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Trainer portal: overview

For TrainersWhat the trainer workspace does, how the menu is organised, and how to read your dashboard.

The trainer portal is your whole training business in one place: your public profile, incoming requests, scope calls, agreements, your calendar and batches, certificates, clients, alumni, materials, messages and earnings. Sign in at dashboard.taleocert.com.

The trainer dashboard for Aarav Sharma: KPIs, training calendar, upcoming training days, earnings and the requests waiting for him.
The trainer dashboard for Aarav Sharma: KPIs, training calendar, upcoming training days, earnings and the requests waiting for him.
The trainer dashboard for Aarav Sharma: KPIs, training calendar, upcoming training days, earnings and the requests waiting for him.
MenuWhat's insideGuide
ProfileProfile Snapshot, Experience, Testimonials, Videos, AvailabilityProfile & verification
My CalendarMeeting Schedule, Scope Calls, Training Requests, Schedule Trainings, Training Batches, Trainings StatusCalendar & batches, Scope calls, Requests & agreements
My BusinessMy Profits, Broadcasting, My Contacts, My ClientsBusiness, broadcasts & clients
My SalesTraining Sales, Batch Outcomes, Profile Funnel, Certification Sales, Issue a Certificate, Showcase Sales, Training LabsSales, certificates & showcase
My AlumniCorporate (organisations trained), Professional (people trained)Alumni, trust & reviews
Trust & BadgesTrust Score, Training Reviews, Credentials, Verifications, ComplianceAlumni, trust & reviews
MessagesDirect messages, MailboxMessages, forums & settings
ForumsFeed, Threads, Channels, Help & SupportMessages, forums & settings
SettingsAccount, Earnings & payout, Notifications, Privacy & dataMessages, forums & settings
Tip.The red number on My Calendar is the count of requests waiting for your answer. The bell, chat and mail icons at the top right show unread notifications, messages and mailbox replies.

Reading your dashboard

RatingAverage of your verified client reviews, with the review count.
Profile viewsHow many times your public profile was opened.
BookingsAll booking requests you have received, with how many are pending.
Hire rateShare of requests in the last 90 days you accepted or completed.
CertificatesCertificates you have issued.
Response timeYour average time to answer a request.
Training calendarThis month at a glance: confirmed bookings, pending requests, training batches, leave and today. A small phone icon marks days with a scope call. Click a date to open the week view, with every training, call and meeting placed at its time.
Upcoming training daysYour next scheduled days with client and batch.
Earnings & payoutsMonth to date, year to date, a 12-month trend, and payments still awaited.
Recent reviews / Training requestsThe newest reviews, and requests you still need to answer.

Use Export report to download your dashboard figures, and New batch to schedule a training. The Activity feed tab lists everything that has happened: requests, acceptances, reviews, certificates and batches.

Before you are verified

A new trainer can sign in and prepare everything immediately, but some menus stay locked until an admin verifies you: My Business, My Sales, My Alumni and Forums. A progress bar at the top of the sidebar shows how complete your profile is.

Kabir Malhotra's workspace while he waits for verification: locked menus and a profile-completion bar.
Kabir Malhotra's workspace while he waits for verification: locked menus and a profile-completion bar.
Kabir Malhotra's workspace while he waits for verification: locked menus and a profile-completion bar.
Clicking a locked menu explains why and lists exactly what is still missing, with shortcuts to finish your profile or verify your identity.
Clicking a locked menu explains why and lists exactly what is still missing, with shortcuts to finish your profile or verify your identity.
Clicking a locked menu explains why and lists exactly what is still missing, with shortcuts to finish your profile or verify your identity.

How to get verified is covered in Profile & verification. A rejected application cannot use the workspace; the reason is shown and you can re-apply.

← PreviousHow an engagement worksNext →Profile & verification

Something not covered? Talk to us or open a ticket from Help & support in your portal.