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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.
This BEO automation tool actually pulls in data from the client contact area, event timeline, proposal, invoice, catering order and floorplan so you don’t have to double enter any information. Challenge: Spending hours creating professional event floorplans. It’s now a must-have for my billing.”.
Planning Pod auto-updates many documents and areas when information in those areas is modified in another area or tool. Shown here is our BEO builder, which auto-updates information like event dates, headcounts, schedules and proposal/invoice details. Event floorplan builder for creating to-scale layouts of your setups.
Laura appreciates that Planning Pod’s event planning tools cover everything she and other event planners on the team could possibly need – ticketing, online booking, floorplanning, budgeting, fundraising, invoicing, pricing and more.
Event FloorPlan Design Tool. 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. Set up multiple payment reminders or schedule auto-payments for set-it-and-forget-it payment installment automations.
This BEO automation tool actually pulls in data from the client contact area, event timeline, proposal, invoice, catering order and floorplan so you don’t have to double enter any information. Challenge: Spending hours creating professional event floorplans. It’s now a must-have for my billing.”.
Event FloorPlan Design Tool. 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. Event FloorPlans. Create to-scale, colorful event floorplan designs to show clients your vision for their event.
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!
FloorPlan Setup Design Tool. Event Planning Toolkit (incl. Lead management and CRM / contact management tools – Planning Pod makes it easy to take in new leads (with a customizable lead contact webform you can embed into your website) as well as manage your entire lead pipeline. Number of Users.
Schedule builder – Easily create detailed event timelines for each event that include dates and times, assignments for vendors and venues, and file attachments for each item. You can even scheduleinstallmentplans for clients with automated payment reminders or scheduled charges directly to a credit card.
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 installmentplans for clients. Banquet Event Order (BEO).
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. They just don’t have what I need from a timeline standpoint, and I run back to Planning Pod.” The invoice creator is the next sort of ‘aha’ feature,” says Shaun.
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. Top Features.
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. Then you can back out from there when you would want to provide a proposal, schedule a site visit and set a decision date with them.
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