SOLUTIONS

Built for the way training organizations actually operate.

CertOS supports organizations ranging from one-person training businesses to complex networks and multi-location training providers—without creating separate products for each.

ONE PLATFORM, DIFFERENT OPERATING MODELS

See the workflows different training organizations rely on.

CertOS keeps the same core operating system across organization types, while each team sees the workflows, relationships and operational context that matter to them. Demo records below are fictional.

app.getCertOS.com
Summit Training CollectiveCertOS workspace
ST
OPERATIONS / REGISTRATIONSRegistrations

Search, sort and act on registrations without losing payment or class context.

Total Registrations284
Unpaid18
Upcoming76
Search order, student, email, course...All coursesAll payment statuses
DIRECTORYRegistration workspace
284 registrations
ORDERSTUDENTCOURSE & CLASSTOTALPAYMENTSTATUSACTION
REG-8F32AAvery CollinsWorkplace CPR · Sep 10$89PaidConfirmedOpen ↗
REG-91C4DNina PatelAdvanced Life Support · Sep 10$245UnpaidReservedOpen ↗
REG-4E78BChris WalkerPediatric First Aid · Sep 11$125PartialReservedOpen ↗
REG-2B65FSam NguyenInstructor Essentials · Sep 12$195PaidConfirmedOpen ↗
RUN YOUR BUSINESS

Independent Instructors

Operate independently with scheduling, students, payments, certifications, communications and business visibility in one place.

  • Manage your own courses and classes
  • Keep student and credential history organized
  • Track payments, expenses and inventory
  • Use automation and reminders without enterprise overhead
Independent InstructorsCertOS workspace
Independent InstructorsPrimary organization
Location 1
Team & instructors
Compliance
OperationsConnectedCRMConnectedFinanceScopedReportingReady
OPERATE INDEPENDENTLY, STAY CONNECTED

Training Sites

Run your own organization while maintaining the appropriate relationship with upstream Training Centers or partner organizations.

  • Preserve your own CRM, finance and operational records
  • Coordinate instructor and compliance relationships
  • Receive and transfer authorized resources where applicable
  • Keep affiliation separate from ownership
Training SitesCertOS workspace
Training SitesPrimary organization
Location 2
Team & instructors
Compliance
OperationsConnectedCRMConnectedFinanceScopedReportingReady
COORDINATE A NETWORK

Training Centers

Manage complex training relationships across sites, instructors, standards, resources and compliance without treating every affiliate as the same business.

  • Manage internal staff and affiliated organizations
  • Coordinate qualifications and requirements
  • Support controlled inventory/resource relationships
  • Use role, scope and relationship-aware access
Training CentersCertOS workspace
Training CentersPrimary organization
Location 3
Team & instructors
Compliance
OperationsConnectedCRMConnectedFinanceScopedReportingReady
SEE THE WHOLE OPERATION

Multi-Location Organizations

Run multiple locations with local operational context and consolidated visibility where ownership and permissions allow.

  • Schedule across locations
  • Understand utilization and performance
  • Keep location-aware data and time context
  • Consolidate reporting across permitted organizations
Multi-Location OrganizationsCertOS workspace
Multi-Location OrganizationsPrimary organization
Location 4
Team & instructors
Compliance
OperationsConnectedCRMConnectedFinanceScopedReportingReady
MANAGE B2B TRAINING END TO END

Corporate Training Providers

Turn corporate clients into operational accounts with connected people, compliance, private training, billing, contracts, communications and renewal opportunities.

  • Business Account 360
  • Employee/student rosters and compliance
  • Training requests and private classes
  • Quotes, contracts, invoices and payments
Corporate Training ProvidersCertOS workspace
Corporate Training ProvidersPrimary organization
Location 5
Team & instructors
Compliance
OperationsConnectedCRMConnectedFinanceScopedReportingReady
YOUR OPERATION IS UNIQUE

Let's map CertOS to the way you train.

See how the platform can support your structure, workflows and growth model.

Book a Demo