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Courses
Manage available training courses, pricing and delegate limits.
Locations
Venues and delivery options shown to delegates at booking.
Trainers
Manage trainers who deliver courses at GTS MedOH.
Time Slots
Start times delegates can choose from when booking.
Available Start Times
General Settings
Organisation details, Stripe and CRM configuration.
Organisation
CRM / Webhook
Every completed booking POSTs a JSON payload to this URL. Works with Zapier, Make, HubSpot, or any REST endpoint.
Purchase Order Terms
Frequently Asked Questions
These questions appear below the booking form. Drag to reorder — or use the arrows. Basic HTML is supported in answers (e.g. <a href="...">, <strong>).
Cancellation Rules
Define refund tiers based on how many days' notice is given. These are shown to delegates in the booking form and referenced in cancellation emails. Leave blank to use free text only.
Feature Toggles
Enable or disable system features without code changes. Changes take effect immediately.
Webhook Destinations
All system events (bookings, cancellations, waitlist, etc.) are routed through these destinations. The internal Supabase edge functions are pre-configured — only add external destinations here.
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Email Templates
Customise the copy sent to delegates. Leave any field blank to use the system default. Changes take effect immediately — no code deploy needed.
{{first_name}} {{last_name}} {{booking_ref}}
{{course_name}} {{session_date}} {{session_time}}
{{location_name}} {{location_address}}
{{delegates_count}} {{total_gbp}}
{{org_name}} {{po_number}} {{billing_email}}
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Sessions
Schedule course sessions. Trainer & location conflicts are flagged before saving.
Revenue Reports
Confirmed bookings only · amounts in GBP.
| Select a period above to load data. |
Bookings Calendar
All confirmed bookings. Click any event to see full details.
Prospect CRM Import
Stage, validate, and approve Prospect CRM exports before they reach the live database. Contacts are never created as auth users or booking delegates.
Upload Prospect Exports
Export your Companies and Contacts lists from Prospect CRM as .xlsx files. You may upload one or both. Contacts here are CRM records only — they will not become booking users or delegates.
Current Records
Import History
Compliance Overview
Organisation-wide compliance status across all categories.
All Organisations — Compliance Summary
⚠ Expiring & Lapsed — Priority Actions
Select an organisation or load all to see compliance records.
Competency Requirements
Define what compliance each job role requires per organisation
All Compliance Records
🤖 AI Compliance Assistant
Ask questions about compliance status, gaps, risks and upcoming actions. Advisory guidance only.
Powered by Claude (Anthropic) · Responses are advisory only · Do not share sensitive personal data in queries
⭐ Saved & Favourite Reports
🕐 Recent Reports
Save Report
🔄 Renewal Revenue Intelligence
Predicted renewal revenue from expiring certifications. Identifies at-risk customers and recommended actions.
Revenue Timeline (week by week)
Pipeline by Window
Expiring Categories by Value
🤖 AI Recommended Actions
Click "AI Actions" to generate account manager recommendations based on current pipeline data.
🔴 At-Risk Customers
Renewal Probability by Organisation
Report Generator
Generate compliance, expiry, asset and risk reports. Opens as a print-ready page — use browser Print to save as PDF.
📊 Compliance Status Report
Overall compliance picture for an organisation — scores by category, priority actions, full record list.
⏰ Certificate Expiry Report
All certificates expiring within a selected window. Essential for renewal planning.
🔧 Asset Inspection Report
Equipment requiring inspection or calibration within a selected window.
⚠ Risk Register Report
Full risk register sorted by risk score. Suitable for management review and HSE/ISO audits.
📅 Scheduled Weekly Digest
A compliance summary email is sent automatically every Monday at 07:00 to the support email address set in Settings. The digest includes: overall compliance score, items expiring in 30 days, expired items, overdue actions, and asset alerts.
Configure the recipient in Admin → Settings → Support Email.
Risk & Audit Register
Risk assessments, COSHH, near misses, accident investigations, corrective actions and audits.
Add Risk Item
Asset Register
Equipment, instruments and safety assets requiring inspection or calibration.
Add Asset
Compliance Types
Configure the compliance framework — add, edit or deactivate compliance categories. No code changes needed.
Add Compliance Type
Import External Certificates
Upload a CSV of certificates from previous providers. Creates compliance records and auto-creates employee records where needed.
email, first_name, last_name, compliance_type_name, issued_date (YYYY-MM-DD), expiry_date (YYYY-MM-DD)Optional:
certificate_number, provider_name, org_name
Workforce
Manage employees and contractors across all organisations.
Add Employee
Add Competency Requirement
Add Compliance Record
User Management
View and manage user accounts. Assign roles to control access.
Role Reference
Every account has one role. Higher roles inherit the permissions of lower roles.
- Everything below
- Manage system settings
- Promote/demote any user role
- Export & import config
- Everything below
- Add/edit/delete courses, sessions, locations, trainers
- View all revenue reports
- Import CRM data
- Create bookings on behalf of clients
- View sessions calendar & availability
- View all bookings
- No access to course/trainer management or settings
- View own assigned sessions
- Future: attendance recording
- No booking form access
- Self-service booking form
- View own bookings only
- No admin panel access
💡 To add a new Booking Agent or Admin: ask them to create an account at the booking form page, then find their email below and promote their role.
All Users
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