Training Providers a particular type of Account that is configured so that they can provide courses within accessplanit.
You must be within the Advanced band or higher to use multiple Training Providers as this is a chargeable module/integration. Please speak to your CSM if you are unsure whether you should have access to this feature.
To learn how to set up a Training Provider, click here.
There are a number of benefits of having multiple Training Providers within accessplanit:
Invoices: You can have a set Invoice prefix for each Provider and have different Invoice settings depending on which provider the payment is going to.
Currencies: If you need different currencies across your platform, you can set up Providers per currency.
Time zones: If you need different time zones across your platform, you can set up Providers per time zone.
Shopping Basket Branding: You can have different logos and coloured themes in your Shopping Basket that are unique to your respective Training Provider.
A provisional booking only setting: You can set one or multiple providers to only create provisional bookings only. Your administrators can then fully manage your course bookings from that Provider.
Courses Offered: You can provide different courses per Training Provider, and each Provider has its own Course Calendar.
Resources: You can create Resources that are only available to your selected Training Provider, e.g Trainers and Venues.
Evaluation forms: You can tailor your evaluation forms to be different for each of your Providers.
Certificates/ Sign in sheets: You can have different certificates and Document Templates set up that you can style depending upon the Provider.
Certain key settings have to be consistent across all Training Providers. This includes things such as :
Delegates being able to cancel themselves from courses.
Course prerequisites and how they affect your booking processes.
Available course Categories and Industries.
Available user Job Roles .
The Sender Email Address used on all automatic platform emails.
SMTP Relay details (i.e. if emails are relayed through another server).
Registration Form.
Platform branding.
Customers being able to access all courses
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