Organization and B2B management
Manage company accounts, org codes, voucher batches, group bookings, and give organizations portal access.
Organizations represent the companies and institutions that send their employees to your classes. Each organization can have its own billing, voucher batches, and an org admin portal for self-service management.
Creating an organization
- 1Go to Admin → Organizations.
- 2Click + New Organization.
- 3Enter the organization name, billing contact, address, and phone.
- 4Set the billing type: invoice-based or pay-per-booking.
- 5Click Save.
Group bookings
To register multiple employees for a class at once, use group booking:
- 1Open the class you want to book.
- 2Click Register Students.
- 3Select Group Booking.
- 4Choose the organization.
- 5Add each employee by name and email (or import from the org's employee list).
- 6Choose a payment method: voucher code, invoice the organization, or pay now.
- 7Click Confirm Bookings.
Org codes and voucher batches
Voucher batches are pre-paid seat packages you sell to organizations. The organization gets a block of voucher codes their employees use at checkout to book classes without paying individually.
- 1Go to Admin → Vouchers.
- 2Click + New Voucher Batch.
- 3Select the organization.
- 4Enter the number of seats and the price per seat.
- 5Click Create Batch.
- 6The system generates unique voucher codes — share them with the organization.
Org admin portal access
You can give an organization's HR manager or training coordinator access to a self-service portal where they can manage employees, view certifications, check compliance, and download invoices.
- 1Open the organization.
- 2Click on the Org Admins tab.
- 3Click Add Admin.
- 4Enter the email address of the person you want to grant access.
- 5Click Send Invite.
- 6They will receive an email with a link to set up their portal access.
What org admins can do
- View all employees and their certification status
- See which employees have expiring certs
- Download a compliance report
- Request group bookings
- View and pay invoices
- Manage voucher codes
Org compliance
Set certification requirements for an organization under Organization → Compliance Settings. For example, require all employees to have current CPR/AED and BBP certifications. The compliance dashboard shows who is compliant, who is expiring soon, and who is out of compliance.
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