Discover
Processes in Coachview
General
Layout and implementation in general.
Company
Read about capturing relationships in different files using the function Company.
Contacts
Read about capturing relationships in different files using the function Contacts.
Training: Basic
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.
Training: Extended
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.
Planning
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.
Evaluations
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.
Purchase
Record teacher invoices, locations and catering using purchase orders.
Management Information
How does each course, faculty or even a small part of it perform?
Import of data
Import company and personal data once or periodically, training history, new registrations via web requests, debtors and courses.
Technical
Integrations
Coachview Apps
Privacy and service
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