Your clients book and sign without the email chain
Sponsor companies book people onto courses and sign booking forms from a phone.
Each client sees their own staff
Sponsor companies see their own staff and what's in date. Clients see who needs booking in the next 90 days, and what to check in Sentinel.
- Each client only ever sees their own staff
- Competence matrix with gaps to book
![SureTrain client portal with demo data for a fictional client: the Staff competence page. The subtitle reads “Your sponsored staff against the competences their role needs. Expiring means within 90 days”. Clients see who needs booking in the next 90 days, and what to check in Sentinel. A notice says “1 booking form needs your signature before the course can go ahead” with a Sign booking forms button. Tiles show 6 sponsored staff, 0 all in date, 1 expiring in 90 days, 1 expired, 1 missing, 2 check in Sentinel and 1 no role profile, with the note “Each person is counted in one tile. PTS [Personal Track Safety], COSS [Controller of Site Safety] and LKT [Lookout] are recorded in Sentinel, so check their dates there”. Below a Role profile filter and “Showing 6 of 6 · Everyone”, a table with Person, Role profile, PTS, COSS, LKT and EFAW (Emergency First Aid at Work) columns lists the first five of the six people, each with their Sentinel number: Rhys Calder, “No role profile competences”; Leah Grant, “Check in Sentinel: PTS, COSS”, role profile COSS; Fiona Marsh, “Not up to date: EFAW missing”, role profile Site first aider; Owen Price, “Check in Sentinel: PTS, COSS”, role profile COSS; Aisha Rahman, “Up to date: EFAW expiring 5 Dec 2026”, role profile Site first aider. PTS is recorded in Sentinel for all five; COSS is recorded in Sentinel for Leah and Owen and not required for the others; LKT is not required for anyone shown; EFAW is missing for Fiona, expiring 5 Dec 2026 for Aisha and not required for the others.](assets/img/client-portal-final2-1920.webp)
Booking forms and signatures from a phone
Clients book their people onto courses and sign booking forms from a phone, without the email chain.
- Learners get a secure link, no password to remember
See it with your own courses
See a demo, or run a pilot at one site with a handful of courses. We set it up with you.