Plan & Schedule Courses
Planning & scheduling your courses is quick and simple using Genius course builder. The use of templates and the replication of existing courses means you will have your full program of courses setup in minutes.
Reshedule, Transfers & Cancelations
Genius automates the time consuming process of rescheduling, canceling and transferring courses by automatically updating associated bookings and notifying your customers by email, all with a single mouse click.
Automated Joining Instructions
Genius automatically generates personlised joining instructions and is fully integrated with Google Maps and SatNav for that superior customer experience. Sending joining instructions is done in a single mouse click, or your customers can download them from the Customer Platform.
Manage Trainers
Inviting and assigning trainers to courses and managing their diary and avoiding schedule clashes is a breeze with Genius. Trainers also have access to their diary with the Trainer Platform.
Manage Customers
Genius features in built CRM tools to make managing your customers and learners quick and simple
Manage Customers >>Manage Trainers
Managing your trainers is simple and intuitive with Genius. Invite or assign them to courses with a few clicks
Manage Trainers >>Sales Pipeline & Quotes
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Manage prospects progressing them through the sales process using the sales pipeline
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Record each time you contact the prospect, share files with them and more
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Generate quotes which can be emailed to customers or viewed and agreed via the Customer Platform
Manage Orders & Invoicing
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Orders can be generated via your website , the customer platform or the Genius TMS
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All orders are managed via the Genius TMS with ease.
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Fully integrated with Stripe for secure online card payments.
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Stand alone Genius invoice system or use the fully integrated accounts system with Xero & Quickbooks & more for invoicing.
Genius Accounts Integrations
Genius invoicing system is integrated with Xero and QuickBooks accounts software as standard and we are working on more integrations all of the time.
Task & To Do Management
Stay connected with your team using the Genius Task Management System
Stay connected
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Assign Tasks and Checklists to yourself, colleagues or trainers and Genius will remind them
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Automated emails keep your tasks in front of the recipient making sure they are completed
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'My next 7 days' view means everyone knows exactly what needs to be done and when
Award and manage qualifications with ease
Award qualifications on Attendance or Exam pass.
Time Saving
Automated templates make awarding qualifications quick and simple
Multiple Qualifications
Award qualifications on attendance or exam pass
Generate Certificates
Auto generate downloadable and printable customized certificates instantly
MyQualz.com
Customers qualification renewal reminders powered by MyQualz.com
Customer Feedback Surveys
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Quickly create re-usable survey templates to send to your customers and/or learners
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Surveys can be sent by admin team using the TMS or the Trainer using Trainer Platform
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Feedback can be viewed individually or as a cohort
Report & Export your Data
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Create reports based on your data within Genius
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Export Customer and Learner data allowing you to import into other software such as email marketing software
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Export training courses, orders, invoices etc to be used in any software you choose
Intuitive user experience
Genius is simple and intuitive to use making the transition to Genius quick and cost effective.
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In-depth Help files and tutorial videos cover all aspects of Genius.
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Intelligent automation and scheduling reduces workloads by 65%.
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Unlimited Training & Support by Email, Zoom & Teams.
Analyze, Scale and Grow your business
Real time statistics and Key Performance Indicators allow you to analyze your business and plan for growth.
Generate Reports & Exports
Quickly generate reports and export data from Genius.
Schedule emails
All emails come from your email address, branded as your company and include your social links increasing customer confidence
Create your own intelligent email templates
Automated emails sent to customers and learners based on your schedules
Full audit trail of emails sent at your fingertips
14 Day Free Trial
Unlimited Training & Support
All US Timezones covered