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Disorganized processes also create a collaboration impasse, when processes become roadblocks, and the inability to track and share vital pieces of information puts a strain on your relationships and collaborative efforts with clients and staff members. Clients can then click on a link and make their payment instantly.
By far, Planning Pod’s most unique feature is that it offers 20+ easy-to-use tools that work together to: Simplify data access and management Streamline workflows Eliminate double entry Promote collaboration Expand your ability to land and serve more clients. Promote collaboration. Core Audience.
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. Challenge: Spending hours creating professional event floorplans.
And we didn’t have a floorplan software, so we were contracting that out and paying someone to do it.”. Among competitors like EventPro, Tripleseat and Event Temple, Dianne found Planning Pod’s all-encompassing event center management software to be an early favorite. We had an event management system. Oh, it has a CRM!
You can even schedule installmentplans for clients with automated payment reminders or scheduled charges directly to a credit card. If you bill in installments, set up automated payment reminders for your clients. “My My sales manager thinks Planning Pod is amazing,” said Brandee. Each one is that important to us.”.
Event FloorPlan Design Tool. Planning Pod (Planner Package). Event FloorPlan Design Tool. Or being able to quickly set up multiple auto-payment installments on an invoice in a few clicks. Set up multiple payment reminders or schedule auto-payments for set-it-and-forget-it payment installment automations.
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. Challenge: Spending hours creating professional event floorplans.
They just don’t have what I need from a timeline standpoint, and I run back to Planning Pod.” His clients can then pay directly online or agree to automated payments for monthly retainers or installmentplans. The invoice creator is the next sort of ‘aha’ feature,” says Shaun.
Event FloorPlan Design Tool. Event FloorPlans. Using our floorplans tool , you can quickly build colorful, stunning, to-scale event floorplan layouts that show your clients exactly what their event will look like. Set up payment schedules with reminders for installments.
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 develop reusable templates that automatically pull information already stored within the event, such as: Event name Date and times Location Headcount Floorplans and room setup instructions Food and beverage packages Food and beverage service and delivery information Invoice and proposal totals Contract, proposal, and signature statuses.
Whether you offer on-site or off-site catering, dropoff or pickup, Planning Pod’s comprehensive catering software solution is trusted by 20,000+ hospitality, food services and event professionals because it…. Planning Pod streamlines workflows and saves 62+ hours/month of busywork. Let’s unpack those one at a time.
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