What you get.

Book a demo or talk to us today

Everything you need, nothing you don't.

accessplanit's training management software is an all-in-one solution for your training business.

Flexible training management solutions

We get to know your business, so we can configure the software to get you the results you want.

Speak to one of our experts today, and we'll create a quote based on exactly what you require.

accessplanit software and reporting tools

We create the right package for your business

We understand that software isn't a one-size-fits-all solution. With our mix-and-match modules, our platform has everything you need, and nothing you don't. 

Course & resource management

Access all course, delegate and resource information in one central place, streamline admin and get a complete overview of your training.

  • Quickly schedule or amend your course and training events including classroom courses, web sessions, eLearning and multi-session programmess.
  • Manage bookings, cancellations, transfers and waiting lists with the touch of a button.
  • Manage trainers, equipment and venue schedules, availability and costs in one central place.
  • Automate repetitive tasks and processes such as emails and document generation to keep things running smoothly.

Online booking & payment

Publish live course schedules, take online course bookings and payments and manage enquiries through your website.

  • Update your website in real-time with course schedules, pricing and availability.
  • Let your delegates instantly pay their way, from PayPal to international currencies.
  • Optional extras such as fees, products, awarding body registrations.
  • Flexible booking with customisable registration forms and data capture
  • Automatic invoice or receipt, generate promotional codes, price schemes and offer voucher payment options.

Surveys & feedback

Create, customise, and modify your customer surveys and turn your feedback into actionable insight.

  • Capture and store all of your feedback data from customers and delegates in a single platform across every interaction across your business.
  • Identify poor responses that need your attention, positive reviews that can be used in your marketing or requests for further information.
  • Create response based triggers, follow up emails, internal alerts and follow up tasks.
  • In-depth reporting tools allow for effective data analysis in real-time, including graphical and statistical reports.

Sales & marketing

Fill your courses and events with powerful sales and marketing tools designed to help training companies get better results.

  • Manage your sales pipeline. Track leads and enquiries, manage sales opportunities and produce forecasts and detailed sales reports.
  • Target the right people with the right message using personalised email campaigns.
  • Get a 360 view of your customers. Contact details, purchase history, course attendance, feedback and communication history all in one place.
  • Integrated, SEO friendly online booking and payment with optional discount codes and shopping basket tracking.

Customer relationship management

Combine the tools you need to run successful training courses with customer relationship management features.

  • Contact details, purchase history, course attendance, feedback and communication history all in one place.
  • Create custom fields, layouts, reports and workflows for ultimate flexibility.
  • Every training business is unique. Your CRM should reflect that. Create custom fields, layouts, reports and workflows. 
  • Centralised data amplifies efforts across your business so everyone can focus on building lasting customer relationships.

Automation

With everything in one place, our powerful automation tools eliminate repetitive tasks and processes.

  • Rules and triggers automate your time-consuming training tasks including communications, tasks, notes, reminders, surveys and certificate distribution.
  • Workflow rules and triggers mean that we work the way that works for your business and grows as you do.
  • Document generation tools automate the creation of certificates, sign-in sheets, delegate training packs and other materials.
  • Automate repetitive tasks and processes to keep things running smoothly.

Reporting & BI

Gain unparalleled insights into your training business with our off-the-shelf reports or create your own for complete flexibility.

  • Our training management software offers all the reporting tools you need to ensure every business decision you make is informed.
  • Whether it's course profitability, business development, training tracking, budgeting or forecasting.
  • Configure unlimited dashboards for roles or departments so users always have the data they need, right in front of them.
  • Access reporting insights in a click or schedule reports to arrive in your inbox when you need them.

Integrations & add-ons

accessplanit's integrations & add-ons mean that you can run your entire training business from one central platform.

  • Integrations and add-ons including Google Analytics, Moodle, Exchange, website feeds, Zynk and ADFS.  
  • Choose the payment gateway that works for you from PayPal, Stripe, WPM, Opayo, Adyen and Barclays ePDQ. 
  • Our API feeds connect your other business tools to your accessplanit platform.
  • Utilise our finance exports and data importer to ensure that your data is always in sync and up-to-date. 

Finance & invoicing

Everything stacks up when you manage your training operations and finance from one central platform.

  • Generate invoices, reminders, credit notes, statements and refunds with ease.
  • Process payments for courses, products and services.
  • Offer discount codes, group and business block-bookings.
  • Extract your data for use with finance tools including Sage and Xero.
  • In-depth reporting on all the data you need including profitability, budgeting or forecasting.

Get to know accessplanit

About us

Ready to get started?

Book a demo

How we support you

Support & services to achieve the results you want

Our team of experts will guide you through every step of your journey.

Implementation

Work with an implementation team to configure your platform, map your processes, migrate your data and train your team. 

Customer Success

Work with a dedicated Customer Success Manager to continually set goals and optimise your platform and processes.

Technical support

Our customer support experts work with you to solve problems, share knowledge and ensure that you are seeing value every day.

Knowledge base

We know that your business doesn't stand still, and we're here to provide the knowledge you need for your success.

Additional services

We know that your business doesn't stand still, and we're here to support you while you develop.

Training

We offer a range of training services based on what you need from custom content to group masterclasses. 

Technical projects

We offer a range of technical services including platform optimisation, configuration updates and integration set-up. 

Configuration

Let our team of experts configure the platform to achieve the results you want including workflow set-up, report building and custom fields.

Platform optimisation

As your business changes, so does our software. Work with us to explore additional modules, implement integrations and expand usage. 

How we work

From initial introduction and launch through to optimisation, our team of experts will guide you through every step of your journey to achieve the results you want. 

Discover 

We'll get to know you and your goals and you'll get to know us and our platform. 

Plan

We'll work together to finalise your requirements and begin implementation.  

Configure

We configure your platform, map your processes and data and train your team. 

Launch

Your platform is live and with your supported launch team, you're achieving results. 

Optimise

You will work with our team of experts to always achieve the results you want. 

FAQs

Frequently asked questions about our training management software.

  • How long does it take to implement the accessplanit training management platform?

    Setting realistic expectations and highlighting stages that could cause delays are the best ways to allow for implementation to run smoothly. We put an emphasis on our planning stages so that we can ensure that timescales are realistic and we scope correctly. 

    Remember that implementation is not purely down to the supplier and that you need to be prepared to put the time and effort in to achieve the results you want. 

  • What integrations do you have?

    We have a range of options from API feeds, native integrations and automated exports. We'll explore your requirements and make a recommendation as part of our discovery. 

    Explore our integrations and add-ons here.

  • Who uses your platform?

    It is great to get a feel for the other types of organisations that use our platform
    and what they do.

    Case studies are a great way to gauge software uses. Check out our case studies in our resource centre.

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