Training Management — Run your training organization in Dolibarr

Training Management — Run your training organization in Dolibarr

Training Management is the business application built into Dolibarr for professional training providers. You manage your catalog, sessions, trainers and learners, produce regulatory documents, and track sales and quality — all from a modern interface designed for day-to-day pedagogical and administrative teams.

An optional WordPress plugin lets you publish your catalog online and receive contact requests directly in Dolibarr, with no retyping.

Why choose Training Management?

You centralize all training activity in your ERP: no scattered files, fewer duplicate entries between scheduling, documents and billing. Teams share up-to-date information; managers keep a clear view of upcoming sessions, missing documents and financial commitments.

Main features

📊 Dashboards and overview

• Global dashboard: overview of activity and items requiring attention
• Commercial dashboard: tracking of quotes, invoices and follow-ups linked to sessions
• Pedagogical dashboard: progress of courses and ongoing sessions
• Quick access to operational screens from key indicators

📚 Pedagogy: courses, venues and sessions

Training catalog

• Full program sheets: objectives, prerequisites, target audience, delivery modes, duration, pricing
• Organization by categories and expected trainer skills
• Content reused for documents and regulatory exports

Training venues

• Management of delivery sites and practical information
• Documents linked to venues (access plans, local rules, etc.)

Sessions

• In-company or open sessions, with one or several training modules
• Scheduling by time slots, assignment of trainers and participants
• Session status and available seats
• E-learning per session when the feature is enabled
• Funding tab: agreements with funders (training funds, companies, personal accounts, etc.), amounts per participant, agreement attachments, aggregated invoicing per funder
• Generation of session documents (training agreement, invitation, certificate, attendance sheet, trainer assignment letter, etc.)
• Attendance sheets with signature tracking
• Tasks and workflows attached to each session

Trainers and learners

• Trainer profiles (internal or external) and session assignment
• Learner management and link to client companies
• Data feeding invitations, certificates and reporting automatically

💼 Sales and billing

• Quotes per client generated from sessions
• Invoices for companies and for funders
• Centralized lists of quotes and invoices linked to training
• Contact and ticket tracking for commercial activity
• Consistency between session amounts, funding entered and company balance due

📝 Questionnaires and assessments

• Creation of questionnaires and quizzes (satisfaction, learning outcomes, quality)
• Distribution to participants and response collection
• Use of feedback for your quality approach and audits
• Sending rules and related email templates

🎓 E-learning (optional)

• Learning paths by course, sections and activities
• SCORM import and attempt tracking
• Linking paths to training sessions
• Time spent and learner progress monitoring
• Dedicated space for remote participants

✅ Quality, watch and continuous improvement

• Quality module: findings, action follow-up and public reporting form
• Watch: aggregation of articles from your sources (feeds, categories), reading and professional watch actions
• Traceability useful for quality reviews and knowledge sharing

📋 Compliance and training-provider obligations

• LHEO / EDOF export for required declarations
• BPF (pedagogical and financial report): preparation and validation of the annual statement
• Qualiopi (optional): audit tracking, indicators and non-conformities
• Customizable document templates (agreements, certificates, programs, etc.)

👥 Trainer recruitment and visibility

• TrainerRecruit: job posting, applications, integration of profiles into Dolibarr
• TrainSpot: catalog sync to the TrainSpot platform to extend your visibility

⚙️ Settings and built-in documentation

• General settings, optional features, categories
• Email templates and mail servers
• Document templates with substitution variables for emails and ODT files
• Configurable business workflows
• Data imports and migration support
• AI assistant for some content (depending on configuration)
• Multilingual documentation in the app, organized like module screens

🌐 Online catalog (WordPress add-on)

• Display of the training catalog on your website
• Detailed course pages for visitors
• Contact form: requests arrive in Dolibarr
• Catalog aligned with Dolibarr data without duplicate entry

Key benefits

• All-in-one in Dolibarr: pedagogy, sales, quality and compliance in one place
• Time savings: documents, invitations and invoices generated from session data
• Reliability: a single source of truth for participants, amounts and funding
• Easier compliance: BPF, Qualiopi, regulatory exports and documentary evidence
• Scalable: e-learning, watch, TrainerRecruit and TrainSpot as needed
• Support: built-in documentation and step-by-step configuration

Use cases

• Continuing education providers: recurring sessions, multiple funders, annual BPF
• Multi-site centers: venues, schedules and trainers across locations
• In-house and open courses: client companies, training funds and individuals
• Blended learning: classroom plus e-learning and time tracking
• Qualiopi approach: evidence, questionnaires, audits and action plans
• Occasional external trainers: pool via TrainerRecruit

Getting started

Initial setup

1. Enable the Training Management module in Dolibarr
2. Configure options under Settings (templates, categories, optional features)
3. Create your training courses then your first sessions

Typical session cycle

1. Plan dates, venues, trainers and participants
2. Enter funding agreements if applicable
3. Generate agreement, invitations and trainer documents
4. Deliver training and collect attendance / signatures
5. Issue certificates, satisfaction questionnaires and invoices

Publish on the web (optional)

1. Install the WordPress add-on and connect your Dolibarr
2. Embed the catalog on your site using the provided shortcode
3. Handle requests from the module Contacts screen

Support and assistance

Our team supports you with onboarding, configuration and day-to-day use of Training Management.

Contact us

• Email: contact@aplose.fr
• Website: www.ma-gestion-cloud.fr
• Support through your Ma Gestion Cloud customer area

🚀 Ma Gestion Cloud — Dolibarr with Training Management ready to use

Why set everything up yourself when you can start right away?

Ma Gestion Cloud offers hosted Dolibarr with your business modules already available: backups, updates and support included. Focus on your sessions and learners, not infrastructure.

Training offer — training-provider ecosystem

Includes in particular:

• Full Dolibarr: ERP and CRM to run your organization
• Training Management: pedagogical, commercial and regulatory management
• Complementary modules depending on your plan (prospecting, appointments, marketing, etc.)
• Support, daily backups and unlimited users
• Trial period to test with confidence before committing

👉 Create my Ma Gestion Cloud instance

Get started in minutes, no long-term commitment during the trial.

About Ma Gestion Cloud / Aplose

Ma Gestion Cloud specializes in business management solutions and Dolibarr deployments for small and mid-sized companies. Aplose develops business modules — including Training Management — to simplify the daily work of administrative, sales and training teams.

Useful links:

• Ma Gestion Cloud website
• Contact sales
• Aplose website
• Dolistore — Dolibarr modules