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Account-Level Tools and Settings. Account, Subscription and Packages. What Is Planning Pod? About Your Planning Pod Subscription, Package and Billing. How Planning Pods Packages Work. Viewing/Managing Your Subscription, Package and Billing. How to Access Planning Pod on a Tablet or Smartphone Device. System Access and User Group Permissions. Overview - How Do System Access and User Permission Settings Work. Granting Users with Account Access. Setting the System Access Levels for Your User Groups. Importi...

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Account-Level Tools and Settings. Account, Subscription and Packages. What Is Planning Pod? About Your Planning Pod Subscription, Package and Billing. How Planning Pods Packages Work. Viewing/Managing Your Subscription, Package and Billing. How to Access Planning Pod on a Tablet or Smartphone Device. System Access and User Group Permissions. Overview - How Do System Access and User Permission Settings Work. Granting Users with Account Access. Setting the System Access Levels for Your User Groups. Importi...
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2 customizing your account
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Help Center | support.planningpod.com Reviews

https://support.planningpod.com

Account-Level Tools and Settings. Account, Subscription and Packages. What Is Planning Pod? About Your Planning Pod Subscription, Package and Billing. How Planning Pods Packages Work. Viewing/Managing Your Subscription, Package and Billing. How to Access Planning Pod on a Tablet or Smartphone Device. System Access and User Group Permissions. Overview - How Do System Access and User Permission Settings Work. Granting Users with Account Access. Setting the System Access Levels for Your User Groups. Importi...

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1

Customizing the Layout of Downloadable PDFs – Help Center

http://support.planningpod.com/hc/en-us/articles/213134537-Customizing-the-Layout-of-Downloadable-PDFs

Account-Level Tools and Settings. Customizing the Layout of Downloadable PDFs. January 09, 2016 19:52. In many places throughout your account you can download printable PDF documents and reports to your computer. NOTE: For your organization's logo to appear in the header of your PDFs, see Uploading/Displaying Your Organization's Logo. To Customize PDF Layout Information (including header/footer):. Click on "Settings" in the top navigation bar. Find the "PDF Layout" box and click "Manage This Setting".

2

Customing the Reply-To Email Addresses and Email Sender "From" Line – Help Center

http://support.planningpod.com/hc/en-us/articles/212476168-Customing-the-Reply-To-Email-Addresses-and-Email-Sender-From-Line

Account-Level Tools and Settings. Customing the Reply-To Email Addresses and Email Sender From Line. August 26, 2016 04:33. Planning Pod gives you the ability to send out many email notifications directly from your account. For example, you can email proposals and invoices directly to Contacts from inside your account, or you can schedule email reminders for things like calendar appointments and To-Do's. To Customize Reply-To Email Addresses:. Click on "Settings" in the top navigation bar. The email addr...

3

Customizing Default Email Messages – Help Center

http://support.planningpod.com/hc/en-us/articles/213134277-Customizing-Default-Email-Messages

Account-Level Tools and Settings. Customizing Default Email Messages. January 09, 2016 19:30. Planning Pod gives you the ability to send out many email notifications directly from your account. We have provided default messaging for these emails, but for some of these notifications you have the ability to customize the default message, including:. Invitation To Collaborate email (sent when you grant a Contact with access to your account). Proposal Email (sent when a Proposal is emailed from your account).

4

Overview - How Do System Access and User Permission Settings Work – Help Center

http://support.planningpod.com/hc/en-us/articles/212238708-Overview-How-Do-System-Access-and-User-Permission-Settings-Work

Account-Level Tools and Settings. System Access and User Group Permissions. Overview - How Do System Access and User Permission Settings Work. January 09, 2016 02:38. Planning Pod gives you the ability to invite unlimited users into your account to collaborate (as long as those users are related to your business - i.e., employees, staff, co-workers or clients).*. Planning Pod provides four (4) User Access Groups that you can assign users to:. Was this article helpful? 0 out of 0 found this helpful. Overv...

5

Help Center

http://support.planningpod.com/hc/en-us/requests/new

Description (please do not include sensitive information like usernames/passwords). Please enter the details of your request. A member of our support staff will respond as soon as possible. Please note that this form is not encrypted, so do not include sensitive information like usernames, passwords or credit card details. Or drop files here. Please verify that you are human.

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Account-Level Tools and Settings. Account, Subscription and Packages. What Is Planning Pod? About Your Planning Pod Subscription, Package and Billing. How Planning Pods Packages Work. Viewing/Managing Your Subscription, Package and Billing. How to Access Planning Pod on a Tablet or Smartphone Device. System Access and User Group Permissions. Overview - How Do System Access and User Permission Settings Work. Granting Users with Account Access. Setting the System Access Levels for Your User Groups. Importi...

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