Your Onboarding journey.

Our Onboarding programmes are built to get you up and running quickly, with a setup that works for your training business and the confidence to start using accessplanit from day one.

You’ll have a dedicated Implementation Manager guiding the process, supported by our Customer Education and Customer Success teams. It’s collaborative, structured, and designed around your goals.

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What Onboarding includes

A dedicated Implementation Manager

Your main point of contact, helping you plan, configure, and launch your platform.

Custom setup based on how you work

We tailor your accessplanit platform around your branding, workflows, team roles and course setup.

Structured weekly check-ins

Stay on track with regular calls and a clear roadmap of milestones.

Hands-on training

Live training sessions, sandbox access, and help from our education team to get your team confident.

Access to resources

Get 24/7 access to our knowledgebase, how-to guides, webinars and live support when needed.

Timeline & structure

Your onboarding journey is broken down into three clear stages:

 

Stage 1: Setup & Planning

  • Platform configuration starts

  • Key data gathered and loaded

  • Your project plan is in place

 

Stage 2: Training & Early Use

  • Core platform features explored

  • Team training sessions begin

  • You start using the platform in real scenarios

 

Stage 3: Final Prep

  • Technical setup completed (SMTP, integrations, payments etc.)

  • Final preparation checks

  • Handover to your Customer Success Manager

Flexible plans available

Our 60-day onboarding plan is the most popular option, but it’s not the only one. For larger teams, more complex setups or projects that need more time, we also offer 90-day, 120-day and Enterprise Onboarding plans. The structure stays the same, but we adapt the pace, training, and scope to suit your project. We'll help you choose the right fit before we get started.

What happens after onboarding?

Once your onboarding wraps up, you're not on your own. You’ll transition into our Optimisation phase where your Customer Success Manager supports your ongoing platform adoption and growth; with regular check-ins, access to new features, and strategic support.

Why our onboarding works

  • Tried-and-tested framework

  • Personalised setup — no one-size-fits-all

  • Real people supporting you every step of the way

  • Focused on confidence, not just launch

Don't just take our word for it

"We have worked closely with Louise for the past 60 days. She was great and so supportive - we have had multiple sessions a week with her to set up the platform exactly how we'd like to use it."

"The Sandbox environment has been a lifesaver for testing our Workflows. We could make mistakes, learn, and fix them before we go live.”

Ania Tinkler

Avonside Safety Management

"[Implementation Manager] Jamie has to be the most patient person in the world!"

"I don't know the number of questions and tweaks and changes I had. But it never felt like we were a burden. We were never made to feel like what we were asking for was too much."

"The team have put so much effort into supporting us in finding alternative ways of working within the system and to make what we need to happen, happen."

Becci Dixon

Byrne Dean

"We had on-site training and online training. They were fantastic, it was first-class training. All of our team left feeling much more confident at the end of it."

"We've had to learn a lot as a team, but it's coming into its own now. It's really embedded."

Ursula Bowerman

South London and Maudsley Recovery College