accessplanit
Plan, manage and sell your training courses and resources, all in one place
accessplanit is training management software for training providers, covering bookings, scheduling, automation, portals, reporting and integrations in one platform. It addresses the administrative workload of managing courses, delegates, trainers and resources, with features such as real-time clash detection, centralised calendars, automated joining instructions, reminders, certificates, compliance records and invoices. Course management supports face-to-face, online, eLearning and blended programmes, while online booking and payment run around the clock.
The platform includes sales and marketing tools, surveys and feedback, customer management, and reporting and BI with off-the-shelf reports and dashboards. Learner, trainer, manager and client portals provide self-service access to bookings, payments, certificates, schedules, progress and spend. Integrations cover Microsoft Teams, Outlook, Zoom, finance systems, CRMs, payment gateways and Power BI, alongside an open API. accessplanit AI offers instant summaries, intelligent filters and built-in support. Security features include ISO 27001 and Cyber Essentials Plus certification, SSO, MFA, configurable password policies, session timeouts and encryption in transit.
It is aimed at commercial training companies and organisations with high volumes of learners, trainers or compliance requirements, across sectors including healthcare, safety, professional services, manufacturing, charities and public sector training. Implementation typically takes around 60 days, with onboarding, data migration, integrations and ongoing support. Pricing details are available on request.
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