Wow your customers
Delight, retain and expand your customer base
Automate the boring stuff
Make time for managing what matters
Improve and expand
Get your entire business rowing in the same direction
Everything's in one place and nothing gets missed
See for yourself how accessplanit allows customers to provide a service that sets them apart with tools designed to delight, retain and expand the customer base.Watch Video
Offer a 24/7 service
No-hassle course booking and payment around the clock, with a reassuringly instant booking confirmation. Put delegates in control with multiple options surrounding payment methods, discount codes, group and business block bookings.
Keep customers in the loop
With hassle free automated communications, you can ensure customers have all of the information that they need. Schedule booking confirmations, joining instructions, evaluation forms and certificates.
Easily provide relevant content
Know what your customers want before they do, offering personalised and targeted offers and course suggestions based on their order history and relevant interests.
Reward and retain
Loyalty deserves to be rewarded. Now you can easily offer preferential rates for your top learners, group booking and early bird discounts and vouchers.
Live website updates
All the information, all the time. Turn your website into an up-to-date hub for learners and trainers alike with real-time updates on courses and communications.
Tailored courses for customers
Prepare the best courses out there, from pre-course questionnaires for 360 evaluation and available resources to tracking special requirements for your customers.
Track customer satisfaction
Track the journey of every one of your learners, to help you increase their satisfaction and enhance the service you provide.
Get a competitive edge with a fully responsive user portal where delegates can manage and book training, complete eLearning and fill out evaluations.
Courses for candidates
Provide the courses your candidates really want. There is total flexibility over the training you offer from classroom training, open courses, online content and in-company tailored solutions.
Listen to how accessplanit customers have cut their admin time by at least 50% to make time for managing what matters.Watch Video
Reduce errors and data duplication
With a single, secure location for your data, you’ll never duplicate information across different platforms and spreadsheets, while real-time bookings mean calendar clashes are a thing of the past.
Integrated online booking
Why manually update your website with course availability when you can display a live feed? Our API and plug-in tools keep your website totally up-to-date, and when a learner books their courses, the training success platform instantly captures that info.
Completely customised workflows
Stay informed at all times. Want an email when a course hits minimum delegate count? It’s simple: Set your criteria, create email and task alerts, and the workflow tool will let you know what you need to know, when you need to know it.
Outlook-integrated calendar management means you have the power to see who’s available and when. Now let the training success platform take care of the rest, automatically checking external trainer and resource availability.
Reports to your inbox
The reports you need in the place you need them. The Report Engine brings unrivaled efficiency, filtering out the info you need, and our Report Writer sends tailored reports to your inbox – now key stakeholders can stay informed wherever they are.
Instinctive, feature-rich solutions
You want a system that works for you, which is why you’ll find functionality tailored to suit your business needs. On-going after-sales support makes sure you get the most out of a platform that does the hard work, so you don’t have to.
Joined-up finance support
From raising invoices, dropping reminders, processing refunds to offering a range of payment options automate all aspects of your finance with Sage and Xero integration that eliminates data duplication.
Watch how accessplanit customers removed chaos, standardised their processes and got their entire business rowing in the same direction.Watch Video
Standardised service delivery
Your customers expect the same great service every time – so deliver that consistency by creating standard processes and practices for your entire team, and reap the benefits of efficiency.
A central system and customisable dashboards means total oversight over what matters to you and complete business insights to identify changes, opportunities and improvements.
One business, one goal
With complete task management, your entire team can see at a glance where projects stand and what they have outstanding. Check on the status of yours and others’ tasks, and issue reminders at any time.
Scale up without extra manual work
Business expansion takes time. Now you’ve got it. By automating a massive range of processes, you can stop focusing on manual admin and start focusing on what really matters: Growing your business.
Your money, your way
Multi-currency support. Credit cards, debit cards, credit notes. The choice is yours. And, there’s full support for automated invoicing and payment processing services including PayPal, Sagepay and Barclays ePDQ.
Jump inside the customer’s head
Google Analytics offer amazing opportunities to understand your customers. Track shopping baskets, explore prevalent trends, discover how customers found you and how they shop. Then use those insights to boost your marketing efforts.
Promote your courses
Automatically promote the right courses to the right delegates based on their course history and interests using eCampaigns, or send refresher course information to keep delegates up-to-date with compliance-based training.
Perfectly managed service
Because you don’t want to worry about IT issues when you have a business to run, we’ll support you with managed service support. From servers to systems, we’ve got you covered.
Use insight to expand
Making business decisions just got even easier. With insights, you can easily identify the most popular, profitable and successful courses, and even which instructors are delivering the best results. And then take action.
With everything in one place, accessplanit customers can see their entire business at a glance and nothing falls through the cracks.Watch Video
Centralise your operations
With one central location and our integration options, you’ll never duplicate information across different platforms and spreadsheets, meaning your entire business knows what's going on in real time.
The ultimate business overview
Get a comprehensive overview of the metrics that matter to you. Tailor your dashboard with pre-built and buildable gadgets with all the tools your business needs for tracking, planning and forecasting.
Central course management
Manage courses from one portal with the ability to re-use course templates, manage cancellations, transfers and waiting lists, assign resources and automate all course communications with the touch of a button.
Get the reports you need, how you need them, when you need them, with reports that work to support your business. With integrated Google Analytics, you’ll understand precisely how people are finding, browsing and using your site.
Understand your customers
Know your customers and understand their buying habits. Then use that data to craft tailored marketing messages or reward loyalty by creating preferential rates for your star customers.
Automate production of reports
Keep your key stakeholders in the loop with scheduled reports sent directly to their inboxes. Set filters and summaries, so everyone’s seeing everything they need to see.
Better business brain
Automatic viability allows you to see just how practical each project is, what’s working and where you can enhance that awesome experience for your customers.
Use surveys to analyse feedback
Collect delegate feedback to discover which experiences work and whether you’re hitting your customers’ expectations. Discover which trainers are making a positive impact, and enhance your business practices.
Read our case studies
accessplanit's system contained all the functionality we required to simplify processes and speed up training accessibility across the pharmacies. We are delighted with the results and capabilities of the system.