Learner registration records
Coursebricks keeps learner registration records for training providers, with everything about one learner's booking on one screen. Answer "have they paid?" or "did they sign?" in seconds, then confirm, transfer or email the learner without switching tools.
See what each learner told you when they booked.
The Coursebricks registration file shows each learner's form answers, custom fields and contact details on one screen. Answers can be edited inline after the learner has booked.
- Contact details and tags at the top
- Pending, Confirmed or Cancelled, changed in place
- Signatures, uploaded files and the materials the learner chose
- When the registration was made and last changed
See if a learner has paid without leaving their registration.
Coursebricks shows the learner's course and the linked order on the registration file. The order number opens the order in one click, so payment questions are answered in seconds.
- The learner's amount on the order
- Paid, overdue or outstanding at a glance
- Course dates, times, location and trainers
- The registrant manager who looks after the booking
Check attendance for every session, plus pass or fail.
The Coursebricks registration file lists the learner's attendance for every session, and you can mark attendance from the same screen. Pass or fail results are recorded there too.
- Make-up sessions taken in another course
- Attendance and pass/fail kept on record for compliance and audit
- Materials reserved, issued or returned when you use inventory
Keep certificates, documents and signed agreements with each learner.
Coursebricks keeps generated documents, certificates and uploaded files on the learner's registration file. E-signature agreements sit alongside them with their status.
- Upload a file or generate one from a template
- Send a new agreement for e-signature from the registration
- Signed agreements and certificates kept for compliance and audit
See every email a learner was sent, and every note about them.
Each registration file in Coursebricks has a notes thread and a list of every email sent for the registration. Open any email to see exactly what the learner received.
- Notes stay internal unless you share them with trainers or the learner
- Files attached to any note
- Trainer notes and system notes clearly labelled
Confirm, transfer or email a learner from the same screen.
Coursebricks puts every registration action on the registration file. Confirm or cancel the booking, transfer the learner to another course, or send them a personalised email.
- Generate a document or send an agreement
- Mark attendance and record pass or fail
- Assign a registrant manager
How to manage a learner's registration in Coursebricks
Coursebricks builds the learner registration record as the learner books and attends a course, so your team answers questions and acts from one screen.
- Step 1
Take the booking
The learner books a course and completes your registration form. Coursebricks saves every answer, signature, uploaded file and chosen item on the registration file.
- Step 2
Open the registration file
Open the registration to see the learner's contact details, status, course, trainers, location and the linked order with its payment status.
- Step 3
Track attendance and documents
Mark attendance for each session, record pass or fail, and keep certificates, uploaded files and signed agreements on the same registration.
- Step 4
Act and follow up
Confirm, cancel or transfer the registration, send a personalised email, generate a document or send an agreement. Every email sent is listed on the registration.
Learner Registration Records FAQs
Learner registration records hold everything about one learner's booking on a course. Coursebricks keeps them in a registration file with form answers, payment status, attendance, documents, agreements, notes and emails, and lets your team act on the registration from the same screen.
What are learner registration records?
Learner registration records hold everything a training provider knows about one learner's booking on a course. Coursebricks keeps learner registration records for training providers in a registration file: form answers, the course, invoice and payment status, attendance, documents, agreements, notes and every email sent, all on one screen.
How are learner registration records in Coursebricks different from spreadsheets and shared folders?
Coursebricks keeps the whole learner registration record in one place, where spreadsheets, inboxes and folders split it across several tools. The registration file links the learner's form answers, payment status, attendance, documents, agreements and email history to the same registration. Your team can also confirm, transfer or email the learner from the registration file.
Can I edit a learner's form answers after they've booked?
Yes. Registration form answers and custom field values can be edited inline on the Coursebricks registration file, including signatures and uploaded files. The learner doesn't have to fill in the form again.
Can I see if a learner has paid from their registration?
Yes. The Coursebricks registration file shows the linked order, the learner's amount and whether it is paid, overdue or outstanding. The order number opens the order in one click.
Can I see a learner's attendance for each session of a course?
Yes. The Coursebricks registration file lists the learner's attendance for every session, including make-up sessions taken in another course, and you can mark attendance from the registration. The registration file also shows the learner's pass or fail result and the materials issued to the learner.
Can I generate documents and send agreements from a learner's registration?
Yes. From the Coursebricks registration file you can upload a file, generate a document from a template, or send an agreement for e-signature. Generated documents, certificates, uploads and agreements with their status stay on the learner's registration.
Can I see which emails a learner has received?
Yes. Every email sent for a registration is listed on the Coursebricks registration file, and you can open each email to see exactly what was sent. The registration file also has a notes thread, with notes kept internal or shared with trainers or the learner.
Can I transfer a learner to another course?
Yes. The actions on the Coursebricks registration file include transferring the learner to another course. The same actions confirm or cancel the registration, send a personalised email, and assign a registrant manager.
Can learners see their registration file?
No. The Coursebricks registration file is for your team. Learners see their own courses, documents, invoices and actions in the learner portal instead.
How much do learner registration records in Coursebricks cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. Learner registration records come with scheduling, bookings, payments, documents and email in the same plan. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.