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Documents were shared electronically and I followed up with my couple once I was back to work. Timeline Genius for your event timelines which allows you to collaborate with your vendors and clients at the same time. I had a list of potential fellow CWP Society Wedding Planners that were “on call” from the summer to fill in.
The team at the Palms was instrumental in ensuring a seamless collaboration, and with our wedding coordinator Amber stepping in, the final planning details were swiftly brought together for this wedding reception. Kristen Joy Photography captured the magic of the evening, ensuring every heartfelt moment was documented.
Your budget document is probably the most pored-over of all the documents we create for your wedding, and there are constant back-and-forth discussions about how much were spending on different elements. However, its not as simple as just picking a name from the list and calling them up to ask them to work at your wedding.
photo: Lucie Blake Photography | planner: Rebecca Marie Weddings – one of the planners using That’s The One Create your website Screenshot Track your budget (multi-currency available) and keep track of vendors, payments, important documentsCollaborate easily on tasks and vendor decisions, by leaving comments.
When we built Planning Pod, we set out to solve a big problem that many event venues, restaurants and hotels face … juggling too many applications, emails, documents, spreadsheets and even notes, folders and whiteboards to manage their event bookings. Promote collaboration. Primary Focus. Let’s unpack those benefits one at a time….
I didnt wait for clients to get on board to prepare the documents and tools I needed. With its free, user-friendly interface and powerful collaboration tools, Google Drive has been my trusted system for organizing client information since 2013. More about those templates shortly!) No more lugging my laptop absolutely everywhere.
Further, many of the programs they were using to document and track important information weren’t designed for those purposes, leaving significant functionality gaps and creating unnecessary workarounds that opened the door for errors. The biggest problem with spreadsheets was on the collaboration side of things,” she said.
And you can easily share all this information and collaborate with your team members and other hotel staff by inviting unlimited users into your account and assigning them to user groups with custom permission settings that you can control. This way you can create different templates based on your most commonly requested items and packages.
Event floor plan software now takes all that sweat and artistic flair and marries it to easy-to-use features, collaborative displays and web-based drag-and-drop functionality so practically anyone who can use a mouse is able to create breathtaking event diagrams. Real-time collaboration. Social Tables. and RSVPs / registrations.
Trello is an effective way to connect with others, share documents, give assignments, and create checklists. The free service allows users to create channels to collaborate in teams or send direct messages to other people. Pros: Social Tables makes it easy to connect and collaborate with other vendors, like caterers and entertainers.
A BEO is a single-page document developed by an event venue or caterer that offers a detailed yet precise guideline of the key logistical, timing, catering, staffing and setup details involved in the production of an event. The layout of a banquet event order template or document should be simple to follow and easy to read.
Many document storage sites like Dropbox allow you to tag pictures as you upload them. Make sure to keep your documentations organized and up to date. Attend Networking Events Building strong relationships can lead to new opportunities, collaborations, and referrals, and some of the bests are right under our noses.
It could be located in the mobile app, in a physical file, on your coworker’s hard drive, in a document or spreadsheet or on a sticky note that fell into last week’s trash. I wanted to get more organized with all my documents as I always have 20 tabs open on my screen,” Olivia mentioned.
Gather information and set clear expectations Personalized communication and education Collaboration and streamlined processes Building trust and exceeding expectations Planning Pod’s centralized customer relationship management (CRM) system ensures streamlined event management and centralized communication/collaboration with your clients.
This ensures everyone has aligned expectations and understands the financial constraints and objectives, leading to more harmonious collaborations and fewer misunderstandings. It’s imperative to read through these documents carefully. Performance Measurement The utility of a budget continues after the event’s conclusion.
You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.
Planning the event: Foster collaboration and transparency Once a prospect becomes a client and books your venue or services, it’s off to the races with planning and executing their event. NOTE: Planning Pod’s client portal simplifies how clients can make payments, sign documents and collaborate with you in the planning stage of their event.
We love the angles he manages to find, showing us his dedication to constantly documenting and moving as needed to give the viewer a different take. Roger and his crew ensure the event itself will get documented from every angle. They even deploy multiple teams, so hundreds of athletes can get their portraits taken.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. No more details scattered across event spreadsheets/templates , documents and post-its. Improved collaboration with teams and vendors.
And of course, documented in a way that is timeless and invaluable for your future enjoyment and the legacy you pass on to future generations. But you’re not asking these questions because you’re planning a wedding centered only around necessity. You want a wedding experience that is exceptional. Extraordinary. Meaningful.
And you can easily share all this information and collaborate with your team members and other hotel staff by inviting unlimited users into your account and assigning them to user groups with custom permission settings that you can control. This way you can create different templates based on your most commonly requested items and packages.
Now, instead of sifting through file cabinets of documents, Norton can quickly log onto Planning Pod and see everything he needs to do his job. The email tool also enables you to create automated email templates to confirm new leads, follow up on proposals and payments, send invites to collaborate, and more. Client portal.
It was built in collaboration with large global organizations that run hundreds or even thousands of events yearly, including consumer events and experiences, conferences, congresses, and more. the type of content you’ll produce (videos, articles, graphics), and any partnerships or collaborations. Document everything.
Planning Pod puts the focus on team and client collaboration. Our client portal makes it easy for your clients to do business with you, giving them intuitive tools for viewing and signing documents, paying invoices, filling out questionnaires and much more. Convenient place to manage files for each lead and events.
” Planning Pod’s business management tools ensure that key staff always have access to vital details to run the business and collaborate and that those details are organized in a way that allows anyone to act on them quickly if needed. And, if a client has not yet signed a document, the system will remind you.
Streamlines workflows and saves 62+ hours/month of busywork Simplifies serving customers and landing more leads Is easy to use and get up and running fast Simplifies collaboration among team members and vendors. Planning Pod simplifies collaboration among team members and vendors. Let’s unpack those one at a time. Key Advantages.
Flexibility is key and your budget is a living document that can evolve as your wedding plans develop. Enables Collaboration with Your Partner: Planning a wedding is a team effort, and a template helps simplify. Track as you go to have a clear view of your spending and identify areas for adjustments if needed.
Take the time to build a network of reliable caterers, venues, florists, photographers, and other wedding professionals with whom you can collaborate. In your approach, be sure to prioritize building trust and open communication with your vendors to ensure smooth collaboration.
A BEO is a single-page document developed by an event venue or caterer that offers a detailed yet precise guideline of the key logistical, timing, catering, staffing and setup details involved in the production of an event. The layout of a banquet event order template or document should be simple to follow and easy to read.
You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.
However, there are clear differences between regular SaaS vendors and platforms offering both digital solutions and collaborative partnerships. This decision-making process revolves around the collaborative and partnership aspects, emphasizing the profound impact it can have on the overall success of your events.
The time required to search through multiple documents, emails, and other channels of communication for details is far too consuming for any member of a team to manage regularly. As a boutique venue with a customizable event space, Clay Theatre collaborates heavily with their clients on layouts and seating arrangements. Floor plans.
Bid farewell to the chaos of scattered documents, having to send manual reminders for payments and say hello to a more efficient workflow. Their collaboration tools, and personalized workflows allow you to translate your clients vision into reality. More time and more money? Yes please.
For simplified organization, you can create profiles for each contact, including phone numbers, documents, and tags, for easy searching. This way, users can receive notifications when new leads are added, invitations to collaborate, and more. You can even attach invoices and email exchanges to track your communications.
Juggling two different tracks of events – in-house events that support their mission/audience base and private group events and rentals that help boost their revenue – can quickly become a cumbersome task that creates process gaps, continuity killers, collaboration conflict and more.
You can empower your remote employees with the right set of collaboration tools. Document Management & File Sharing Tools: When it comes to collaborating with remote teams, companies should devise a proper platform where employees can share files without any fear of intruders. Empower Your Employees With The Right Tools.
You can now choose to automatically notify any contact in your Planning Pod account about payment processing, document signatures , and more. We understand that these collaborative CRM features make a real-time difference in your day-to-day contact management. Additional Contacts for System Notifications You asked and we listened!
Files and notes management – Compile additional files and documents in one place and keep them organized with internal folders that can be accessed by other staff members if needed. Solution: Communication tools and client-facing tools that enable smooth collaboration. Also quickly add and access notes for each wedding event.
Additionally, you can collaborate with a florist to create a stunning bouquet or work with a bakery to design your perfect cake. Collect all other legal documents you might need, such as birth certificates, affidavits, blood tests, visas, etc. They can handle the essential details while you relax and enjoy the process.
You want to create one comprehensive document that event teams, venues, and suppliers can refer to during the planning process. According to the agile approach, companies create a collaborative team environment and implement appropriate software to improve working habits. Create a collaborative working environment.
Invite your clients into their own client portal, where they can view and sign documents, make payments, manage to-do’s and more. It’s easy to assign emails to leads or events and attach any PDF document for any event to any email message. Send and receive all your event-related emails from one central inbox.
These resources should enable your team to adapt to the software quickly, reducing the learning curve and ensuring smooth collaboration among team members. This not only saves time but also reduces the risk of errors in financial documentation.
Depending on your planning needs, you can create reusable templates for contracts, proposals, and invoices—or invite customers into a client portal where they can easily sign documents, make payments, and more. Collaboration and communication Event management requires back-and-forth between staff, vendors, contractors, and clients.
Solution: Create a clear vision with a collaborative Vision Board Shaun keeps his clients focused by moving them away from Pinterest and onto a custom vision board in Planning Pod. If he wanted to, Shaun could even invite vendors, like the caterer, to collaborate directly on the food category of the vision board.
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