Account, Subscription and Packages
System Access and User Group Permissions
Customizing Your Account
- Overview: Connecting Planning Pod Invoices with Quickbooks Online
- Overview - How Can I Customize My Account
- Setting Up Online Electronic Payment Processing in Planning Pod
- Connecting a Quickbooks Payment Processing Account with Planning Pod
- Customizing the Account Theme
- Adding Your Organization's Logo and Home Page Branding
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
- Smart Text Merge with Data Placeholders
- Duplicating Templates
- Overview - How Do Templates Work
- Creating/Using Budget Templates
- Creating/Using Checklist Templates
- Creating/Using Contract Templates
Dashboards and Reports
- How to Create Customized Reporting in our Brand New Reporting Engine
- Overview - Planning Pod Reporting Engine
- Home Page Dashboard
- Main Section Overview Pages
- Event and Lead Dashboards
- Legacy Reporting