A client training platform that sets expectations early.
Give customers a dedicated training portal that explains your process, documents, and expectations — so projects start smoother and support tickets drop.
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What you get
Dedicated client portals
External learners get their own portal with only the training you assign — completely separate from your internal courses.
Client groups by account
Organize external learners by company or account and control exactly which catalog content each group can see.
Confirmed understanding
Quizzes and attestations confirm clients actually read and understood your process before work begins.
Certificates clients keep
Completion issues a verifiable PDF certificate — useful when client-side sign-off or vendor onboarding requires proof.
Repeatable onboarding
Build your client onboarding once and reuse it for every new account instead of repeating the same kickoff calls.
Account-level visibility
See which clients finished, who is stuck, and who never started — before it becomes a project delay.
Built into the platform
No add-on modules, no per-feature pricing. These capabilities are part of the product.
- Token-based email invitations with Google sign-in
- Catalog visibility rules per client group
- External learner roles isolated from internal content
- Vendor, contractor, and partner training on the same system
- Public catalog option for lead-generation training content
- Completion and overdue reporting across external audiences
How teams use it
Client onboarding
Walk new clients through your process, required documents, and next steps before the first working session.
Vendor standards
Share requirements and standards with vendors and contractors, with attestations that they were read.
Customer education
Publish helpful how-to training publicly to educate customers and build trust with prospects.
Frequently asked questions
Do clients get access to our internal training?
No. External learners see a dedicated client portal limited to the content you assign or make visible to their client group — never your internal courses.
How do clients get access?
Send a token-based invitation by email. Clients accept, sign in with Google, and land directly in their portal with their assigned training ready.
Can we group clients by account?
Yes. Client groups let you organize external learners by company or account and control which catalog content each group can see.
Can clients earn certificates?
Yes. Clients receive downloadable PDF certificates on completion, and each certificate has a unique number that can be verified.
Can we track which clients completed training?
Yes. Completion and overdue reporting covers external learners the same way it covers employees, with CSV export for account reviews.
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Ready to simplify business training?
Start on the Free plan — no credit card — and launch your first training program today.