Frequently Asked Questions
We accept MasterCard, Visa and American Express as forms of payment. We only accept checks for yearly subscriptions.
If you are outside of the U.S., you will be charged in U.S. dollars and your credit card company will convert the transaction amount to your local currency.
Our paid subscriptions run on a monthly payment cycle. On the day you sign up for a paid subscription, we will charge your credit card for your first monthly payment based on the package you select. Then, on the same day every month thereafter, we will charge your card for the monthly fee. Monthly fee payments are made in advance, and we do not provide refunds if you cancel before the end of your monthly billing cycle.
Yes, you can pay for your account on a yearly basis. We only accept checks for this option, and we will invoice you for your yearly fee (with payment net 15). We do not provide refunds on yearly subscriptions. Please contact us for details.
Easy peasy. Just log into your trial account; click on the "Subscribe Now" button in the top left corner; and follow the instructions. Oh, and even after your trial ends, you can still log in and upgrade to a paid subscription.
Yes, everything in your trial account will carry over to your paid account.
Absolutely not. We don't make you sign long-term contracts or obligations, and you can cancel your account whenever you wish. All we require of you is to comply with our standard Terms and Conditions
Yes. You can elect to put your account on "Hold" for $3.99/month and we will preserve all your data until you reactivate your account. Applies only to monthly subscriptions.
No worries. You can always upgrade or downgrade your package at any time. And if you are upgrading, we will prorate the first payment for your new package based on any remaining credits you have on your existing package.
We offer accounts for 2000 events and beyond. And we work with companies that have multiple locations or franchisees and need many separate accounts. Whatever your event workload, Planning Pod can handle it.
Absolutely. We provide customer support via email
7 days a week for all accounts. For select enterprise accounts, we also offer phone support from 9 a.m. - 5 p.m. Mountain Time, Monday through Friday.
We offer a variety of resources to help you and your team get up to speed with our tools, including:
- Live demo webinars
- 70+ tutorial videos
- 300+ Help Center articles
- Customized training (fee-based; contact us for details)
Yes, for the most part. We provide tools inside the application for quickly importing your contacts (users, vendors, contractors, clients, etc.) and attendees from .csv files and a few other select applications. You can import calendar data as well as sync your Planning Pod calendar with most other electronic calendars (Google, Apple, Yahoo, etc.). And if you have spreadsheets or .csv files with custom event data, we offer white-glove importing services for manually porting your data into your account; contact us for details and pricing.
In addition, we are currently building out our APIs (application program interfaces) for connecting to other applications and platforms (like Salesforce, Quickbooks, etc.), and we will be launching this towards the end of Q2 2017.