CPD providers face a specific challenge: high-value bookings, employer billing, professional delegates who need precise information, and compliance requirements that demand a clear record of everything. BOBSTA handles all of it.
Professionals attending CPD courses are often booked and paid for by their employer. That means invoice billing, corporate accounts, multiple delegates on one invoice, and clear communication to each individual delegate. Most booking platforms handle one or the other. BOBSTA handles both.
Every booking, payment, communication, and administrative action is permanently recorded in BOBSTA's tamper-evident audit log. Finance exports go straight to Xero or QuickBooks. Pre-course information emails deliver exactly what professionals need before they arrive. Post-course surveys close the quality loop automatically.
Corporate and NHS accounts book on invoice. Outstanding balances tracked automatically, marked paid with one click, and Finance Export produces Xero-ready files.
Customisable pre-course emails deliver joining instructions, preparation requirements, venue access details, and a direct link to their booking — automatically, at the right time.
Every booking change, payment update, communication sent, and admin action permanently recorded with timestamp and username. Supports internal governance and external compliance.
One-click export of all confirmed transactions, formatted for direct import into Xero or QuickBooks with your sales account codes pre-mapped.
When a professional needs to change their date, move them to any available future date in one action — with automatic notification and full audit trail.
Survey invitations go to every delegate the evening after their course — automatically, with no login required. Results in a visual dashboard, exportable to Excel.
Built after 20+ years working alongside training businesses. Every feature in BOBSTA exists because a training business owner asked for it. Every workflow was refined until it felt right — not designed in a vacuum by people who've never run a course.
Yes. Customer accounts can represent organisations — NHS Trust, law firm, clinic — with individual delegate capture per booking and invoice billing to the account.
The audit log records every administrative action permanently. Booking records include delegate details, attendance confirmation, and payment status. These can be exported for compliance reporting.
Yes. Each email template is customisable per course type. Pre-course information content is fully editable from the admin panel and can include specific preparation instructions, assessment requirements, and CPD point details.
Configure your Xero Sales Account Code once in System Settings. Finance Export then produces a Xero-formatted CSV of all confirmed transactions in any date range, ready for direct import — no remapping required.
Yes. BOBSTA includes a cookie consent banner, auto-generated Privacy Policy, delegate data anonymisation tools, and role-based access control. Hosted on UK/EU infrastructure.
Talk to the BOBSTA team about CPD course management. We understand the billing and compliance requirements your operation depends on.