Help Center
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Account-Level Tools and Settings
Startup Guide
Business and Catering Tools
Invoices and Payments
Budgets
Contracts and Electronic Signatures
Proposals
Banquet Event Orders (BEOs)
Food & Beverage
Breaking News!
Product Updates
Productivity Tools
Worksheets
Checklists
Calendars
Itineraries
To-Do's / Task Manager
File Storage / Sharing
Ticketing and Registration
Payment Processing for Ticketing/Registrations
Tickets + Setup
Orders / Ticket Sales (for Ticketing/Registrations)
Ticketing/Registration Overview
Ticketing/Registration Checkout Setup + Messaging/Policies
Attendee List (for Ticketing/Registrations)
Events and Leads
Leads
Events
Communications & Collaboration Tools
Communications
Vision Board
Contacts
Forms Builder
Client Portal
Message Board
Floorplans & Event Check-In
Working with Floorplan Elements
Floorplans - Overview
Check-In Tool
Account-Level Tools and Settings
Tags
Customizing Your Account
Account, Subscription and Packages
Templates
System Access and User Group Permissions
Dashboards and Reports
Venues and Spaces/Rooms
RSVP Collection
RSVP Management
Attendee List (for RSVP Management)
Event Promotion & Marketing
Event Webpages
Internal Support Resources
Onboarding & Training Procedures
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Help Center
Account-Level Tools and Settings
Startup Guide
Business and Catering Tools
Invoices and Payments
Budgets
Contracts and Electronic Signatures
Proposals
Banquet Event Orders (BEOs)
Food & Beverage
Breaking News!
Product Updates
Productivity Tools
Worksheets
Checklists
Calendars
Itineraries
To-Do's / Task Manager
File Storage / Sharing
Ticketing and Registration
Payment Processing for Ticketing/Registrations
Tickets + Setup
Orders / Ticket Sales (for Ticketing/Registrations)
Ticketing/Registration Overview
Ticketing/Registration Checkout Setup + Messaging/Policies
Attendee List (for Ticketing/Registrations)
Events and Leads
Leads
Events
Communications & Collaboration Tools
Communications
Vision Board
Contacts
Forms Builder
Client Portal
Message Board
Floorplans & Event Check-In
Working with Floorplan Elements
Floorplans - Overview
Check-In Tool
Account-Level Tools and Settings
Tags
Customizing Your Account
Account, Subscription and Packages
Templates
System Access and User Group Permissions
Dashboards and Reports
Venues and Spaces/Rooms
RSVP Collection
RSVP Management
Attendee List (for RSVP Management)
Event Promotion & Marketing
Event Webpages
Internal Support Resources
Onboarding & Training Procedures
Account-Level Tools and Settings
Tags
Tagging Contacts
Using Tags With Searches and Reports
Overview - How Do Tags Work
Tagging Proposals, Invoices and Contracts
Tagging Events and Leads
Creating/Managing Tags
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Customizing Your Account
Integrating With Other Applications Via Zapier
Managing Additional Fees for Proposals/Invoices
Configuring Alerts for Event/Venue Time Conflicts
Connecting a Quickbooks Payment Processing Account with Planning Pod
Connect Your Account to Other Applications
Customizing the Color Picker for Your Account
Customizing the Email Headers/Footers for Emails Sent From Your Account
Customizing the Account Theme
Setting Up Online Electronic Payment Processing in Planning Pod
Managing Line Item Category Topics for Proposals/Invoices
Overview - How Can I Customize My Account
Configuring Your Account To Auto-Archive Events
Customizing the Currency Symbol
Managing Proposal/Invoice Display Options
Uploading or Importing Data From Files / Spreadsheets
Configuring the Time Zone and Date/Time Format
Customizing the "Reply-To" Email Address and Email Sender "From" Line
Overview: Connecting Planning Pod Invoices with Quickbooks Online
Adding Your Organization's Logo and Home Page Branding
Customizing the Header/Footer of System PDFs
Customizing the Tax Rates for Your Account
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Account, Subscription and Packages
What Is Planning Pod?
Getting Started Guide: Setting up your New Planning Pod Account
How to Create a Planning Pod Account
How Planning Pod's Packages Work
How to Access Planning Pod on a Tablet or Smartphone Device
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Templates
Creating/Using Vision Board Templates
Creating/Using Food & Beverage Package Templates
Creating/Using Line Item Templates
Creating/Using Proposal Templates
Creating/Using Budget Templates
Creating/Using Email Templates
Creating/Using Checklist Templates
Creating/Using Itinerary Templates
Duplicating Templates
Creating/Using To-Do List Templates
Creating/Using Floorplan Templates
Creating/Using Invoice Templates
Smart Text Merge with Data Placeholders
Creating/Using Contract Templates
Creating/Using Worksheet Templates
Overview - How Do Templates Work
Creating/Using Forms Builder Templates
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System Access and User Group Permissions
Adding A New User to your Planning Pod Account
Overview - How Do System Access and User Permission Settings Work
Disabling or Enabling Areas or Tools in Your Account
Setting the Permission Levels for Authorized User Groups
Setting Permissions and Granting Client Access to the Client Portal
Granting Authorized Users with Account Access
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Dashboards and Reports
Overview - Planning Pod Reporting Engine
Main Section Overview Pages
Home Page Dashboard
Legacy Reporting
Activity Logs / Viewing User Activity and Email History
How to Create Customized Reporting in our Brand New Reporting Engine
Event and Lead Dashboards
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Venues and Spaces/Rooms
Adding Venue Images to a Venue Listing
Adding/Managing Spaces and Rooms in Your Account
Viewing Venue and Space/Room Assignments on the Calendar
Adding/Managing Venue Locations in Your Account
Assigning Venues and Spaces/Rooms to Events and Leads
Overview - How Do Venues and Spaces/Rooms Work
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