Getting Started Guide: Setting up your New Planning Pod Account

Hello! 

We're thrilled to have you on board and can't wait to support your success every step of the way! Our goal is to make your organizational journey seamless, efficient, and enjoyable, whether it's managing your teams, client, or events. And what's the first step to your success? Making sure your account is properly set up so you can hit the ground running!

Please utilize our Getting Started Guides listed below. They will walk you through everything, from setting up your logo and theme, to adding new users, to connecting payment processor and emails (and more!). And they will even give you next steps so you can continue to make the most out of your new account.

Event & Venue Accounts
 If you are an event or venue account, please use this guide! Learn how to: 

- Add your logo & Branding and your Venue/Rooms. 
- Connect your email and integrate your Payment Processor
        (Don't have one, but interested? Click here to learn more!).
- Learn how to adjust user access settings and add your users to your account.
- Review your insurance policy settings
- Look at next steps to keep you going! (Hint: Lead capture forms & Basic Workflow of the system!)

Feel free to click through the slides here or click into the full scribe article to open it fully up! You'll see a box icon, next to an arrow, under the slide.

Floorplan Pro Accounts
 If you are an Floorplan Pro account, please use this guide! Learn how to: 

- Add your logo & Branding and your Venue/Rooms. 
- Learn how to adjust user access settings and add your users to your account.
- Review your insurance policy settings
- Look at next steps to keep you going! (Hint: Full Floorplan tool walkthrough & Basic Workflow of the system!)

Feel free to click through the slides here or click into the full scribe article to open it fully up! You'll see a box icon, next to an arrow, under the slide.

Once again, welcome to the Planning Pod family! We are excited about this partnership and can't wait to watch you succeed and grow! 

If you have any additional questions, please review our other help desk articles or reach out to our support team at support@planningpod.com and they would be more than happy to answer any questions you might have!