How we help trade & practical training organisations.
What we do for training companies who deliver trade and practical training courses.
We work with leading training companies who deliver health and safety, first aid, construction, offshore and trade skills training courses.
Streamline training administration
- Automate training admin including communications, tasks, notes, reminders, surveys and certificates
- Eliminate any chaos with automated alerts, tasks and checklists
- Improve insight for future planning and identify opportunities
Simple course & resource management
- Coordinate the trainers, venues and equipment you need for training events
- Create the training programmes you need including practical, online, on-demand and assessment sessions
- Realtime insight over availability, income, costs and profitability
Manage industry & compliance requirements
- Manage industry qualifications, provide certification and track through to compliance renewal
- Apply industry and accreditation fees to your course bookings
- Create programmes including practical sessions, online delivery and assessments
What we do for trade skills & practical training businesses
accessplanit gives trade and practical training companies all the tools they need to run their business in one central place.
Course and resource scheduling
- Automate reminders, surveys, evaluations, course material distribution and course communications via email and SMS
- Coordinate the trainers, locations, machinery and equipment you need to deliver effective training courses
- Re-usable templates mean that course scheduling is simple and easy
Learn more about our course and resource scheduling.
- 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.
Customer relationship management
- Gain a 360 view of your customer history in one place
- Record all relevant customer information including contact details, bookings, purchase history, feedback and communication logs
- Create custom fields, layouts, reports and workflows for effective customer insight
Learn more about our CRM for training providers.
- 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.
Online booking & payment
- Integrate online course booking and payment with your website for real-time updates to availability, details and price
- Accept card, invoice, cash and voucher payments
- Purchase equipment, certificates or pay for industry fees
- Generate invoices, reminders, credit notes, statements and transfers
Learn more about our online booking software.
Sales & marketing
- Market courses with tools including social media links, integrations and targeted email campaigns
- Use our opportunity management tool to manage leads and opportunities, transfer through statuses and convert to a sale
- Offer discount codes, promotional rates, group and business block-bookings
Learn more about our sales & marketing tools.
What our clients say
See below why trade and practical training companies choose accessplanit
“The biggest benefit of accessplanit is the time saving element.”
"We've probably halved the admin spent just by using accessplanit."View case study
"Before we had accessplanit in place, we were losing 6 figures off the profitability. Now, we're making 6 figures on our profitability."View case study
"We weren't interested in an off the shelf package, we need a robust system with additional functionality to suit our clients. Working with accessplanit we were able to achieve this objective."
"We have increased our client base by 200% and have been able to cope with this as a result of implementing a more efficient system."View case study
Don't just take our word for it
We can immediately tell people what they need to know, like when their certificates expire
Before we had the accessplanit system we were losing 6 figures on our profitability, now we making 6 figures on our profitability!
Without a system like accessplanit we would not be able to run profitably or smoothly