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Our communications tool also lets you sync your current email addresses into your Planning Pod account so all your team members have a central inbox to send and receive emails regarding your event clients and leads. Key Features of Planning Pod. Event floorplan builder for creating to-scale layouts of your setups.
Staying on top of communicating with clients and prospects without letting anything slip through the cracks. Just know that you aren’t alone and that Planning Pod has helped dozens of wedding venues like yours streamline their processes and land more clients!
She just updates the details and makes a few changes, and within minutes, she’s sending it off to her client to collect their electronic signature. Tracking down signatures, updating the proposal and sharing important event details is also super easy with Planning Pod’s client portal.
Your event billing software should allow you to create custom-branded templates, automatically generate new invoices for clients and offer them an opportunity to settle debts with easy and secure online credit card payment processing, straight from an electronic invoice. . Floorplans and vision boards.
Floorplans. Digital floorplans allow you to make true-to-scale layouts that help customers visualize how guests will fit (or why they may want to upgrade to one of your other multiple venues that have a larger seating capacity). Letting customers pay balances online gives them the opportunity to pay how they want.
“Back then, we probably had 8 to 9 systems, and they didn’t communicate with each other, and only certain staff knew how to use certain systems,” said Dianne. “We And we didn’t have a floorplan software, so we were contracting that out and paying someone to do it.”. We had an event management system.
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.
Easily track all your events, appointments, due dates and more from a centralized calendar that integrates with other electronic calendars (including Google, Apple and Outlook). Our online wedding software also allows clients to instantly sign and return proposals and contracts electronically.
Check out what Planning Pod can do for your catering company here. Challenge: Chaotic communication and missing information. When it comes to catering companies, one of the most important ingredients of a well-run kitchen is communication. Solution: Central hub for communications with clients, vendors, and back-of-house staff.
FloorPlan Setup Design Tool. Event Planning Toolkit (incl. Electronic Signature Capture. Lead management and CRM / contact management tools – Planning Pod makes it easy to take in new leads (with a customizable lead contact webform you can embed into your website) as well as manage your entire lead pipeline.
Event FloorPlan Design Tool. Online Electronic Signatures. Planning Pod (Planner Package). Event FloorPlan Design Tool. Collect electronic sign offs and create change orders on-the-fly. Plus collect fast electronic signoffs. Number of Users. Three (extra $$$ for more). Email Integration.
Event FloorPlan Design Tool. Online Electronic Signatures. 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. Email Communications.
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electroniccommunications. Should you communicate with leads via email, text or phone? And if they refuse to communicate via text, ask them what other method would they prefer. Um, you wouldn’t (right?).
Planning Pod simplifies collaboration among team members and vendors. 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. Workflows, Automations and Integrations.
Items on an average BEO may include general event information like the name, date, on-site location, and headcount, as well as other specifics, such as floorplans, set-up and tear-down instructions, food & beverage packages, original invoices and proposals, and electronic signatures.
From wedding planning to conferences, ChatGPT event planning is an incredibly versatile tool that can be used for different purposes in the event industry. From vision boards to floorplans, event technology can help you turn your vision into a successful event.
They just don’t have what I need from a timeline standpoint, and I run back to Planning Pod.” Solution: Automating the billing and payments process with the Invoices tool Shaun uses the built-in invoice tool and electronic payment processing to quickly create, send, and collect invoices from his clients.
We had another program for dealing with the venue CRM, another for laying out floor spaces, a different one for managing contractors and another for invoicing. That’s not even including emails and all the electronic files and binders we used to try to keep tabs on everything,” says Laura.
How well your event is planned and organised would depend on how well your team members can communicate and collaborate with each other throughout the event planning process. Ultimately, it can significantly help your event planning process, especially regarding logistics.
Monique loves the platforms because there are no costs to creating an account for Facebook, Instagram, or Tik Tok and it’s a great way to connect with your community. The software allows you to create, edit, and manage bookings from any electronic device. Launch your wedding venue business today with Planning Pod.
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