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Introducing Our New Customer Portal

5 July 2024

Your Ultimate Hub for a Seamless Experience

We are thrilled to announce the launch of our brand-new Customer Portal, designed with you in mind! Our aim is to provide a more intuitive, efficient, and personalised experience for all our valued customers. Here’s everything you need to know about our exciting new platform.

Why a New Portal?

Customer service is always at the forefront of everything we do, and we pride ourselves on having strong foundations for customer relationships.  

We have used feedback from our customers and invested in understanding your needs better. The new Customer Portal is a response to this feedback and offers enhanced features and a streamlined interface. Our goal is to make your interactions with us as smooth and pleasant as possible.

By creating an efficient portal to provide instant access to information, documentation and reports for our customers, it allows us to continue to be more available and provide a personal service to all of our clients.

Key Features

1. User-Friendly Dashboard

The customer dashboard offers a clear, organised view of all your account information at a glance. You can easily view the lead training and finance contacts, whilst also seeing the number of upcoming courses you have booked.

2. View your bookings

A centralised overview of all your bookings—current, past, and upcoming—organised by date. Each entry displays the course type and the number of learners booked. For upcoming courses, you have the option to edit or add information to your booking.

3. Search for a delegate

Easily locate learners with advanced search filters and criteria. This feature allows you to search by name, certificate ID, or date range to view learners’ completed course types and dates.

4. Download learner certificates

Effortlessly download awarded certificates for completed courses. This feature enables you to access and save certificates in just a few clicks, ensuring you have all necessary documentation readily available for your records or to provide to your learners.

5. Certificate expiries

Easily monitor when your learners’ certificates are due to expire with the certificate expiry search function. You will also receive automatic email alerts as expiration dates approach.

6. Reports

The delegate and expiry search functions also offer the capability to download data reports in both PDF and Excel formats. Accessing your training reports has never been so easy!

7. Feedback

An effortless way to view feedback your staff members have provided relating to our courses, services, and overall experience. This feature provides the data for you to ensure the training you book with us delivers an exceptional experience for your employees.

8. Finance

View all your invoices and credit notes in one place. Quickly view key details of your financial documents at a glance, with options to download and save them. This feature provides easy access to essential information, ensuring you can efficiently manage your financial records and maintain organised documentation for future reference.

9. Users

Efficiently manage user accounts, roles, and permissions with our comprehensive administration tools. Easily create and update user profiles and customise permissions to ensure secure and appropriate access to resources. This feature enhances security and streamlines user management, providing you with full control over your organisation’s access settings.

Benefits for you

The new customer portal offers numerous benefits, enhancing the overall experience and providing various conveniences. Here are some key benefits:

  • 24/7 access to information
  • Centralised information – Booking records, downloadable certificates, invoices and reports all in one place
  • Efficiency and time-saving – Self-service options reduces the amount of time required on managing training records
  • Real-time updates
  • Enhanced support and user experience

What our customers are saying:

“I have used Ouch’s booking portal for some time now and found it very useful to be able to access future and past bookings, invoices and reports all in one place.  It also allows me to amend delegate information and upload certificates so that I can make and adjust bookings at my convenience.  The system is very simple to navigate and the guidance that the team gave was easy to follow.”

Lisa Lawrence, Customer Engagement Adviser – CITB

Getting Started

Getting started with the new Customer Portal is simple. Follow these easy steps:

Login: Visit our website and click on the “Customer Portal” link. Use your existing credentials to log in. If you don’t have an account yet, please contact us and we will send you a link to get setup.

Explore: Start exploring the new capabilities and introduce yourself to all the key functionalities.

Engage: Access your account information, view and download previous certificates and generate various reports to manage all of your training with Ouch in one place.

We Value Your Feedback

Our new Customer Portal is designed to evolve with your needs. We encourage you to explore the portal and share your feedback with us. Your insights will help us continue to improve and offer features that enhance your experience.

We are committed to providing you with the best possible service, and our new Customer Portal is our latest significant step in that direction. We hope you enjoy the new features it provides. Thank you for being a valued customer, and we look forward to continuing to provide excellent customer service through our new platform.

If you have any questions or need assistance, please do not hesitate to contact our team via email at enquiries@ouchlandd.co.uk or call us on 0800 389 1314

Welcome to a new era of customer service!

The Ouch team