Planning Pod

MARCH 24, 2021

Set up multiple payment reminders or schedule auto-payments for set-it-and-forget-it payment installment automations. Effortlessly collect credit card and bank transfer payments from customers by setting up automated email payment reminders or by scheduling auto-payments for each invoice that charge your clients on agreed-upon dates.

Management 78

Management Electronics Scheduling Event Management 78

Planning Pod

AUGUST 8, 2022

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. Banquet Event Order (BEO).

Catering 78

Catering IT Electronics Management 78

Planning Pod

AUGUST 16, 2022

You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.

Insurance 104

Insurance Procession Management Communication 104

Cvent: Event Marketing

JANUARY 3, 2019

Scheduling is off. Forget to share documents beforehand, like powerpoints. More guests arrive than RSVP’d. Food is left out from the BEO . Transportation mishap (falls through, late, accident, etc.). The speaker goes over time. Not enough break time between segments. Not enough water. DJ plays a bad set.

RSVP 54

RSVP Scheduling Event Management Transportation 54

Planning Pod

SEPTEMBER 14, 2020

Notifications and alerts for when there are scheduling conflicts. Because nobody is perfect and bad/inaccurate information can be introduced into even the best closed systems, the system you use should have a real-time notification trigger if the information being entered conflicts with a currently scheduled event or booking.

Management 78

Management Electronics Procession Event Management 78

Planning Pod

AUGUST 16, 2022

You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.

Event Planner 78

Event Planner Insurance Procession Management 78

Planning Pod

JULY 6, 2023

Your account comes with some pre-built (so you don’t have to start from scratch) and you can create as many as you need at no additional cost: Automated Payment Reminder Schedules are the solution if you want your clients to receive reminders at specific dates/times or pay in installments.

Event Management 78

Event Management Management Communication Procession 78

Planning Pod

JULY 25, 2019

Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting. No more details scattered across event spreadsheets/templates , documents and post-its. Exhibitor and sponsor management – For managing sales, payments and deliverables.

Event Management 60

Event Management Management Social Media Communication 60

Planning Pod

FEBRUARY 5, 2021

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 schedule installment plans for clients with automated payment reminders or scheduled charges directly to a credit card.

Procession 78

Procession Wedding Planner Wedding Planning Electronics 78

Joy

DECEMBER 11, 2023

Remember, you’ll also have the chance to schedule formal engagement photos later with your partner.) If you prefer to have a private proposal at home or in a location without any documentation, that’s okay, too. Always do what feels best for you! The post How to Propose and Get a ‘Yes!’ ’ appeared first on Joy.

Engagement 52

Engagement Social Media RSVP Communication 52

The Wedding Planner LA

APRIL 27, 2020

Pro-tip 7: Pre-stamp your return RSVP cards. Guests are more likely to quickly send their RSVP cards back if they are pre-stamped. Even if you don’t include a section for a plus one on their RSVP, their significant other’s invitation is implied. Not all the guests will be able to attend, and that is okay!

Wedding Planning 52

Wedding Planning Vendor RSVP Transportation 52