Course Administration

SwissMentor offers a multitude of features that help you manage your school or educational organisation efficiently.

Comprehensive Person Management

Manage your persons and their addresses.

Centralised person management A person is entered once and can then attend multiple courses. A person can also be both a learner and a teacher.
Address management Multiple address types such as private, professional, billing, etc. Management of validity periods and automatic address completion.
Companies / Employees
Photo and CV
Groups, categories
Import persons from Excel
Duplicate detection / Duplicate merging

Person Management

Address Entry

Participant Registration

Manage your course participants and their data with maximum efficiency and clarity.

Course participant management
Participant history and course journey at a glance
Waiting list
Provisional registration
Transfer to subsequent courses
Deregistration process

Course Participants

Automated Communication

Put communication with your participants on autopilot.

Automatic sending of registration confirmations and participation certificates
Customisable email templates
Generation of personalised attachments (PDF)
Participation certificates and diplomas
Automatic creation of user accounts

Bulk mailing to participants

Course Fee Billing

From invoicing to reminders – everything under control.

Flexible billing with instalment payment options Split course fees into free instalments or define percentage/fixed amount splits.
Private / company invoice splitting
Automatic reminders with configurable levels
CAMT import for automatic payment matching
Customer accounts with detailed analyses
Accounting accruals and reporting