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Fill every class.
Renew every card.

ReadyNow brings your corporate accounts, classes, instructors, certifications and AED follow-ups into one customer timeline — with the next step always in view.

The CRM for CPR, first-aid and AED training providers · Connects with QuickBooks Online

Coming due · next 90 days
EMAIL WORKFLOW EXAMPLE
Within 30 days
18
31–60 days
42
61–90 days
57
Dana R.
BLS Provider · expires Oct 14
Renewal booked
Northside Dental · 9 staff
BLS Provider · expires Nov 2
Quote sent
Marcus T.
Heartsaver CPR AED · expires Oct 21
Email reminder sent
Priya S.
First Aid CPR AED · expires Nov 9
Call — no reply
Instructor credential: J. Okafor's BLS Instructor card expires Dec 3
Illustrative workflow with sample records. Email reminders require sending setup and an active reminder schedule.

Every card you issue expires.
The only question is who they renew with.

Renewals slip through spreadsheets

Expiration dates live somewhere. Customer information lives somewhere else. Someone has to remember to check.

Employer groups live in your inbox

Quotes, rosters, schedules and conversations get scattered across email threads.

Booking tools stop at the booking

They can fill a seat. They don't keep track of the relationship that comes after it.

ReadyNow remembers so you don't have to.

What you keep in your head, your spreadsheet, your inbox and your texts lives in one customer relationship — with the next step at the bottom, where you can't miss it.

  1. CUSTOMER
    Northside Dental · 9 staff on file
  2. LAST CLASS
    BLS Provider, on-site · Nov 2024 · Jordan Okafor
  3. CERTIFICATIONS
    9 cards · expire Nov 2, 2026
  4. RENEWAL
    Quote #1042 sent Oct 1 · office manager asked for a Saturday
  5. EQUIPMENT
    1 AED · pads due Feb 2027
  6. NEXT
    Follow up on the renewal quote · Thu, Oct 8
One customer record: the history, the people, the dates — and what to do next.

Get the class ready.
Run the class.
Bring them back.

The three jobs of a training business, in one place.

01 · GET THE CLASS READY

From the first call to a class that's ready to happen.

  1. Customer
  2. Quote
  3. Schedule
  4. Instructor
  5. Roster

Build a flat-fee quote, schedule the class, offer it to an instructor and manage the roster in one workflow.

First Aid CPR AED — Harbor Logistics
On-site · Sat, Oct 17 · 9:00
Quote#1038 · approved InstructorJ. Okafor · accepted Roster12 of 12
02 · RUN THE CLASS

Instructors capture class records in their browser.

  1. Instructor
  2. Attendance
  3. Completion
  4. Certification

Assigned instructors can record attendance, waivers and skills checks in the online instructor portal, including from a phone browser. Class finalization records completion; credential workflows track card references, issue dates and expiration dates.

Heartsaver CPR AED · Thu, Oct 8
Alex M.✓ Present · skills ✓ Sam K.✓ Present · skills ✓ Rosa D.Absent
7 of 8 completed · card dates recorded
03 · BRING THEM BACK

The next expiration is already on its way.

  1. Expiration
  2. Reminder
  3. Renewal
  4. Next class
…and around again

ReadyNow tracks recorded expiration dates and can schedule renewal emails at configured lead times. Recipients can request a renewal quote; your coordinator follows up to arrange the next class.

ILLUSTRATIVE RENEWAL EMAIL
Hi Marcus — your Heartsaver CPR AED card expires Oct 21. Request a renewal quote and we can arrange your next class.
Request a renewal quote

Along the way: credential tracking · online registration and payment · employer accounts · configurable email reminders · fixed reports and CSV exports · QuickBooks Online customer import and accounting workflows.

Instructor availability and class offers, in one portal.

  • They mark when they can teach.
  • They accept or decline proposed assignments in the portal or through an emailed response link.
  • They submit credential evidence for owner review; recorded expiration dates inform eligibility.
  • They open assigned rosters, record attendance and skills checks, and finalize completed classes.
Instructor portal
Hi, Jordan
NEW CLASS OFFER
BLS Provider — Downtown
Sat, Oct 24 · 9:00–1:00 · 9 students
Accept Decline
Available this week
M
T
W
T
F
S
S
BLS Instructor · exp Dec 3Renew soon
Heartsaver CPR AED · Thu, Oct 8Roster

Keep QuickBooks as your accounting source of truth.

Connect QuickBooks Online to import existing customers, match customer records and send won quotes as estimates. ReadyNow reads back linked invoice balances and payment status. Eligible Stripe transactions can be reconciled into QuickBooks after payment accounts are configured.

ReadyNow

Customer relationships · quotes · payment references

QuickBooks Online

Customer import · estimates · invoice and payment status

Requires an authorized QuickBooks connection, catalog mappings and running sync jobs. CSV exports are also available.

Start with your next corporate class.

  1. 1

    Bring your customers

    Add organizations and contacts, or import customers after connecting QuickBooks Online. Review ambiguous matches.

  2. 2

    Set up your classes

    Courses, schedule and instructors.

  3. 3

    Configure renewal emails

    Set lead times and email templates, choose automatic or manual sending, and run the reminder and delivery schedules.

Training isn't the only thing that expires.

Record customer AEDs, pad and battery replacement dates, inspection results and inspection cadence alongside training. Due dates help you plan follow-ups; physical readiness still requires inspection.

Northside Dental
TRAINING BLS renewalNov 2, 2026 EQUIPMENT AED · front deskStatus recorded PadsReplace Feb 2027 BatteryReplace Aug 2028

ReadyNow vs. the way you're doing it now.

See the full comparison →

Class-registration tools

They're good at putting classes online and taking payment.

Choose ReadyNow when renewals and employer relationships are where your revenue is.

General-purpose CRMs

They're good at pipelines and marketing across many industries, when properly configured.

Choose ReadyNow when you want courses, cards, rosters and instructors without building them yourself.

Spreadsheets and email

They're inexpensive, familiar and flexible.

Choose ReadyNow when you'd rather not be the one who has to remember to check.

Plans for the way your training business grows.

The renewals, follow-ups and group classes that slip through today are the business ReadyNow helps you keep.

Solo instructor

One instructor, growing a roster.

To be announced
  • Customers, classes and certifications
  • Renewal reminders
  • Online registration
  • QuickBooks-ready exports
Request early access

Team

A group of instructors teaching every week.

To be announced
  • Everything in Solo
  • Instructor access for your teaching team
  • Employer accounts and quotes
  • Configurable email reminders
  • AED and equipment tracking
Request early access

Multi-location

Several sites under one brand.

Coming soon
  • Everything in Team
  • Multiple locations, one customer record
  • Broader site permissions under consideration
Request early access

Your records stay yours.

You own your customer data

ReadyNow stores and organizes it for you. It doesn't become ours.

Fixed reports and CSV exports

Authorized staff can generate fixed operational reports, accounting CSVs and compliance exports.

Contact support

Questions go to [email protected].

Do I have to move everything at once?

No. Start with your repeat corporate accounts, then add classes and instructors while keeping your existing tools. A configured QuickBooks Online connection can import customers; matches that need review are flagged.

Does ReadyNow issue certification cards?

For external-body credentials such as AHA cards, issuance remains with your certifying body or training center. ReadyNow tracks issuance status, card references, issue dates and expiration dates. It does not replace AHA or Enrollware portals.

Is ReadyNow affiliated with AHA, Red Cross or HSI?

No. ReadyNow is administrative software for training providers. You can track any course you're authorized to teach.

When can I start?

Contact us to discuss early access for your training business.

See ReadyNow in action.

See how customer relationships, classes and renewals fit together.