Can the system generate delegate ID cards?

Yes. Using document templates, the system can generate digital ID cards for delegates. These can be downloaded and printed if required—ideal for ensuring that all onsite visitors are clearly identified and authorised.

Can we set up workflows within the system?

Yes. Workflows can be implemented using the Actions feature within your training CRM. These can be assigned at the course level to define tasks that need to be completed before and after a course. Each user will see a target icon indicating the number of outstanding actions, with a dedicated dashboard to track past, present, and future tasks assigned to them.

What if delegates are duplicated in the system?

Delegate duplication can occur for various reasons within the training CRM. If this happens, duplicate profiles can be merged using our delegate management system, combining training history and key information into a single profile to ensure data consistency and accuracy.

What if delegates want to attend a full course?

You can manually add additional delegates to a schedule. When the maximum capacity is exceeded, the delegate count will be shown in purple. You can also assign a “waiting list” status to additional delegates, allowing you to easily accommodate them if spots become available before the course starts.

DELEGATE MANAGEMENT SYSTEM

Seamless Delegate Handling, Less Manual Work

Streamline delegate management with automation – reducing errors, manual entry, and admin overhead while improving accuracy, efficiency, and consistency.

Book Your Free Demo

Graphic representation of Dantes delegate management system

Digitalise Administration

Our system allows you to capture vital data digitally on the day of training.

Capture Key
Details

Record course-specific information such as ID, license numbers, and more.

Add Attendee
Photos

Take and upload images of your attendees and use to generate IDs or certificates.

Digital Delegate
Sign-In

Track daily attendance with digital signatures captured on mobile or tablet.

Streamline Your Operations

Simplify Admin & Stay In Control

From automated emails to delegate management and refresher reminders, these features help you run training more efficiently and with less manual effort.

Smart Templates

Handle Changes

Evaluation & Feedback

Training Reminders

01

Smart Templates

Automated Communication & Document Management

Simplify how you manage course communications and documentation with intelligent templates designed to save time and improve consistency. Automate personalised emails, generate essential training documents in bulk, and gain full visibility over delivery and engagement—without the need for manual input.

What’s Included:

Automated branded email workflows
Real-time email delivery and open tracking
Bulk export certificates with ease

Enhance your communication process

A mockup showing the booking information that is collected on the Dante system.

A mockup demonstrating that users can save storage to delegate profiles.

02

Handle Changes

Flexible Delegate Management Made Simple

Take control of booking changes with powerful delegate management tools that keep your records accurate and operations running smoothly. Manage cancellations, transfers, and group bookings with ease, while automatic updates reduce admin time, prevent errors, and maintain full visibility across your courses.

What’s Included:

Simple cancellations and course transfers
Group booking management tools
Quick and easy delegate swaps

Keep your bookings accurate

03

Evaluation & Feedback

Capture Insights That Improve Your Training

Easily collect and manage delegate feedback with automated workflows that ensure every voice is heard. Send links to third-party or integrated feedback forms at the right time, then store and organise responses within each delegate’s record—giving you clear insights to review performance and continuously improve your training delivery.

What’s Included:

Actionable insights to improve your training
Centralised storage of responses
Automated feedback requests

Unlock valuable training insights

A mockup to show the actions tab on the Dante system, that ensures users receive notifications for outstanding tasks.

A mockup to show how to automate and use automation rules that can be set on the Dante system.

04

Training Reminders

Stay Ahead with Automated Refresher Tracking

Keep delegates on schedule and ensure certifications never expire with automated reminders. Send timely course reminders, monitor certifications, and import past training records to gain full visibility and control from day one. This helps you maintain compliance, reduce missed renewals, and keep your clients consistently up to date.

What’s Included:

Easy import of past training records
Automated schedule reminder emails
Certification expiry tracking

Manage renewals with confidence

FREQUENTLY ASKED QUESTIONS (faqS)

Your Questions Answered

Here you’ll find answers to common questions about our delegate management system, to help you understand how it can work for your organisation.

Can files be stored within the system?

Yes. The delegate management system includes dedicated storage areas throughout, such as for companies, delegates, courses, schedules, and bookings. Permissions can be set for each area to ensure users only access files they’re authorised to view.

There’s also a central file storage area within the Maintenance section for uploading branded materials and documents, which can be used in emails and other communications. This ensures consistency across your organisation while keeping important files secure, organised, and easy to retrieve whenever they are needed.

Can forms be sent to delegates to complete?

Yes, if you’re using the Professional license. The system supports eForms, which can be sent to delegates enrolled on your courses. Once completed, these forms can automatically update the delegate’s profile, ensuring you have the most accurate and current information.

Can we automate emails and text messages?

Yes. You can automate both emails and text messages for key touchpoints such as joining instructions, start date reminders, certificates, and expiry notices. This helps streamline communication with delegates throughout their training journey.

Please Note: SMS messages are charged at 5p per message sent.

What if delegates have special requirements?

Through delegate management within your training CRM, each delegate profile includes a section for noting any special requirements or dietary restrictions. When a delegate with special needs is added to a schedule, an icon appears next to their name—alerting tutors to review and accommodate their specific needs.

Ready to Transform Your Training Business?

Optimise your training operations and automate business growth with Dante training management software.

Book Your Demo Today

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DELEGATE MANAGEMENT SYSTEM

Seamless Delegate Handling, Less Manual Work

Simplify Admin & Stay In Control

01

Automated Communication & Document Management

02

Flexible Delegate Management Made Simple

03

Capture Insights That Improve Your Training

04

Stay Ahead with Automated Refresher Tracking

Your Questions Answered

Ready to Transform Your Training Business?

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