-
-
Key features
-
© 2025 Copyright Planning Pod. All Rights Reserved.
Build out workflows to streamline your processes and create or use pre-built templates for task lists, timelines, budgets, checklists and other documents.
Identify team members, clients, vendors, contractors and volunteers who are involved and assign them to the event in Planning Pod based on the level of access they need.
Add meetings, appointments and important dates to the calendar tool and create detailed event timelines with assignments for team members, clients and vendors.
Create tasks and task lists or import them from pre-built templates. Then assign tasks to stakeholders and add email and text reminders as well as any relevant notes for each task.
Easily track progress via at-a-glance dashboards, customized reports and the calendar tool, where you can see all tasks, due dates and event space/venue bookings.
Keep your team, clients and vendors in the loop with email integrations, a centralized inbox for your events, client portals, call logging and shared collaboration tools for vision boards, floor plans and more.
Securely store all your event and project-related documents — including links for Google Drive, Microsoft OneDrive and Dropbox docs — where stakeholders can easily access them.
Build and manage detailed event and project budgets with estimated/negotiated costs, vendor assignments, payments, due dates and running totals.
"This is the first time in my career I can manage my event bookings, customers, sales, operations and projects in one system. And the price is so reasonable for everything you get. Planning Pod is the only system you should be running."
“We love how the system makes it an easy transition from proposal to invoice, and we really like the added features for collecting contract signatures online.”
Easily access and update key event and project resources to keep your team on track and up-to-date.
Simplify how you and stakeholders share ideas and streamline how you communicate with them.
Improve teamwork and remove inefficiencies with tools that keep processes flowing.
Speaking for ourselves, Planning Pod provides a centralized platform with over 40 integrated tools, ensuring that all mission-critical details, such as emails, tasks, checklists, and reports, are stored and easily accessible in one place to prevent them from being overlooked or misplaced. Schedule a demo to take our tools for a test drive!
Planning Pod offers shared tools and documents, including client portals and vision boards, with customizable access levels for unlimited users. This ensures that clients, staff, and vendors are always on the same page, reducing misunderstandings.
Any platform worth it’s salt should include user-friendly timeline, task management, and calendaring tools that allow you to view tasks, meetings, and due dates in real-time. This is key to ensuring that your team stays on schedule and completes assigned items on time.
With Planning Pod, you can easily stay on track with customizable workflows for your bookings and business projects. Our platform offers pre-built templates and automated workflows that enable you to standardize efficient project processes and document creation, reducing inconsistent follow-through.
Yes! Planning Pod offers a solution to managing scattered resources by consolidating over 40 integrated tools into a single platform. This eliminates the need to juggle between multiple software apps, emails, and documents, simplifying information management and reducing double data entry.
Planning Pod’s event business platform provides a central hub for all the tools you need, including task management, checklists, reports, and timelines. This helps you and your team stay organized and synced by having a dedicated place for tracking everything related to your events.
© 2025 Copyright Planning Pod. All Rights Reserved.