About eSoft Planner

eSoft Planner is a cloud-based scheduling and business management software that helps sports facilities, swim clubs, music schools, and sewing/dance studios manage bookings, space renting, reservations, payments, and more. The platform offers a membership management module, which allows organizations to design custom plans with recurring billing and discounts, enabling clients to book lessons and classes via a self-service portal.

eSoft Planner’s team management module allows businesses to handle schedules, tryouts, budgets, rosters, documentation, communication and other team activities. It offers a host of features such as automated billing, commission tracking, marketing tools, text and email notifications, role-based permissions and more. A...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

21 Reviews of eSoft Planner

Average User Ratings

Overall

4.48 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.0

Ratings Snapshot

5 stars

(10)

10

4 stars

(11)

11

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 21 results

February 2020

Derek from High Point Pool

Company Size: 11-50 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2020

Using eSoft Planner to manage swim club membership

The import process from our old spreadsheet method was done by the company. The workflow for taking payment online was easy to set up. We have users that are only active during the summer, so our cycle includes a reset once a year. We add new users in the winter off a waitlist and members pay in the spring. The pool opens in summer and users have cards provided by PPC/eSoft and scan the barcode and their profile shows for the front desk staff and they enter the facility. At the end of the season, everyone is automatically deactivated and we start again.

Pros

The most common tasks are now adding and deactivating users, and that effort is very straightforward. Setting up swim memberships, prices, fees is a very customized experience and has many features that we do not use, but it really does suit our needs.

Cons

I think the standard reports take some time to build because they are generated on the fly. I wish we could do custom reports that can build via cron and be available quickly. Also, there isn't a way to inject custom html or css, but I understand the risks with supporting other people's code.

Reasons for Choosing eSoft Planner

Price and other pools in our area were using eSoft already. I also felt like eSoft would change features for our very specific use cases and they already have taken some feature requests and implemented them.

Reasons for Switching to eSoft Planner

Because its MS Access. Also, we wanted to take payments online.

Response from PPC Communications

Replied March 2020

Hello Derek. Thanks for being a valued eSoft Planner customer! We're glad you enjoy the customizable features of eSoft Planner and the ability to work with the seasonal nature of your swim club. We're working on an update to improve reporting, allowing you to work from one report and configure it to meet your data and information needs.

February 2020

Jeff from Brookwood Swim Club

Company Size: 11-50 employees

Industry: Sports

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

February 2020

Definitely an Upgrade from Doing Things Manually

I went through the pain of having to manually transfer information from spreadsheets and never quite feeling like I had enough information to finish the job. eSoft keeps most information at hand, and changes are usually easy to make. They are very quick to respond to questions as well.

Pros

The ease of use as well as helping to keep continuity year-over-year, as well as the ability to keep up with technology.

Cons

The reporting can be a bit cumbersome, and it absolutely needs an "export all data" function. While we do not want to work only from spreadsheets, they have their own uses.

Reasons for Choosing eSoft Planner

The versatility of eSoft doesn't compare to TeamUnify, the latter being very specifically targeted and not easy to set up how we need it to be.

Reasons for Switching to eSoft Planner

Because we wanted to automate the process from year-to-year as able, as well as to modernize our club's software.

Response from PPC Communications

Replied March 2020

Thank you Jeff for being a valued eSoft Planner customer! We're so glad that you enjoy the easy-to-use software and our responsive customer support. We'll be rolling out an update soon to simplify reports allowing you to work from one report and configure it to meet your information and data needs.

January 2020

Kristin from Fair Blue Swim Club

Company Size: 11-50 employees

Industry: Recreational Facilities and Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

3.0

Customer support

5.0

Functionality

3.0

January 2020

Review

Pros

Ease of use and ability for members to do a lot of the work themselves

Cons

The reports section is clunky and rarely gives me what I need easily.

Response from PPC Communications

Replied February 2020

Hello Kristin and thank you for being a valued eSoft Planner customer! We're only a phone call away please let us know how we can help you manage your reports.

March 2020

Wendi from Maplewood Swim Club

Company Size: 11-50 employees

Industry: Recreational Facilities and Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

So Glad We Chose This Platform!

Prior to eSoft, we registered our members by pen and paper, and membership was tracked through manual data entry. eSoft alleviated that burden, which was up to 20 hours/week (for a volunteer position). Now, all of this is done automatically as the members register.

Pros

The customer service at eSoft is top notch. It was so easy to transfer our data to set up our platform. Our members found the software very easy to use to register for our swim season.

Cons

I really don't have any complaints about this software. It transformed how we manage our membership and register.

Reasons for Choosing eSoft Planner

Pricing, customer service, ease of data transfer

Response from PPC Communications

Replied May 2020

Hello Wendy, and thank you for being a valued eSoft Planner customer! We're glad that the software made things easier for you. Please let us know if you ever have any questions!

January 2020

Melissa from Turn 2 Athletics, LLC

Company Size: 2-10 employees

Industry: Sports

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

January 2020

eSoft works for us

eSoft has been a great experience thus far. The staff have been responsive to our needs and making sure we have the training and understanding we need to make full use of our software capabilities. It has been easy to navigate and understand. We have also gotten comments on the client side expressing they like the setup.

Pros

The ease of use and functionality to meet our facility needs.

Cons

I woud like to have a mobile app to access everything on.

Reasons for Switching to eSoft Planner

EZFacility did not have the functionality that we were looking for.

Response from PPC Communications

Replied February 2020

Hello Melissa, and thanks for being a valued eSoft Planner customer! We're glad you enjoy the responsiveness of our staff and that you find the software easy to use. We are currently working to make eSoft Planner mobile responsive with a one-click icon to launch it from mobile devices. Stay tuned!