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.