14th October 2019

Our latest update will be applied to your live system w/c 14th October and features new items, and lots of little improvements and additions to your accessplanit system!

Please take a look through this page, or watch through our release notes video to find out what is new in your accessplanit system.

14th October Features

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, increase your course fill rates and up-sell more of your products and services

You can now access a new option to gather booking & purchases links for your

  • eLearning courses
  • Knowledge Doc courses
  • Vouchers
  • Products & Services

This new option is available as a context menu option via the relevant DataGrid, clicking this menu option copies the booking / purchase link to your clipboard so that you can paste it into your emails, your website, or your companies social media account to promote and provide easy access for booking to your customers!

Within this release we have also enhanced the booking links that are available for 

  • Classroom courses
  • Webinar courses

Via the Display Links tab on your courses you can now copy the booking link to your clipboard, quickly generate an email with the booking link included, and create Facebook and Twitter posts with the booking link embedded!

These new options mean that you can quickly and easily promote your courses far and wide with very minimal effort!

Delegates - Quick Attendance Marking

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).

You will have access to a new option on your Classroom and Webinar courses where you can quickly log the status of a course & it's associated delegates:

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. As you can see in the screenshot above, this window also contains a checkbox that will match your delegates' statuses to the course status to save you some time! This checkbox works for the Completed, Cancelled and In Progress course statuses.

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

Zynk - Products & Services  

The Zynk integration feeds for both Xero & Sage have been updated to include Products & Services

These items bought and logged on an invoice will now be posted through to Sage / Xero so that they can be reported on and factored into your financial records.

If you would like any support with any of the new features or changes please get in touch with our Helpdesk Team.

If you have any ideas of how we can improve the product further, please log these on our Product Suggestions Portal.