Docs Reference
A–Z index
Every feature, alphabetically, with a link to where it's explained.
A
Accept a requestTrainer confirms a booking; an agreement is generated.Activity feedEverything that has happened in a trainer's account.Add participantsClient uploads or types the attendee list for a training.Admin panelWhere the TaleoCert team runs the platform.Agreement (training agreement)Generated on acceptance, e-signed by both sides, counter-signed by TaleoCert.Alumni (trainer)Organisations and people a trainer has trained.Alumni network (company / learner / college)Trainers you've worked with and people connected to you.AvailabilityFour-week view of a trainer's open and booked days.B
BatchesA cohort being trained: dates, capacity, enrolment, progress.Block a userAdmin stops an account signing in.Book a session / Request bookingSend a trainer a training request.BriefingTrainer emails every participant the training details.BroadcastingEmail all or some of your contacts at once.C
Calendar (Meeting Schedule)Click any day or event to view, add or edit.Cancel a trainingRaise a cancellation request; the other side approves.CategoriesThe training category tree used for search and expertise.CertificatesIssued per booking or individually, emailed as PDFs.CheckoutRazorpay payment for an active agreement.Clients (My Clients)Everyone who booked a trainer, with value.College portalCampus batch training, students and outcomes.Company registrationAccount, organisation, compliance.ContactsA trainer's address book for broadcasts.Corporate portalWhere companies find, book and manage training.CredentialsCertification badges on a trainer's profile.D
Dashboard (company)Employees, batches, trained this year, spend.Dashboard (trainer)Rating, views, bookings, hire rate, calendar, earnings.Decline a requestTrainer turns a request down.Demo dataThe fictional people in these screenshots.Download profile (PDF)A document version of a trainer's profile.E
Earnings & payoutEarned, awaiting and recent payments for trainers.Email templatesPreview every email the platform sends.Emails listEvery notification, who gets it and when.EmployeesA company's roster, invites and employee records.ExperienceWork history on a trainer profile.Export CSV / reportDownload reports and dashboards.F
FAQCommon questions.Filters (find trainers)Narrow by skill, language, location, category, availability.Forgot passwordReset by email; link valid 60 minutes.ForumsTrainer community: feed, threads, channels.I
Invite employee / user / trainerSend someone a sign-in.Issue a certificateSingle certificate with live preview.L
Learner portalFor individuals: book, learn, keep certificates.Lifecycle of a bookingRequest to certificates, step by step.Locked menusWhat unverified trainers see.Log outcome (scope call)Record topics, needs and next steps.M
MailboxReplies to your broadcasts, threaded.Mark completeAllowed once agreement active and payment received or deferred.MaterialsDecks, documents, videos and labs, free or paid.Message filters & labelsCorporate, Individual, College, Trainer labels and filter chips.MessagesDirect chat, with booking events inline.MSA & NDASigned by companies during registration.O
On leaveA trainer's time off, shown to clients; not bookable.Onboarding (company registration)Account, organisation and compliance steps.Outcome (scope call)Scope confirmed, agenda customised, send proposal, more info, not a fit, follow up.P
ParticipantsThe attendee roster of a training.Pay laterAgreed deferred payment.Payments (admin)Every payment on the platform.Platform configMail delivery and the broadcast mailbox.Platform fee10% of the training fee, from the trainer's payout.Postpone a trainingPropose a new date; the other side approves.Privacy & dataWhat's public and how to delete your account.Profile (trainer)Snapshot, experience, testimonials, videos, availability.Profile FunnelViews → saves → contacts → bookings.ProgrammesTrainings a trainer offers, with price.Public profileWhat clients see at /trainer/your-id.R
RazorpayThe payment processor.Reminder (scope call)Email the client a reminder in one click.Reports (trainer)Training sales, batch outcomes, funnel.Reports & ROI (company)Outcomes and spend across batches.ReviewsVerified client reviews after completion.S
Schedule a trainingTwo-step wizard that creates a batch and calendar days.Scope callDiscovery call before the training: needs and topics.Scope call iconSmall phone icon on calendar dates that have a scope call.SecurityHow data, files and payments are protected.ShowcaseA trainer's materials library.Sign the agreementType your name, tick, sign.Sign upTrainer, company, learner and college.StatusesWhat every status means.StudentsA college's roster.Support ticketsAsk the TaleoCert team for help.T
TestimonialsVerified reviews on a trainer profile.TimelineThe history of a booking on its card.Training LabsHands-on labs in the showcase.Training requestsEvery booking request and its actions.Trust ScoreA trainer's 0–100 trust rating and tier.U
Unread badgesRed counts on Messages, Direct messages and Mailbox.Users (admin)Find, inspect, edit, block or delete accounts.V
Vacation / time offBlock days so clients can't book you and nothing is scheduled.Verification (trainer)Checklist, ID upload and admin approval.Verifications queue (admin)Approve or reject identity documents.VideosYouTube videos on a trainer profile.Something not covered? Talk to us or open a ticket from Help & support in your portal.