Planning Pod software


22 reviews(4.5/5)
22 reviews(4.5/5)

Planning Pod is a cloud-based event planning and management solution that offers tools for solo event planners, agencies, corporations and nonprofits. It enables users to create mobile- friendly event websites with customized branding. Key features include attendee management, collaboration, lead tracking, invoicing and payments processing and venue bookings.

Planning Pod enables event planners to create seating plans by using elements such as stages, tables and chairs. It also allows attendees to register online, and event managers can centralize and sort data. The solution allows users to scan the QR code on a guest’s ticket to check in.

Planning Pod lets users create budgets, share files and calculate the total time spent on each event. Users can also create proposals and collect electronic signatures to generate invoice.

Services are offered on a subscription basis and support is provided via phone, email, live chat and an online help center.

Supported Operating System(s):
Web browser (OS agnostic)

22 Reviews of Planning Pod

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  • Abigail from Keller Williams Memorial

    Number of employees: 501-1,000 employees

    August 2018

    Planning Pod - Improve on RSVPs

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    the to do list/reminders is very handy.

    Cons

    The RSVP format is not very functional because you have to upload a new roster each time there is a change.
    For a real estate company with over 700 agents, it is counterproductive to upload a new roster for each time for each event.
    Maybe if there was a way to get it synced.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    April 2018

    Manage everything in one place.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I could easily manage my multiple events, send emails and notes to clients, create timelines and share them with my team all with just a few clicks.

    Cons

    They should create an app for smartphones or at least a more user friendly mobile website. Just a tad pricey compared to other options.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jane from la diva

    Number of employees: 2-10 employees

    March 2018

    perfect for floor plans and team collaboration

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    perfect for event promotion and customizing your own styled website for your event! managing proposals and contracts!

    Cons

    a little bit pricey, other than that it is all good! i have no complains or negative feedbacks! just the price though!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sabrina from La Dolce Idea Weddings & Soirees

    Number of employees: 1 employee

    March 2018

    Best event management software I ever used

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Multiple useful tools in one platform
    Easy navigation
    Flexible templates
    Excellent customer service

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thank you for your feedback, Sabrina :)

  • Nicole from Sensibly Chic Weddings

    March 2018

    I run my business with Planning Pod

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Professional invoicing and contracts w/ online signatures, floor plans, generate to-do templates for each event I plan/design that sends reminders to my clients, database for vendors/contacts

    Pros

    This app is iPad, Android and laptop friendly, so I can easily access information anywhere with whichever device I happen to be using.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback, Nicole!

  • Verified Reviewer

    March 2018

    Good, easy-to-use and practical planning tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I use it to mostly manage my client's budget and timelines. There are many other features that I don't regularly use because I use other tools or processes, but it works well for those items and I'm on it frequently.

    Pros

    I like that the owners are always trying to make upgrades to the software and they seem to genuinely listen to customer feedback on what we want to see. It's well priced and easy to use.

    Cons

    The wedding websites available to the clients aren't up to par with what is available in the industry. Same with the floor plan tool. It would be wonderful to only have to use one platform, but at the same time, it's priced appropriately that the tools you receive are good / on point with what you are paying for.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your review. We are currently collecting feedback on our Floorplans tool with plans to make major updates to it in 2018, so please let us know if you have any specific features you would like to see enhanced. We also recently added an Inspiration/Vision Board tool for collaborating visually with team members and clients. As for the event webpage tool, it is focused more on RSVP/registration collection, which is why it may not have the design capabilities of other tools like Wix. But I appreciate the feedback and we will be making updates to that tool later in 2018.

  • Verified Reviewer

    Number of employees: 501-1,000 employees

    March 2018

    This is a great value. Very high end functionality for the price to set up our school's post-prom.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It provided an online presence that was easy to edit, which was the main thing we were looking for with this project. All of the other event planning tools were icing on the cake and may very well shift how we handle event management going forward.

    Pros

    The ability to organize items into different parts for the events (invoices, contacts, contracts) yet have them all interconnected and retrievable is superb.

    Cons

    At times, navigating the site to get from one section to another can be a little confusing. Some of the links are in the navigation, some of the links need to be found in pull-down lists.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your review! We have recently launched a new version of the software and, based on feedback from our users, tweaked our navigation so things are easier to find and there are more ways to find the information you need.

  • Verified Reviewer

    March 2018

    I used PlanningPod for client management, contracts, and invoices.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very easy to use platform with video tutorials. Great for organizing my client event details. They are always looking at ways to improve.

    Cons

    Would love to be able to have tools for event design. The floor plan tool isn't the easiest to work with.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your review. We are currently collecting feedback on our Floorplans tool with plans to make major updates to it in 2018, so please let us know if you have any specific features you would like to see enhanced. We also recently added an Inspiration/Vision Board tool for collaborating visually with team members and clients.

  • eric from Church Ranch Event Cetner

    March 2018

    good

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that you can acess it anywhere. We run 200 event through Planning pod. it is a good software.

    Cons

    When Planning Pod roll new thing out and there is no training. Would love to have a software rep to come out and do training. we could pay for it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your input, Eric. Our software is mostly self-serve, so we don't provide live training. However, when we launch new features or tools, we do add new articles to our Help Center as well as how-to videos that walk you through how to use the features. In addition, we can provide you with Web-based training for your users that is a small fee in addition to your monthly subscription. Just let me know if you are interested in that. Finally, I was surprised to see that you were not happy with our customer support, as I show that every ticket you have sent in we have responded within 1 business day (usually much quicker than that) and did our best to answer your questions. If you are having issues with how we support you or your team, please let us know and I will see that it is improved immediately. Thanks for being our customer :)

  • Veronica from Behind The Scenes Inc

    Number of employees: 2-10 employees

    March 2018

    I've used Planning Pod since before it was called Planning Pod and I love it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like the ease of use, it is dummy proof. I like that my other professionals and cliens can also use it for certain events and I love the built in floor plan.

    Cons

    I don't like the contracts section, that part needs an update. I would like for my clients to "inital" different sections and right now that is not possible.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks so much for your feedback, Veronica. We are currently working on an update to our contracts tool that will enable for initialing sections of the online contract prior to signature, and we will be adding additional features to that tool based on user input. Also, look for a new workflows tool in Q2 2018 for added flexiblity in the contracts tool.

  • Covesa from Covesa Kelly Events

    Number of employees: 2-10 employees

    February 2018

    Great tool that everyone can use!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use
    Accessible to the entire team
    East for the client
    One place to keep everything
    Invoicing in the system

    Cons

    I don't like the merchant services company used to collect credit card payments
    I don't like the floor plan system
    I'm not crazy about the website option within the event function

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thank you for your input, Covesa. We will be adding more merchant credit card processors in 2018, so keep an eye out for that. We will also be making updates to our floorplans tool and our event webpage builder tool in Q3 2018, so hopefully those upcoming improvements will satisfy your needs.

  • Natalie from Event Design Group

    Number of employees: 2-10 employees

    February 2018

    The system is fairly easy to use. Could use a bit of refinement in aesthetic but works great overal

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    ease of use. helps me keep client's organized.

    Pros

    great price, allows me to keep most everything in one place. I love the itinerary portion of the site my clients and vendors do too.

    Cons

    is not integrated with some other systems. I have to use Honeybook to manage contracts because it's easier. AislePlanner is more robust and has a new feel that makes wedding client's gravitate toward it

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback, Natalie. We are currently overhauling our contracts, invoices and proposals tools to incorporate feedback we have solicited from our users. We will be integrating with Quickbooks and Xero in Q2 2018 so you can integrate our proposals, invoicing and payments tools with those bookkeeping applications. We have also redesigned our interface and made it much more customizable so you can change the look for any audience.

  • Leah from The Direct Action & Research Training (DART) Center

    Number of employees: 11-50 employees

    February 2018

    Planning Pod is some great features, some not-so-great features

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I learned to focus on budgeting and invoicing because of Planning Pod.

    Pros

    Planning Pod makes it pretty easy to create an event budget and create invoices for each event. I also like the way you can store and manipulate contact information.

    Cons

    It is frustrating that you can't link the invoices to the budget. I'd like to show to see invoices that get paid correspond and show up in the budget area. It's also frustrating that I can't store receipts, etc. in the budget, e.g. there's no upload feature. It would be great to upload a document related to an expense, or a paid-in-full invoice. It's also frustrating that I can't add pages to the invoices. Sometimes I want to show certain information about the invoice that can't be recorded in the system as-is. But if I was able to add pages, it would make it even easier to send the invoices directly out from my Planning Pod account.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thank you for your input, Leah. To be honest, our system isn't set up to do full accounting, which is what you are describing here (as our Budget tool is meant for budgeting and not bookkeeping/accounting). However, we will be integrating with Quickbooks and Xero in Q2 2018 so you can sync your proposals and invoices in Planning Pod to a Quickbooks or Xero account. We are also adding the capability to add images and documents to invoices (like pass-through receipts) to display to customers or for your own use and tracking.

  • Verified Reviewer

    February 2018

    Planning pod is the only software I have found that gives me the features I need at a great price.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The organization tools are great. Floor plan tools are easy to use. Collaboration tools are great. Invoice and proposal tools are very useful.

    Cons

    I wish it had an inventory management feature. Clients don't always know how to use the tools. I wish I could do a little more with integration with other programs.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback. We have just added a Quick Reference area to your account where you can direct your clients to quickly learn about how to use the tools in your account. We are also adding more integrations with other platforms in Q2 2018. And finally, I appreciate your mention of inventory management, as I will add that to our list of suggested features for future consideration.

  • Marsha from Events By Seven

    February 2018

    Thanks to Planning Pod, my planning service is extremely organized and savvy.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Where I can plan, organize, schedule, collect payments in one tab. I am able to plan our client's entire event in planning pod, I schedule their monthly to dos, I interact with our team via planning pod. Our clients are able to enter and update their guests lists, work on the seating chart and create meal assignments. I am able to create, send and sign contracts along with our clients. I can collet current and schedule payments with a simple clicks. I love that I can create an event itinerary and include the list of creatives on the itinerary.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback, Marsha ... it is much appreciated :)

  • Taylor from Endless Events

    February 2018

    Some of the features are a little clunky (budget update was not a good change, contract templates)

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Allows me to organize myself. I really like the itinerary feature and the invoicing feature. I liked the old budget tool a lot.

    Cons

    The budget update is terrible. Not user friendly at all and is very confusing for me and my clients to see categories and line items. Frequently get red "caution" symbol- not always reliably saving when changes are made. Mobile is clunky.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for the feedback, Taylor. I'm sorry you are not happy with our recent updates to our Budgeting tool. We based our updates on comprehensive feedback we have collected from our users over the last 18 months. However, if you want to let me know what about the tools isn't working for you, I would happy to see if there's a solution to your issue. As for the red "saving" symbol, often that has to do with an intermittent Internet connection or a Web browser issue, but I would be happy to look into that for you. We also recently updated our mobile version to be a more fluid experience, so hopefully you find that more to your liking.

  • Heather from First Coast Weddings and Events Inc

    February 2018

    Best value for the most features

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Clean layout, easy to navigate. My staff likes it, but my clients will not use the features available to them because it is too confusing/complicated. Compared to other similar programs, I feel it has the most to offer for my staff's needs.

    Cons

    Flexibility of PDF reports, on-screen reports, and customization. Also the calendar sync does not work properly, which makes it useless for scheduling appointments.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback, Heather. We do offer quite a few tools for all the aspects of managing events, but you can always limit the tools your clients see so that it's not so overwhelming for them. Also, we have recently enhanced all our PDF reports and dashboards. And I checked the electronic calendar syncing feature in your account and it is working fine now, so please let us know if you still have an issue with it.

  • Lisa from Conner & Winters

    Number of employees: 201-500 employees

    February 2018

    Easy-to-use, cost-effective event management tool

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It helps with signing people up for our events, tracking submitted information, processing payments from attendees and communicating information to attendees.

    Pros

    Planning Pod is a very valuable tool for processing event registrations, RSVPs and payments. It also helps communicate information to event attendees. Planning Pod offers a lot of powerful features without the high prices that come with a lot of other event management software options. The customer support at Planning Pod is always very responsive to any questions or issues that pop up.

    Cons

    While the event website component is very easy to use, I wish it had more flexibility to change fonts and font sizes and arrange text on the website in a custom way.
    There should also be a way to change attendee ticket status without having to call customer support.
    A little more flexibility in naming items would also be ideal. (e.g. - We "register" people for our big annual seminar - but had to "sell tickets" due to Planning Pod's set-up)

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback, Lisa. I have added your input to our list of suggested features for future consideration. As for changing ticket status, if you are charging a fee for registrations, there is a 60-day period that you can change status or refund tickets on your end in the application. After that, you do need to contact us due to the requirements of the credit card payment processors that we work with. If you are not charging a fee, you can always void a free ticket anytime.

  • Donna from Ame Soeur Events

    Number of employees: 1 employee

    February 2018

    I use PP to keep all my weddings in one place. It's an efficient tool to use in tracking my clients

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    My client info was everywhere, some in Google docs, some in excel...just everywhere. Now everything is in one place which has helped me organize and be a little more efficient.

    Pros

    The timeline feature and the ability to customize a few things. I enjoy the fact that my clients can collaborate with me on their events and manage their task lists on their own. The planning pod team is very responsive to ideas from its users and that is a huge plys.

    Cons

    It's easy for event planning use, but for weddings it has many features I don't use, such as ticket sales etc. It had also been nice to manage basic tasks specific to daily follow up on clients through the client contact area. I don't necessarily like that I have to utilize a task lust within the event to set a task if that makes sense. I want to go to one area that has all my clients in it, set my follow up tasks at one time for each client and then get an email reminder to do it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your feedback, Donna. You can add/view/manage tasks via the Calendar tool also if you don't want to manage them inside each event. We will be adding workflows in Q2 2018 so you can more easily set follow-ups and reminders for anything in your account.

  • Adrienne from A Touch of Bliss

    February 2018

    Great product! Easy to use and excellent customer services

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to navigate; clear and easy to read emails to clients; proposals are easy to create; invoicing is easy to set and forget! Customer service takes all the requests into consideration and is always implementing new features.

    Cons

    The customization of columns in the budget section but this is quite minor compared to the amount of features that are available.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Planning Pod, Planning Pod

    March 2018

    Thanks for your review, Adrienne. We have expanded the options in the Budget tool so hopefully that meets you needs better.

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