Docs Reference
Emails & notifications
Every email TaleoCert sends, who gets it and when, and how to turn categories off.
Platform emails come from TaleoCert's own mail system. Trainers and clients can switch categories off in their notification settings; password, security and verification emails are always sent.
Account
| Sent to | When | |
|---|---|---|
| Welcome / registration | New user | Account created |
| Invitation | Invited user | An admin or company invites them |
| Password reset | User | They request a reset (link valid 60 minutes) |
| Email verification code | Trainer | Verifying their email address |
| Verify work email | Company admin | Corporate registration, step 1 |
| Client registration complete | Company admin | MSA/NDA signed and registration finished |
| Verification approved / rejected | Trainer | An admin reviews their ID |
Bookings
| Sent to | When | |
|---|---|---|
| New training request | Trainer | A client sends a request |
| Request sent | Client | Confirmation of their request |
| Scope call invite | Client | The trainer schedules or reschedules a scope call |
| Scope call reminder | Client | The trainer clicks Send reminder |
| Booking accepted / declined | Client | The trainer answers |
| Agreement ready to sign | Client | The trainer accepts |
| Agreement awaiting your signature | The party who hasn't signed | The other party signs |
| Agreement active | Both parties | Both have signed |
| Payment deferred | Trainer and client | The client chooses Pay later |
| Participant list requested / submitted | Client / trainer and client | Roster requested, then submitted |
| Training briefing | Each participant | The trainer emails participants the details |
| Participants briefed | Trainer | Briefing sent |
| Cancellation / postponement requested | The other party | A change request is raised |
| Change request answered | The requester | Approved, declined or withdrawn |
| Training completed | Client | Marked complete; asks for a review |
| Certificate (with PDF) | Each participant | Certificates issued |
Payments & materials
| Sent to | When | |
|---|---|---|
| Payment receipt | Payer | Razorpay payment succeeds |
| Payment received | Trainer | A client pays |
| Payment recorded | Client and trainer | An offline payment is recorded by an admin |
| Material order | Buyer and trainer | A paid material is bought |
Support
| Sent to | When | |
|---|---|---|
| Support ticket received | User | They open a ticket |
| Support ticket reply | User | The team replies |
| New ticket (internal) | Support team | Any new ticket |
Broadcast replies
A broadcast goes to each contact with a private reply address. When they reply, the answer is fetched every minute and threaded into the trainer's Mailbox, not their personal inbox.
Something not covered? Talk to us or open a ticket from Help & support in your portal.