Account-Level Tools and Settings
Account, Subscription and Packages
System Access and User Group Permissions
Customizing Your Account
- Overview - How Can I Customize My Account
- Using and Customizing the Quick Reference Guide
- Customizing the Account Theme
- Adding Your Organization's Logo and Home Page Branding
- Customizing the Header/Footer of System PDFs
- Integrating With Other Applications Via Zapier
Tags
Venues and Spaces/Rooms
- Overview - How Do Venues and Spaces/Rooms Work
- Adding/Managing Venue Locations in Your Account
- Adding/Managing Spaces and Rooms in Your Account
- Adding Venue Images to a Venue Listing
- Assigning Venues and Spaces/Rooms to Events and Leads
- Viewing Venue and Space/Room Assignments on the Calendar
Templates
- Overview - How Do Templates Work
- Creating/Using Budget Templates
- Creating/Using Checklist Templates
- Creating/Using Contract Templates
- Creating/Using Email Templates
- Creating/Using Floorplan Templates
Dashboards and Reports
Events and Leads
Events
- Overview - How Do Events Work
- Using Event Dashboards
- Using "Favorites" to Organize your Event & Lead Dashboards
- Accessing Event Tools and Moving Between Events
- Adding a New Event
- Attendee Management - RSVP vs. Ticketing/Registration
Leads
- Overview - How Do Leads Work
- Using Lead Dashboards
- Adding a New Lead
- Converting a Lead to an Event
- Adding/Editing a Tentative Event Date/Time to a Lead
- Assigning Venues and Spaces/Rooms to Leads
Communications & Collaboration Tools
Communications
- Overview - How Does the Communications Tool Work
- Using the Communications Dashboard
- Composing and Sending an Email Message
- Managing/Replying to Emails
- Using/Managing Attachments in Emails
- Linking/Unlinking Emails to Events and Leads
Contacts
- Overview - How Do Contacts Work
- Using the Filter and Advanced Search Features for Contacts
- Adding a New Contact
- Importing Contacts From a File
- Importing Contacts From Another Application
- Granting Contacts Access to Your Account
Client Portal
Forms Builder
- Overview - How Does the Forms Builder Work
- Adding a New Form
- Adding/Managing Questions/Form Items
- Importing a Forms Builder Template Into a New Form
- Collecting Responses to a Form
- Editing the Responses to a Form
Vision Board
- Overview - How Does the Vision Board Work
- Adding/Uploading Images to the Vision Board
- Adding/Uploading Images From Dropbox, Google Photos & OneDrive on the Vision Board
- Adding/Using Vision Board Categories
- Adding a Title/Description and a Comment to a Vision Board Image
- Changing Image Size for Vision Board Images
Message Board
Business and Catering Tools
Proposals
- Overview - How Do Proposals Work
- Adding a New Proposal
- Importing a Proposal Template Into a New Proposal
- Linking a Proposal to an Event or Lead
- Adding a Proposal Line Item
- Adding an Image to a Proposal Line Item
Invoices and Payments
- Overview - How Do Invoices Work
- Adding a New Invoice
- Creating an Invoice from a Proposal
- Importing an Invoice Template into a New Invoice
- Linking an Invoice to an Event
- Adding an Invoice Line Item
Contracts and Electronic Signatures
Banquet Event Orders (BEOs)
- Overview - How Does the Banquet Event Order (BEO) Tool Work
- Managing the BEO Tool Settings in Your Account
- Adding Custom Panels/Fields to BEOs
- Managing Default Fields and Text in BEOs
- Editing a BEO Inside an Event
- Collecting Signatures for BEOs
Food & Beverage
Budgets
- Overview - How Do Budgets Work
- Adding/Managing Budget Line Items
- Adding/Managing Budget Categories
- Creating/Managing Budgeting Groups
- Managing Line Items in Batches with Checkboxes
- Assigning Managers and Vendors to Budget Line Items
Productivity Tools
To-Do's / Task Manager
- Overview - How Do To-Do's Work
- Adding/Managing To-Do's
- Importing a To-Do List Template
- Uploading or Importing Tasks/To-Do's From a File / Spreadsheet
- Using To-Do Lists
- Managing To-Do's in Batches With Checkboxes
Calendars
- Displaying Planning Pod Calendars on your Website
- Overview - How Do Calendars Work
- Getting Around the Calendars Tool
- Adding an Appointment to the Calendar
- Adding To-Do's Via the Calendar
- Adding a Personal Sub-Calendar
Itineraries
- Overview - How Do Itineraries Work
- Adding/Managing an Itinerary Item
- Uploading or Importing Itinerary Data From a File / Spreadsheet
- Importing an Itinerary Template
- Assigning Contacts to Itinerary Items and Viewing/Downloading Contact Itineraries
- Assigning Vendors to Itinerary Items and Viewing/Downloading Vendor Itineraries
Worksheets
File Storage / Sharing
Checklists
Floorplans & Event Check-In
Floorplans - Overview
- Navigating the Floorplans Tool
- Using Keyboard Shortcuts in the Floorplans Tool
- Updating Attendee Status, Meal Choices, Priority and VIP Status in the Floorplans Tool
- Overview - How Do Floorplans Work
- Adding/Managing Floorplans
- Importing a Floorplan Template
Working with Floorplan Elements
- Adding/Using/Moving Floorplan Elements
- Managing Favorites in Your Elements Library
- Duplicating Floorplan Elements
- Rotating Floorplan Elements
- Layering Floorplan Elements Underneath or On-Top-Of Each Other
- Using Round Tables
Check-In Tool
- Overview - How the Check-In Tool Works
- Checking in Attendees At-The-Door via the Check-In Tool
- Selling Tickets At-The-Door Via the Check-In Tool (Ticketing/Registration Events Only)
- Adding Attendees At-The-Door Via the Check-In Tool (RSVP Events Only)
- Using the Self Check-In Feature in the Check-In Tool
- Using a QR Code Reader App to Check In Attendees (Ticketing/Registration Events Only)
Ticketing and Registration
Ticketing/Registration Overview
Ticketing/Registration Checkout Setup + Messaging/Policies
- Setting Up the Registration Checkout Process + Messages/Policies
- Managing the Event Branding - Name/Date, Logo, Color & Point-of-Contact
- Setting Up Checkout Time Limit for Registrations
- Setting a Minimum Purchase Age for Tickets/Registrations
- Setting Up to Accept Refunds for Tickets/Registrations
- Allowing Ticket Buyers to Edit Ticket Information
Tickets + Setup
- About Setting Up and Managing Tickets
- Adding Tickets to the Checkout Form
- Adding/Managing Ticket Pricing and Sale Dates
- Pausing the Sale of a Ticket
- Managing Ticket Settings
- Setting Up/Managing Discount Codes for Tickets/Registration
Payment Processing for Ticketing/Registrations
Attendee List (for Ticketing/Registrations)
- Overview - How the Attendee List for Ticketing/Registrations Works
- Viewing/Managing Individual Attendees
- Viewing/Managing Attendees' Responses to Custom Questions
- Downloading Attendee Lists and Name Badges for Registered Attendees
- Downloading Files Uploaded by Attendees (via the Checkout Form)
- Viewing/Managing Waitlists for Tickets
Orders / Ticket Sales (for Ticketing/Registrations)
RSVP Collection
Attendee List (for RSVP Management)
RSVP Management
Event Promotion & Marketing
Event Webpages
- Overview - How Do Event Webpages Work
- Managing Event Webpage Status
- Managing the Event Webpage URL/Address
- Managing Password Protection
- Managing Event Website Fonts
- Managing Contact Email