accessplanit

Software to manage your training business or department

About accessplanit

With accessplanit TMS, you can manage your training organisation or department from one cloud-based location with tools to manage courses and resources, automate manual admin, offer online booking and payment and generate in-depth reports to support business improvement.

With our powerful Workflow Engine, the hard work is done for you. Set rules and triggers, and Workflows will automate all communications from emails, SMS and booking confirmations to task reminders as well as automating task creation to keep your whole team on track.

accessplanit software is suitable for training teams that deliver 100s or 1000s of courses.

Pricing starting from:

£250,00/month

  • Free Trial
  • Subscription

Key benefits of accessplanit

- Schedule courses with re-usable course templates, manage transfers, cancellations, and waiting lists and, automate all course communication.

- accessplanit training management software supports open courses, in-company training, eLearning, modular, blended, and mandatory & optional sessional courses.

- accessplanit's course and resource calendars mean you have a complete overview of your training operations.

- Real-time website updates mean you can display accurate course dates and availability. accessplanit manages all online training registrations to eliminate double bookings.

- Generate invoices, reminders, credit notes, statements and refunds, offer multiple payment gateway options and charge for courses in different currencies.

- Provide a My Teaching area for your trainers to allow them to record delegate attendance, generate documents including sign-in sheets, access delegate feedback, define availability and more.

- User dashboards featuring real-time updates can be customised using pre-defined gadgets and Datagrid information, so users always have the data they need to do their job.

Devices

Business size

S M L

Markets

United Kingdom

Supported Languages

English

Pricing starting from:

£250,00/month

  • Free Trial
  • Subscription

Images

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Features

Total features of accessplanit: 134

  • API
  • Academic/Education
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Administrative Reporting
  • Alerts/Notifications
  • Appointment Management
  • Assessment Management
  • Asynchronous Learning
  • Attendance Management
  • Attendee Management
  • Attendee Tracking
  • Availability Management
  • Badge Management
  • Billing & Invoicing
  • Blended Learning
  • Budget Control
  • Budgeting/Forecasting
  • Built-in LMS
  • Bulk Send
  • CRM
  • Calendar Management
  • Categorisation/Grouping
  • Certification & Licensing
  • Certification Tracking
  • Class Registration
  • Client Management
  • Client Portal
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Conferences/Conventions
  • Confirmation/Reminders
  • Contact Management
  • Corporate/Business
  • Course Management
  • Course Tracking
  • Credit Card Management
  • Credit Card Processing
  • Customer History
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Migration
  • Data Visualization
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Storage
  • Duplicate Detection
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Portal
  • Event Calendar
  • Event Management
  • Event Registration
  • Event Scheduling
  • Event Ticketing
  • Feedback Management
  • Forms Management
  • Group Registration
  • Historical Reporting
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Management
  • Learner Portal
  • Learning Management
  • Learning Paths/Tracks
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Mobile Learning
  • Multi-Country
  • Multi-Currency
  • Newsletter Management
  • Online Booking
  • Online Payments
  • Online Registration
  • Onsite Registration
  • Payment Processing
  • Project Management
  • Promotions Management
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Refund Management
  • Registration Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Resource Management
  • Room Block Management
  • SCORM Compliance
  • SMS Messaging
  • Sales Reports
  • Scheduled / Automated Reports
  • Search/Filter
  • Self Check-in/Check-out
  • Self Service Portal
  • Self-Learning
  • Skills Assessment
  • Social Promotion
  • Student Management
  • Subscription Management
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Team Calendars
  • Template Management
  • Tests/Assessments
  • Third Party Integrations
  • Training Administration
  • Training Companies
  • Training Management
  • User Management
  • Video Conferencing
  • Virtual Classroom
  • Volunteer Management
  • Wait List Management
  • Website Integration
  • Website Management
  • Widgets
  • Workflow Management
  • eCommerce Management

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Reviews

Overall rating

4,6 /5
(54)
Value for Money
4,5/5
Features
4,4/5
Ease of Use
4,5/5
Customer Support
4,8/5

Already have accessplanit?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 54
John H.
Overall rating
  • Industry: Education Management
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

New to accessplanit and enjoying it so far

Reviewed on 2018/10/03

Very smooth - access to the sand box was given a few weeks back and we've been encouraged to play...

Very smooth - access to the sand box was given a few weeks back and we've been encouraged to play around with it and find our way round the system. The 3 conference calls/webinars I've sat in on have been good but are probably a bit too content-heave for 90 minute sessions - having less content in the allocated time would work better as we skipped a few exercises due to time constraints.

Pros

The team have built exactly what we've asked for so accessplanit will allow us to move away from 3 different systems we currently use and use one streamlined provider with everything all in the same place which is not only far more convenient but will also save so much time!

Cons

I've only played around in the sand box so far, not the real system so I'm not really in the best position to judge this and critique it negatively so far.

Response from accessplanit

Thank you for your feedback! It's great news that you have been able to centralise your training operations using the accessplanit system

Claire W.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Improving efficiency

Reviewed on 2019/09/05

For a small company AP were very effective in getting us up and running quickly with this software,...

For a small company AP were very effective in getting us up and running quickly with this software, and good at coaching us through the initial set-up. We had a difficult transition period when the legacy system was switched to the new system, but they were eventually able to give us the support we needed. AP have some very useful hints, tips and 'help' information and are fairly good at letting us know about software releases and glitches.

Pros

It has extended our automated functionality, allowing us to communicate more efficiently with our customers and save valuable administrative time

Cons

Have still not got the hang of the easiest way to achieve financial reporting for my company - the finance data slicing could be improved
Integration with other systems has not worked so far

Response from accessplanit

Thank you for your review. We're very pleased that the accessplanit system is allowing you to communicate more efficiently with your customers and is saving you lots of admin time. We hope that our team is giving you all the assistance with your financial reporting, but please do not hesitate to contact us with any questions or issues you may have.

Katie B.
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Fairly Good System For Simple Businesses

Reviewed on 2019/09/05

Communication could be improved. When they identify a fault, sometimes we are left to find this our...

Communication could be improved. When they identify a fault, sometimes we are left to find this our ourselves.
Overall, the system is good. But as we have quite a complicated range of products in our business it is not as easy to apply the system to this.

Pros

The ability to have a tidy database where all users/companies are assigned to groups.

Cons

Over the three years plus that we have had the software, our Account Manager has been great. However, I have mixed reviews regarding customer support. Whilst always very prompt to respond, sometimes it seems that they do not know the system very well.

Response from accessplanit

Thank you for your review. We're so glad that you are finding it useful to keep your databases tidy and up-to-date. As regards customer support, we can assure you that all the feedback we get is distributed internally and used to make improvements to our service.

Steven H.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Accessplanit assisted us in a professional and diligent manner from the very start of our...

Reviewed on 2018/04/26

time saving, better service to clients and increase in business performance and output

time saving, better service to clients and increase in business performance and output

Pros

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. The flexibility and options now available to our clients has enabled us to provide a more flexible and user friendly environment for them.

Cons

Certain aspects of functionality are not as easy to use as others and there is a need to understand the relationship of the data in order to do some things, however once this is understood and the process followed the issue is no longer relevant.

Response from accessplanit

I'm so happy to hear that you've been able to improve your customer service by using accessplanit!

Chloe S.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Happy user!

Reviewed on 2019/03/20

Really good now its all up and running and we have most features in place. Looking forward to...

Really good now its all up and running and we have most features in place. Looking forward to exploring and using more of its functionality.

Pros

The substantial difference it has made in streamlining processes and working more efficiently allowing booking bookings to me made. Reporting and having all course information in one place.

Cons

The time it took to implement the old system and then having to switch over and redo things eg. transferring elements to workflows. Hard to fit into current workload etc.

Response from accessplanit

Thank you for your feedback! We're very pleased that you've managed to streamline your processes with accessplanit, as well as being able to now fully benefit from our new and improved system!

Showing 5 reviews of 54 Read all reviews

accessplanit FAQs

Below are some frequently asked questions for accessplanit.

accessplanit offers the following pricing plans:

  • Starting from: £250,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Package options include: Essential, Advanced and Enterprise. Full package details can be found here: https://www.accessplanit.com/training-management-software-packages

We do not have any information about accessplanit features

accessplanit has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

accessplanit supports the following languages:

English

accessplanit supports the following devices:

accessplanit integrates with the following applications:

Adyen, Google Analytics, Microsoft Outlook, Moodle, PayPal, Sage Business Cloud Accounting, Stripe, Xero

accessplanit offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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