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

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

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. 


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.


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.



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.


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.


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.


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.

Ready to get started?

Book a demo
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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.