How we help trade & practical training organisations. 

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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

 
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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
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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

 

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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.

1.

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.

2.

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.

3.

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.

4.

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.

5.

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.

6.

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.

How it works

Explore our software

Ready to get started?

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Don't just take our word for it

My end-of-month reports used to take me two days to gather all the information, whereas now I've got that down to just half a day. Being able to set the report up and different DataGrids within the system, it's a lot easier.

Yvette

Groundforce Training

Invoicing at the end of the month is much more straightforward now. It takes two hours, whereas before it would have taken us days and an additional person to do it.

Mike

Sphera

We really enjoy the customization capabilities of the software that afford us the ability to adapt our workflow to the system very easily. The ability to have certain actions trigger automated results is key in managing our process.

David

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