Everything it takes to run your training business, in one place

Yes. All of the day-to-day management works regardless of certification: sessions and scheduling, your directory of clients, trainees, trainers and rooms, legal documents, materials and slide decks, questionnaires, digital attendance, the trainee portal and the annual training return. None of it requires certification. These are the tools of the trade, not of the audit.

Indicator tracking is there when you need it: it feeds on the data you already enter, so an organization that has been using the application for a year turns up to the audit with much of its file already assembled, without having had to build it separately.

Yes, and that is the case it was built for. A session’s schedule is filled in on a two-month calendar: one click sets a day, a click-and-drag sets a whole range, a click on the “Tuesday” header sets every Tuesday of the month shown, a click on a week number sets its five working days. A right-click switches a day to morning only, then to afternoon only.

A day can also be given hours of its own, by right-clicking it: an assessment morning starting earlier, a shortened final afternoon. That day’s signing window follows automatically, and the hour total recalculates after every gesture.

To avoid redoing the same pattern every time, describe it once as an outline (six Tuesdays, two half-days a fortnight apart) at provider or course level. A new session will then ask you for nothing but a first day.

Yes, a session accepts a CSV import of trainees, which avoids retyping a list already kept in a spreadsheet.

Yes, on every list. A button opens the column picker: the ones on display, which you reorder by dragging and whose width you adjust, then the ones held in reserve, grouped by area: contact details, follow-up, financial, Qualiopi, annual return. That way you decide to see a session’s published satisfaction score, a room’s accessibility, a client’s usual funder or when an account was last active.

Filters work the same way: you pin the criteria that matter to you, and each adapts to its field: tick boxes for a status, two bounds for a number, ready-made periods for a date. No operator to choose, no syntax to learn. Lists also keep their sorting and their number of rows per page.

The setting is yours alone: your browser keeps it, list by list, and it changes nothing on your colleagues’ screens. Everyone sets up their own, nobody imposes theirs on the rest. One button restores the original view at any time.

Nothing is ever deleted. When a limit is reached (trainees, trainers, sessions or storage), only the creation of a new item beyond the limit is blocked, with a message inviting you to upgrade. Everything that already exists keeps working normally. Archiving a trainee or a session already delivered frees up a slot without destroying anything: the evidence stays kept.

You are not meant to find out when the block happens: a gauge per limit is shown on your subscription page, a banner appears on the dashboard from 80% onwards, and an email is sent when that threshold is crossed — once per limit, not on every creation.

For managing, a spreadsheet is often enough. For proving, it is not: a cell has no time, no author and no link to the document it claims to tick. On audit day, the evidence is scattered between the Drive, the mailbox and the binder, and it takes days to pull together.

In Qualiomatic, the same entry serves twice. The session you plan produces the agreement, the attendance sheet and the certificate; the signed attendance, the distributed questionnaire and the sent certificate become the indicator’s status, computed on what actually happened rather than on a ticked box.

You do not lose your spreadsheet either: every list exports to an Excel-ready CSV, at any time.

One session, to begin with. You create the organization (name, activity declaration number, disability contact), one course sheet, then the first session: the agreement, the joining instructions and the attendance sheet come out within the hour. The rest follows at the pace of your sessions.

Your trainee lists import as a CSV file from your spreadsheet. The standard schedule, attendance hours, questionnaires and document templates are set once. The history of your past sessions does not import: it stays in your previous tool. What matters for the next audit is the sessions ahead, and this is where they get built.

No. Qualiomatic produces neither quotes nor invoices, and we would rather say so before you go looking. Keep your invoicing tool or your accountant: nothing changes on that side.

What Qualiomatic does carry is the session price, reused in the agreement and in the annual training report (BPF), and each client’s funder, which breaks down section C of that report. Lists export to CSV for your accountant.

No, you copy them over. Each document is edited in a template editor: you paste your text, and the fields in braces (trainee name, dates, duration, price) fill in from the session. A header or a recurring clause is defined once and inserted everywhere.

The starting templates are built around the mandatory mentions of an agreement, joining instructions or a certificate; they are a useful benchmark if yours are getting old. There is no Word file import: the template lives in the application, and that is why it fills itself in.

Yes. The agreement is archived as a frozen snapshot, then an e-mail invites the client to sign it from their space, with no account to create: they sign on the pad, with their name; the time, IP address and document fingerprint are recorded, and you countersign from the archive’s record.

It is a simple electronic signature under the eIDAS regulation: it establishes who signed what and when, which is enough for a training agreement. It does not go through a qualified trust service provider; if a client requires one, the agreement prints out and is signed by hand as before.