INDEPENDENT INSTRUCTORS

Run your training business without stitching together five different tools.

CertOS gives independent instructors one workspace for classes, students, credentials, payments, communications, referrals and business visibility.

Best for owner-instructors and small training businesses that want professional operations without enterprise complexity.
app.getCertOS.com
Summit Training CollectiveCertOS workspace
ST
STUDENT HUBJordan Ellis

One connected student record for enrollment, credentials, balances, communications, documents and activity.

Student IDSTU-004281
Active Credentials3
Next ExpirationJAN 18, 2027
Current Balance$185
OverviewClassesCredentialsPaymentsCommunicationsDocumentsTimelineNotes
Enrollments & Class HistoryUpcoming, completed and waitlisted training
Workplace CPR & AEDOCT 12 · Midtown CampusRegistered$89 due
Advanced Life SupportNOV 04 · Downtown LabRegisteredPaid
Pediatric First AidJUN 18 · Queens Training HubCompletedPaid
Current CredentialsThird-party and organization-issued credentials
CPR/AED ProviderNational Safety CouncilActiveJAN 18, 2027
Advanced Life SupportClinical Skills BoardActiveMAR 02, 2027
First AidNational Safety CouncilActiveAPR 14, 2027
WHAT THIS MEANS DAY TO DAY

A workspace built around your operating model.

The core CertOS platform stays consistent, while the workflows, relationships and visibility match the way your organization actually works.

Schedule and manage classes from one operating calendar.

Keep student, registration and certification history connected.

Track income, expenses and operational inventory in the same system.

Use communications and automation to reduce repetitive follow-up.

Receive and route referral opportunities through the CertOS network.

See the health of the business from the Executive Command Center.

CONNECTED WORKFLOWS

One product. Different operational priorities.

CertOS does not split each audience into a separate software product. Instead, each solution page explains how the same operating system supports the audience's real work.

Class operations

Create courses, schedule classes, manage registrations, attendance and completion.

Student lifecycle

Track prerequisites, credentials, expirations, payments, documents and communications.

Business visibility

Understand income, expenses, open tasks, upcoming work and referral opportunities.

Growth workflows

Use CRM, campaigns, referrals and automation without adopting a separate sales platform.

GROWTH & VISIBILITY

Keep operations, relationships and revenue connected.

Use CRM, finance, referrals, automation and reporting alongside daily training operations instead of maintaining separate systems for each part of the business.

  • Connected CRM and business records
  • Referral opportunities and network relationships
  • Finance and operational reporting
  • Automation and Needs Attention workflows
Explore the Referral Network
Your CertOS workspaceOne authoritative operation
Customers & studentsReferral partnersReportingAutomation
SEE IT WITH YOUR WORKFLOW

See how CertOS fits your organization.

We can map the platform to your structure, workflows and growth model.

Book a Demo