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Best event planning tools how to#
Best event planning tools software#
Best event planning tools plus#
Best event planning tools free#

Email communications - Centralized inbox for all event, client and lead communications, plus integrations with external email addresses and platforms like Gmail and Outlook.Data protection and security - Server-side firewall protection, data encryption in transit and best practices against data.Customer support and training - Provides prompt answers to your questions, offers help resources, addresses issues and shortens your learning curve.Collaboration - Share data and information with other users to complete tasks faster and improve coordination with team members.

Best event planning tools software#

Cloud-based - Software and data storage are located in the cloud, protecting against data loss.

Checklists - Create lists for managing items for catering, rentals, hotels/venues, A/V and more.

Calendars and booking management - Manage appointments and tasks and track event bookings also be able to sync to other electronic calendars.

Budgeting - Set up budgets with line items and categories detailing estimated and actual costs, payments and due dates.

Automations - Customize certain settings and triggers for automating certain actions.

If an application does not have these things, you are probably better served to look elsewhere. These are the basic features that are expected to be offered by any web-based event planning software. Once you have taken these steps, here are features and functions that you should look for in an event planning tool, from the basics to the must-haves to the cherry-on-top extras. List of Requirements for Event Planning Software

Read online reviews in forums and on event industry sites for other opinions for purposes of comparison.

Visit websites for event planning software companies and start checking of boxes on your spreadsheet so you can compare options (and schedule demos if the sites don't provide enough information).

This way while you are evaluating them you can check off items and easily see which tools do and don't meet your needs.

Create a spreadsheet with your needs as rows and the event management software platforms you are considering as columns.

Best event planning tools free#

Determine a reasonable budget for what you are willing to pay … and remember that with free tools you usually get what you pay for (that is, nothing of real value).Brainstorm on any additional needs that may arise in the future and make a list of those, too (because you don't want a solution that can't grow with you).Assess your current needs regarding what you need an event planning app to do and make a list of those.So how do you go about choosing a tool that's right for you? Here are some best practices and ideas of what to look for. You have probably already arrived at these conclusions, which is what brought you here in a search for an all-in-one event planning software platform. You are likely paying a lot more for maintaining all these tools than having a more comprehensive software for one price.None of these tools were built to perfectly integrate with each other.It's hard to manage a team of users who access all these apps and make sure they are saving things properly and using the most current versions.Few of them were built for the specific needs of event planners.Your data is scattered across multiple platforms, making it very difficult to stay organized or get "big picture" insights.But there are some big issues with using multiple stand-alone tools like this: That's a lot of tools to be juggling, and to be fair many of those tools are great for the limited features and scope that they offer. Many event professionals who are looking for an event planning software platform for the first time have already been using some assortment of tools (like, for example Excel spreadsheets, Google docs, email and single-purpose apps like Trello, Basecamp, Evernote, Smartsheet, Social Tables or AllSeated). So you're considering an online event planner program for your small business or organization … you came to the right place to start your search.

Best event planning tools how to#

Owner, Planning Pod How to pick the best event planning software for your business.