Coming Soon: Course Images πŸ–Ό (14 Jan 20)

The Course Template Details page within your accessplanit system has a new field on the way!

A new 'Image' field will be available in the Course Identity section of this page to store an image of your choice for that course.

First Aid

For now, this image will not be displayed anywhere, so you do not need to rush off and pick an image for each of your courses!

Your course images will ultimately be available to include on your website via Website Integration, and within the new Shopping Basket (more information to come!) to greatly improve your customers online booking experience!


If you have any questions about the new Course Image field, please get in touch with our Product Manager, Jenna Culshaw

Why Your Training Company Should Be Hosting Events & How To Do It Well (27 Dec 19)

Everest

Earlier on this quarter we welcomed Andrew Thomas from Digital 22, an Inbound marketing agency based in Clitheroe, into the office to talk about their quarterly event, the β€˜HubSpot HUG’; why training companies should host their own events, and how to market and leverage them to their full potential.

If you run events, or are considering it, take a look at our recent blog post which covers why, event best practice, and a simple checklist for a successful event!

Prefer to listen? Check out our Everest Podcasts.

Marketing

πŸŽ„ Christmas Opening Hours πŸŽ„ (16 Dec 19)

Here are our office open dates/times over the Christmas Period:

  • Mon 23rd December: 9am - 5pm (GMT)

  • Tues 24th December: 9am - 12pm (GMT)

  • Weds 25th Dec to Weds 1st Jan: office closed

  • Thurs 2nd January: 9am - 5pm (GMT)

From all of us at accessplanit, we hope you have a wonderful Christmas & a Happy New Year! ✨

The 'Quick Book' Tool for your Learners (02 Dec)

Do your customers / users make makings through your Learner Portal?

Do you offer free courses?

If so, you can take advantage of accessplanit's Quick Book tool!


The Quick Book option is a Learner Portal exclusive tool that allows your Learners to go from the Course Search to 'Booked' in two clicks!

  1. Click 'Book' Portal Course Search

  2. Review information & confirm Portal Quick Book

You can read more about the Quick Book tool here!

If you would like to get the Quick Book tool enabled on your system, or if you have any questions, just get in touch with any member of the accessplanit team πŸ˜„

Release Notes (25 Nov 19)

Our latest feature release will be applied to your system this week (w/c 25th Nov)

This release includes:

πŸ“Š Google Analytics for each Training Provider

πŸ›’ Updates to Products & Services

βœ… Easy access to whether users are booked onto courses that will meet their targeted or expired awards

You can have a read through the changes in the Release Notes section of our helpguide or take a look at our Release Notes Video below!

If you have any questions about these changes or additions, please get in touch with a member of the accessplanit team.

If you need any support using the new features please contact our help desk team.

Have a great week! πŸ‘‹

Google Analytics for every Training Provider? We've got you covered! (22 Nov 19)

Hooking up your accessplanit shopping basket to your Google Analytics account is a must for tracking your booking success rates from your website!

Google Analytics Logo

In our next release (due out next week!) the Google Analytics module will no longer be limited to just one Google Analytics account per system, but one per Training Provider.

This means that multiple sites or franchises can each have their own configurations & analytics account hooked up concurrently!


If you are already using Google Analytics, you'll now find your settings within the Shopping Basket Options page available in your Administration menu option:

Google Analytics in Shopping Basket Options

If you do not yet have the Google Analytics module included within your system, you can read a little more about it here.

Just get in touch with your CSM if you would like to know any more πŸ“§

Final call for $10 Amazon voucher! (04 Nov 19)

Just one week left on our Amazon voucher giveaway!


Until 11th November we are issuing out $10 Amazon vouchers to accessplanit users that submit a review for us! βœ…

The process is super simple, just follow this link to Capterra, leave your review, and we'll be in touch shortly after with your voucher!

Please note that this is not limited to one per company.

Leave us a review

If you have any questions about this please get in touch with your CSM.

Issuing Booking Links (24 Oct 19) πŸ“§

Do you ever need to send your customers or team members a direct link for booking your courses? How about a purchase link for vouchers? Or your products and services?

Booking links for your courses & products can be

  • Included in emails
  • Used in promotions on your website
  • Tweeted out to your followers

all to increase visibility of your courses and increase your course fill rates!


Booking links for your Class & Web Courses can be grabbed via the Display Links option:

Display Links


You can access shortcuts to your booking & purchase links via context menu options for

  • Products & Services
  • Vouchers
  • eLearning Courses
  • Knowledge Document Courses

Purchase Link Context Menu Option


If you have any questions about Booking or Purchase Links, please get in touch with our help desk team!

Release Notes (14 Oct 19)

Our latest feature release will be applied to your system this week (w/c 14th Oct)

This release includes:

πŸ›’ New Booking Links for eLearning & document courses, Products & Services, and Vouchers

πŸ–‡ Updates to Display Links to give you more course advertising options

βœ… Quick Attendance Marking to speed up your course administration


You can have a read through the changes in the Release Notes section of our helpguide or take a look at our Release Notes Video below!

If you have any questions about these changes or additions, please get in touch with a member of the accessplanit team.

If you need any support using the new features please contact our lovely help desk team.

Have a great week!

Coming Soon - Quick Attendance Marking! (9 Oct 19)

Marking course attendance is a key task for most course administrators.

Letting your accessplanit system know who turned up to your course, who completed, who failed not only allows you to accurately report on your attendance stats, it is also the quickest way for you to communicate updates with your delegates (i.e. 'thank you for attending' emails, 'your course has been cancelled' emails & 'congratulations you have passed' emails).

Introducing… the Course & Delegate Status update tool! πŸŽ‰

In our next release (due out w/c 14th October) you will have access to a new option on your courses where you can quickly log the status of a course:

DataGrid Mark Course Attendance

At the top of the new window you can select the status of the course; i.e. update your course to 'Completed'.

The rest of the window contains a list of the delegates on the course where you can update their individual status as a delegate.

The window also contains a checkbox that will match your delegates' statuses to the course status, this works for Completed, Cancelled and In Progress courses.

You can check over the statuses assigned to all of your delegates before hitting 'Save'.

Edit Course & Delegate Status

We really hope you find this new feature useful, if you have any questions please get in touch with our Product Manager Jenna Culshaw ✨