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You can invite unlimited users – including staff, contractors, vendors and event planners – into your account and assign them to user groups where you control the permissions of what tools and functions they can access. Easy-to-build proposals, contracts and BEOs … with electronic signatures.
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.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. Improved collaboration with teams and vendors. Plus you can more easily manage their activities and progress to make sure everyone is on task and on schedule.
Solution: Central hub for communications with clients, vendors, and back-of-house staff. Banquet event orders (BEOs) provide clients, vendors, and site catering staff with a concise, one-page summary of event details. Banquet Event Order (BEO). The ability to pull information wherever, whenever I need it is nice,” said Norton.
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.
The CRM tool also manages the contact information and details for all of your prospects, clients, staff, vendors and contractors so you can easily find the number of your favorite caterer or a prospect you want to follow up with. Quickly collect electronic signatures from your clients on proposals and contracts.
Sharing event details with clients, staff, and vendors using customized Banquet Event Orders (BEOs). One of the most popular items Shannon shares with her vendors is a custom banquet event order (BEO). She can even assign tasks to her clients and vendors to keep workflows on track. “At
Event Vendor Management. 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. Event Budget Management. Event Registration & RSVPs.
Event Vendor Management. Online Electronic Signatures. Assign items to staff, vendors and clients. You have the ability to attach files to each itinerary item, categorize those items, and assign them to contacts, vendors, and venue rooms/spaces. Timeline & Itinerary w/ Notifications. Event Budget Management.
“Before we used Planning Pod, my biggest challenge was that I had to open five or more different apps to manage all of the things related to all our events, from dealing with vendors to mapping out the space to invoicing. It took so much time, but now it’s all in one place with Planning Pod,” says Laura.
Streamlines workflows and saves 62+ hours/month of busywork Simplifies serving customers and landing more leads Is easy to use and get up and running fast Simplifies collaboration among team members and vendors. Planning Pod simplifies collaboration among team members and vendors. Let’s unpack those one at a time.
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, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. Service and staffing requirements (including outside vendors) AV and equipment requirements. Create streamlined processes for signing documents and taking payments that require little effort on your end.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. Improved collaboration with teams and vendors. Plus you can more easily manage their activities and progress to make sure everyone is on task and on schedule.
Again, hosting a hybrid event means you’ll need more electronic equipment before and during the event, so it’s crucial to make sure your venue has enough power outlets for all your equipment. Remember that bringing in additional equipment will also translate to additional considerations for transport, logistics, and installation.
Professional wedding planners must juggle multiple clients, build and maintain vendor relationships, navigate rentals and decor, and stay on top of their long wedding checklists for each client. His clients can then pay directly online or agree to automated payments for monthly retainers or installment plans.
Meetings with clients, staff, contractors, suppliers and vendors are often in person. And they are great for a wide variety of event-industry applications and situations – from event planning and running an event space / venue to staff management and vendor/supplier management. Phone calls take a while and interrupt your flow.
… We’re trying to really nail down more local vendors and suppliers. Electronics are going to go up, the furniture that we get from other countries, the dcor elements, fabrics, anything that we don’t make here in the States, is just going to come up. Can we source stuff that’s being produced in L.A.
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