/
Getting started with your accessplanit platform

Knowledge Base

💡Knowledge Base Home | 🚀What's New | 📅Upcoming Training Events

Getting started with your accessplanit platform

Owned by Jenna Buttershaw
Last updated: 21 Mar, 2025

Welcome to your accessplanit platform!

Whether you're a new customer or a new admin , this page guides you through the resources that are available to you to help you master your platform!

Explore essential knowledge milestones, tools, and resources to help you get the most of out of accessplanit quickly.

 

Available on this page:

Related Help Guide Pages:

https://accessplanit.atlassian.net/wiki/spaces/HG/pages/393543754

https://accessplanit.atlassian.net/wiki/spaces/HG/pages/424837226

https://accessplanit.atlassian.net/wiki/spaces/HG/pages/61177964

https://accessplanit.atlassian.net/wiki/spaces/HG/pages/409862215

https://accessplanit.atlassian.net/wiki/spaces/HG/pages/417005964

https://accessplanit.atlassian.net/wiki/spaces/HG/pages/417071566

Resources for new customers

Resources just for new customers to help you to get your platform ready.

These areas can take a lot of time to get set up, so the earlier you can start these activities the better!

Integrate your Courses into your Website

Information for your Website Developers

Authorise your platform to send Emails

SPF / DKIM / SMTP: Prevent your system emails being caught by spam filters

Integrate with a Payment Gateway to take online payments

Choosing your Payment Gateway

Platform knowledge milestones

💡 Milestone 1 - Building your Platform Foundations

In this milestone, you will learn how to set up and manage your customer Accounts, Users, and Roles. You'll also explore Course Templates, Awards, and Sessional Course Templates to structure your training programmes. Finally, you’ll get to grips with password policies to ensure platform security!

 

How to guides

Set up your customers

Set up your Course Templates

Set up your Awards

Set up your Password Policy

 

Import guides

Import Customer data

Import Course Templates

 

Supporting Resources

 

Milestone 2 - Planning and Promoting Public Courses

In this milestone, you will learn how to schedule and manage your Public Courses, allocate Resources including Trainers and Venues, and track upcoming Courses using reports. You’ll also discover how to organise additional Course information using Files, Notes, and Tasks to keep everything running smoothly!

How to guides

Create your Trainers

Create your Venues

Create your other Resources

Link your Courses to their Resource Requirements

Schedule your public Courses

Send automated Course-based emails

  • Send an automated email to my Trainers when a venue is changed on a Course they are leading

  • Send an automated email to my Trainers when the date or time is changed on a Course

  • Send an automated Course Reminder email to my Trainers

  • Send an automated email when there is an upcoming Course with low profitability

  • Send an automated email to an administrator with Course stats ahead of the Course

 

Import guides

Import Trainers

Import Venues

Import Resources

Import Courses

 

Supporting Resources

Milestone 3 - Handling Enquiries and Course Communications

In this milestone, you will learn how to manage Course enquiries and sales Opportunities, schedule In-House Courses for specific customers, and track sales performance through reports. You'll also explore key User management tasks, including password resets, anonymisation, and merging duplicates together. Plus, you'll get introduced to automating key Course emails to keep Admins and Trainers informed.

How to guides

Schedule your in-house Courses

Log your enquiries as Opportunities

Send automated Course-based emails

  • Send an automated email to my enquiring customer to acknowledge their enquiry

  • Send an automated email to my Sales Manager when a new Opportunity is raised

  • Send an automated quote email to my enquiring customer when an Opportunity has been processed

 

Supporting Resources

Milestone 4 - Getting Ready for Bookings

In this milestone, you will learn how to create a smooth booking experience, from setting up your basket and payment options to processing bookings for Delegates and Placeholders. You'll also start automating booking-related emails, ensuring customers receive confirmations and reminders without any manual effort.

How to guides

Set up your Payment Gateway

Set up your Checkout Basket

Set up your Finance options

Process your customer Course bookings

Send automated Booking, Delegate & Placeholder emails

  • Send an automated Booking Confirmation email to my customer when they complete their basket

  • Send an automated Classroom Course Confirmation and Joining Instructions email to my Delegates

  • Send an automated Webinar Course Confirmation and Joining Instructions email to my Delegates

  • Send an automated Classroom Course Reminder email to my Delegates

  • Send an automated Webinar Course Reminder email to my Delegates

  • Send an automated email to my customers when they abandon their Checkout basket and do not complete their booking

  • Send an automated Classroom Course Confirmation email to my customer when they make a Placeholder booking

  • Send an automated Webinar Course Confirmation email to my customer when they make a Placeholder booking

Set up your Discounts

 

Supporting Resources

Milestone 5 - Managing Delegates and Course Attendance

In this milestone, you will learn how to manage your bookings and course attendance effectively. You'll explore invoicing, tracking Delegate progress, and generating certificates, and Placeholder management in the lead up to your Courses. You’ll also gain an understanding of transfers and cancellations, which will be covered in more detail in the next milestone.

How to guides

Capture extra information about your delegates

Manage your completed Courses

Send automated Course & Delegate emails

  • Send an automated email to my Delegates when a venue is changed on a Course they are due to attend

  • Send an automated email to my Delegates when the date or time is changed on a Course

  • Send an automated email to my Delegates when they do not attend a Course

  • Create and send Certificates out via email

  • Send an automated email to my customers to let them know their Award is due to expire soon

  • Send an automated email with the Course sign-in sheet to my Trainer the day before their Course

 

Supporting Resources

Milestone 6 - Handling Finance and Course Changes

In this milestone, you will learn how to manage cancellations, transfers, and financial processes including payments, refunds, and invoicing. You’ll also automate finance-related emails to keep customers informed about payments and outstanding invoices, ensuring smooth financial operations!

How to guides

Commit your Invoices

Send cancellation & Invoice-based emails

  • Send an automated email to my customer when they have a new Invoice generated

  • Send an automated email to my customer when they have an overdue Invoice

  • Send an automated email to my customer when they have fully paid their Invoice

  • Send an automated Cancellation email to my Delegates for their cancelled Course

  • Send an automated Cancellation confirmation email to my Delegates who have cancelled their place

  • Send an automated Transfer confirmation email to my Delegates who have transferred to another Course

  • Send an automated email to my customer when they cancel a Placeholder booking

  • end an automated Cancellation email to my customer with a Placeholder booking on a cancelled Course

Supporting Resources

 

 

 

Contact Our Team

If you can't find what you're looking for, access our Support Portal, and our team of experts will be happy to help!

Is it your first time contacting the team? Learn how to raise a support ticket.

Follow Us

Facebook|height=20 LinkedIn|height=20 Instagram|height=20 Twitter|height=20

Copyright © 2024 accessplanit.

Social media icons by icons8.com