Delegate Planner for Training Providers

Business Courses and more ..

Flexible for training providers of all sizes, Delegate Planner enables you to increase business courses and bookings, take-up, occupancy and revenue with a vast array of features with our project management software we're sure you'll love.

  • Delegate Planner provides the ideal solution to the challenges and complexities you face in your day-to-day training administration processes. Advertise courses, take bookings and process payments online, keep delegates up to date with automated communication and manage your resources with ease.

  • As a real-time, on-line system, delegates and their managers can access up to date details and book courses from any location, at any time. Compatibility with all modern browsers is assured.

  • All of your course and delegate data is held in a single, secure, centralised system, providing you with a streamlined system that gets the job done in minimal time.

  • Built-in, automated reports eliminate the need to collate complex data from multiple systems, saving you and your colleague’s time. In addition, a report writer facility is available, giving you flexibility when you need to produce bespoke reports.

  • Fully integrated CRM means you will not incur the expense of a separate package and you do not have transfer customer details between systems.

  • Manage courses using intelligent system functions – Analyse delegate training requirements, set up course pre-requisites and create a variety of customised, branded emails such as joining instructions and course reminders that can be sent to the relevant people, on a schedule set by you.

  • Provides the flexibility you need with schedules that can be copied and moved with ease and a configurable section allowing you set up the system the way you want it. Choose from a host of optional modules to ensure you have a bespoke package that works the way you do.

  • Run the system over your intranet or the internet. Alternatively, we can host for you at a secure data centre using our leased servers at one of the UK’s prime hosting providers.

  • The highly configurable nature of Delegate Planner extends to integration with your website, allowing you to promote your courses the way you want to without compromising your corporate identity and work processes.

  • We are always happy to link Delegate Planner with and import data from any existing systems you require whether it’s a HR system, CRM system, Delegate Databases etc.


  • Testimonial

    Intuitive and scalable

    Dave Bennett-Bull, Commercial Director, HSS Training

    The intuitive nature of Delegate Planner has made it possible for us to manage the vast amounts of data involved in our day to day, nationwide training operation. Since implementing Delegate Planner seven years ago, our organisation has continued to grow at a rapid rate. The scalability of the system allows our business to expand with minimal additional administration resources. HSS Training

  • Testimonial

    Smooth transition into a new working environment

    Rhead Group, Stephen Gibson, General Manager

    Delegate Planner allows us to keep all of our information relating to training and associated administration in one secure place, meaning we no longer need to search for records across a number of different systems. This feature has proved invaluable, allowing us smooth transition into a new working environment. Rhead Group

  • Testimonial

    Improved Communication and security

    Olaf Gutjahr, Security Products Training Manager, Tyco Security Products

    Delegate Planner has greatly improved our communication with our Delegates, Trainers and staff while saving us considerable time by making it easy to keep everyone up to date, at all times. Our Partners and Employees have given very positive feedback on our new and improved service and find booking courses online a quick and easy process. The security of our data was another concern when looking to upgrade our Learning Management System. With Delegate Planner, we have the assurance that all of our records and training related information is safe, secure and risk-free. Tyco Security Products

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