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 112

Event Management Management Social Media Communication 112

Planning Pod

NOVEMBER 19, 2020

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. Manage event and lead tasks by assigning them to staff and clients and setting text and email reminders.

Management 148

Management Wedding Venue Event Management Communication 148

Planning Pod

MARCH 10, 2022

Many businesses have already bumped salaries far beyond pre-pandemic levels (and way past the minimum wage) and are offering incentives like health insurance and flexible hours and schedules (especially important for parents with young children). Proposal, contract and invoice templates let you create documents in minutes.

Hospitality 88

Hospitality Management Communication Procession 88

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

OCTOBER 14, 2020

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.

Electronics 78

Electronics Management Floor Plan Catering 78

Hello Endless Events

FEBRUARY 7, 2019

Trello is an effective way to connect with others, share documents, give assignments, and create checklists. Event planners can customize the app with schedules, maps, and details so attendees have everything at their fingertips. Reserve populates tasks and deadlines based on your schedule and connects with Google Calendar.

Event Planner 125

Event Planner Management Collaboration Event Management 125

Planning Pod

APRIL 17, 2020

Runners Up – Google Drive and Microsoft OneDrive are also solid options, especially if you use their document and spreadsheet tools. Document and Spreadsheet Software Tools. Most events businesses still need basic word processing/document + spreadsheet tools for their everyday needs. And speaking of….

Management 146

Management Communication Government Social Media 146

Planning Pod

JULY 13, 2022

We had an in-house system for managing staffing and company documents. The best part was that it could all be done from a single user-friendly application that is completely integrated, making it easy to automate processes and documents and eliminating the need for re-entering information elsewhere.

Private Events 78

Private Events Event Management Management Scheduling 78

Planning Pod

FEBRUARY 12, 2021

Sales Documents & Tools (Proposals, Contracts, etc.). This includes the ability to schedule followup reminders and send/receive email communications with prospects so you can quickly increase your event / group sales and private dining bookings. Additional Fee ($24/month). Customizable Lead Intake Webform (for Your Website).

Management 78

Management Electronics Event Management Floor Plan 78

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 Floor Plan 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 103

Insurance Procession Management Communication 103

Planning Pod

JULY 7, 2020

Don’t battle busy schedules just to grab a signature. Digital files also make it easy to send the same document to multiple people like hosts, their event planners and your venue staff. And if you’re working off of a physical calendar for which there is only one copy, you’re more likely to make false promises or scheduling errors.

Procession 109

Procession Management Electronics Social Media 109

Planning Pod

SEPTEMBER 21, 2020

Features include schedule, event map, branding, in-app note taking and extensive networking capabilities. Features include event lineups/schedules, gamification, push notifications, detailed maps, agenda/location sharing. Includes personalized schedules, sponsor/exhibitor features, social media integrations, complex session setup.

Social Media 78

Social Media Scheduling Event Management Management 78

Planning Pod

OCTOBER 2, 2023

It doesn’t have to be an overwhelming or daunting document; instead, consider it a guide to help business owners stay on track as they navigate the world of entrepreneurship. Pricing and payment terms: These terms clearly define your pricing, payment schedule, food costs, and any deposit requirements.

Catering 88

Catering Management Scheduling Communication 88

Planning Pod

JULY 1, 2024

Scheduled events: If you know about a potential issue beforehand (like a guest with a history of violence), and the event is still allowed to happen with that risk, any resulting damages might not be covered. Keep records: Be sure to maintain copies of all communication and documents related to your claim for your reference.

Insurance 88

Insurance Event Management Management Transportation 88

Planning Pod

JUNE 10, 2022

Build and share BEOs and other documents – like kitchen production sheets, proposals, contracts and invoices – in minutes with pre-built templates and custom formats. Caterease offers both wizard-driven data entry functionality and custom document builders to simplify how you get information into and out of your account.

Catering 78

Catering Management Electronics Hospitality 78

Planning Pod

AUGUST 12, 2019

A BEO is a single-page document developed by an event venue or caterer that offers a detailed yet precise guideline of the key logistical, timing, catering, staffing and setup details involved in the production of an event. The layout of a banquet event order template or document should be simple to follow and easy to read.

Electronics 60

Electronics Catering Management Vendor 60

Rebecca Rose Events

SEPTEMBER 21, 2023

And of course, documented in a way that is timeless and invaluable for your future enjoyment and the legacy you pass on to future generations. But you’re not asking these questions because you’re planning a wedding centered only around necessity. You want a wedding experience that is exceptional. Extraordinary. Meaningful.

Mood Board 130

Mood Board Rehearsal Dinner Videographer Professional Services 130

Planning Pod

JULY 9, 2021

With our itinerary/schedule tool , you can create a highly detailed timeline for every wedding that lets you fine tune your time management for each event. Invite your clients into their own client portal, where they can view and sign documents, make payments, manage to-do’s and more. Timelines / Itineraries. Forms Builder.

Wedding Planning 78

Wedding Planning Management Floor Plan RSVP 78

Planning Pod

MAY 3, 2017

In addition, they should be at the top of the 1-page leave-behind document you will provide to the exec (more on this later). Think of this document like a 1-page business plan that gives the highlights of your event idea. You should come up with 2-4 value proposition benefits and your entire pitch should be built around them.

Scheduling 142

Scheduling IT Vendor Event Management 142

Planning Pod

JULY 27, 2022

However, for you, their timeline is essential so that you know if they are entering your pipeline with a pressing or distant need and so you can schedule followup emails and calls at the appropriate time. Then you can back out from there when you would want to provide a proposal, schedule a site visit and set a decision date with them.

Hospitality 103

Hospitality Management Event Management Social Media 103

Planning Pod

AUGUST 20, 2024

These tools streamline communication, document sharing, and task management, fostering effective collaboration and keeping everyone on the same page. The powerful technology available these days can help you eliminate the risk of any details falling through the cracks, or any communication getting buried in your email inbox.

Collaboration 88

Collaboration Communication Education Event Management 88

Busy Bee's Events

NOVEMBER 11, 2023

What is the payment schedule? If they are from out of town, also find out what day they arrive in town and how long they will stay. What is exactly included in your fees? Is travel included? Rehearsal Dinner or Day After Brunch? If there is an hourly rate, how are you billed? Are there any other fees/expenses that would be billed?

Wedding Planner 130

Wedding Planner Rehearsal Dinner Vendor Social Media 130

Eventtia

OCTOBER 9, 2023

Document everything. Draft and schedule engaging email notifications to inform potential attendees about event updates. Share detailed posts about event highlights, schedules, and what attendees can expect, driving the excitement. Ensure that all partnership and collaboration agreements are legally documented.

Social Media 88

Social Media Retail Media Collaboration 88

Planning Pod

AUGUST 16, 2023

You can use your event management CRM to create a schedule for the event, including session times and speaker information, which can be easily shared with others to keep everyone informed and on schedule. You can also assign tasks to team members and set deadlines to ensure everything is completed on time.

Event Management 78

Event Management Management Social Media Communication 78

Planning Pod

JANUARY 28, 2021

The calendar can be accessed and updated in real-time from any device – computers, tablets, or mobile apps – preventing schedule conflicts or double bookings. And, if a client has not yet signed a document, the system will remind you. Easily set fields for taxes, service fees, gratuities, markups/discounts and more.

Electronics 88

Electronics Management Event Management Floor Plan 88

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

Peerspace

JUNE 13, 2024

By meeting with you, helping you with scheduling, and getting a sense of your style, the Zangardis ensure that their involvement will be seamless and your images will be excellent. The team at Human Artist documents what they see. They work to make the photography element of your wedding completely stress-free.

Photography 98

Photography Wedding Engagement Videographer 98

Souvenir Weddings & Events

APRIL 29, 2020

Wedding Day Timeline Start drafting the schedule of your big day. Tried to get this official document 3 months before your wedding date. Photographer & Videographer Wedding creatives are often booked many months ahead of time, especially the good ones! Read here , how you can make a Wedding Day Timeline.

Wedding Planning 130

Wedding Planning RSVP Bachelor Party Vendor 130

Brilliant Event Planning

MAY 26, 2020

But, without events, we do have a little bit more flexibility in our schedules. You also might want to consider tools to automate your social media posts, meeting scheduling, task management, and client reminders. We know you’re still busy now. As wedding planners, we’re rescheduling events and still planning for next year.

Social Media 52

Social Media Event Planner Scheduling Media 52

KJ and Co.

SEPTEMBER 9, 2024

GUEST POST BY THE LEGAL PAIGE Paige Griffith decided in her first year of law school that adding a photography business to her already demanding schedule was her next move. Would you rather have a one-page document you snagged free off Google when a client is demanding a $3000 refund?

Wedding Planner 52

Wedding Planner Insurance Scheduling Day-Of Coordinator 52

Cvent: Event Marketing

JANUARY 3, 2019

Scheduling is off. Forget to share documents beforehand, like powerpoints. Speaker content is poor (offensive, not funny, dry, etc.). Important members are late. AV company makes last minute changes. Food is left out from the BEO . Transportation mishap (falls through, late, accident, etc.). The speaker goes over time.

RSVP 54

RSVP Scheduling Transportation Event Management 54

Planning Pod

JUNE 23, 2023

AI technology can help with a wide range of event planning tasks, such as event schedule optimization and attendee follow-up, to simplify the process for event planners and organizers. From sales and marketing to event scheduling, here’s how AI technology can help with event management.

Event Management 78

Event Management Management Communication Procession 78

Rock Paper Coin

JUNE 25, 2024

Bid farewell to the chaos of scattered documents, having to send manual reminders for payments and say hello to a more efficient workflow. WedTech, tools built specifically for the industry: Rock Paper Coin , software to simplify the process for sending proposals, contracts, invoices and accepting online payments.

Wedding Planning 52

Wedding Planning Collaboration Scheduling Procession 52

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 Scheduling 78

Planning Pod

AUGUST 20, 2024

Mastering the details Efficiently managing event timelines and schedules is crucial for a successful event planner. These digital platforms offer a range of features, from task management and scheduling to resource allocation and communication.

Insurance 88

Insurance Management Collaboration Communication 88

Cvent: Event Marketing

NOVEMBER 21, 2018

Mobile event apps aide the attendee journey by providing content, schedules, speaker info, attendee info, maps, and more. You can also promote that your event is green, and there will be no paper schedules, maps, or hand-outs available – instead, all of that will be stored exclusively on the app.

Scheduling 52

Scheduling IT 52