-branded PDF invoice downloads
- Online invoice payment
- Customer-visible secure document downloads
- Company and individual profile updates
- Approved custom-domain portal login
How it fits together
A clear workflow from setup to customer history
2
Link training activity
Bookings, certificates, invoices and documents remain attached to the right customer.
3
Activate access
Enable the customer portal and provide password setup or login recovery.
4
Serve customers online
Customers see upcoming bookings, invoices, documents and profile information.
Questions
Frequently asked questions
Can a candidate remain independent?
Yes. Candidates can be linked to a company or remain independent for individual bookings.
Can public registration reuse an existing record?
Yes. Company and individual registration can create or reuse backend records to reduce duplicates.
Are documents visible to every customer?
No. Only documents explicitly marked customer-visible and linked to the relevant customer appear in the portal.
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.