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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….
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.
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.
Whether they’re responding to new prospects, following up with them for contract signatures or chasing down clients for payments or vital input for their event, there is rarely any free time in their schedule. I wanted to get more organized with all my documents as I always have 20 tabs open on my screen,” Olivia mentioned.
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.
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.
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.
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.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting.
Set up multiple payment reminders or schedule auto-payments for set-it-and-forget-it payment installment automations. Effortlessly collect credit card and bank transfer payments from customers by setting up automated email payment reminders or by scheduling auto-payments for each invoice that charge your clients on agreed-upon dates.
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. Banquet Event Order (BEO).
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.
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.
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.
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.
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.
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.
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.
The calendar can be accessed and updated in real-time from any device – computers, tablets, or mobile apps – preventing schedule conflicts or double bookings. And, if a client has not yet signed a document, the system will remind you. Challenge: Juggling data and event details across nine separate software applications.
You can use your event management CRM to create a schedule for the event, including session times and speaker information, which can be easily shared with others to keep everyone informed and on schedule. This way, users can receive notifications when new leads are added, invitations to collaborate, and more.
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.
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.
AI technology can help with a wide range of event planning tasks, such as event schedule optimization and attendee follow-up, to simplify the process for event planners and organizers. From sales and marketing to event scheduling, here’s how AI technology can help with event management.
Whether you’re planning just a handful of weddings or have a booked calendar, it’s crucial to have a good process and tools to keep you on schedule. Solution: Staying organized with the event Timeline Builder The itinerary and event timeline builder feature in Planning Pod enables Shaun to create custom schedules for each of his events.
Schedule builder – Easily create detailed event timelines for each event that include dates and times, assignments for vendors and venues, and file attachments for each item. You can even schedule installment plans for clients with automated payment reminders or scheduled charges directly to a credit card.
With our itinerary/schedule tool , you can create a highly detailed timeline for every wedding that lets you fine tune your time management for each event. Invite your clients into their own client portal, where they can view and sign documents, make payments, manage to-do’s and more. Timelines / Itineraries. Forms Builder.
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.
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.
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.
Event mobile apps offer many features, including event schedules, interactive maps, speaker information, and real-time updates. These resources should enable your team to adapt to the software quickly, reducing the learning curve and ensuring smooth collaboration among team members.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting.
Event mobile apps offer many features, including event schedules, interactive maps, speaker information, and real-time updates. These resources should enable your team to adapt to the software quickly, reducing the learning curve and ensuring smooth collaboration among team members.
With that said, we have print-ready versions of any report available for your most important documents. Flexible Access Collaborating with your team doesn’t have to cost your peace of mind. These reports can also help you recognize peak activity times and schedule staff around your busiest times of the day.
With that said, we have print-ready versions of any report available for your most important documents. Flexible Access Collaborating with your team doesn’t have to cost your peace of mind. These reports can also help you recognize peak activity times and schedule staff around your busiest times of the day.
Like your ideal customer profile, content pillars are a living document. Partner with influencers: Do your research on relevant influencers with a significant following, and collaborate with them on content. You should start with 3-5 core pillars that comprehensively represent your business.
Industry Niche and Scope While Eventtia collaborates with various entities, including governmental agencies and universities worldwide, its primary focus lies in developing solutions for the retail industry , specifically emphasizing consumer and luxury brands. For more information, discover Eventtia’s API documentation.
Moreover, ChatGPT can assist lawyers in writing legal documents, contracts, and briefs. Send automated reminders and updates to attendees about the event, such as the schedule, location, and any changes to the agenda. Provide attendees with information about the event, including the schedule, location, and transportation options.
Role-Based Access Control : Assign permissions for better team collaboration. Developers can access Swoogo’s API documentation to create custom integrations, ensuring the platform fits seamlessly into existing tech stacks. Training Resources : Webinars, tutorials, and documentation for user empowerment.
You’ll need to pay attention to documentation, payment terms, and cancelation policies. Required Documentation The city department needs several documents before approving your permit application. Payment Terms San Francisco venues have different payment schedules, but most follow similar timelines.
Optimize event logistics: Ensure a seamless experience for attendees by managing logistics like catering, schedules, and technology. Promotion and Logistics Management : Promote your event, track registrations and payments, and manage logistics like catering and schedules. Technology issues? Tease the event on social media.
Ticketing and Scheduling : While Voilà offers basic ticketing and scheduling integrations with tools like Weezevent, BilletWeb, and Calendly, these options are more limited for enterprises needing advanced attendee management or personalized meeting workflows. Customer Support: How Is Voilà’s Customer Service? How Much Does Voilà Cost?
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