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Your event billing software should allow you to create custom-branded templates, automatically generate new invoices for clients and offer them an opportunity to settle debts with easy and secure online credit card payment processing, straight from an electronic invoice. . Floorplans and vision boards.
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.
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.
Create online legal contracts and track electronic signatures with contract management tools. Reusable templates for quick-turn proposals, contracts, invoices, BEOs, food-and-beverage packages / menus, floorplans and more. Payment reminders and automated payments that you can set-it-and-forget-it for each invoice.
Planning Pod’s all-inclusive event management platform provides tools to share floorplans , automate invoices, send BEOs , and share to-do lists. In turn, you’ll streamline the planning process and make sure everyone knows what’s expected of them. Payments are also easier with Planning Pod’s CRM tool.
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.
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). With Planning Pod’s CRM functionality, you can store and manage contact information and necessary details for each prospect, client, vendor and contractor.
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.
Event FloorPlan Design Tool. Online Electronic Signatures. Planning Pod (Planner Package). Event FloorPlan Design Tool. Collect electronic sign offs and create change orders on-the-fly. Plus collect fast electronic signoffs. Number of Users. Three (extra $$$ for more). Email Integration.
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.
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. 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. Sales Tools and Materials Tips.
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!
The term “event technology” refers to any software, hardware (machine), or digital tools that assist the planning, management, and execution of an event, and in this case, a hybrid event. Ultimately, it can significantly help your event planning process, especially regarding logistics. Event Technology Enhancing Experience.
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.
Managing all your clients – from wedding and social event customers to business and corporate catering clients – is so much easier with a CRM and lead management solution that is built specifically for caterers and venues. Workflows, Automations and Integrations.
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.
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.
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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