Training Providers Overview


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.

Benefits of having multiple Training Providers 

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 and show them on separate course calendars for each provider.

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. 

Things that must be consistent across Training Providers.

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

  • Any custom fields added will be applied across all Training Providers

Things to consider when choosing to have multiple Training Providers

  • Modules across training teams have to be consistent. In other words, if one Training Provider wants the finance/invoicing tools, then these will have to be activated for all Providers.
  • Should Admin Users in various Training Providers have access to the Report Writer tool, then they will be able to run reports across data from other teams.
  • You will need to consider what customer data each Training Provider is able to see. There are ways of restricting access to data, but this will have to be carefully defined.
  • Invoice references would be coming from different Providers. This will impact the sequencing of Invoices, which could affect your finance processes. Account finance options and transactions methods will also need to be set up per Training Provider.
  • A set of course templates will be required per Training Provider
  • Surveys will need to be set up per training provider 
  • Document templates such as Certificates and Registers/Sign In Sheets will also need to be set up per Training Provider and applied to course templates per provider. 
  • Can the chosen method of website integration (if required) support multiple Training Providers?