Automation software for your training business.
With everything in one place, our powerful automation tools automate repetitive tasks and processes making everything easier to manage and ensuring nothing falls through the cracks.
Automate the boring, save time, be more productive
Your back office is working 24/7, even when you’re not.
Rules and triggers automate your time-consuming training tasks including communications, tasks, notes, reminders, surveys and certificate distribution so you can forget about admin and focus on the things that matter.
Works the way you do
Our software is configured to work the way you do. Workflow rules and triggers are created to mirror your current operations. They're also scalable, so will grow with you.
Nothing gets missed
Task management including automated reminders, progress tracking and kanban boards easily manage what's been done and what is outstanding, so nothing gets missed.
Reduce time spent on training admin by over 50%
Your back office is working 24/7, even when you’re not. Automate repetitive tasks and processes to keep things running smoothly.
Emails & communications
- Workflow rules and triggers will automate all communications from joining instructions and booking confirmations to task reminders
- Send unlimited templated communications via email and SMS to any user in your platform
- Use personalisation and our email design tools to provide on-brand communications
- Use eCampaigns to track email success including opens, clicks and bounces
- Place the right message in front of the right people at the right moment with intuitive triggers
Course & delegate admin
- Automate joining instructions, booking confirmations and follow up feedback forms
- Set-up tasks and reminders to ensure all course-related to-do's get done
- Automatically generate invoices, reminders, credit notes and statements
- Rules and triggers automate course admin including communications, tasks, notes, reminders, surveys and certificate distribution
- Automate document generation including certificates, sign-in sheets, delegate training packs and other materials
- Document generation tools automate the creation of certificates, sign-in sheets, delegate training packs and other materials
- Use mail merge functionality to ensure documents are personalised, relevant and effective
- Upload unlimited document templates including letters, registers, joining instructions, certificates and name badges
- Email, print and download generated documents or make them available for your delegates in their learner portal
API & integrations
- Our API feeds minimise data transfer and cut admin time
- Native integrations mean that we do the hard work so you don't have to
- Website integration presents real-time course details, processes bookings and captures course enquiries
- Link with your current finance system for one-time processing and accurate record-keeping
- Our importer eliminates manual data entry
- Find out more about our integrations and add-ons here.
- Set up tasks based on events and triggers for complete control without manual input
- Use our kanban view to visualise tasks, transfer through statuses and maximise efficiency
- Unlimited task generation including chasing outstanding invoices, adding more course dates and following up on sales opportunities
- Define the details that matter to you including assigned users, priority, due date and progress
- Add task lists to your Dashboard for an immediate overview as soon as you log in
- Manage trainers, equipment, venues and any other course-related resources in one central place
- Sync your platform with Outlook and Exchange calendars to automate access to trainer availability
- Workflow rules and triggers automate communications and updates to trainers and venues
- Provide a My Teaching area for your trainers with live course and delegate updates
Frequently asked questions about training management automation.
How much time can I save through automating training processes?
Using rules and triggers, our platform automates many types of time-consuming training tasks including communications, tasks, notes, reminders, surveys and certificate.
As such, the time savings you can make are unlimited!
How do I get set up with accessplanit?
We can get to know your goals and then our team of experts will guide you through your implementation journey including:
- A dedicated implementation team
- Kick-off meeting and introductions
- Planning Workshop
- Data migration
- Software configuration
- Process mapping
- Custom training
- Launch planning
- Support launch period
We also offer a range on ongoing support and services so that you will continuously optimise your platform and reduce admin.
How do I get started?
Get in touch!
Book a demo with accessplanit today and we'll get to know you, and you can get to know more about us!
Get in touch with us today.
Training management software configured to achieve the results you want. Start your journey today.