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Back up your documents either with a cloud service or by choosing an event management software that lets you work and store data online. As an added benefit, working in the cloud means that you can easily switch between devices and easily share documents and updates with team members who can also access the software online.
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.
Further, many of the programs they were using to document and track important information weren’t designed for those purposes, leaving significant functionality gaps and creating unnecessary workarounds that opened the door for errors. Payment reminders and automated payments that you can set-it-and-forget-it for each invoice.
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.
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.
. #2 – Devising a business plan makes the process of launching an event space business vastly smoother. Once you’ve narrowed in on your audience, you should focus next on developing your business plan. Six months out from opening day, you need to begin your social marketing,” added Michael.
For simplified organization, you can create profiles for each contact, including phone numbers, documents, and tags, for easy searching. Planning Pod’s all-inclusive event management platform provides tools to share floorplans , automate invoices, send BEOs , and share to-do lists.
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.
Includes personalized schedules, sponsor/exhibitor features, socialmedia integrations, complex session setup. Comprehensive event app that offers Web-browser friendly tools for personal agendas, SMS messaging, live polling/surveys, floorplans, speaker profiles and attendee profiles, event information and content.
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.
Planning Pod’s forms builder and event registration software make creating smooth and intuitive registration and ticketing workflows easy. You can also require sign-offs on legal waivers and other important documents as part of the registration process so you’re not chasing down signatures on the day of the event.
Event FloorPlan Design Tool. Planning Pod (Planner Package). Event FloorPlan Design Tool. Our client portal makes it easy for your clients to do business with you, giving them intuitive tools for viewing and signing documents, paying invoices, filling out questionnaires and much more. Number of Users.
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.
Note that we will mainly discuss event sales tips here and leave topics like event marketing strategies, socialmedia tactics and target audience outreach for other articles. Create streamlined processes for signing documents and taking payments that require little effort on your end. Sales Tools and Materials Tips.
The time required to search through multiple documents, emails, and other channels of communication for details is far too consuming for any member of a team to manage regularly. Maybe it doesn’t seem like a big deal having to use another software for floorplans. 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!
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.
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. With Planning Pod’s CRM functionality, you can store and manage contact information and necessary details for each prospect, client, vendor and contractor.
Planning Pod’s forms builder and event registration software make creating smooth and intuitive registration and ticketing workflows easy. You can also require sign-offs on legal waivers and other important documents as part of the registration process so you’re not chasing down signatures on the day of the event.
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.
Leverage socialmedia. Monique and Andrea both agree that a strong socialmedia presence is a must-have for your wedding venue. Our VP of Communications would say that your money is better off spent advertising with socialmedia than in your traditional magazine, or even through Wedding Wire,” adds Monique.
AI-generated content can transform the planning process for organizers and marketers, helping save time with streamlined content generation. With ChatGPT , planners can quickly generate wide-ranging content, from event agendas and speaker biographies to marketing materials, such as socialmedia posts and emails.
Event marketing and promotion tools help organizers promote their events through email campaigns, socialmedia integration, and analytics. Seating arrangement and floorplan tools assist in designing event layouts, seating arrangements, and floorplans, ensuring optimal use of space and a comfortable experience for attendees.
They just don’t have what I need from a timeline standpoint, and I run back to Planning Pod.” Problem: Collecting important client information during onboarding and throughout the planning process As a wedding planner, there is a lot of information you have to collect from your clients throughout the planning process.
Event marketing and promotion tools help organizers promote their events through email campaigns, socialmedia integration, and analytics. Seating arrangement and floorplan tools assist in designing event layouts, seating arrangements, and floorplans, ensuring optimal use of space and a comfortable experience for attendees.
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