eSoft Planner

RATING:

4.4

(31)

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. Additionally, administ...

eSoft Planner Pricing

Please contact PPC Communications directly for more details on pricing.

Starting price: 

$39.00 per month

Free trial: 

Not Available

Free version: 

Not Available

eSoft Planner daily summary
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eSoft Planner Reviews

Overall Rating

4.4

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4

Most Helpful Reviews for eSoft Planner

1 - 5 of 31 Reviews

Amy

Sports, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

eSoft Planner is a TEN out of TEN!!!

I would describe my overall experience with eSoft Planner as a 10/10!! IMPECCABLE!!

PROS

[sensitive content hidden] !!! [sensitive content hidden] is hands down the most professional, knowledgeable, helpful, efficient, effective, swift, prompt, pleasant, wicked-smaht, etc etc customer support agent alive!!! He makes navigating eSoft Planner seamless!! He is available 24/7/365 and responds immediately to texts even!! The information he provides has alleviated any and all "self-induced-stress" due to "user-error" every single time!!! The software has taken even our business's complicated scheduling debacle and made it user-friendly and workable! It is with zero reservation that we recommend eSoft Planner to Power Your Passion!!

CONS

....I am a busy business owner and I do not have time to sit and THINK up an answer for this one!!! I love eSoft Planner!!

Vendor Response

Thank you, Amy, for being a valued eSoft Planner customer! We're so glad to hear that you love our software and our amazing customer support team.

Replied February 2024

Derek

Non-Profit Organization Management, 11-50 employees

Used weekly for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.

Reason 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.

Vendor Response

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.

Replied March 2020

Todd

Professional Training & Coaching, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed April 2024

Helpful review

Serves the purpose for my business. Both in scheduling and in bookkeeping.

PROS

Good product for the money. Helps with tax info also

CONS

Not very user friendly. Users have trouble navigating the site initially

Danny

Sports, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Esoft planner

Our experience has been nothing short of amazing.

PROS

Esoft planner is the best scheduling system we have ever used. We totally love it.

CONS

We love everything about Esoftplanner from the program all the way to the support

Reason for choosing eSoft Planner

It does everything that we need and use

Reasons for switching to eSoft Planner

Because Esoft is better than everyone and user friendly and the customer service is totally awesome.

Vendor Response

Thank you, Danny, for being a valued eSoft Planner customer! We're so glad that you love our software and our amazing customer support team.

Replied January 2024

Jeff

Sports, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed 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.

Reason 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.

Vendor Response

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.

Replied March 2020