What is accessplanit? It is a UK-built training management system (TMS) that lets training companies and internal training teams schedule courses, allocate trainers and venues, take online bookings and payments, automate delegate communications and report on the whole operation from one platform. It is an operations tool first, with eLearning available as a paid add-on.
This accessplanit review covers what the software does module by module, how its quote-based pricing works, what 75 verified Capterra reviewers say about it, and the weaknesses that show up again and again in those reviews. All facts were checked against the vendor’s own pages, the UK government’s G-Cloud listing and the main review sites as of September 2026.
What is accessplanit and what is it used for?
accessplanit is cloud-based training management software from accessplanit Limited, a company in Lancaster, England. It handles the admin behind scheduled training: course templates, dates, bookings, trainers, venues, invoices, certificates and follow-up emails. Its core buyers are commercial training providers, with a growing set of features for internal teams whose managers book staff onto courses.
The vendor’s homepage pitch is blunt: training companies choose it when they “want to scale operations without hiring more admin.” The phrase to remember is “plan, manage and sell your training courses and resources, all in one place.”
accessplanit says its customers scheduled more than 50,000 course dates, registered over 2 million delegates, ran more than 18 million automated actions and sold over £35 million of training in the last year. Those are the vendor’s own figures, but they show the scale it is built for: high volumes of dated, instructor-led sessions rather than self-paced content libraries.
The sectors it markets to are education, professional development, trade skills, vocational training, not-for-profit and healthcare. On its about page it names the University of Glasgow and South London and Maudsley Recovery College among its customers.
Who owns accessplanit and where is it based?
accessplanit is an independent, privately held UK company. According to its Companies House record, accessplanit Limited was incorporated on 23 November 2009, is registered in Lancaster, and is controlled by two individual shareholders, each holding between 25% and 50% of the shares. No corporate parent or private equity owner is listed as of September 2026, and no acquisition news turned up in research.
The founders started out running a training company and built the software to fix their own scheduling and booking problems, which explains why the product thinks in terms of courses, delegates and resources rather than learners and content. The vendor says it has more than 20 years of experience working with training providers.
What are accessplanit’s main features?
accessplanit’s main features are course scheduling from reusable templates, resource management for trainers, venues and equipment, online booking and payment, a built-in CRM with opportunity tracking, workflow automation, document generation for certificates and joining instructions, surveys, finance and invoicing, dashboards and reporting. eLearning, a report writer, SSO and several integrations cost extra.
The accessplanit pricing page splits the product into a standard package and paid add-on modules. Here is how that breaks down as of September 2026.
| Area | What it does | Included or add-on |
|---|---|---|
| Course management | Course templates, scheduling, delegate records, bookings and communications | Standard package |
| Resource management | Allocates trainers, venues and equipment to course dates | Standard package |
| Online booking | Publishes live schedules on your website and takes bookings and payments around the clock | Standard package |
| CRM and opportunities | Tracks B2B enquiries from opportunity to closed deal | Standard package |
| Workflows and automation | Rule-based emails, tasks and record changes, including certification refreshers | Standard package |
| Documents and certificates | Branded certificates, joining instructions and other generated documents | Standard package |
| Finance | Invoices, reminders, credit notes, statements and refunds | Standard package |
| Trainer and manager portals | Separate logins for trainers and for managers who book and track their own staff | Trainer Portal standard; check manager access in your quote |
| Reporting | Dashboards and reports as standard; custom Report Writer is extra | Mixed |
| eLearning | Uploads and distributes SCORM packages through the delegate portal | Add-on |
| eCampaigns, SSO, API feeds, multi-language | Email marketing, Active Directory sign-in, data feeds and translation | Add-ons |
Two smaller modules matter more than they look. A sandbox environment lets you test settings on a copy of live data, and a “multiple providers” setup lets separate departments or sites run independently inside one account.
What integrations does accessplanit support?
The accessplanit connectivity page lists HubSpot and Salesforce for CRM, Sage and Xero for accounting, Zoom and Microsoft Teams for virtual classrooms, Moodle for content delivery, Power BI for analytics, Mailchimp and SurveyMonkey, plus payment gateways including Stripe, PayPal, Adyen, Opayo, Barclays ePDQ, Global Payments and WPM Education.
Developers also get a headless API and a course enquiry API. Check which connectors your quote includes, because API feeds, SSO and Moodle integration are listed as add-ons.
What AI features does accessplanit have in 2026?
accessplanit groups three tools under accessplanit AI: Juno, an in-platform help assistant that answers “how do I” questions; AI Filters, which turn plain-language requests such as “delegates who haven’t paid” into data filters; and AI Summaries, which give a one-click overview of a record. The page does not say whether these are included or charged.
These are admin productivity features. There is no AI course builder or question generator.
The vendor ships monthly release notes. The August 2026 accessplanit update let managers swap delegates between courses without an administrator, added shared DataGrid filters, renamed Manager Access to Manager Portal, and moved the Exchange calendar integration to Microsoft Graph ahead of Microsoft’s 1 October 2026 retirement of Exchange Web Services.
Ask For The Add-On List In Writing
Before the demo, send accessplanit your must-have list (eLearning, SSO, Report Writer, API feeds, Moodle) and ask them to mark each as standard or add-on in the quote itself, so the licence you sign matches the system you were shown.
How do you use accessplanit day to day?
Day to day, you build a course template once, schedule dates from it, attach trainers and a venue, publish the dates to your website for online booking, and let workflows send joining instructions, reminders, certificates and surveys. Admins then manage invoices, attendance and reports, while trainers and managers work through their own portals.
A typical workflow for a commercial provider looks like this.
Step 1: Build course templates
Enter the course description, duration, pricing, required resources and documents once. Every scheduled date inherits this, so you never rekey course details.
Step 2: Schedule dates and allocate resources
Create public or private course dates, then assign trainers, rooms and equipment from the resource records you set up once.
Step 3: Open bookings
Push dates to your website through the online booking module, take card payments through your chosen gateway, or raise invoices for corporate clients.
Step 4: Automate communications
Set workflows that send confirmations, joining instructions, pre-course questionnaires, certificates and refresher reminders when a trigger fires.
Step 5: Report and follow up
Use dashboards for fill rates, revenue and attendance, send post-course surveys, and move B2B enquiries through the opportunity pipeline.
How much does accessplanit cost?
accessplanit’s main pricing page does not list prices. You pay a one-off implementation fee covering a 90-day implementation period and an annual licence fee, both based on your admin users, annual delegate numbers, implementation package and add-ons. An undated US-dollar price sheet on accessplanit’s site lists Essential at $330 a month and Advanced at $870 a month, both billed annually, with implementation from $6,995. Its UK G-Cloud 14 listing puts the range at £11,000 to £200,000 per instance.
That G-Cloud 14 service listing is the most concrete public figure available, and it is wide because the modular model varies so much between a small provider and a multi-site organisation. Capterra shows a “Basic” starting price of £250 per feature per month, but that figure does not appear on accessplanit’s own pages, so treat it as indicative only.
accessplanit says you can split the annual licence into monthly or quarterly payments, with the warning that this “may increase the total you have to pay.” The G-Cloud listing also mentions a trial environment for exploring core modules. For a line-by-line look at what drives your quote, see our accessplanit pricing breakdown.
What do accessplanit reviews say?
accessplanit reviews are strongly positive on support and automation. Capterra rates it 4.6 out of 5 from 75 reviews, with customer service scoring 4.8 and features the lowest at 4.3. G2 shows 4.7 from only six reviews, the latest from 2022. Reviewers praise the helpdesk and consolidation, and criticise setup time, reporting and speed.
| Review site | Rating | Number of reviews | Most recent review seen |
|---|---|---|---|
| Capterra | 4.6 / 5 | 75 | December 2025 |
| Software Advice | 4.6 / 5 (same review pool as Capterra) | 75 | December 2025 |
| G2 | 4.7 / 5 | 6 | September 2022 |
Ratings checked 25 September 2026. The Capterra accessplanit reviews break down to ease of use 4.4, customer service 4.8, features 4.3 and value for money 4.5. The support score is the stand-out: reviewers describe a helpdesk that knows the software well and replies quickly, and the G-Cloud listing backs that with a dedicated customer success manager and a two-hour email response target during UK office hours.
One caution on the numbers. Many of the 75 Capterra reviews date from 2018 and 2019, and only a handful arrived in 2024 and 2025. The overall score reflects the product over several years, not just the 2026 version.
What are the main limitations of accessplanit?
The main limitations of accessplanit are a long, involved implementation, finance and custom reporting that users find hard work, dated survey tools and interface, slowdowns with large reports or data grids, and eLearning that is a basic paid add-on rather than a full LMS. Pricing is also opaque until you request a quote.
Here is what reviewers and the product documentation point to, with dates so you can judge how current each issue is.
Implementation takes real effort. The standard implementation runs 90 days with at least 55 hours of vendor support, per the G-Cloud listing. Some customers take far longer. A healthcare reviewer on Software Advice accessplanit reviews wrote in June 2024 that setup “took us well over 18 months+”, and a small training company in June 2025 said the setup process was “a lot tougher than I thought.”
Finance and custom reporting need work. A June 2022 reviewer said finance reports were not accurate and needed manual reconciliation. Others found the Report Writer hard to use when linking data sources, and the Report Writer itself is an add-on.
Surveys and parts of the interface feel dated. An August 2023 reviewer called survey setup “clunky” and slower than Microsoft Forms. Older reviews say the platform “looks slightly dated” and lacks gamification and badges.
Performance under load. Several reviewers between 2019 and 2024 mention the system slowing down with many records open or when building large reports. One G2 reviewer said slowness had caused problems with customer bookings.
eLearning is thin. The accessplanit eLearning module is “available at an additional cost” and centres on distributing SCORM packages through the portal and tracking delegate scores. It does not describe learning paths, skills tracking or assessment authoring of the kind a dedicated LMS offers. If content delivery matters as much as scheduling, read our explainer on the differences between an LMS and a TMS before you buy.
Test With Your Largest Month Of Data
Ask for the trial or sandbox to be loaded with a copy of your busiest month of courses and bookings, then run your finance reconciliation and biggest report inside it. Speed and reporting complaints only show up at real volume, never in a tidy demo account.
Who should use accessplanit?
accessplanit suits UK-based commercial training providers and public-sector or healthcare training teams that run a high volume of scheduled, instructor-led courses and want bookings, resources, invoicing and automated communications in one system. It is a weaker fit for organisations whose training is mainly self-paced digital content.
It fits well if you:
- sell public and private courses and need web booking, payments and invoicing tied to course dates
- juggle trainers, rooms and equipment across many sessions each week
- need UK data hosting (the G-Cloud listing states Microsoft Azure data centres in the United Kingdom) and ISO/IEC 27001 certification
- can commit internal time to a 90-day implementation and process mapping
It fits less well if most of your training is on-demand eLearning, if you need AI course authoring or advanced assessment, or if you want prices before speaking to sales. Very small providers should weigh the implementation effort against the admin they would save.
Is accessplanit worth it in 2026?
accessplanit is worth it in 2026 for training providers whose main pain is scheduling, booking and admin at volume, and who value responsive UK-based support. It is harder to justify if you need modern eLearning, transparent pricing or a fast go-live, because those are the areas where reviewers and the product itself fall short.
On the plus side, the vendor is independent, ships monthly updates and keeps a strong support reputation across years of reviews.
The weaker points are consistent. Recent reviews still mention setup effort, reporting and finance take work, and the G2 profile has not had a new review since 2022, so peer evidence for the current version is thinner than the headline ratings suggest. Use our training management software buyer’s guide to score accessplanit against your own requirements rather than the review averages.
What are the best accessplanit alternatives?
The accessplanit alternatives buyers most often compare are Arlo and Administrate, both TMS platforms aimed at training businesses, plus newer TMS-and-LMS combinations such as SimpliTrain. Which is best depends on whether you prioritise web bookings, enterprise scale, built-in eLearning or pricing structure.
Our accessplanit vs Arlo vs Administrate comparison sets the three side by side on features and fit. If you want scheduling and a full LMS in one platform, the SimpliTrain vs accessplanit comparison covers a TMS with a built-in course builder, flat pricing with unlimited learners and no published prices, though with far fewer third-party reviews so far. For a wider shortlist, see the best TMS for commercial training providers.
Conclusion
accessplanit is a mature, UK-built TMS that does the operational side of training well: templates, scheduling, resources, bookings, invoicing and automation, backed by support that reviewers rate highly. Its gaps are just as clear: a demanding implementation, reporting and survey tools that lag, a basic eLearning add-on and no public price list.
Your next step is to write down your five heaviest admin tasks and your must-have add-ons, then request a quote and a trial loaded with your own data. Run those tasks end to end in the trial, get every add-on priced in writing, and ask for two reference customers of your size and sector before you sign a multi-year licence.
FAQ
Q1. What is accessplanit used for?
accessplanit is used to run the admin side of scheduled training. Training companies and internal teams use it to build course templates, schedule dates, assign trainers and venues, take online bookings and payments, send automated joining instructions and certificates, raise invoices and report on fill rates and revenue. It is a training management system rather than a content-first LMS, although a paid eLearning add-on exists.
Q2. How much does accessplanit cost per year?
Its pricing page lists no prices, but a US-dollar price sheet on accessplanit’s site shows Essential at $330 a month and Advanced at $870 a month, billed annually, plus implementation from $6,995. Enterprise is quoted. UK buyers get a sterling quote; the G-Cloud 14 listing gives £11,000 to £200,000 per instance. Confirm figures in writing.
Q3. What are the main limitations of accessplanit?
Reviewers most often mention a long and demanding implementation, with one healthcare customer reporting more than 18 months. Finance and custom reports can need manual work, survey tools feel clunky, and some users see slowdowns with large reports. eLearning is a basic paid add-on, and prices are only available on request, which makes early budgeting harder than with vendors that publish pricing.
Q4. Who should use accessplanit?
accessplanit fits UK commercial training providers and healthcare, education or public-sector training teams that run many instructor-led courses and want bookings, resources, invoicing and automation in one place. Buyers who need UK data hosting and ISO 27001 certification benefit too. Organisations whose training is mostly self-paced online content, or who want a quick low-effort setup, may find a combined LMS a better match.
Q5. Is accessplanit worth it in 2026?
For providers struggling with scheduling, bookings and admin at volume, accessplanit is still a solid choice in 2026. Support scores remain high, monthly updates continue, and new AI helpers arrived this year. It is harder to justify if you need modern eLearning, transparent pricing or a fast go-live, and recent third-party reviews are fewer than the headline ratings suggest.
Q6. Does accessplanit have an LMS or eLearning module?
Yes, but it is an add-on. The eLearning module lets you upload and distribute SCORM packages through the delegate portal, combine them with classroom sessions for blended learning, track scores and auto-complete delegates who pass. accessplanit also integrates with Moodle. It is not a full LMS with learning paths, skills tracking or assessment authoring, so content-heavy programmes may need a separate platform.
Q7. Where is accessplanit based and who owns it?
accessplanit Limited is based in Lancaster, England, and was incorporated in November 2009. Companies House lists two individual shareholders, each holding between 25% and 50% of the shares, with no corporate parent shown as of September 2026. The founders previously ran their own training company and built the software to solve their own booking and scheduling problems.
