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to track regarding each lead and event, so you also need a way to organize and manage all that information as well as electronic files, forms and other related items. It even integrates with other electronic calendars, including Google, Outlook and Apple, in case you or your staff use those as your primary calendar.
Integral to any event booking system is prevention against double-bookings, and besides being able to view your booking calendar in venue/room view to see your availability, Planning Pod offers functionality that alerts you on the spot if the day/time and room/space you choose conflicts with another booked event, lead or hold.
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.
to track regarding each lead and event, so you also need a way to organize and manage all that information as well as electronic files, forms and other related items. It even integrates with other electronic calendars, including Google, Outlook and Apple, in case you or your staff use those as your primary calendar.
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!
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.
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. Number of Users. Guest List w/ RSVPs.
FloorPlan Setup Design Tool. Event Planning Toolkit (incl. Electronic Signature Capture. And you can also capture electronic signatures for both proposals and contracts, turning a manual process into an automated one that saves time. Planning Pod includes a full-featured event floorplan and layout software.
Event FloorPlan Design Tool. Online Electronic Signatures. 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. Collect electronic sign offs and create change orders on-the-fly.
You can develop reusable templates that automatically pull information already stored within the event, such as: Event name Date and times Location Headcount Floorplans and room setup instructions Food and beverage packages Food and beverage service and delivery information Invoice and proposal totals Contract, proposal, and signature statuses.
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.
Event management tools like our floorplan builder simplify preparations for you and your team while making a big impression on clients. Build and share BEOs and other documents – like kitchen production sheets, proposals, contracts and invoices – in minutes with pre-built templates and custom formats.
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.
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. When you are pitching a lead to pick your venue, restaurant, hotel, catering company or event planning firm, you are not only walking them through details and features that meet their needs.
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.
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