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How a training engagement works

The full lifecycle of a booking, from first request to certificates, and what each side sees at every step.

Every booking moves through the same steps, whoever the client is. The platform will not let a step be skipped: a training cannot be marked complete before the agreement is active and payment has been received or explicitly deferred.

Each request card carries a timeline of everything that has happened: requested, accepted, scope call, completed.
Each request card carries a timeline of everything that has happened: requested, accepted, scope call, completed.
Each request card carries a timeline of everything that has happened: requested, accepted, scope call, completed.

The lifecycle, step by step

  1. 1
    The client sends a request
    A company, college or learner opens a trainer's profile and sends a request: what they need covered, preferred dates, participants, mode (online, onsite, hybrid), location and budget. The trainer is emailed and the request appears in My Calendar › Training Requests.
    The request form runs in four steps: Training, Schedule, Logistics, Review.
    The request form runs in four steps: Training, Schedule, Logistics, Review.
    The request form runs in four steps: Training, Schedule, Logistics, Review.
  2. 2
    The trainer holds a scope call
    Before committing, the trainer books a scope call, a short discovery call (like an interview) to understand the team, its level and the topics the training must cover. The client gets an email invite and reminders. The agreed topics are written back onto the booking. See Scope calls.
    Scheduling a scope call against a new request.
    Scheduling a scope call against a new request.
    Scheduling a scope call against a new request.
  3. 3
    The trainer accepts or declines
    A trainer can't accept a request that falls in their own vacation. Accepting confirms the price and date and automatically generates a training agreement. Declining closes the request with a note to the client.
  4. 4
    Both sides e-sign the agreement
    The agreement shows the training fee, 18% GST, the total payable, and the trainer's payout after the 10% platform fee. The client and the trainer each type their name and sign. Once both have signed, TaleoCert counter-signs and the agreement becomes Active.
    An agreement the client has signed, waiting for the trainer.
    An agreement the client has signed, waiting for the trainer.
    An agreement the client has signed, waiting for the trainer.
  5. 5
    The client pays (or pays later)
    Against an active agreement the client pays through Razorpay: card, UPI, net-banking or wallet. Where a pay-later arrangement is agreed, the client chooses Pay later and the booking can go ahead.
    Checkout shows the training fee, GST and total before Razorpay opens.
    Checkout shows the training fee, GST and total before Razorpay opens.
    Checkout shows the training fee, GST and total before Razorpay opens.
  6. 6
    The client submits participants
    The trainer can request the attendee list. The client uploads a CSV or adds people by hand: name, email, employee code, department, batch, session and timing. The trainer can then email everyone a briefing.
    Adding participants: drop a CSV, download the template, or add rows by hand.
    Adding participants: drop a CSV, download the template, or add rows by hand.
    Adding participants: drop a CSV, download the template, or add rows by hand.
  7. 7
    Delivery
    The training sits on the trainer's calendar and in Training Batches, and the client sees it in their batches and dashboard.
  8. 8
    The trainer marks it complete
    Allowed only when the booking is accepted, the agreement is active, and payment is received or deferred. The card explains what is still missing if it is not.
  9. 9
    Certificates
    The trainer issues certificates for the whole roster in one action. Each participant is emailed a PDF, and the certificates appear in the client's portal, the learner's portal and the admin panel.
  10. 10
    Review
    The client is asked to review the trainer and the platform. Reviews feed the trainer's rating and Trust Score.

Postponing or cancelling

An accepted training is never silently removed. Either side opens the booking and chooses Request cancellation or postponement, gives a reason (and a new date for a postponement), and the other side approves or declines. Both steps are emailed and appear on the timeline. See Postpone or cancel a training.

Everything is mirrored in chat

Each step is also posted into the client–trainer conversation in Messages as a system line: requested, accepted, agreement ready, signed, active, paid, scope call scheduled, reminder sent, scope call done, completed and certificates issued. Clicking one of these lines opens that training, and the next action (for example Add participants or Pay) is offered right in the thread.

The trainer's chat with Ritu Bansal: lifecycle events and action buttons, inline with the conversation.
The trainer's chat with Ritu Bansal: lifecycle events and action buttons, inline with the conversation.
The trainer's chat with Ritu Bansal: lifecycle events and action buttons, inline with the conversation.

How the money works

Training feeThe confirmed price the trainer accepts.
GST18% on top of the training fee, paid by the client.
Total payableTraining fee + GST. This is what the client pays at checkout.
Platform fee10% of the training fee, deducted from the trainer's payout.
Trainer payoutTraining fee − platform fee. Shown on the agreement and tracked in Settings › Earnings & payout.
Card dataHandled by Razorpay. Card and bank details never reach TaleoCert.
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