Work in a different sector?
We can still help!
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
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
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
What we do for training businesses
accessplanit gives training companies all the tools they need to run their business in one central place.
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.
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.
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.
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.
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.
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.
- 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.
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.
- 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.
What our clients say
See below why training companies choose accessplanit
"We would never gamble our core business on a system or solution that we were not 100% comfortable with or that would not grow with us as we grow in the future."
"We are extremely impressed with the system and the service received from accessplanit."View case study
"We wouldn’t have been able to manage the shift to online learning if it hadn’t have been for the flexibility that accessplanit offers and the support of our Customer Success Manager."View case study
"Throughout the entire process, the support and service from the accessplanit team has been impressive. They have made time for us when needed, answered our questions quickly and worked to find us answers for questions that extend beyond their knowledge or expertise."View case study
"Having accessplanit has significantly reduced booking administration as well as empowering employees and managers to take charge of their learning and development activities."
"It has also provided a platform for hosting our eLearning modules making it easier for me to manage but also enabling managers to access the compliance training status of their teams."View case study
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.
Get in touch with us today.
Training management software configured to achieve the results you want. Start your journey today.