Migrate from Planning Pod to CeremonySync
Planning Pod covers a lot of ground but spreads thin across event types. CeremonySync is laser-focused on wedding venues — with deeper tools for lead management, proposals, guest experiences, vendor coordination, and day-of operations than a general event platform can offer.
How the switch works
A clear path from where you are to where you want to be.
Export Your Planning Pod Data
Download your contact lists, event records, financial data, and floor plans from Planning Pod. Use their export options to pull data as CSV files.
Import Contacts as Leads
Upload your contact/lead list into CeremonySync via CSV. Map fields including name, email, phone, event date, guest count, budget, and source. Each lead is automatically scored and enters your sales pipeline.
Set Up Your Venue
Configure your venue profile, event spaces with capacities and photos, brand identity (logo, colors), packages with tiered pricing, and add-ons. This branding automatically applies to all client-facing documents and pages.
Recreate Financial Templates
Build your proposal templates with package comparison, payment schedules, and terms. Set up contract templates with dynamic variables and a clause library. Configure invoice settings with your tax rates and Stripe connection.
Migrate Your Vendor List
Import your vendor directory with categories, contact info, and notes. CeremonySync adds compliance tracking (insurance, licenses), performance scoring, financial term management, and day-of logistics coordination.
Transfer Active Events
Create wedding records for upcoming bookings with guest lists, timelines, vendor assignments, and tasks. Import guest lists via CSV. If you purchase Concierge Onboarding, our team handles the data transfer for you.
Configure Automations
Set up questionnaire automation triggers, invoice reminder schedules, contract expiration alerts, and lead form embedding for your website.
What gets better
Everything you were trying to do before — only now it actually works.
Wedding-specific, not event-generic
CeremonySync is built for wedding venues. Every feature — from lead scoring to seating charts to Pulse Mode — is designed around how weddings actually work.
Smarter lead management
Automatic lead scoring (0–100), embeddable lead capture forms, source ROI tracking, response time monitoring, tour management, follow-up scheduling, and loss intelligence with competitor tracking.
Interactive proposals
Clients compare packages side-by-side, toggle optional add-ons, view photo galleries, and accept with a digital signature. Payment schedules auto-generate invoices on acceptance.
E-signature contracts with security
PIN-verified contract access, digital signature pad, countersigning workflow, amendment tracking, clause library, and automated expiration reminders.
Modern invoicing
Stripe-powered online payments (card and ACH), automatic reminder sequences, partial payment tracking, payment plans, configurable tax system, and fee pass-through option.
Complete guest experience
RSVP with multi-category meal selection, dietary tracking, guest groups, drag-and-drop seating charts, QR code seating lookup, song requests, and a guest-facing venue portal with parking, WiFi, accommodations, and day-of schedule.
Vendor management suite
Insurance and license tracking with expiration alerts, performance scoring (reliability, responsiveness, quality), financial terms and spending analytics, relationship health monitoring, and day-of coordination with vendor packets.
Day-of operations
Pulse Mode is a mobile-optimized command center with live timelines, vendor check-ins, issue logging, backup plan activation, and team notes. Planning Pod doesn't go to the event with you.
Event Flow visualization
See all events across all venue spaces on a Gantt-style timeline with real-time conflict detection — critical for multi-space venues.
Client portal
The Planning Hub gives couples their own branded portal with timeline access, guest management, invoice payments, contract signing, mood boards, and music playlists.
automated insights
Lead quality analysis, seasonal pattern recognition, package mix optimization, vendor performance analysis, and custom report builder with drill-down.
Timeline
Expect 7–10 business days for a complete migration with concierge support.
Frequently asked questions
Also useful
Feature-by-feature comparison — see how CeremonySync goes deeper on wedding venue workflows than Planning Pod's broader event approach.
If Planning Pod didn't fully replace your spreadsheets, see how CeremonySync closes those gaps too.
Coming from HoneyBook instead? See the specific steps and what changes for a HoneyBook migration.