Automation software for your training business.

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What you get

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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.

1.

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

2.

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

3.

Document generation

  • 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

4.

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.

5.

Task management 

  • 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

6.

Resource management 

  • 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

FAQs

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!

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