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Whatever sector you offer training in, accessplanit are here to help.

Streamline training administration

  • Reduce disparate systems and spreadsheets 
  • Automate your time-consuming training admin including tasks, communications, surveys and certificates
  • Eliminate errors and rekeying of information

 
software screen within accessplanit's training management system

Simplify course and resource management

  • Easy scheduling with visibility of trainer, venue schedules, availability and costs 
  • Schedule all of your courses including face-to-face, webinars, eLearning and blended learning from one central platform.
  • Real-time insights into all training information including availability, and booking data
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Improve business results

  • 24/7/365 online booking and payment straight from your website or the delegate's portal
  • Fully integrated sales and marketing tools to increase your course bookings 
  • Improve customer service, feedback and insight 
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What we do for training businesses

accessplanit gives training companies all the tools they need to run their business in one central place.

1.

Course and resource scheduling 

  • Schedule multiple course types including short courses, multi-session, virtual training, eLearning and blended learning programmes
  • Manage in-house training, public sessions and workshops
  • Coordinate the trainers, venues and equipment you need
  • Automate reminders, surveys, evaluations, course material distribution and communications

Learn more about our course and resource management.

2.

Online booking & payment

  • 24/7/365 online booking and payment straight 
  • Update your website in real-time with course schedules, pricing and availability
  • Multiple payment gateway options including Stripe, PayPal, Opayo and WPM
  • Offer discount codes, exclusive rates and business block-bookings
  • Accept card, cash, invoice or vouchers

Learn more about our online booking & payment functionality.

3.

Sales & marketing 

  • Target the right people with the right message using email campaigns and use insight to nurture your leads. 
  • Offer promotions, discounts, corporate rates and group booking offers
  • Manage your leads and opportunities through to repeat customers
  • Share courses using social media links and integrations

Learn more about our sales & marketing tools.

4.

Customer relationship management

  • Complete visibility of customer history all in one place including course history, bookings, interests and feedback
  • Track certifications, awards and expiry dates 
  • Provide and manage access for a wide range of internal users to effectively manage customer relationships 
  • Set-up tasks and reminders to ensure all customer-related tasks get done

Learn more about our CRM for training providers.

5.

Automation & admin

  • Rules and triggers automate training admin including communications, tasks, notes, reminders, surveys and certificate distribution 
  • Use mail merge functionality to ensure documents are accurate in an instant
  • Set-up tasks and reminders to ensure all  training tasks get done

Learn more about our automated tasks and communications.

6.

Reporting & BI

  • Instant access to off-the-shelf reports and dashboards for easy access to business insights
  • Report writing tools to gain the management information you need for decision making and informed actions 
  • Track certifications and expiry dates to maintain compliance

Learn more about our reporting and business insights.

7.

Delegate management

  • Track a complete overview of delegate history 
  • Learner portals let delegates track training, complete online learning, access certificates and documents and complete feedback forms
  • Track expiration dates, send delegate reminders & internal notifications for compliance follow-up

Learn more about our surveys & feedback tools.

8.

Finance & invoicing

  • Generate invoices, reminders, credit notes, statements and refunds with absolute ease
  • Run your entire training operation from one central platform 
  • Streamline all payment and invoice processes, and reduce repetitive manual data entry
  • Extract your data for use with finance tools including Sage and Xero

Learn more about our integrations & add-ons.

9.

Compliance tracking

  • Provide up-to-date qualifications and certifications and give delegates access through learner portals
  • When expiration dates are coming up, send automated notifications and reminders as well as internal notifications for follow-up
  • Access compliance information through delegate history, reports or dashboards

Learn more about our reporting and insights.

How it works

Explore our software

Ready to get started?

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Don't just take our word for it

The ability to complete tasks in a quick and easy process contained within a single system has been invaluable in increasing our business performance and outputs.  

accessplanit will allow us to move away from 3 different systems we currently use and use one streamlined provider with everything all in the same place which is not only far more convenient but will also save so much time! 

There is less room for human error and more room for efficiency in our Operations team.