Account-Level Tools and Settings

• Two-Factor Authentication Walkthrough

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

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
• 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

• 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

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

• How Can I Remove a User From my Account?
• 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

Dashboards and Reports

• How Do I Create a Custom Report?
• 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

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

Venues and Spaces/Rooms (1)

• Running Reports on Venue Bookings