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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. Key Features of Planning Pod. Primary Focus. Core Audience.
And once the client is on board, there are additional documents like banquet event orders (BEOs) and/or hotel resumes that must be completed and provided to the client for sign-off. Once they review and sign the document online, they receive a PDF copy and you receive a notification that the signature has been collected.
It could be located in the mobile app, in a physical file, on your coworker’s hard drive, in a document or spreadsheet or on a sticky note that fell into last week’s trash. I wanted to get more organized with all my documents as I always have 20 tabs open on my screen,” Olivia mentioned.
And once the client is on board, there are additional documents like banquet event orders (BEOs) and/or hotel resumes that must be completed and provided to the client for sign-off. Once they review and sign the document online, they receive a PDF copy and you receive a notification that the signature has been collected.
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. Number of Users. Bookings & Appointments Calendar. Guest List w/ RSVPs.
We had an in-house system for managing staffing and company documents. 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. You can easily input and find contact information, assignments and tasks.
FloorPlan Setup Design Tool. Event Planning Toolkit (incl. Sales Documents & Tools (Proposals, Contracts, etc.). Planning Pod includes a full-featured event floorplan and layout software. Planning Pod offers a centralized inbox for all your event email communications. Number of Users.
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.
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 client portal offers the perfect solution to communicate with clients, send and receive documents and signatures, and reassure them that their event is on-track. Client portal.
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!
Build and share BEOs and other documents – like kitchen production sheets, proposals, contracts and invoices – in minutes with pre-built templates and custom formats. Event management tools like our floorplan builder simplify preparations for you and your team while making a big impression on clients. Flex Catering.
Files and notes management – Compile additional files and documents in one place and keep them organized with internal folders that can be accessed by other staff members if needed. You can even schedule installmentplans for clients with automated payment reminders or scheduled charges directly to a credit card.
This could be custom coffee mugs containing their favorite coffee drink or cocktail/mocktail; their names spelled in icing on cookies or small cakes; staff members who welcome them by name in passing; and customized floorplans or event designs based on their needs. Make sure your site visits/tours stimulate as many senses as possible.
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. Hint: You can create go-to floorplans and seating arrangements in Planning Pod’s templates as well.
Wedding coordinators will typically need all of your vendor contact information, vendor contracts, a floorplan, “house rules” or venue protocols, a floorplan (unless they include the creation of this in their package), order forms from rentals, florals, caterers, etc.,
The integration between BEOs and other event tools allows Shannon to easily consolidate all the important event details into one document and outline exactly what her vendors need to know to prepare for the event. They can even automate installment payments, which means no chasing down payments!
Some venues will allow you to bring in outside vendors as long as they are licensed, insured, and/or sign a document saying they agree to the venue’s “house rules.” Installing them just may come at a higher price! They will also be able to offer their professional opinion on the functionality of your vision, floorplan, design plan.
So in the face of all that uncertainty and lack of resources, we will take a look at one significant way that restaurants, event venues and offices can battle the spread of the coronavirus and promote public health … through creating social distancing floorplans and room layouts that can create physical distance between patrons.
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