Product updates

Your website, your data and your business, all working harder for you · 2 Nov 2026 Plans that grow with you: Free, Core and add-ons › Change your plan yourself Settings > Billing now shows your whole subscription in five tabs: Plan (your plan and size, the current period and renewal date, your next payment, how you pay and what your plan includes), Change plan, Invoices (click… Your website, your data and your business, all working harder for you · 2 Nov 2026 Plans that grow with you: Free, Core and add-ons › What each plan includes …work with you to get set up, add Guided onboarding when you choose your plan, or book it later from Settings > Billing. It is a one-off price for your size, and included with Complete paid annually. Your website, your data and your business, all working harder for you · 2 Nov 2026 Plans that grow with you: Free, Core and add-ons …for your size before you choose, and Recommended for you suggests the plan and add-ons that fit what you actually use. New customers get half price for their first 3 months. If you go live without choosing a plan, you… Your website, your data and your business, all working harder for you · 2 Nov 2026 Plans that grow with you: Free, Core and add-ons › Sort your account out yourself Choose or change your plan in Settings > Billing, even if you pay by invoice today or are on an older plan. Choosing a plan moves you to automatic card or Direct Debit payments once you confirm. Pay what you owe from… Your website, your data and your business, all working harder for you · 2 Nov 2026 Website widgets: your live dates on your own website › See what your widgets sell …a form search engines can read. Website widgets are included in every plan. On the Free plan they carry a small "Bookings by CourseCloud" credit. Your booking page needs to be online for widgets to show on your website;… Your website, your data and your business, all working harder for you · 2 Nov 2026 Training partnerships: close your customers' training gaps together › How to use it …share, open a requirement, choose Book with, tick the people, Add to plan, then Review plan and send it. Your customer clicks Accept and book and the bookings appear in your pipeline. Customers on Workprove Free see the… Your website, your data and your business, all working harder for you · 2 Nov 2026 Highlights …training records from a spreadsheet, HubSpot, Mailchimp or Eventbrite. Plans that grow with you. Start free, move to Core when you are ready, and add only the extras you want. Change plan yourself in Settings, and the… Your website, your data and your business, all working harder for you · 2 Nov 2026 Sign up and start selling in minutes …New customers get half price for their first 3 months on a paid plan, and if you chose a plan already, your first payment is taken when you go live. Your website, your data and your business, all working harder for you · 2 Nov 2026 Fixes …courses. A payment is never taken twice for the same booking or plan, and Direct Debit payments are confirmed reliably. Paying an invoice by card keeps the invoice number you sent, and a booking marked as paid can no… Your website, your data and your business, all working harder for you · 2 Nov 2026 Bring all your data in, and take it out › Import everything, not just courses …and are never invoiced, and imported records do not count towards your plan. You can undo a whole import, and anything you have started using is kept. The getting-started steps also offer an import at each stage. Your website, your data and your business, all working harder for you · 2 Nov 2026 Your business on autopilot › How to set it up …automatic options are in the Autopilot add-on; the register is in every plan. Your website, your data and your business, all working harder for you · 2 Nov 2026 Win more work: Revenue Radar, quotes and customer health › Know which customers need you …and notes, with an outcome and a follow-up reminder. Leads have a Plan (estimated value, places and next step), and Convert to customer works without a booking. The Account health card on a customer page: a score with a… Your website, your data and your business, all working harder for you · 2 Nov 2026 Win more work: Revenue Radar, quotes and customer health › Reminders, leads and your own fields …reminders, the enquiry form and your own fields and tags are in every plan. Account health, Needs attention and Won and lost quotes are in the Insights add-on. Automatic draft group quotes and having CourseCloud read an… Your website, your data and your business, all working harder for you · 2 Nov 2026 Your website, your data and your business, all working harder for you …Set up from your website, bring all your records across, and choose a plan that grows with you, from Free. CourseCloud now runs the busy work too, with autopilot, a trainer app, Revenue Radar, marketing that sends,… Your website, your data and your business, all working harder for you · 2 Nov 2026 A new look, inside and out …icon to see its name. A small lock marks anything that is not in your plan. One + button in the top bar creates an event, a quote, a reminder, a contact, a customer or a lead, or a lead from an email. The same header on… Your website, your data and your business, all working harder for you · 2 Nov 2026 Training partnerships: close your customers' training gaps together …on their partnership activity list. Other providers never see your plans or prices. Once they share, the gap board shows their compliance, the gaps to close, what is running out soon and what is already booked, with… Your website, your data and your business, all working harder for you · 2 Nov 2026 A new look, inside and out › A new Overview Overview now greets you with your day in one sentence, such as "5 courses running this week, 65 certificates expiring soon and 10 invoices overdue". Four figures follow: Sales, last 3 months, Open pipeline, Overdue… Your website, your data and your business, all working harder for you · 2 Nov 2026 A new look, inside and out › Your booking page, redesigned Your booking page now opens on a panel in your brand colour, with a big search box and your Next courses, each with its date, price and places left (amber when only a few are left). Further down are your courses, About… Your website, your data and your business, all working harder for you · 2 Nov 2026 Website widgets: your live dates on your own website › Make it look and work the way you want What to show: courses, dates, venues, a category, in person or online, how far ahead, how many dates show at first, the order (soonest, by course or lowest price) and headings by month or by course. Fully booked dates… Your website, your data and your business, all working harder for you · 2 Nov 2026 Website widgets: your live dates on your own website › How to add one to your website Go to Settings > Website widgets (in the Selling part of the Settings menu) and choose the kind of widget you want. Choose what it shows and how it looks, then press Save widget. Pick your website builder (WordPress,… Your website, your data and your business, all working harder for you · 2 Nov 2026 Sign up and start selling in minutes › How to use it Sign up, work through setup and skip anything you do not need yet. In Getting started, add a course and your first event. Use Make it bookable if it is flagged. Enter the 6-digit code from your email in the banner. Open… Your website, your data and your business, all working harder for you · 2 Nov 2026 Set up from your website › Bring in your course dates from your website If your website lists your upcoming course dates, or links to the booking pages where you sell them, we can bring those dates into CourseCloud as events, each on the right course with its times, venue and price where… Your website, your data and your business, all working harder for you · 2 Nov 2026 Set up from your website › An "About us" on your booking page Your booking page can now show a short About us in your own words. Search engines use it to describe your page too. If you started with your website in setup, we have written a first version for you to check. Change it… Your website, your data and your business, all working harder for you · 2 Nov 2026 Bring all your data in, and take it out › Straight from HubSpot, Mailchimp and Eventbrite In the import window, choose From HubSpot, From Mailchimp or From Eventbrite and paste a key from your own account. HubSpot contacts and companies, a Mailchimp audience (only people still subscribed) or your Eventbrite… Your website, your data and your business, all working harder for you · 2 Nov 2026 Bring all your data in, and take it out › Export any table, and choose the columns Every table in your portal can be downloaded as a CSV file that opens in Excel, Google Sheets or Numbers, with every row that matches your search and filters. Open any table, for example Records, Customers or People,… Your website, your data and your business, all working harder for you · 2 Nov 2026 Bring all your data in, and take it out › Download certificate PDFs in bulk Go to Records, tick the certificates you want (or Select all matching) and click Download PDFs. You get a ZIP file with each certificate named by person, course and date, filed into year and month folders. Your website, your data and your business, all working harder for you · 2 Nov 2026 A trainer app, and QR codes for your rooms › How to set it up Go to Settings > Trainers and switch on Trainer app. Use More settings to let trainers issue certificates and to View as trainer. Open a trainer and press Send invite. They get an email to set up their sign-in. How the… Your website, your data and your business, all working harder for you · 2 Nov 2026 Win more work: Revenue Radar, quotes and customer health › Revenue Radar Radar in the sidebar shows, for each customer, the training they will need in the next 3, 6 or 12 months, valued at your prices: certificates you issued that are running out, your courses their people did elsewhere that… Your website, your data and your business, all working harder for you · 2 Nov 2026 Win more work: Revenue Radar, quotes and customer health › Quotes that follow themselves up Create quotation starts with "Who is the quote for?": search your customers, leads and contacts, or add a new one there and then. The quote page shows when the customer opened it, how often and whether they downloaded… Your website, your data and your business, all working harder for you · 2 Nov 2026 Payments: choose how each course is paid for, and refund at a click › Card, invoice, or let the buyer choose Go to Settings > Sales. Under Default payment for online bookings, choose Card payment only, Buyer chooses card or invoice or Invoice only. To change a single course, open it in your inventory and set Payment at… Your website, your data and your business, all working harder for you · 2 Nov 2026 Payments: choose how each course is paid for, and refund at a click › Refund a card payment when you cancel When you cancel a booking that was paid by card at checkout, you can now refund it in full (the default), in part or not at all. The money goes back to the buyer's card, they are emailed, and the refund is noted on the… Your website, your data and your business, all working harder for you · 2 Nov 2026 Payments: choose how each course is paid for, and refund at a click › Card-paid bookings read as paid A booking paid by card now says so, with its receipt, instead of asking you to send an invoice, and it is never flagged as overdue. Your website, your data and your business, all working harder for you · 2 Nov 2026 Every table and page works the same way › A tidier Settings Settings is grouped into Courses, Selling and Organisation, the same on the Settings home, the menu and search, and the Settings home has its own search. Four half-pages joined the pages they belong with: Tracking is… Your website, your data and your business, all working harder for you · 2 Nov 2026 Website widgets: your live dates on your own website Your own website is where most of your customers look first. Website widgets put your live course dates and online booking on it, in your colours, and keep themselves up to date: new dates, prices and places left appear… Your website, your data and your business, all working harder for you · 2 Nov 2026 Set up from your website Setting up used to mean typing in details your website already shows. Now the first step of setup asks for your website. Press Fill in for me and we read it, along with any booking pages it links to, and fill in: your… Your website, your data and your business, all working harder for you · 2 Nov 2026 Your business on autopilot CourseCloud now does a lot of the day-to-day checking for you. Everything that would act on its own is switched off until you turn it on, and each setting explains what it does, where you will find it and what your… Your website, your data and your business, all working harder for you · 2 Nov 2026 A trainer app, and QR codes for your rooms Your trainers can now sign in to their own app to see their sessions, take the register, read the course information and launch course files on the day. They only ever see their own sessions and the people on them. The… Your website, your data and your business, all working harder for you · 2 Nov 2026 Marketing emails that go out Marketing has been rebuilt so that campaigns and automations reliably send, look professional and stay within the rules, with tabs for Campaigns, Automations, Templates, Audiences, Landing pages and Analytics. The… Your website, your data and your business, all working harder for you · 2 Nov 2026 Booking emails your customers will trust Every booking email now shares one clean design that reads well in Outlook and on a phone. Your logo leads each email (or your business name if you have no logo yet), and it is now part of the email itself, so it always… Your website, your data and your business, all working harder for you · 2 Nov 2026 Help on every page Guide to this page sits next to every page title and explains what the page is for and how to use it. Help in the sidebar has every guide in one place, a search box and a glossary of the words CourseCloud uses. Hey…