Excel-Based Training Registration & Management System (Professional Client-Facing)

Project Title:

Excel-Based Training Registration & Management System (Professional Client-Facing)

Project Description:

“I need a professional, client-facing Excel workbook used for training registration, payment collection, and internal tracking. It must function as both a customer form and an internal management tool.”

Required Deliverables (THIS IS KEY)
1. Multi-Sheet Workbook (6 Tabs)

Tab 1 – Registration Form
Branded layout (logo, colors)
Fillable fields for:
Student info
Company info
Course info (pre-filled)
Payment terms section
Travel disclaimer
Seat limit notice
Signature/date acceptance block
Locked structure (only input cells editable)

Tab 2 – Credit Card Authorization
Cardholder name
Billing address
Card number, exp, CVV
Authorization statement
Signature field
Clean, professional layout

Tab 3 – Terms & Conditions
Scrollable / formatted text section
Includes:
Payment terms
Cancellation policy
Liability disclaimer
Clean formatting for PDF export

Tab 4 – Company Roster (Multi-Student)
Table format:
Name
Email
Phone
Auto student count
Auto total cost calculation

Tab 5 – Invoice Summary
Pulls from roster
Shows:
Total students
Cost per student
Total invoice amount
Clean “invoice-style” layout (client presentable)

Tab 6 – Attendance Tracker
Student list auto-populated
Daily attendance tracking
Optional completion status

Functional Requirements
Must Have:
Highlighted input cells (color-coded)
Locked/protected sheets:
Users can only edit input cells
Auto calculations:
Student count
Total cost
Dropdown selections (payment method, etc.)
Checkbox-style selections
Consistent branding (fonts, spacing, colors)
Mobile-friendly layout (not too wide)

Clean formatting for:
Printing
PDF export


Design Requirements

“Make it look like a professional proposal document, not a spreadsheet”
Clean spacing, no clutter
Section headers
Consistent font sizing
Subtle color use (not loud)

Protection Requirements
“Lock all non-input cells. Only designated input fields should be editable. Protect formulas from being modified.”

Output Format
Excel (.xlsx)
No macros (important — you prefer this)
Must work without enabling anything


Course Title
Phased Array Ultrasonic Testing (PAUT) Training Program

Course Structure
This training program consists of two (2) courses:

PA-101 – Introduction to Phased Array Ultrasonic Testing
PA-102 – Advanced Phased Array Ultrasonic Testing

Each course is 40 hours, for a total of 80 hours of training

Course Schedule
Dates: Dec 6 – Dec 17
Schedule: Monday – Friday, 8 hours per day
Location

State Community College

Cost
$50 per student
Price includes:
All training materials
Course books
Hands-on training

Course Description (include this)
PA-101 – Introduction to PAUT
Basic ultrasonic theory
Phased array fundamentals
Equipment setup and operation
Calibration techniques
Beam steering and focusing concepts
Introduction to scan types and displays (A-scan, S-scan)

PA-102 – Advanced PAUT
Advanced scan planning
Weld inspection techniques
Data interpretation and analysis
Flaw detection and characterization
Advanced calibration methods (DAC/TCG)
Practical hands-on applications
General Course Information
Training includes both classroom instruction and hands-on scanning
100% attendance is required for successful completion
Students are encouraged to bring:
Notebook
Calculator

All required materials will be provided

Payment Terms
Preferred payment method: Credit card prior to class start
Credit cards processed approximately 2 weeks prior to class
Checks must be:
Received prior to class
Tied to an approved Purchase Order
Payment or PO due 2–4 weeks prior to class start

Cancellation Policy
Cancellation >10 business days → full refund minus $150 fee
Cancellation ≤10 business days → no refund
No-show → no refund
Substitutions allowed with prior notice

I reserves the right to cancel or reschedule due to low enrollment or unforeseen circumstances.

Important Notice
Do not make travel or lodging arrangements until registration is confirmed.

Submission Instructions

Completed forms should be sent to:
my email address

A confirmation email will be provided upon receipt.

Acceptance Section

Include:

Signature line
Date line
“Limited seating – first come, first served”
Clean section headers like:
Course Information
Registration
Payment Terms
Acceptance

I am ok with you using templates from colleges or universities or other school options.