How we help voluntary & non-profit training organisations.

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What we do for companies delivering training in the voluntary & non-profit sectors.

We work with many of the leading charities and not for profit organisations who deliver training courses to employees, volunteers and external customers.

Streamline training administration

  • Automate admin, communication and routine processes to free up time to focus on what matters
  • Consolidate the management of all course types from funded and paid sessions to staff training
  • Reduce disparate systems and spreadsheets 

 
accessplanit central reporting tool

Simplify course & resource management

  • Easy scheduling with visibility of trainer, venue schedules, availability and costs 
  • Manage and schedule all course types including short courses, multi-session, web or eLearning 
  • Realtime insights into course availability,  bookings, fill-rates and feedback 
accessplanit resource calendar

Improve your results

  • Accurate reporting provides the basis for confident decision making, planning and development
  • Marketing and promotional tools to increase bookings and awareness
  • Improved delegate satisfaction and ROI
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What we do for companies delivering training in the voluntary & non-profit sectors

accessplanit gives voluntary organisation and not for profit organisations all the tools they need to run their business in one central place. 

1.

Course & resource scheduling 

  • Coordinate the trainers, venues and equipment you need for successful training events
  • Manage every training type including in-house training, public sessions and employee sessions
  • Eliminate any chaos with automated alerts, tasks and checklists

Learn more about our course scheduling functionality.

2.

Online booking & payment

  • 24/7/365 online booking and payment straight from your website or the delegate's portal
  • Let customers pay their way with payment options including card, invoice, cash and vouchers
  • Capture the delegate information you need

Learn more about our online booking & payment system.

3.

Sales & marketing 

  • Enquiry, lead and opportunity management tools
  • Create highly targeted lists and trigger effective email campaigns 
  • Generate awareness and market courses with tools including social media links, integrations and targeted email campaigns

Learn more about our sales & marketing tools for training providers.

4.

Customer relationship management

  • Complete visibility of delegate history
  • Manage the information that matters including contact details, course history, attendance, feedback and communications all in one place
  • Automate all customer communications from joining instructions and booking confirmations to reminders

Learn more about our CRM for training businesses.


 

5.

Management information

  • Instant access to off-the-shelf reports and dashboards
  • Use our report writing tools or customise existing reports to gain the insight you need
  • Export key data with Word, Excel and PDF support

Learn more about our reporting tools and business insights.

6.

Delegate management

  • Automate delegate reminders, surveys, evaluations, course material distribution and communications
  • Learner portals allow your delegates to track training, complete online learning, access certificates and documents, make new course bookings and update contact information

Learn more about our surveys and feedback tools.

How it works

Explore our software

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Trusted by:

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Don't just take our word for it

It has revolutionised our charity and the way it operates with increased automation.

The accessplanit system streamlined the process, and in particular the ability to manage pricing bands, finance and invoicing.

We are now seeing the rewards of accurate management information which can be used to plan.