The central solution for your training business or department

All the tools you need to wow your customers, automate the boring stuff, improve and expand and centralise your training operations

 Customer video

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.

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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.

Competitive advantage

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. 

Customer video

Listen to how accessplanit customers have cut their admin time by at least 50% to make time for managing what matters.

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Automate the boring stuff

With the ability to completely automate all tasks, reminders and communications, you’ll instantly free yourself of mind-numbing admin jobs to concentrate on what matters: Running your business.

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.

Scheduling trainers

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.

Customer video

Watch how accessplanit customers removed chaos, standardised their processes and got their entire business rowing in the same direction.

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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.

Identify opportunities

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.

Complete management visibility

With a central system you can see at a glance where your customers are in their training life-cycle or the status of your staff. You can even re-assign tasks at the click of a button.

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.

Customer video

With everything in one place, accessplanit customers can see their entire business at a glance and nothing falls through the cracks.

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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.

Information overload

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.

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See for yourself just how our training management system can help your business

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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.

Nicola Flood, Lloyds Pharmacy
Read our case studies