Course and booking software for training providers
Turn your course spreadsheet into a back office.
Course dates in one sheet, delegate lists in another, certificate expiry dates in a third. We build one back office around them, so every course shows who is booked, every delegate has a record, and renewals are chased for you.
Before and after: the same data as a spreadsheet and as a back office
Your spreadsheet
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Course | Date | Booked | Notes |
| 2 | First Aid at Work (3d) | 13-15 Oct | 11/12 | 1 unpaid |
| 3 | Fire marshal | 16/10 | 14/12!! | OVERBOOKED |
| 4 | manual handling | 20 Oct | 4/12 | cancel?? |
| 5 | Emergency First Aid | 22/10/26 | 9/12 | |
| 6 | Emergency first aid (dup?) | 22 Oct | #REF! | |
| 7 | Working at height | 27 Oct | 12/12 | waiting list x3 |
| 8 | First Aid requal (2d) | 3-4 Nov | 6?? | see Emma |
| 9 | ||||
| 10 | ||||
| 11 |
- Places are counted by hand, so courses get overbooked.
- Certificate expiry dates sit in a sheet nobody opens.
- Joining instructions go out when someone remembers.
- Course_bookings_2026 (Emma's copy).xlsx
7 rows read6 courses created1 duplicate merged2 cells to checkImported Wednesday 15:22 by Emma
- Delegates October.xlsx
56 rows read56 delegates linked to courses0 to checkImported Monday 08:47 by Ben
Any list can be exported back to Excel, filtered however you like.
- ReminderThree months before a certificate expires, email the delegate and their employer to rebook.
- NotificationOne week before a course, email joining instructions to every delegate.
- TriggerWhen a course is full, add new bookings to the waiting list and tell the delegate.
- ScheduleEvery Friday at 15:00, email next week's courses and numbers to the trainers.
Automations are add-ons. Each one is built to your rule and switched on when you are ready.
A working preview with made-up data from a first aid and safety training provider. Search it, open a row, switch tabs. The full demo uses a job-tracking example and lets you change statuses, upload more rows and run automations.
- Keep using Excel
- Fixed price, live in 2–6 weeks
- You own the code and the data
What changes
Same data. Five things work differently.
Nothing is retyped. The rows you already have become records, and the jobs a spreadsheet is bad at are handled for you.
- BookingsPlaces are counted by hand, so courses get overbooked.Places count down as bookings come in, with a waiting list.
- RenewalsExpiry dates sit in a sheet nobody opens.Delegates and employers are reminded before a certificate expires.Add-on
- DelegatesThe same person is retyped for every course.One record per delegate, with every course and certificate.
- AdminJoining instructions go out when someone remembers.Joining instructions and certificates go out on schedule.Add-on
- ReportingFill rates are worked out at month end.Bookings and fill rates for every course, live.
What we replace
The training spreadsheets we turn into one system.
Courses, delegates and certificates usually sit in separate files, retyped for every booking. Send us the ones you have. They become linked records.
Course calendar
Dates, venues, trainers and places for every course.
Bookings and delegates
Who is booked on what, and who has paid.
Certificates and expiry dates
What each person holds and when it runs out.
Employer accounts
Each client's staff, bookings and renewals in one place.
Trainer schedule
Who is teaching what, where and when.
Attendance and results
Registers, assessments and pass marks.
Invoices and payments
What has been billed, paid and is overdue.
Waiting lists and enquiries
Demand you can fill the next course from.
Add-ons, on demand
Automation built for training providers.
Start with the base. When a manual step starts to hurt, we automate it. Each add-on is built to your rule and quoted at a fixed price.
Reminders
Bring delegates back
When a certificate is three months from expiry Then email the delegate and their employer to rebook.
Email and SMS
Send joining instructions
When a course is one week away Then email every delegate the details.
Documents
Issue certificates
When a delegate passes Then generate the certificate and email it.
Forms
Take bookings online
When someone books online Then their place is taken and the count updates.
Portals
Give employers a view
When an employer logs in Then they see their staff, certificates and expiry dates.
Scheduled tasks
Friday course sheet
Every Friday at 15:00 Then email next week's courses and numbers to the trainers.
These are examples. If a task follows a rule, it can be built. Tell us the rule on the audit call.
Included from day one
What every back office comes with.
This is the base build. It is what you saw in the demo, shaped around your own columns, statuses and people.
Search across everything
Jobs, customers, addresses and notes in one box, with filters you can save.
A page for every record
Each job, customer or order gets its own page with details, notes, files and a timeline.
Linked records
Customers link to their jobs, jobs to their invoices. No more matching IDs between tabs.
Spreadsheet import and export
Upload Excel or CSV at any time and export any list back out.
Roles and permissions
Each person sees and edits what their role needs, and nothing more.
A log of every change
Who changed what, and when, so a mistake can be traced and put right.
Phone and desktop
The same system in the office and on site, with nothing to install.
Automatic backups
Your data is backed up without anyone remembering to do it.
How it works
From spreadsheet to live system in weeks.
This is a service, not software you configure yourself. We do the work and you check it as it takes shape.
- 1Week 1
Map
Send us the spreadsheet and walk us through it on a call. We turn your tabs, columns and hand-offs into a screen-by-screen plan with a fixed quote. The plan is yours to keep.
- 2Weeks 2–6
Build
We import your data and build in weekly releases your team can click through and correct. Day one starts with your real records already in place.
- 3Ongoing
Run and extend
We host it, watch it and add automations as you ask for them. One monthly fee and one team accountable. If you ever leave, the code and the data leave with you.
Pricing
Fixed prices. No day rates. No open-ended bills.
You know the full cost before any build work starts, and you pay in stages as working software is delivered.
1 · Blueprint
£1,500
Credited in full against your build.
- Your spreadsheets reviewed tab by tab
- Columns, statuses and hand-offs mapped
- A screen-by-screen plan of the system
- A fixed quote and timeline
2 · Build
from£7,500
The base back office, at a fixed price.
- Your spreadsheets imported and cleaned
- Search, record pages and linked data
- Spreadsheet upload and export built in
- Permissions and a log of every change
- Team training and handover documents
- Payments staged against delivery
3 · Run
from£500a month
Hosting, support and small changes.
- Hosting, monitoring and backups
- Support from the team that built it
- Small changes included
- Add-ons quoted at a fixed price, any time
The audit is free. It ends with a fixed quote, so you know the number before you spend anything.
Book a free auditQuestions
What people ask before they book.
We looked at training management systems. How is this different?
A ready-made system is built for the average provider and usually charges per user or per booking. This is built around your own courses, paperwork and process, at a fixed price, and you own it. If a ready-made product already fits you, it is the cheaper choice.
Can it remind people when certificates are due to expire?
Yes. Each certificate has an expiry date, and reminders can go to the delegate, their employer or both, at whatever notice you choose.
Can employers book and see their staff's records online?
Yes, as an add-on. An employer portal shows only their own staff, bookings and certificates.
Do we have to stop using Excel?
No. Keep working in spreadsheets where they suit you and upload them whenever you like. The back office adds the things a spreadsheet is bad at: search, history, permissions and automation. You can export back to Excel at any time.
Is this software we sign up for, or something you build?
Something we build for you. There is no generic product to configure. We take your spreadsheets and your way of working, build a system that fits, then host and support it.
What happens when we upload a newer version of a spreadsheet?
New rows are added and changed rows are updated. Anything that does not match, such as a duplicate job number or a missing date, is flagged for you to check. Nothing is silently overwritten, and every import is logged.
Is our data secure?
Every system has role-based permissions, a log of every change, encrypted connections and automatic backups. We sign a data processing agreement with you before any of your data is touched.
What if you disappear?
You own the source code and the data, and both come with documentation. We build on mainstream technology so another developer can pick it up without us.
Free 30-minute audit
Show us your messiest spreadsheet.
We will look at it with you on a call, sketch the back office it would become, and tell you what that costs as a fixed price. No slide deck and no obligation.
- 1Email us. We reply within one working day with times for a call.
- 2On the call, you share your screen and walk us through the spreadsheet.
- 3You get a one-page plan of your back office and a fixed quote.
Book your free audit
One email is all it takes. The button opens a message to us with the subject already filled in.
Email us to bookHelpful to include
- Your company and roughly how many people use the spreadsheet
- What the spreadsheet runs: jobs, quotes, stock, rotas
- A couple of times that suit you for a call
No need to attach the spreadsheet. We look at it together on the call, and we only use your details to reply to you.