Train Aid Solutions
User guide

Get your training business up and running

Everything you need to set up, schedule a course, register learners and issue your first certificate — usually done within an hour.

Prefer to follow screenshots?
Two illustrated walkthroughs
Pictorial guide · For admins
Set up and run your training centre
Step by step, with screenshots
Pictorial guide · For instructors
Run a session on the day
Register, marking, and the one-button finish

The written guide, in ten steps

From creating your account to your first renewal reminder.

01
Set up your business

Create your account with your business name and email — free, and you land straight on your Dashboard. Then pick your plan on Billing: every plan includes every feature, and only the monthly seat allowance differs.

A seat is used each time you allocate learner capacity to a course date. Cancel a date and unused seats return.
02
Settings & branding

Your logo and brand colours apply automatically to every certificate, email and self-registration page. Settings holds the rest — reply-to address, booking URL, review links, default location, feedback wording, reminder timing — and only needs doing once.

03
Create a course

Give it a title, description and expiry period — that drives renewal reminders later. A course is a template you schedule dated sessions against. Build its assessment rubric and feedback questions here too, and Apply to all courses to reuse them everywhere.

04
Set certificate details

Create a certificate profile: pick a visual template, add an approving body, registration number, lead instructor signature and compliance statement, then attach it to your course. Prefer your own design? Upload a full-page A4 background and we print the details on top.

Reuse one profile across courses, or use Apply to all to roll a style out in one click.
05
Schedule a session

Set the date, location and capacity — those seats are reserved immediately, so your balance always reflects what is still available. Choose Manual registration, or Self-registration to generate a QR code learners scan on the day.

06
Register learners

Add learners one at a time, or bulk import a CSV for a whole group — a sample file shows the expected columns. If self-registration is on, download or display the QR code for the room.

Importing old records? Tick "Historical learner" so nothing is emailed retroactively — every suppressed email is still logged.
07
Run the session

Take a roll call with a live "X of Y present" count — the same register for manual and self-registered learners. Then mark each learner Completed or Failed, score them against the rubric and add notes. Marking a result sends the feedback request automatically.

08
Feedback & certificates

Learners submit feedback through a one-time link — no account needed. Once it is in, anyone Completed is emailed their QR-verified certificate and prompted to leave a Google or Facebook review. The Feedback page shows star averages per course, drillable to every comment.

09
Renewals & reminders

Based on the course's expiry period, learners are emailed a branded reminder as their certificate approaches expiry, linking back to your booking page. It runs daily in the background — including for historical imports.

10
Seats & billing

Billing shows your plan, this month’s seat usage and payment history. Unused seats don’t roll over; switch to a bigger plan in a couple of clicks. Pay monthly by card, or annually by card or invoice with 25% off.

FAQ

Frequently asked questions

What happens to seats if I cancel a session?
Any seats not yet used by a registration return to your balance automatically. Seats already used by registered learners stay allocated.
Can learners verify a certificate without logging in?
Yes — every certificate has a QR code and verification code opening a public page that confirms it is genuine. No account needed.
Can I add an instructor who isn't an Admin?
Add them under Instructors. They can take registers and mark outcomes on their assigned sessions, but can't manage billing, branding or courses.
I'm stuck — where can I get help?
Reply to any Train Aid Solutions email, or use the contact details on your invoice. A real person will get back to you.

Create your account, pick your plan, issue certificates today.

Get started