How we help vocational training organisations.

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What we do for training companies delivering vocational courses.

We work with leading training companies who deliver health and beauty, fitness and professional qualifications.

Streamline training administration

  • Manage all of your training operations from one central platform
  • Automate admin activities, communication, tasks and routine processes 
  • Schedule varied training including in-house training, public sessions and employee sessions

 
accessplanit opportunity management software

Simplify course & resource management

  • Venue, training and equipment availability is managed in real-time avoiding double booking and offering the potential to utilise downtime
  • Schedule short courses, multi-session, virtual training, eLearning and blended learning programmes
  • Automate joining instructions, booking confirmations and follow up feedback forms
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Improve business results

  • Online booking, enquiries and payment 24/7 so you never miss an opportunity again
  • Fully integrated sales and marketing tools to increase bookings and fill-rates
  • Remove the emphasis from admin to tasks that improve customer experience and new business potential
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What we do for companies delivering vocational training 

accessplanit gives training companies delivering vocational skills all the tools they need to run their business in one central place. 

1.

Course & resource scheduling 

  • Create and schedule all emails and SMS for booking confirmations, joining instructions, reminders and post-course communications
  • Coordinate the trainers, venues and equipment you need for training delivery
  • Re-usable templates mean that course scheduling is simple

Learn more about our course & resource management tools.

2.

Online booking

  • 24/7/365 booking and payment straight from your website or the delegate's portal
  • Purchase equipment, certificates or pay for industry fees as standalone items or alongside your course
  • Offer discount codes, group and business block-bookings

Learn more about our online booking & payment functionality.

 

3.

Sales & marketing 

  • Enquiry, lead and opportunity management tools
  • Make your training courses unmissable with discount codes, loyalty rewards, vouchers and promotional pricing
  • Market courses with tools including social media links, integrations, Google Analytics and targeted email campaigns

Learn more about our sales & marketing tools.

4.

Customer relationship management

  • Create customer surveys and turn your feedback into actionable insight that can be used to deliver higher quality courses and attract new customers
  • Track certifications, awards and expiry dates 
  • Track the journey of every customer, to help you increase their satisfaction and enhance the service you provide

Learn more about accessplanit's CRM platform.

5.

Finance & invoicing

  • Generate invoices, reminders, credit notes, statements and refunds with absolute ease
  • Run your entire training operation from one central platform 
  • Streamline all payment and invoice processes, and reduce repetitive manual data entry
  • Extract your data for use with finance tools including Sage and Xero

Learn more about our integrations & add-ons.

6.

Automation & admin

  • Rules and triggers automate training admin including communications, tasks, notes, payments, reports and surveys
  • Document generation tools automate the creation of certificates, sign-in sheets, delegate training packs and other materials
  • Eliminate chaos with automated alerts, tasks and checklists

Learn more about our workflows and automation tools.

How it works

Explore our software

Ready to get started?

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Don't just take our word for it

It saves so much time on repetitive admin tasks and automates communication.

Without a system like accessplanit we would not be able to run profitably or smoothly.

The ability to complete tasks in a quick and easy process contained within a single system has been invaluable in increasing our business performance and outputs.