Processes in Coachview
Layout and implementation in general.
Read about capturing relationships in different files using the function Company.
Read about capturing relationships in different files using the function Contacts.
Establish the structure of a course using the course definition. Make, plan and find a course. Sign up participants and create a document or send a mailing. Plan easy with roasting.
Keep per person track of the amount that can be spent and the number of credits to be gained.
Workflow task (templates)
Define your workflow in actions. Create and manage both manual and automatic actions.
Workflow document (templates)
Create, print and send documents.
Tips and Tricks
In tips and tricks you will find a number of cases described that make your job a lot easier.
The operation of the planning module, linking Coachview to external calendars, sending an ICS attachment and keeping track of the planning status for teacher and/or location.
All articles about our evaluation module. Improve the quality of your training.
Sales and invoicing arrangement
From quotation to invoice. VAT, general ledger accounts, cost centres and sales rule templates.
Sales and invoicing execution
From quotation to invoice for open enrollment or customization. Additional tips and tricks.
Record teacher invoices, locations and catering using purchase orders.
How does each course, faculty or even a small part of it perform?
Managing and setting up your portals.
Import of data
Import company and personal data once or periodically, training history, new registrations via web requests, debtors and courses.
Privacy and service