Managing Corporate Training Portals

Updated 2 min read

CPR Enroll+ handles both consumer (individual student) and B2B (business-to-business) training engagements. When you work with corporate clients — hospitals, schools, fire departments, or businesses — you need to keep their training organized separately from your general public classes. This guide covers the tools in CPR Enroll+ that make B2B management efficient.

Setting Up a Corporate Client

  1. Create a Client record: when creating or editing a class or enrollment, go to People at the left Menu. Click the Clients tab and click + Add New to create a new corporate account. Enter the company name, contact person (Client Coordinator), phone, and email.
  2. This client record is now available to tag on classes, enrollments, and invoices.

Creating a Private Class for a Corporate Client

  1. Go to Classes > + to create a new class.
  2. Fill in all class details (course, location, instructor, date/time, max students).
  3. Assign the Client from the Client dropdown field. (Note: all classes with a client selected will default to a Private Class)
  4. Click Save.
  5. Get the private class link via Classes > ⋮ > Share Registration and send it to the HR coordinator or corporate contact to distribute to employees.

Tracking Corporate Enrollments

  1. Go to Enrollments > List view.
  2. Filter by Client to see all enrollments associated with that company across all classes and dates.
  3. Track payment status for each employee.
  4. Use Bulk Actions > Mark as Paid after receiving the corporate payment to update all records simultaneously.

Invoicing Corporate Clients

  1. Go to Payments > Invoices > + Create.
  2. Set Billed To to the corporate client.
  3. Add line items for training sessions: course name, number of seats, and per-seat price.
  4. Add Terms (Net 30, Net 60, etc.) and any applicable taxes.
  5. Save and send the invoice to the client's billing contact.


 

Repeat Client Management

  • Create a recurring class schedule for clients with quarterly or annual renewal needs (see Managing Recurring Schedules).
  • Import updated employee rosters each period as staff changes.
  • Create a coupon specifically for this client's employees with a negotiated price — set it to apply to specific courses only.

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