eSoft Planner

4.5
Overall rating
Reviews

4.5
Overall rating
Reviews

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, administrators can create online stores to sell products and track inventory in real-time. eSoft Planner lets managers generate custom reports to gain insights into reservations, lessons, payments, sale and other metrics. Pricing details are available on request and support is extended via phone, email and other online measures.
eSoft Planner Software - eSoft Planner daily summary
eSoft Planner Software - eSoft Planner membership manager
eSoft Planner Software - eSoft Planner marketing
eSoft Planner Software - eSoft Planner email reminders
eSoft Planner Software - eSoft Planner daily summary - thumbnail
eSoft Planner Software - eSoft Planner membership manager - thumbnail
eSoft Planner Software - eSoft Planner marketing - thumbnail
eSoft Planner Software - eSoft Planner email reminders - thumbnail

eSoft Planner pricing

eSoft Planner does not have a free version and does not offer a free trial. eSoft Planner paid version starts at US$39.00/month.

Starting Price:
US$39.00/month
Free Version:
No
Free trial:
No

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eSoft Planner Reviews

Overall rating

4.5
Write a Review!

Feature rating

Value for Money
4.7
Functionality
4.2
Ease of Use
4.4
Customer Support
5.0
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All eSoft Planner Reviews

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40 reviews
Bridget
  • Industry: Sports
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 13/06/2024

Great software function with immediate entry

Amazing customer service. Our onboarding was so easy. The [sensitive content hidden] and our assigned contact get back to us in a very timly manner. I havent found this level of service anywhere else in the industry.

Pros

The software works great with self access for our customer's. They can book online and directly get emailed an access code to the facility that works in the time frame they scheduled.

Cons

Just the visual aspect. It could use a face lift for easier use for the customer. But that isnt a huge deal.. I just think it would help customers with ease of booking.

Danny
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5.0
Reviewed on 11/01/2024

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

Response from eSoft Planner

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 12/01/2024
JESSICA
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
2
Features
2
Ease of Use
3
Customer Support
5

3.0
Reviewed on 9/01/2024

Daily user

We are frustrated with the system. It certainly has potential, and the customer service has been great. However, at year 4 I feel like we shouldn't be in contact as much as we are. I have yet to see an update or new feature since we've come on board. We have started comparing other companies and realize there are some that charge half of what we are paying now with more features.
If it wasn't for the patient staff, we would have made the move a long time ago.

Pros

The online booking function saves us time by allowing instructors and clients to set up times at their convenience.

Cons

Lack of coupon codes, refer a friend credts, promotional/marketing options are lacking. Email marketing should have more options to make the email more inviting. Memberships should begin on the first rental not when purchased. Teams option fails miserably. Too many issues for admins and clients. The system could use updating, it's not super user friendly. I'm constantly walking people through steps on how to use the most basic function. It's confusing and overwhelming for people who don't have time to navigate the system. We have teams who rent for long term practices, having a monthly calendar that is clean and shows precisely what is projected each month would save time when finding days/times for these teams. No gift certificate option. The add account balance is a good idea but fails when I can't go back and see why a balance was added...even though a note section is offered, I can't see it to look back on. Not being able to adjust reservations that I've made on admin side is frustrating. I should be able to edit times and notes. Instead, I have to delete and start over. When instructors add availability, they cannot see what is happening in the facility or by month. They complain that adding time is tedious.

Nicole
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 16/09/2024

Northeast Longhorns review

My husband and I have really enjoyed our experience with eSoft Planner. When choosing a business platform, we wanted something that made sense, both from a financial and organizational standpoint. eSoft has given us the ability to focus on both player and business development, thereby enhancing quality services overall. Their support/customer service team is top notch. I highly recommend this platform for big and small businesses.

Pros

eSoft Planner is affordable, user friendly, and manageable (both from an employee and administrative role). Their support staff is also amazing! My contact agent [sensitive content hidden] is incredibly knowledgeable, responding quickly to all business concerns and questions. This platform has helped organize, structure, and prioritize our business goals, allowing us to be more hands-on with members and affiliates.

Cons

I wish this platform was more accessible from my phone. I also wish eSoft notified me when member cards expire (I normally receive this alert from my merchant, but sometimes this information gets overlooked due to the plethora of data)

David
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 25/04/2024

Play Deep Academy

Positive and generally satisfied. I appreciate what eSoft does; especially the exceptional customer service which is beyond exceptional

Pros

Organization, no muss no fuss, has several features that I find extremely useful

Cons

certain aspects that I'd like to change like: time and DATE stamp to help resolve overbookings, zeroing out instructor availability the moment all the cages are reserved/booked at that particular hour, the ability to take different credit card processors, don't stand in the way of payments with the archaic batch transmission system, make emailing, uploading docs, cut and paste from other systems user friendly. Have weekend hours!

Mark
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
5

4.0
Reviewed on 29/07/2024

Sports Training

Once I familiarized myself with the system and figured it out (which took a little time and effort), it is a very good system for what we do. Customer service has been exceptional.

Pros

Focused, configurable, powerful software that does what I need.

Cons

Takes a bit getting used to for admin/employee and client. Needs an app.

Katherine
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4.0
Reviewed on 17/07/2024

eSoft has been a GAME CHANGER for our pool!

SIMPLY WONDERFUL!!! I haven't met anyone yet who wasn't incredibly helpful!!

Pros

Relatively easy to use, but the customer service is OUTSTANDING when I get stuck!!

Cons

Not mobile responsive. Very difficult to do anything administrative on my phone and very challenging for our members as well to complete tasks on mobile devices.

Chris
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 9/04/2024

Why eSoft Planner

I have nothing but great things to say about my experience. They have a great product for the price and I would urge anyone getting into the sports facility business to use them.

Pros

From contact to set-up to implementation and use, there is no better company or people. They have been so helpful with everything, including working with the credit card processors. I highly recommend esoft planner. They don't try to upsell or sell you something you don't need. They tailor it to you and your business needs.

Cons

There are some nice to haves as far as functionality that I wouldn't mind being included in the eSoft system. But as far as value for the price, eSoft Planner is the way to go. They charge what they should for their product, not over priced, not under priced, but priced just right.

Response from eSoft Planner

Thank you, Chris, 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 18/04/2024
Amy
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 25/02/2024

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!!

Response from eSoft Planner

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 27/02/2024
David
  • Industry: Recreational Facilities & Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 3/05/2024

Review of employee [sensitive content hidden]

As good as you can get between a business and their client.

Pros

[sensitive content hidden] took my call today [sensitive content hidden] and he was outstanding ! They way he walked me
thought the process of resolving my issue. I was so impressed. I wish every customer service rep I spoke to on a daily basis could relate to my call the way [sensitive content hidden] did.
And for the record...I very seldom take the time to do something like this.
Dave Dohrman,
Foutch's Strike Zone

Cons

Been with them for appox 10 years and still using them...If I had a problem, I would
have been gone by now.

Response from eSoft Planner

Thank you, Dave, for being a valued eSoft Planner customer! We love to hear that you have enjoyed the software and our customer service team.

Replied 22/05/2024
Tiffany
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 7/08/2024

Review from Overtime Sports Training Center

One of the standout aspects of working with eSoft Planner is their exceptional staff and customer service. The team behind eSoft Planner is highly responsive, knowledgeable, and dedicated to providing top notch customer service. I feel very confident in knowing I can rely on eSoft Planner to assist me every step of the way!

Pros

Using eSoft Planner has enabled me to efficiently manage my facility with a very small team. It has a user-friendly interface that makes it easy for customers to navigate. It is also customizable which makes offering self-service options possible at my facility.

Cons

Some of the reporting and marketing features are a little hard to navigate and not as intuitive as the rest of the system.

Thomas
  • Industry: Recreational Facilities & Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 2/05/2024

Great software for the cost!

very good, customer support is excellent!

Pros

very easy to enter information, train others on, allow information to be shared

Cons

Esoft has not provided upgrades to the software over the years.

marilyn
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 26/02/2024

Esoft & Staff Rock!

Pros

Its easy to manage and it does exactly what we need it to. When I need help with anything the employees are always pleasant, knowledgeable and solve any issues we have.

Cons

sometimes, customers complain about not being able to book online from their cell phones.
I wish I was able to view the calendar weekly and monthly instead of only daily

Response from eSoft Planner

Thank you, Marilyn, for being a valued eSoft Planner customer! We're so glad to hear that you love our software and our amazing customer support team. We are currently working on a mobile app so that customers can book online from their phones! We currently have it working for rentals and lessons and will soon be adding camps and classes as well. Stay tuned for more updates coming soon!

Replied 27/02/2024
Todd
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
3
Ease of Use
2
Customer Support
5

3.0
Reviewed on 3/04/2024

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

Aaron
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
3
Customer Support
5

5.0
Reviewed on 11/04/2024

Play9 Sports

Pros

Customer Service is fantastic. Milan is our account manager and he is a quick responder and has resolved any and all questions/issues that have come up. Very simple software to use all around. Enjoy the product.

Cons

Not being able to refund through eSoft and having to do it through Authorize.net

Response from eSoft Planner

Thank you, Aaron, 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 18/04/2024
Eric
  • Industry: Health, Wellness & Fitness
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 8/01/2024

Easy-to-use

We thoroughly enjoy eSoft Planner and our clients' comments have all been positive

Pros

It is very easy to use, and the support is second to none.

Cons

We haven't seen anything that either we can't figure out or get support for.

Response from eSoft Planner

Hello Eric, and thank you for being a valued eSoft Planner customer! We're glad that you have enjoyed our software.

Replied 9/01/2024
Brian
  • Industry: Sports
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 3/04/2024

Review of program

Pros

Price and matches all my requirements for my business

Cons

The program doesn’t notify me someone canceled

Brenton
  • Industry: Sports
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
0
Features
5
Ease of Use
4
Customer Support
5

4.0
Reviewed on 17/02/2020

Top Notch Software and Support

Experience has been great. I have been able to utilize financial reports to highlight how the business is growing and marketing reports to send camp and clinic information to clients in our software. I am still learning every day, but like utilizing the software to grow the buesiness.

Pros

Overall, it is pretty easy to use. As someone that has never been tech-savvy, it is user-friendly and does not take long to learn how to use the software. Similarly, I can train staff members in a short period of time on how to use the software, which allows me to focus much of their training on other important areas that come with the job description at our facility. I like the ability to input only a few items on a users profile for quick setup purposes as well. I rarely fill in the other areas in the profile setup but do like the option of filling it out or not. Additionally, I love being able to reserve multiple facility locations and dates instead of going day by day to do it.

Cons

Prior to working with [SENSITIVE CONTENT HIDDEN] on the issue, it was particularly frustrating dealing with different package types, but I later learned that a lot of that was set up incorrectly and it was unnecessary. The package types only applied to specific clients depending on which packages they purchased. She helped me change things around on our back end and set it up correctly. I really don't have any complaints about the software. As mentioned, it is fairly easy to use and does not present any issues for me.

Response from eSoft Planner

Thanks for being a part of the eSoft Planner family, Brenton! It's important to us that our clients receive the best support possible to run their business. Please don't hesitate to give us a call if you need anything.

Replied 14/03/2020
Yvonne
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
3
Customer Support
5

3.0
Reviewed on 28/04/2022

eSoft Planner for Swim Club Management

The benefits are the POS system to better manage our inventory as well as managing free member passes and member/family information.

Pros

The POS system works well and we love the Account Balance capability to use for concessions and other items while at our pool.

Cons

It does not integrate with Quickbooks and we are limited in the time periods of the memberships and the amount of payments members can make toward member dues. We use Quickbooks to manage membership dues payments.

Derek
  • Industry: Nonprofit Organisation Management
  • Company size: 11–50 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 18/02/2020

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.

Alternatives Considered

WildApricot

Reasons for Choosing eSoft Planner

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

Reasons for Switching to 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.

Response from eSoft Planner

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 17/03/2020
Julie
  • Industry: Biotechnology
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5.0
Reviewed on 22/03/2019

Excellent software for multifunctional facilities

My overall experience with eSoft has been wonderful. I like the way eSoft keeps track of our customers yearly memberships and prepaid rentals.

Pros

As a side job, I helped schedule appointments using esoft for a sport facility, and I loved how simple and easy it was to use. I liked the way the software notified our customers to inform them of their upcoming appointments. I also liked the way customers could book their own appointments in the system without having to call the establishment. Customers can easily add money to their account using a credit card. It's that simple!

Cons

What I liked least about the software was that our trainers had to block off a cage in order to put in their availability. I wish the trainers could have their availability posted without having it take up several blocks of time. I'd like to have multiple trainers available at a certain time, but if I do that, then each trainer would have to be booked in their own cage, and that just doesn't seem efficient.

Response from eSoft Planner

Thank you for being an eSoft Planner customer, Julie! We're glad you find the powerful scheduling and notification features to be easy to use. We understand that requiring your trainers to book a cage might unnecessarily occupy a slot on your schedule. If you're still having trouble with this, reach out to your client implementation specialist so we can help you make the feature selections within eSoft Planner to align with your business model.

Replied 6/02/2020
Jeff
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
3
Ease of Use
5
Customer Support
5

4.0
Reviewed on 29/01/2020

XL'N INC DBA Slammers Baseball Review/Jeff Jenkins

We have been using the software since January 2013 approx. My experience has been great. I am grateful for the tech support we have always received, the willingness lately to help us change some things on the profile pages, and the overall cost to run my business.

Pros

The initial cost. As of recent, last year or so, we have been able to make some changes on profile pages that were not possible to make previously that has really helped. Love the tech support. The ladies are great!

Cons

The look does not mesh with our web site. Needs the ability to be more adaptive on design to customers websites. If I were a new user, which I am not, I might find it difficult to use in comparison to other facility managers out there, but for me, I like the software.

Response from eSoft Planner

Hey Jeff! Thank you for being a valued customer for so many years. We're glad eSoft Planner's configurable features help you run your business your way. In the coming months, we will be rolling out some more configuration options that will make it possible for you to do some branding and color selection to help you customize the look of the customer-facing elements.

Replied 6/02/2020
Jeff
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
3
Ease of Use
4
Customer Support
4

4.0
Reviewed on 23/02/2020

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.

Alternatives Considered

TeamUnify

Reasons for Choosing eSoft Planner

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

Reasons for Switching to 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.

Response from eSoft Planner

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 17/03/2020
Ryan
  • Industry: Sports
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4.0
Reviewed on 10/02/2020

Energy Athletic's Review

Customer support and advice is fantastic. Whenever I need help, I can reach out to [SENSITIVE CONTENT HIDDEN] of E-Soft himself and have a very educating conversation for potential revenue opportunities or just ways I can better use the software.

Pros

The Package Creation and membership combination is a great way for our business to increase revenue and overall customer satisfaction to create customized training plans for our customers. Group Lessons features, team features, and overall facility organization is great with the way it is designed.

Cons

Lack of a mobile presence and easiness to use with a mobile device. It is also a blocky old interface that needs a facelift. The marketing component could be improved with more features. There are a good amount of glitches that occur from time to time but this can happen with any software.

Response from eSoft Planner

Hello Ryan, and thanks for being a valued eSoft Planner customer! We're glad the software's customizable features have provided value to your customers and increased your overall revenue. We are currently working to make eSoft Planner mobile responsive with a one-click icon to launch it from mobile devices. Stay tuned!

Replied 13/03/2020
Sergiu
  • Industry: Sports
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5.0
Reviewed on 27/02/2020

Simply Efficient!

It is Very Easy to solve Conflicting class times.

Pros

Scheduling classes is One of the futures that it is very helpful for the line of business I am in. Organizing the type of classes to offer it is Another important/helpful future.

Cons

The Group classes and the Private classes can't be Displayed Simultaneously on the same View Page of the classes offered when Clients log in or just check out the classes offered without having an account. Clients/potential clients should be able to see All the classes offered by my business. When editing a class description I should be able to Edit All logistics of the class and Not Only dates= I have to delete the Whole class and redo the Logistics of it.

Response from eSoft Planner

Hello Sergiu, and thanks for being a valued eSoft Planner customer! We're glad eSoft Planner's configurable features help you run your business your way.

Replied 18/03/2020

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