Training Desk have updated the dashboard functionality for Clients. This enhanced functionality will give your Clients more insights and tools than previously available.

The new and improved Client profile gives clients the ability to manage both Client Courses and Public course enrolments.

This is a big update in Training Desk and now is the perfect time to take it all in and work out how to position your business as an Allens Training Partner to maximise the benefits of these tools.

The New Client Portal Dashboard gives Clients the same great features that our Students receive in their updated dashboard, such as:

View courses in a clear and concise way

Easy to read important notifications for clients to quickly follow up
Partnership contact details are visible with a link to the public booking calendar
The ability for Clients to review and update their contact details from their dashboard
Clients can also view and purchase from a Partners online shop and quickly access any recent updates to the Training Desk online user manual

One added bonus is an extended set of counters which navigate easily to the appropriate section
Partners who have clients sending staff to their public courses regularly now have a fantastic platform to support their clients in managing this process.

By setting up regular public course clients with their own portal can now access the following tools and features:

Enable payment on the invoice for those public course enrolments

Client Users can see the number of upcoming enrolments and view details of the booking
Client Users can access the enrolments table to confirm any non-attendees or incomplete work
Notifications will still display for students who are yet to receive certificates due to missing USI’s or pre-course work, even if enrolled in a public course.
Client Users can now view an individual Training history and download certificates
Client Users can generate reports to show the certificate expiry for all students linked to their profile
By engaging Clients with their own portal, Partner can create a solution that builds loyalty to your business. Supporting clients with advanced features they cannot access elsewhere.
Partners can give Clients additional tools to self manage their training records, reducing your workload, providing clients with a greater range options.

A new dashboard for the Client Portal

Client Portal is more than just for Client Courses