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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. You can even set-up customized payment schedules with automated reminders and auto-payments.
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. 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.
But on the interior of the space, we’re bringing it to life through murals and beautiful installations and ways to engage with our product that allow people to kind of touch and feel and interact with it. One of the things I loved last year was having enough flexibility in my schedule to be able to fit in a movie.
A stylist will spend time getting to know your preferences, collaborate with your planning and design team, review the design/mood boards to deepen their understanding of the broader wedding aesthetic, and ultimately curate and source options in a much more efficient and thorough manner than you could ever do on your own.
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.
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. Planning Pod puts the focus on team and client collaboration. Download custom itineraries for each person.
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 scheduleinstallment plans for clients with automated payment reminders or scheduled charges directly to a credit card.
The calendar can be accessed and updated in real-time from any device – computers, tablets, or mobile apps – preventing schedule conflicts or double bookings. You can also set up automated online payments and schedule payment reminders if you bill by installments or payment plans.
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.
Implementing Planning Pod has provided Norton and his team with an easy-to-access, centralized place that houses every detail of an event, from menu items and food costing to staff scheduling and updates or changes. It also makes it easier to organize installment plans for clients. Banquet Event Order (BEO). Client portal.
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.
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.
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. You can set up payment reminders or schedule auto-payments if you get paid in installments – this increases your chances of getting paid in full. Invoices and Payments.
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.
Showcase customization: Offer flexibility, become a bespoke solutions provider, and collaborate to prioritize client needs. ” Do say: “To make budgeting easier, we offer flexible payment plans, including installments and milestone-based payments. We can tailor a payment schedule that aligns with your cash flow.”
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