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Account-Level Tools and Settings
Tags
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
- Customizing the Currency Symbol
- Configuring Your Account To Auto-Archive Events
- 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
Account, Subscription and Packages
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
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