Product updates

Your website, your data and your business, all working harder for you · 2 Nov 2026 A trainer app, and QR codes for your rooms …day. They only ever see their own sessions and the people on them. The trainer app: a trainer's sessions for the next two weeks, with the room, the number of delegates and a reminder to scan the room QR code. What a… 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 Improvements …go to their own account, your staff to the portal, and trainers find Trainer app in their menu. Sign in on your booking page opens sign-in for your customers, not sign-up for providers. Book on the day. An event that… 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 …analytics, account health and Needs attention, and Won and lost quotes. Trainer app add-on: the trainer app, room QR check-in and the trainers' calendar link. Course builder add-on: build your own eLearning and SCORM… Your website, your data and your business, all working harder for you · 2 Nov 2026 Highlights …Revenue Radar, quotes that follow themselves up, customer health, a trainer app, marketing that really sends, and pages that switch instantly. Looking for something? Use Find in this update to show only the sections… 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 …from Free. CourseCloud now runs the busy work too, with autopilot, a trainer app, Revenue Radar, marketing that sends, refunds at a click and a faster, simpler portal. Every update is now searchable, down to the exact… 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 …Core and each priced by your size too: Marketing, Autopilot, Insights, Trainer app, Course builder and Website. Complete. Core with every add-on, for a third less than buying all six. If the add-ons you pick would cost… Your website, your data and your business, all working harder for you · 2 Nov 2026 Your business on autopilot …courses filled, so you can promote it or move it in good time. Add your trainer and venue costs and it shows how many places you need to break even. Renewal autopilot. Spots certificates that are due to expire and… 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 …and charged when you click Confirm event. If their bank needs them to approve it, or the card is declined, they get a link to pay, at most once a day. If you would like to check new customers first, switch on Approve… Your website, your data and your business, all working harder for you · 2 Nov 2026 Analytics you can act on …in touch with. Team includes how quickly quotes are sent and won, and Trainers shows the revenue from each trainer's events. Marketplace shows what people search for on CourseCloud that matches your courses, and Search… Your website, your data and your business, all working harder for you · 2 Nov 2026 Create an event in a minute, and see them all …what it found, or Run one again to repeat a recent event. Rooms and trainers show whether they are free, and a live preview shows your online listing and the joining instructions. Pick the first day and the rest of the… Your website, your data and your business, all working harder for you · 2 Nov 2026 Fixes …a contact's bookings, a customer's last sale and sales chart, and a trainer's revenue (which was counted twice). If a buyer pays twice for the same booking in two browser windows, the second payment is refunded… Your website, your data and your business, all working harder for you · 2 Nov 2026 Privacy and security Approval before you see someone's Workpass profile. When you link a person who has their own Workpass profile, they approve it first. Until then you see their name and their bookings and certificates with you. Your… 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 …Settings > Import data brings everything across: courses, venues and trainers, and now customers and their contacts, learners, events, attendance (bookings, results and the register) and training records. Import data:… 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 …of columns is remembered for each table. While someone has not yet approved sharing their Workpass profile with you, their private details are left blank in exports. Exports are now yours to control. Your super admins… Your website, your data and your business, all working harder for you · 2 Nov 2026 Sign up and start selling in minutes …you can edit, and your address becomes your first venue with you as its trainer. Courses people can actually book. Getting started only ticks off your first event once the public could book it. If something stops that,… Your website, your data and your business, all working harder for you · 2 Nov 2026 Outlook, calendars, accounts and reviews …invoices and joining instructions can be sent from your own mailbox. Trainers can add their teaching days to their own calendar, and trainers who connect their Outlook calendar show as busy when you choose who teaches.… Your website, your data and your business, all working harder for you · 2 Nov 2026 Booking emails your customers will trust …checking note when something needs a look. A booking that needs your approval now arrives as Booking request to approve, not as a confirmed booking. Upload your logo in Settings > Profile and every email leads with it. Your website, your data and your business, all working harder for you · 2 Nov 2026 Your business on autopilot › How to set it up …you what would happen. Will it run?, renewal autopilot, Cash & credit, trainer cover and the 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 A new look, inside and out › A new Overview …and sales performance. Renewals ready to send and Events at risk appear when there is something to act on. At the foot of the page, What CourseCloud did for you shows the last 12 months: what you got back for what you… 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 …one read and never kept, and nothing changes in the other tool. These appear in Settings > Integrations under Your data. Settings, Integrations: Outlook, Stripe, Xero, Sage and your data tools, with their status.… 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 …(otherwise for 12 months), and after that a higher list price only applies once we have emailed you at least 30 days before. If list prices go down, you get the lower price straight away. Payments are taken… 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 …plan and send it. Your customer clicks Accept and book and the bookings appear in your pipeline. Customers on Workprove Free see the training you issue through CourseCloud on their matrix at no cost to them. The old… 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 …quotes that expire, an alert when a customer first opens a quote, and approval for large discounts. Won and lost quotes shows your win rate, value won and lost, time to win and why quotes are lost. Your website, your data and your business, all working harder for you · 2 Nov 2026 Every table and page works the same way …overdue; an event's fill, takings and results; a course's, venue's or trainer's next event and days delivered. Hey CourseCloud sits in the top bar (Ctrl+Shift+K). Ask it about your bookings, events and customers by… Your website, your data and your business, all working harder for you · 2 Nov 2026 Website widgets: your live dates on your own website …and keep themselves up to date: new dates, prices and places left appear on their own, and full or finished dates drop off. Website widgets: each widget with its views, clicks, bookings and value over the last 30 days.… 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 Website widgets: your live dates on your own website › See what your widgets sell Every widget counts how often it is seen (at least half on screen for a second), what people click and the bookings that follow, with their value before VAT. You can see it by widget, by course and by page of your… 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 › 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 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 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 › Know which customers need you Customer pages are rebuilt. Revenue, what is outstanding, bookings and people trained sit at the top, with the customer's health, next renewal and last contact. Below are their sales by month, quarter or year, bookings,… 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 pop up on every page when they are due, with Done, Snooze and Edit. Type one from the + button as you would say it ("Chase Acme for their PO tomorrow at 10am"), make it repeat, choose Remind me about this on… 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.