You can now access the accessplanit Customer Hub straight from your platform!

To access this, click on the ‘Help’ option along the top of your platform and select the new ‘Customer Hub’ option.

Open

This will direct you to the accessplanit Customer Hub where you can access information and resources including:

• accessplanit's free and paid for upcoming events

• On-demand recordings from past events

• Information on additional services that are available to you and your team

• Information on how you can gain rewards or money off your contract through our advocacy program and our referral scheme

Each of your Classroom and Webinar Course Templates now have two extra options available where you can set their Default Start Time and the Default End Time!

You will find these two new options when you ‘Edit' a Course Template, scroll down to the 'Course Timings’ section, and from here you can select or type the start and end time to be used when this Course Template is scheduled.

Neither of these options are mandatory, but when you do provide a default start or end time for a Course Template, this will override your global start/end time settings when you schedule this Course. This means that, for example, you can set your global start and end times as 9am to 5pm, and then use this option for any Courses that don’t follow that timeframe!

Please watch the below video to see default start & end times in action!

Your platform now has a dedicated Placeholders Smart Grid to view and manage your Placeholders all from one place!

You can access this Smart Grid via the ‘Smart Grids’ option in your main navigation menu

This will open the Placeholders DataGrid which contains every Placeholder across all of your Courses!

From this page you can then:

1. Search through all your Placeholders

2. Use filters to view all Placeholders that have not yet been invoiced

3. Use filters to view all Placeholders on future Courses

4. Use filters to view all Placeholders that have unused places on them

5. Use filters to view all cancelled or transferred Placeholders

6. Generate Invoices for multiple Placeholders at once

7. Email all Booking users for Placeholders that have unused places

Please watch the below video to see the Placeholders DataGrid in action!

In this update, there have been several improvements to Placeholder Emails Templates and Workflows to give you more options and flexibility in automated emails to your team and customers.

New Workflow Trigger options

You can now generate Workflow emails to your Placeholder key contacts to alert them if the date of your Course changes or the Venue of the Course changes, keeping your Placeholder key contacts up to speed with their Course information.

You can also filter your Workflows to no longer send when the Placeholder is booked onto a Session. This is very helpful if you only wish to communicate with your Placeholder key contacts about the parent/Sessional Course.

To set up a Workflow that alerts Placeholder key contacts that a venue has changed, you will use the Workflow Setting: “Venue ID” - “Has Changed”.

To set up a Workflow that alerts Placeholder key contacts that a course date has changed, you will use the Workflow Setting: “Course Start Date” - “Has Changed”.

To set up a Workflow to not send for Sessions, you will use the Workflow Setting: “Parent Placeholder ID” - “Is Empty”.

New Email Content options

A lot more information is now available to you to include within the body of your Placeholder emails!

Whether you are emailing your Placeholder key contacts manually via the DataGrid, or automatically through Workflows, you can now include the following information within the content of your emails:

There are several small, quality of life, improvements that have been made within the Workflows area of your platform, to make building and managing your Workflows a bit easier!

1. Preview and Test
   There is a button available within your Workflow Email Actions where you can check the content of your email using a real example from your platform, and then generate an email to be sent to your inbox so that you can see how this email looks when it will be sent to your customers and/or your team. This is very valuable, particularly when creating a brand-new Workflow.
   Previously this button was labelled ‘Preview’, it has now been updated to ‘Preview and Test’ to make it clear that you can complete accurate testing using this option!

2. Renamed Workflows & Workflow Actions
   The pages where you view, manage, and create your Workflows have been renamed from ‘Workflow Templates’ to ‘Workflows'. Additionally, ‘Workflow Template Actions’ has now been renamed to 'Workflow Actions’. This is to simplify the way that we talk about Workflows.

    

3. Renamed Action Types
   We have renamed the Action Types that are available for consistency and simplicity

4. Mandatory Workflow Action Name
   The name option on your Workflow Actions is now mandatory. This is to encourage base practice for recording a useful description against each of your Workflow Actions, so that you and your team can quickly identify what each action is for!