Event Management Software Overview - Planning Pod - Online Event Planning Software Demo

https://www.planningpod.com/event-man... See how our all-in-one event management software can streamline how you manage events, grow your revenues and save you 62+ hours/month of busywork! Call 877-266-3885 for a free trial and details.

Planning Pod's event management software platform provides you with 20+ easy-to-use online tools in one convenient place to manage all your event details, track vital business information and simplify how you serve your clients (external or internal).

More than 20,000+ event professionals prefer our event management software tools, including:
- Solo event planners and event planning firms
- Wedding planners like Blush by Brandee Gaar
- Corporate event planners and marketing managers
- Non-profits and charities (for fundraisers and gala events)
- Schools and universities
- Meetings and conferences
- Trainers and seminar managers

Our event planning software platform includes functionality for managing:
- Event CRM with lead management and custom lead webforms for your website
- Convenient client portals so clients can easily view and sign proposals/contracts, make payments, manage to-do's, fill out forms, use guest lists and floorplans and much more
- Calendars, tasks and appointments - including email/text reminders and appointment scheduling tools
- Proposals, contracts and electronic signatures
- Invoicing and online payments at competitive rates
- Event floorplans and room/space designs + drag-and-drop assigned seating
- Detailed timelines with assignments and email/text reminders
- Email communications with personal email integrations + phone call logging
- Event budgets with payment reminders and payment tracking
- Attendee management with contact information and RSVPs
- Event registration and ticketing with online payments
- Event webpages with online event registration/RSVP and embeddable registration forms
- Vendor and venue management
- Online forms and surveys
- Vision boards for online visual collaboration and image sharing
- Online file management, notes and worksheets
- Event planning software automations and timesaving custom workflows
- At-a-glance dashboards and comprehensive reporting
- Integrations with Quickbooks, Gmail/Google Workspace, Outlook and thousands of other apps via the Zapier integration platform

Planning Pod offers training webinars and onboarding packages as well as email and live chat support. For a trial, visit us at at https://www.planningpod.com/ or call 877-266-3885.
___
Transcript

Welcome to planning pods Event management software platform. Today we're going to walk through the fabulous functionality and features that save event professionals like yourself 62+ hours a month of busy work - leaving more time for you to do what you do best - wow your clients with perfectly planned, expertly executed events!

Let's go ahead and get started on our home screen dashboard. This is Mission central for everything that's going on in your account and your business. Key activities, upcoming, overdue and items that you're waiting on populate from leads and events, as well as other important business documents within your account. This dashboard ensures that you always know what's coming up, what's going on and what comes next.

From here let’s take a tour down the Main Navigation Menu on the left side of the screen.

First, the Events Page will display all of your active, booked events. Each of these events will serve as a digital “folder” that stores all of your event tools and data. To add a new event click on Add/Duplicate Event and choose “Add New Event”.

Complete the event name, description, dates and times and select the attendee management that is appropriate for your event: RSVP or Registration. RSVP events will require an established guest list which you can add or upload and then collect responses from guests. Registration will allow you to create tickets (free or paid) that attendees can register for and receive a ticket with a QR code for entrance.
Once you complete these steps you will have access to the full suite of event planning and management tools within the event.

We will come back to the Event Planning Software Dashboard - I promise - but let’s continue down the Main Navigation menu for now :)

The next item down is our calendar - an essential tool for any event planner! The calendar will auto-populate with existing event and lead dates, due dates for invoices, to-dos, appointments and more - without additional data entry!

From the calendar, you're able to add new lead meetings, appointments or tours, to dos, new leads, or new booked events. And we have a variety of ways that you can share this calendar outside of your account, either with internal staff to add it to an e-calendar, or to actually embed this on your website so that your guests or your clients can see what's going on.