Delegate Administration System Features

INFORMATION IN ONE PLACE AND CORRECT

Record all delegate's information in one cloud-based, secure, centralised location and access it from anywhere with an internet connection. All delegate information can be stored in the database including custom fields and basic log of training taken place externally to the system.

Communication with delegates and coordinators are all stored in their record, meaning there's no confusion in what has been sent and when.

AFTER COURSE CARE

Automatically invite a delegate to complete an evaluation for feedback of their course and send them their certificate generated using a completely tailored template. Expiry dates can be setup for certain courses and then the delegate's can be notified prior to this to book refresher training.

Line managers can receive information about their delegates such as attendance, results and when their certificates have been received and posted.

  • Testimonial

    Improved Communication and security

    Olaf Gutjahr, Security Products Training Manager, Tyco Security Products

    Delegate Planner has greatly improved our communication with our Delegates, Trainers and staff while saving us considerable time by making it easy to keep everyone up to date, at all times. Our Partners and Employees have given very positive feedback on our new and improved service and find booking courses online a quick and easy process. The security of our data was another concern when looking to upgrade our Learning Management System. With Delegate Planner, we have the assurance that all of our records and training related information is safe, secure and risk-free. Tyco Security Products

TAILORED CUSTOMER EXPERIENCE

Completely custom templates can be created by you (or with the help of our friendly support team) in many different areas and even tailored on a per-course basis. Meaning your invoices, booking confirmations, joining instructions attendance sheets and reminder emails only ever contain exactly the information you require, with your branding.

Plus, bespoke pricing plans can be created for your customers, allowing you to provide a global percentage discount or discount for specific courses.

HANDLE CANCELLATIONS AND REPLACEMENTS

Delegate drop outs are inevitable, so it's important your delegate administration system can handle them with ease. Cancelled delegates can be charged a calculated cancellation fee and can be transferred to a new course, then free up that space for other bookers. Also delegates can be replaced with other delegates from the same company in case an incorrect delegate shows up on the day!

Line managers or coordinators are automatically contacted to inform them of no shows.

Set min/max delegate places

Email and SMS Reminders

Customised confirmations and joining instructions

Course Feedback/Evaluation System

Duplicate delegate checks

Generate certificates and ID Cards

Check Pre-requisites

Track Delegate Dietary and special requirements

Bulk import Delegates from CSV

Pre-populated attendance sheets

Track exam and certification status

View course waiting list

Manage expired and refresher training

Get Free Demo

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