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accessplanit

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What accessplanit is

accessplanit is a training management platform for planning, managing, and selling courses and training resources. Its standard package brings together course and resource management, a trainer portal, awards and certification, and task management. Training providers can take online bookings through website integration, manage class schedules and learner registrations, track attendance and certifications, and manage instructors and waitlists. Finance tools include invoicing, discounts, and eCommerce.

For oversight, accessplanit offers ready-made and custom reports, configurable dashboards, and reports scheduled for delivery by email. Listed connections include Moodle, Google Analytics, Exchange, Zynk, ADFS, and payment gateways such as PayPal, Stripe, WPM, Opayo, Adyen, and Barclays ePDQ. HubSpot and Salesforce integrations support syncing customer and CRM data. Optional API access and webhooks provide two-way communication, data syncing, and event-triggered actions.

The company describes accessplanit as designed primarily for commercial training providers managing and selling training at scale. Pricing is quoted to match requirements. The annual software licence is paired with a one-off implementation fee for a 90-day implementation period. The company says it is ISO 27001 and Cyber Essentials Plus certified, and offers single sign-on, optional multi-factor authentication, password policies, session timeouts, TLS 1.2 encryption in transit, and physically separated customer instances. Encryption at rest using AES 256 is available on request.

Who it suits

accessplanit suits commercial training providers that need to coordinate courses, trainers, resources, bookings, and sales in one platform. It is also relevant to teams that need reporting, certification tracking, finance functions, or connections to CRM and learning systems.

What it does well

  • Combines course, resource, trainer, and task management.
  • Supports online booking and website integration.
  • Tracks attendance and certifications.
  • Offers configurable dashboards and scheduled email reports.
  • Connects with HubSpot and Salesforce for CRM data syncing.

What to know first

  • Pricing is quoted based on requirements.
  • The annual licence has a one-off implementation fee.
  • AES 256 encryption at rest is available on request.

Plans

PlanBilled and limitsPrice
Starting priceper feature · Pricing shown as £250 per feature per month · subscription£250 a month
Essentialpayable annually · 3 admin licenses · $2.00 per active learner · $4.00 active-learner overage · 20 active workflows · 5GB storage · implementation from $6,995$330 a month
Advancedpayable annually · 5 admin licenses · $2.00 per active learner · $4.00 active-learner overage · unlimited workflows · 10GB storage · implementation from $7,995$870 a month
Standard packageAnnual software licence; one-off implementation fee · Core modules included · price depends on modules, delegates, platform users, integrations and developmentOn request
EnterpriseTailored package · implementation from $8,995On request

As accessplanit.com lists them, read 15 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the accessplanit website.
  2. Request a quote based on your modules, delegates, users, integrations, and development needs.
  3. Arrange the annual software licence and one-off implementation fee.
  4. Complete the 90-day implementation period.
  5. Configure course operations, integrations, and security options for your organization.

Verdict

Choose accessplanit if your training business needs course operations, bookings, finance, and reporting in a shared platform. The main reason to look elsewhere is that pricing depends on your requirements and setup includes an implementation period and fee.

Questions

How much does accessplanit cost?

Pricing is on request and depends on requirements, including modules, delegates, platform users, integrations, and development. The described arrangement has an annual software licence and a one-off implementation fee.

Is there a free plan or trial?

The listed standard package is a paid annual software licence. No free plan or trial is described in the available plan details.

What can the standard package manage?

It includes course and resource management, a trainer portal, awards and certification, and task management. Core functions also include online booking, website integration, and finance tools such as invoicing, discounts, and eCommerce.

Which integrations are listed?

Listed connections include Moodle, Google Analytics, Exchange, Zynk, ADFS, payment gateways, HubSpot, and Salesforce. Optional API access and webhooks support two-way communication and event-triggered actions.

What security and recovery options are described?

The company says it is ISO 27001 and Cyber Essentials Plus certified. Its standard recovery targets are a 24-hour recovery point objective and a two-working-hour recovery time objective; an upgrade offers a 15-minute recovery point objective with a recovery time objective of 2+ working hours.

Which platforms does accessplanit support?

The listed platforms are web and API.

Facts from accessplanit's own pages

Access controls
Security options include single sign-on, optional multi-factor authentication, configurable password policies and session timeouts. · accessplanit.com, 8 Oct 2026
API and webhooks
The optional API supports two-way real-time integrations, while webhooks notify external systems when events such as enrolments or completions change. · accessplanit.com, 15 Oct 2026
API credentials
API access uses supplier-issued API keys that customers must keep confidential and use for internal business purposes. · accessplanit.com, 15 Oct 2026
API scope
The public service description lists two-way REST APIs for users/accounts and finance records, plus a one-way SOAP course feed; full documentation is supplied on request and a sandbox is available. · applytosupply.digitalmarketplace.service.gov.uk, 15 Oct 2026
Automation
Workflows automate enrolments, reminders, communications, tasks, certificates, compliance records and invoices. · accessplanit.com, 15 Oct 2026
Availability commitment
The government service listing says customers can claim service credits if monthly availability falls below 99.5%. · applytosupply.digitalmarketplace.service.gov.uk, 15 Oct 2026
Bookings and finance
Core modules include online booking and website integration, plus finance functions such as invoicing, discounts and eCommerce. · accessplanit.com, 8 Oct 2026
Company founded
LinkedIn states that accessplanit was founded in 2001. · linkedin.com, 15 Oct 2026
Company legal entity
Companies House lists ACCESSPLANIT LIMITED as an active private company, company number 07083596, incorporated on 23 November 2009. · find-and-update.company-information.service.gov.uk, 15 Oct 2026
Company size and headquarters
LinkedIn lists accessplanit as privately held, headquartered in Lancaster, with 11–50 employees. · linkedin.com, 15 Oct 2026
Course management
The platform manages classroom, online, eLearning and blended courses and events. · accessplanit.com, 15 Oct 2026
Course operations
The standard package includes course management, resource management, a trainer portal, awards and certification, and task management. · accessplanit.com, 8 Oct 2026
CRM integrations
The connectivity page describes integrations with HubSpot and Salesforce for syncing customer and CRM data. · accessplanit.com, 8 Oct 2026
Data protection
The security page says data is encrypted in transit using TLS 1.2, encryption at rest using AES 256 is available on request, and each customer instance is physically separated. · accessplanit.com, 8 Oct 2026
Documentation
The Atlassian knowledge base contains guides for administration, courses, finance, imports, reporting, shopping basket, tasks, workflows and resource management. · accessplanit.atlassian.net, 15 Oct 2026
Encryption and backups
The security document states that application traffic uses enforced 256-bit SSL encryption and that encrypted backups run daily. · accessplanit.com, 15 Oct 2026
Headquarters
The company identifies Lancaster as its headquarters. · accessplanit.com, 8 Oct 2026
Installation
The service has no application to install and uses a responsive browser interface designed for mobile devices. · applytosupply.digitalmarketplace.service.gov.uk, 15 Oct 2026
Integrations
Listed connections include Salesforce, HubSpot, Moodle, Google Analytics, SurveyMonkey, Mailchimp, Sage, Xero, PayPal, Adyen and calendar tools. · accessplanit.com, 15 Oct 2026
Intended customers
The company says the platform is designed primarily for commercial training providers that need to plan, manage and sell training at scale. · accessplanit.com, 8 Oct 2026
Limit: feature gaps
A Software Advice reviewer says some needed functionality was missing, while another reports communication problems when faults were identified. · softwareadvice.com, 15 Oct 2026
Limit: learning curve
Reviewers report that setup and implementation are more demanding than expected and that new users face a learning curve. · capterra.com, 15 Oct 2026
Limit: usability and speed
Review summaries mention unintuitive menus, confusing automation filters and occasional slowness under heavy use. · getapp.com, 15 Oct 2026
Notable news: LinkedIn update
In October 2026 the company promoted a webinar presenting its training-management maturity model based on more than 20 years working with training providers. · linkedin.com, 15 Oct 2026

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