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Onboarding & Data Migration

The foundation of your event business success

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Your investment in a seamless launch

A required one-time fee 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.
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What's included:

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Dedicated Onboarding Coordinator

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Tailored and comprehensive online training

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Advice on industry best practices

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Setup of essential account features, including lead capture forms, BEOs, custom sales pipelines, and reporting tools

"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.
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What's included:

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Tailored migration of business data

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Integration of existing business information into Planning Pod

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Specialized setup for catering, food & bar packages, and equipment rentals

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Legal language and floorplan integration

"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.
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2-Nov-20-2025-08-35-32-4951-PM
3-Nov-20-2025-08-35-32-2565-PM
4-Nov-20-2025-08-35-32-4386-PM
5-Nov-20-2025-08-35-32-4439-PM
6-Nov-20-2025-08-35-32-4403-PM
7-Nov-20-2025-08-35-32-4450-PM
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Your 6-step data migration timeline

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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.
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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.
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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.
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Schedule a Demo

Accelerate your launch with optional add-on services

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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.
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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.
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Expedited Data Migration

Reduce the standard 10-business-day timeline (Limited Availability). Options include:
  • 5 business days
  • 4 business days
  • 3 business days
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Schedule a Demo

Advanced custom build out services

For a truly customized system, we offer advanced build-out services beyond standard data migration.

Contact your specialist for a custom quote on services such as:

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Migrating more than 3 floorplan diagrams

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Adding non-stationary floorplan features

(such as furniture, seating arrangements, and lighting)
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Generating client- or event-specific Invoices, Contracts, or Proposals

(including pricing and payments)
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BEO builds for specific events

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Creating custom email templates, vision board templates, or checklists

Schedule a Demo