Planning Pod is fully customizable to fit any of your event management and business needs, regardless of what business you are in. Let us create the right solution for you from our 40+ time-tested tools.
Learn about Planning Pod and why 70,000+ event and hospitality professionals have chosen our platform and company to help them manage their events and businesses.
Access expert guidance and insights via our blog, webinars and white papers. Learn about using our platform via our Help Center. Or contact us with questions.
Planning Pod is fully customizable to fit any of your event management and business needs, regardless of what business you are in. Let us create the right solution for you from our 40+ time-tested tools.
Learn about Planning Pod and why 70,000+ event and hospitality professionals have chosen our platform and company to help them manage their events and businesses.
Access expert guidance and insights via our blog, webinars and white papers. Learn about using our platform via our Help Center. Or contact us with questions.
A required one-time fee of $998 covers the following core services for all new accounts.
Onboarding, Training,
& Implementation
Empower your team with the knowledge and tools they need to excel through comprehensive, tailored training and ongoing development that ensures your staff is confident in using Planning Pod from day one.
Setup of essential account features, including lead capture forms, BEOs, custom sales pipelines, and reporting tools
5.0 out of 5 stars
"I was tasked with onboarding this program for my company and I have a special place in my heart for all the support I received from the staff at Planning Pod to make our experience so easy. You made me look so good! This software has tremendously streamlined our process, and we are so grateful to have a responsive support team through Planning Pod."
Jes Robinson
Elliott Museum
Museum
Data Migration &
Account Setup
The service ensures that you hit the ground running, with your business data meticulously integrated and your account settings optimized for immediate use. This precise foundation sets the stage for unmatched operational efficiency.
Integration of existing business information into Planning Pod
Specialized setup for catering, food & bar packages, and equipment rentals
Legal language and floorplan integration
5.0 out of 5 stars
"I was tasked with onboarding this program for my company and I have a special place in my heart for all the support I received from the staff at Planning Pod to make our experience so easy. You made me look so good! This software has tremendously streamlined our process, and we are so grateful to have a responsive support team through Planning Pod."
Jes Robinson
Elliott Museum
Museum
What's included in your standard data migration
Event Data
Booked Events, Leads, Holds, and Archived Events (up to 12 months). This includes Event Name, Dates/Times, Contacts, Tags, Notes, Event Type, Headcounts, and Venue/Room.
Contact List
First Name, Last Name, Prefix, Company, Title, Email, Phone, Address, Website, Notes, Tags, and Permissions Group.
Templates
Blank Proposal & Contract Templates, along with any provided Customer Facing Menus.
Floor Plan Templates
Up to 3 digital, to-scale diagrams are included. We build in stationary structural features (e.g., doors, beams, stairs).
Food, Beverage, & Equipment Items
Item Name, Menu Price, Wholesale Price, Description, and Category.
Venue Spaces
Venue Name, at least one Room/Space Name, Address, City, State, Country, Zip Code, Website, Email, Phone, and Capacity (per space).
Proposal & Invoice Line Items
Item Name, Default Quantity, Unit Cost, and Description.
Booked Events, Leads, Holds, and Archived Events (up to 12 months). This includes Event Name, Dates/Times, Contacts, Tags, Notes, Event Type, Headcounts, and Venue/Room.
First Name, Last Name, Prefix, Company, Title, Email, Phone, Address, Website, Notes, Tags, and Permissions Group.
Blank Proposal & Contract Templates, along with any provided Customer Facing Menus.
Up to 3 digital, to-scale diagrams are included. We build in stationary structural features (e.g., doors, beams, stairs).
Item Name, Menu Price, Wholesale Price, Description, and Category.
Venue Name, at least one Room/Space Name, Address, City, State, Country, Zip Code, Website, Email, Phone, and Capacity (per space).
Item Name, Default Quantity, Unit Cost, and Description.
Your 6-step data migration timeline
Kick-off call
Since 2014, our intuitive, innovative tools have kept thousands of venues and event organizations ahead of the curve.
Receive email from your Data Migration specialist
Get your shared Google Drive access and required checklist.
Upload your data
Use the provided Google Drive and the organized-by-tool spreadsheet template to input your files.
Submit the required Data Migration checklist
Sign off on the start of your migration services.
Enter the Data Migration queue
Your data will be migrated within the standard 10 business days from this point.
Receive email with confirmation of Data Migration completion
You're ready to start streamlining your business with Planning Pod.
Accelerate your launch with optional add-on services
Premium Package Upgrade
Add 90 days of premium support for expedited communication and onboarding. Includes a dedicated Slack channel and direct access to your Onboarding and Support teams.
+$1000
Pre-Migration Export Service
Feeling overwhelmed? Let Planning Pod handle the export from your old cloud/web-based CRM. Our team ensures a faster, cleaner, and stress-free transfer, reducing the risk of errors and ensuring compatibility.
+$499
Expedited Data Migration
Reduce the standard 10-business-day timeline (Limited Availability). Options include:
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