01
Bookings & course diary
Create and manage bookings, course dates, locations and delegates without relying on separate diaries and spreadsheets.
CourseSteward features
Everything around the course.
In one place.
From the first customer enquiry to the training record and refresher date, CourseSteward gives training providers a clearer way to run the work behind the training.
02
Customer management
Keep company information and training history together so repeat customers are easier to manage.
03
Delegate records
Build a searchable training history for each delegate and keep their course outcomes organised.
04
Instructor management
Manage instructor details, qualifications and availability, then assign the right instructor to the work.
05
Certificates
Record course results and certificate information as part of the training record rather than as disconnected paperwork.
06
Expiry & refresher tracking
Keep visibility of training expiry dates and upcoming refresher requirements so opportunities and obligations are not forgotten.
07
Reports
Turn operational data into useful customer, delegate and training information without manually rebuilding reports.
08
Role-based access
Give administrators, office staff and instructors appropriate access while protecting company information.
09
Company separation
CourseSteward is multi-company by design, with each provider's data isolated from other customers using the platform.
Built around real work
Not another generic CRM.
Training businesses have their own workflow: courses move, delegates change, instructors need information, certificates need recording and refresher dates matter months or years later.
CourseSteward is being developed around those workflows so the system supports the training business rather than forcing the business to fit generic software.
See CourseSteward pricing