Venue Management Software Overview – Planning Pod – Catering Software & Event Booking Software Demo




https://www.planningpod.com/venue-management-software.cfm See why 20,000+ event & hospitality professionals rely on our venue management software to manage their event bookings, sales, billings, BEOs, food-and-beverage orders, clients, floorplans and more. Call us at 877-266-3885.

Planning Pod’s all-in-one venue management software platforms helps venues, event spaces and caterers save 62+ hours/month of busywork, grow your revenues and streamline every aspect of how your manage event bookings.

Our online venue management system features 20+ web-based tools that let you centralize all your data and communications in one convenient place; automate everyday tasks and processes; and keep you in-the-know in real-time about the status of your events business. Planning Pod’s venue management software offers integrated tools for managing:
– Event CRM + leads/sales tracking and lead webforms
– Client management via custom client portals
– Booking calendars and appointment setting
– Event room and space bookings
– Proposals and contracts with electronic signatures
– Invoices and online payments
– Email communications and call logging
– Food-and-beverage items, packages and menus + order tracking
– Banquet event orders (BEOs) – FOH, kitchen, client, delivery, etc.
– Integrations with Quickbooks, Gmail/Google Workspace, Outlook and hundreds of other applications via the Zapier platform
– Event floor plan designs and room layouts
– Timelines and online forms/surveys
– Task management and notes
-Automations and business workflows
-At-a-glance dashboards and flexible reporting

Our venue management solution is used daily by 1,200+ events and hospitality businesses, including:
– Event venues and centers
– Hotels and lodges
– Wedding venues
– Reception and banquet halls
– Restaurants and bars
– Caterers
– Meeting and conference centers
– Golf and country clubs
– Government and non-profit venues
– Wineries, breweries and distilleries
– Museums and libraries
– Zoos and botanic gardens

We offer training and onboarding and full email and live chat support (phone support for premium accounts). For a demo, please visit our website at https://www.planningpod.com/ or call us at 877-266-3885
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Transcript

Welcome to Planning Pod’s Venue Management platform! Today we’re going to walk through the fabulous functionality and features that save venue owners and managers 62+ hours a month – streamlining processes and delivering an excellent client experience with less stress!

Let’s go ahead and get started on our home screen dashboard. This is Mission central for everything that’s going on in your account and your business. Key activities, upcoming, overdue and items that you’re waiting on populate from leads and events, as well as other important business documents within your account. This dashboard ensures that you always know what’s coming up, what’s going on, and what comes next.

First, the Events Page will display all of your active, booked events. Each of these events will serve as a digital “folder” that stores all of your event tools and data. You have the ability to add a new event from scratch or duplicate an existing one – even if it is archived!

We will come back to the Event Dashboard – I promise – but let’s continue down the Main Navigation menu for now 🙂

Next up is our calendar! This is an essential tool for every venue to make sure you see what’s going on and when it’s going on within your facility. Here I’m using the timeline view, which allows me to scroll through and see all of my spaces lined up right next to each other so I can get a full picture of what’s happening at any given time. We also offer a list view, a daily view, a weekly view, and, of course, a monthly view.

From the calendar, you’re able to add appointments, tours, to dos, new leads, or new booked events. And we have a variety of ways that you can share this calendar outside of your account, either with internal staff to add it to an E calendar, or to actually embed this on your website so that your guests or your clients can see what’s going on.

Have multiple venues or multiple spaces within your facility? View filters on the left side of the calendar allow you to quickly see exactly what’s going on in each individual space as well as the venue as a whole.

The next item in the main navigation menu is your contact list. This is your “digital rolodex – it stores essential contact information for clients, vendors, associates or any other stakeholders in your organization. You add notes, store credit card information *if you use a payment processing partner*, manage user access and see all assigned events/documents from this screen.

Continuing down our main navigation menu, Let’s talk a little bit about communicating with your clients. The planning part communications tools serve as your hub for all things talking to your clients via email and phone. Here you can set up a business email address to be able to send emails.

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