How we help professional development training organisations.

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What we do for professional development training companies.

We work with leading training companies that deliver leadership and management, project management, accounting, web development, IT & software courses.

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 professional development training businesses

accessplanit gives professional development 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.

Admin automation

  • Configurable rules and triggers mean that we work how you want to work
  • Rules and triggers automate course admin including communications, tasks, notes, reminders, surveys and certificate distribution 
  • Document generation tool simplifies the creation of certificates, sign-in sheets, delegate training packs and other materials

Learn more about our automation tools.

6.

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

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Don't just take our word for it

It’s saved us time because so many of our previous manual processes are no longer manual, which has enabled us to free up people’s time to utilise in other ways.

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Alison

First Intuition Bristol

If you compare now to where we were just a few years ago, it has simply transformed what we do and importantly how we do it. accessplanit allows us to manage everything in the customer journey from end to end.

Read the case study

Phil

20/20 Project Management Training

We have been using accessplanit for around 8/9 years now and have been well managed from the start. The platform has changed significantly during our time but all for the better. I would happily recommend this software to anyone looking to manage their training courses. It really has made my job easier!

Adele

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