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Navigating Your Workflow While Dealing With On-going Health Issues

Certified Wedding Planner Society

Communicate about your ongoing health issues/recovery with your clients. Documents were shared electronically and I followed up with my couple once I was back to work. You can also listen to the February 2024 episode of ,, “The Wedding Planner Podcast: Wedding Industry News”. Work has to come second.

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Unlocking Revenue: 5 Proven Payment Tactics for Event Businesses

Planning Pod

You’re almost afraid to ask too many questions about different processing costs, worried that a thorough understanding of how electronic payments work will only reveal more expense to your business. Whether you choose to accept funds via credit card, ACH, or mobile, clients enjoy the convenience factor of electronic payment methods.

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Get Paid Faster: Your Guide to Streamlined Invoicing

Rock Paper Coin

Online payment platforms like Rock Paper Coin will streamline the invoicing process and allow clients to pay electronically right away, saving you time and the hassle of chasing down checks. Open communication is key. Throughout the planning process, maintain clear and consistent communication with your client.

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CRM for Event Management: How to Make Your CRM Tool Work for You

Planning Pod

By collecting data on attendees, you can create targeted marketing campaigns and personalized communications. You can even attach invoices and email exchanges to track your communications. Communicate with vendors Contrary to popular belief, CRM software isn’t just for client management.

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Wedding venue management software: How we saved Hidden Barn Venue from spreadsheet paralysis and saved them 62 hours a month

Planning Pod

Staying on top of communicating with clients and prospects without letting anything slip through the cracks. Create online legal contracts and track electronic signatures with contract management tools. Templated form builders and online booking tools that collect details and input from brides and grooms electronically.

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Best Catering Software of 2022 – Reviews of Top Solutions & CRMs

Planning Pod

Whether you run a small shop or large-scale operation, keeping your team in-the-know at all times regarding your catering orders and lead/customer communications is vital to the success of your business. Planning Pod simplifies collaboration among team members and vendors.

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Event Tech and the Life Cycle of Events

Planning Pod

One central source for business communication and contact information goes a long way in organizing conversations with clients, vendors, and staff – a key component both before and after events are complete. Included functionality varies, but some key benefits include: CRM. Automations. Lead management. Client portals.