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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. . Integratable calendar app.
Planning Pod also offers timesaving seating chart software tools that integrate with included guest list, RSVP and event registration features so you can easily place guests at tables and seats and manage attendee details. Guest lists and RSVP capabilities – Includes tracking attendee details (like meal choices, headcounts, etc.)
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.
event schedules, videos, registration/RSVP forms and more. Common tools include screen sharing, session recording and integration with business tools like electronic calendars and group chat. Your event webpage or website should have the ability to post image galleries (for speakers, sessions/tracks, etc.), Email Communications.
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.
They include: Venue managers who own and rent out rental spaces Facility managers who manage company-owned meeting and event spaces Independent event planners who manage clients’ event bookings Internal corporate meeting and event planners for external event spaces Catering services, photographers, rental companies and other external vendors.
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.
Event Registration & RSVPs. Event Vendor Management. Online Electronic Signatures. Client CRM – Easily track all the contact and business information for your leads and clients plus staff, vendors, contractors and any other business contacts in one convenient place. Plus collect fast electronic signoffs.
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.
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