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For education & training

Keep training engagements and fee records organised.

Manage enquiries, service quotations, project records and staff appointment administration for the business side of a training organisation.

Explore the workflow Compare plans

Keep recurring sessions organised

Record timezone, staff and resources. Review series changes and individual exceptions before confirming the schedule.

Link attendance to the agreement

Use eligible attendance billing or service invoicing, checking payer details, deposits and outstanding amounts.

A clearer record for the work around the work

A new course or learner enquiry creates administrative work before teaching begins. Keep the service agreement and fee record clear enough to support the next conversation.

Keep staff appointments easy to review.

Current TerminalERP appointment schedule showing customers, dates, owners and statuses.
See upcoming and completed customer appointments in the working schedule.
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A working routine for your business

1. Record the enquiry and training requirement.

2. Prepare the service or fee quotation.

3. Organise the work or applicable staff appointment.

4. Review the invoice and received payments.

Appointment through outcome

Connect the booking to the next business step.

  1. Customer and staff
    • Choose context Start and end time
  2. Start and end time
    • Check together Overlap check
    • Optional setup Recurrence setup option
  3. Overlap check
    • Available Save appointment
    • Conflict Review status
  4. Save appointment
    • Record outcome Choose another time
  5. Review status
  6. Choose another time
    • Separate review Eligible billing / deposit review
  7. Eligible billing / deposit review
  8. Recurrence setup option

Picture it in your working day

For example: A small training provider quotes for a corporate workshop and organises its preparation as a project before issuing the agreed invoice.

Before you choose your setup

Can a change affect a lesson series?

Use the supported series-change process and inspect its scope and exceptions.

Does this replace a learning management system?

Validate curriculum, assessment, learner records and safeguarding requirements separately.

A closer look at your speciality

Tutoring Center & After-School Program

Keep the learner/customer contact and fee agreement understandable, with clear service descriptions on the invoice.

Professional Training Institute

Connect a commissioned training programme, its business customer and its quotation/invoice records.

Language School

Organise course-related commercial records while keeping teaching, assessment and timetabling in the appropriate verified tools.

Institutional Online Course Provider

Manage course-related billing alongside your separate learning platform for lessons, learner progress and certificates.

AI assistance

Put AI to work for your business.

Draft renewal notices and progress summaries from information you provide.

Explore AI assistance

Keep the next session and its administrative follow-up in view. Explore mobile access while retaining the appropriate specialist learner and safeguarding systems.

Choose with clarity

What this industry setup includes—and what to confirm

Start with workflows shaped around the work you do, then check the specialist and regional requirements that matter to your business.

Choosing an industry configures the workspace. It does not turn TerminalERP into a certified specialist system or prove country-specific compliance.

Relevant workflows to explore

  • Appointments & follow-upsAppointments, recurrence, conflicts, reminders, and no-show follow-up
  • Quotations & proposalsQuotations, acceptance, conversion, and sales-order fulfillment
  • Invoices & customer billingInvoices, receipts, credits, returns, refunds, and payment status
  • Customers & contactsCustomer/contact records, statements, collections, and linked activity
  • Products & inventoryProduct catalog, availability, stock movements, counts, returns, and reorder attention
  • Employees, leave & payroll recordsEmployee records, lifecycle checklists, leave, and reviewed payroll records; no universal statutory payroll filing

What to confirm for your business

  • Student information system, gradebook, curriculum, and learning management
  • Class rosters, academic attendance, and education compliance

Start with one workflow from your business.

Compare the plans or tell us the task you want to manage. Use a real example to decide whether the available workflow fits.

Compare plans Ask about this workflow