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Whether they’re responding to new prospects, following up with them for contract signatures or chasing down clients for payments or vital input for their event, there is rarely any free time in their schedule. You can even set-up customized payment schedules with automated reminders and auto-payments.
Shown here is our BEO builder, which auto-updates information like event dates, headcounts, schedules and proposal/invoice details. Easy-to-build proposals, contracts and BEOs … with electronic signatures. Planning Pod auto-updates many documents and areas when information in those areas is modified in another area or 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.
Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting. Plus you can more easily manage their activities and progress to make sure everyone is on task and on schedule. Increased revenues and decreased costs. Social Tables. Event Booking.
Implementing Planning Pod has provided Norton and his team with an easy-to-access, centralized place that houses every detail of an event, from menu items and food costing to staff scheduling and updates or changes. It also makes it easier to organize installment plans for clients. Banquet Event Order (BEO).
Include a well-defined payment schedule in your contracts. Milestone payments : Break down the remaining balance into installments tied to specific project stages. Streamline your workflow, create professional invoices with a click, and get paid electronically in no time. Follow up politely but firmly.
Online Electronic Signatures. 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. Plus collect fast electronic signoffs. Email Integration. Online Client Portal w/ Payments. Lead Management w/ Contact Webform.
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.
Electronic Signature Capture. 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. Customizable Lead Intake Webform (for Your Website). Additional Fee. Additional Fee ($24/month).
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.
In addition, it provides features beyond catering order management like: Staff scheduling and shift management Hotel guest room block management Equipment inventory tracking Online ordering and booking. Top Features. Better Cater. Key Advantages.
That’s not even including emails and all the electronic files and binders we used to try to keep tabs on everything,” says Laura. Planning Pod’s 20+ integrated tools simplify staying organized, creating efficiencies that will shave hours or even days off your monthly schedule.
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. 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.
The calendar can be accessed and updated in real-time from any device – computers, tablets, or mobile apps – preventing schedule conflicts or double bookings. Files and notes manager – Accumulate all electronic files, attachments and notes in one place for each event and keep them organized with virtual folders.
You also need a headset that is both comfortable to wear for hours at a time; that has a microphone that screens out background sound; and that has some level of noise cancellation or isolation so you aren’t interrupted by external noises (say your kids or significant other or the construction workers installing a new roof on the house next door).
Online Electronic Signatures. 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. Clients can also be enabled to sign proposals electronically and to create change orders when any adjustments are needed. Contact CRM Manager.
NICKELODEON The installations in Nickelodeon’s booth lived up to the brand’s personality. Electronics company TCL put fans in the hot seat by giving them the opportunity to call an NFL game alongside sports reporters and analysts Taylor Bisciotti, Mina Kimes, Dan Orlovsky and Tom Pelissero, appearing at different times during the week.
Whether you’re planning just a handful of weddings or have a booked calendar, it’s crucial to have a good process and tools to keep you on schedule. Solution: Staying organized with the event Timeline Builder The itinerary and event timeline builder feature in Planning Pod enables Shaun to create custom schedules for each of his events.
Automatic Clearing House (ACH) – Electronic transfers of funds between financial institutions (like banks) using routing and account numbers. Simple setup for recurring payments — ACH simplifies the process of setting up installment plans. Card payments can take on average 1-2 business days to clear.
Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting. Plus you can more easily manage their activities and progress to make sure everyone is on task and on schedule. Increased revenues and decreased costs. Social Tables. Event Booking.
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