Education & Training team at work
WORKBIE · BECAUSE IT’S EASIER

Workbie for Education & Training

Less course administration. Clearer learner follow-through.

Connect enquiries, enrolment, session planning, attendance and follow-up tasks so teams do not maintain the same information twice.

Free Business Workflow Audit. No obligation.
SOUND FAMILIAR?

The gaps between your tools
are where the work gets harder.

Your existing software may handle one part well. Workbie connects the work around it — customers, people, documents, operations and accounts — in one business management suite.

Learner enquiries split across inboxes

Keep enquiry history and next actions connected to the learner record.

Explore this capability

Enrolment documents repeatedly chased

Track requested forms, receipt and review tasks against the enrolment.

Explore this capability

Session plans separate from staff availability

Connect sessions, tutor responsibilities and team planning.

Explore this capability

Attendance copied from paper registers

Record agreed attendance information in the tutor's mobile session view.

Explore this capability

Learner follow-ups left without an owner

Assign next steps after a session and retain the relevant context.

Explore this capability

Course reports assembled after delivery

Review course, session and attendance records through agreed dashboards.

Explore this capability
BEFORE AND AFTER

A more connected working day.

Illustrative changes we can scope around your team — not measured customer outcomes.

TodayWith Workbie

Learner enquiries split across inboxes

Keep enquiry history and next actions connected to the learner record.

Enrolment documents repeatedly chased

Track requested forms, receipt and review tasks against the enrolment.

Session plans separate from staff availability

Connect sessions, tutor responsibilities and team planning.

Attendance copied from paper registers

Record agreed attendance information in the tutor's mobile session view.

Learner follow-ups left without an owner

Assign next steps after a session and retain the relevant context.

Course reports assembled after delivery

Review course, session and attendance records through agreed dashboards.

BUILT AROUND YOUR WORK

One record. From the first step to the last.

01

Enquiry

02

Enrol

03

Schedule session

04

Deliver & record

05

Review & follow up

Illustrative Workbie education-training desktop screen with sector-specific menus, courses, sessions & attendance and fictional records
Illustrative education & training configuration based on Workbie Version 2. Fictional sample records show a possible workflow, not a delivered implementation or customer result. Your screens and modules are agreed for your project.
CoursesLearnersSessionsAttendanceDocuments
ASK WORKBIE AI

Less searching.
A clearer next action.

Ask about the records your role is allowed to see. Prepare summaries and follow-ups from agreed information, with approval where it matters.

Fictional example conversations. Available actions and permissions are scoped; AI does not replace your team's professional judgement.

Which enrolments are waiting for documents?

Workbie AII can list the sample enrolment records with outstanding document tasks visible to your role.

Prepare the follow-up list from today's session.

Workbie AII've drafted a list from the recorded attendance and follow-up notes for the tutor to review.

WORKBIE ON THE MOVE

My teaching session. Wherever the work happens.

  • LR-021 · Attendance confirmed
  • LR-034 · Attendance pending
  • Record session follow-up

Illustrative mobile view with fictional records. Access, device needs and workflows are agreed for your team.

Discuss your workflow
Illustrative Workbie mobile my teaching session screen showing ET-801 · Business skills and fictional operational tasks
Workbie · illustrative mobile configuration
TRY BEFORE YOU BUY · 10 PILOT PLACES ACROSS WORKBIE

A free Business Workflow Audit. One agreed pain point fixed free.

Business Workflow Audit worth £995. We agree the chosen problem and success criteria before starting, then fix it free, guaranteed. No obligation to buy further work. All we ask is a short honest testimonial when we fix your pain point.

Discuss the pilot offer
A PRACTICAL START

Know what you're getting before committing.

Your workflow map

We map the chosen process, its handovers and where information is entered or lost.

A shortlist of improvements

What to keep, connect or replace — starting with the gap that matters most to your team.

A suggested pilot and timeline

An agreed first workflow, success criteria and indicative next steps, rather than an open-ended software project.

Do we have to replace our existing software?

No. We review what works and the available connection options first. Outlook, accounts packages and other providers are considered where relevant; technical access and integration scope are confirmed before development.

What does a wider system cost?

Pricing depends on the agreed configuration and scope. Custom-built pricing is agreed after discovery, with monthly payments. The free pilot does not require you to buy a wider system. See the pricing options.

What needs to be agreed for our industry?

Safeguarding, accreditation and education-sector reporting requirements must be agreed separately. AI does not make learner assessment decisions.

WORK IN PRACTICE

See how this works for a real team.

Illustrative education & care photograph, not the customer's premises
Education & care · Birtenshaw

Sensitive referrals, tracked in one structured process.

Birtenshaw was managing a high volume of pupil and student referrals across email, shared drives and spreadsheets. Workbie brought screening, responses and referral progress into a structured process designed around sensitive information.

Read Birtenshaw's story

Sector photograph is illustrative. The story describes the work delivered; your scope and outcomes would be agreed separately.

YOUR BUSINESS. BUILT SMARTER.

Start with the part of your working day that needs fixing.

Tell us where the work slows down. We'll discuss your current tools, what needs to connect and a sensible first step.

Want more context? See the education & training overview or explore the platform.

Choose Workbie — because it’s easier.

Step 1 of 2 · takes 10 seconds

Education & Training. Built smarter.

Just your name and email to start. We’ll contact you back as soon as possible.

Free & no obligation Your details stay private