Migrate from Planning Pod
Move from Planning Pod to PeakSpitz, safely.
Moving off Planning Pod should feel like restoring from a backup, not a leap of faith. Your event & venue tool data is read into a PeakSpitz environment of your own, checked against your real numbers, and run in parallel — while Planning Pod keeps running, untouched, the whole time. Here is exactly how, step by step.
Planning Pod packs an unusually broad event-and-venue toolset into one login — leads and CRM, bookings, proposals and contracts, invoices, plus specialist tools like floor-plan design and event timelines — which is a real strength for busy event professionals juggling many moving parts. The trade-off teams eventually feel is that breadth of event-ops tools isn't the same as back-office depth: real accounting with VAT, inventory and an online storefront typically still sit outside it. PeakSpitz consolidates the booking, document and financial spine into one AI-native system, so the numbers behind every event live in the same place as the accounting.
The safe way to leave Planning Pod
Work down the list at your own pace. Nothing here is irreversible, and your current system stays live throughout.
- 1
Before you touch anything — get a backup you own
Get a copy of your data out of Planning Pod that you control — a file held on your side, not just a setting inside the system. Confirm in your contract that you have the right to export, and note any renewal, notice or lock-in dates so the timing stays on your terms.
- 2
Export your data
Pull leads, bookings, proposals and invoices out of Planning Pod in the most complete format it offers — CSV, spreadsheet, or an account/API export. Take the history too, not just open items: past records, documents and contacts are worth keeping.
- 3
Send us a sample
Before you commit, send us a representative slice — a handful of customers, a few recent orders or bookings, part of your catalogue. We map it into PeakSpitz and show you the restored result, so you see exactly how your event & venue tool data lands before you move the rest.
- 4
See what maps to what
We line Planning Pod up against PeakSpitz: leads, bookings, proposals and invoices become customers, catalogue, orders, documents and ledgers in one joined-up system. Anything without an obvious home is flagged early, not discovered late.
- 5
Bring it in — a read-only restore
Your data is read into a fresh, isolated PeakSpitz environment of your own. Nothing inside Planning Pod is touched, changed or switched off — it keeps running exactly as it is.
- 6
Verify against your numbers
Before you trust it, reconcile the totals — balances, counts, tax and revenue — against what Planning Pod shows today. The numbers have to match before anything goes live.
- 7
Run both in parallel
Keep Planning Pod live and run PeakSpitz alongside it for as long as you like. Compare like for like, move one area across first, and build trust before you depend on it. No big-bang cutover, and no deadline from us.
- 8
Cross over and decommission — on your terms
Switch over only when PeakSpitz has earned it. Keep your Planning Pod export archived as a safety net, and close the old subscription when you are ready — not a moment before.
What maps where: Planning Pod → PeakSpitz
Planning Pod
Leads & CRM records
PeakSpitz
Leads / Inquiries and Customers
Planning Pod
Bookings & event calendar
PeakSpitz
Events / Bookings on the shared calendar
Planning Pod
Proposals & contracts (with e-signature)
PeakSpitz
Proposals and contracts as linked event documents
Signed-contract history stays archived read-only; new contracts merge from PeakSpitz templates with your branding.
Planning Pod
BEOs & food-and-beverage orders
PeakSpitz
BEOs, menus and packages on the event
Planning Pod
Invoices & payment collection
PeakSpitz
Invoices and deposits in real accounting with VAT
Planning Pod
Vendors
PeakSpitz
Vendors / Suppliers
The vendor directory maps to Suppliers; floor-plan and timeline tools have no 1:1 equivalent — see watch-outs.
What to watch when leaving Planning Pod
- ⚠
Planning Pod's floor-plan / seating diagrams and event timelines/checklists are specialist planning tools with no 1:1 back-office equivalent in PeakSpitz. If you rely on them, keep them as a companion tool and migrate the booking, document and financial records rather than the room diagrams.
- ⚠
Proposal, contract and BEO templates — with their merge fields and branding — are rebuilt once as PeakSpitz document templates. E-signature history stays archived on closed contracts rather than migrating as live, signable documents.
- ⚠
In-flight bookings with signed contracts and collected deposits need a phased cutover: bring future and confirmed events across with their balances, and freeze past events read-only in Planning Pod for reference.
- ⚠
Room and space availability, holds and double-booking rules must be re-expressed on the new calendar. Planning Pod's booking blocks and tentative/confirmed statuses don't transfer as data, so rebuild them before go-live.
Common questions about leaving Planning Pod
We use Planning Pod's floor plans and timelines heavily — does PeakSpitz replace those?
Planning Pod's breadth, including its floor-plan designer, is a genuine strength. PeakSpitz doesn't ship a graphical seating designer, so if that's core to you it stays as a companion tool. What PeakSpitz replaces is the booking, CRM, proposal, invoice and accounting spine — with real VAT and payments joined up on every event.
Planning Pod bundles a lot of tools — will we lose features by moving?
Some specialist event-planning tools, like seating diagrams and detailed timelines, don't have a 1:1 equivalent. In exchange you get one system for sales, storefront, inventory and real accounting with VAT — plus unlimited users, so growing the team doesn't grow the bill.
How do our contracts and BEOs come across?
Open bookings, their BEOs and outstanding balances migrate; the contract and BEO templates are rebuilt once, and e-signed past contracts archive read-only. New documents merge from your PeakSpitz templates, and Spitz can draft a follow-up or proposal that sends the moment you approve.
As much help as you want
Do it yourself, or have us map your fields, run the import and reconcile the result with you. Support is a ladder — you start where you are comfortable and step up only where an area needs it.
See the full safe-migration approach →Why people leave Planning Pod
PeakSpitz runs the whole business on one AI platform — not a single corner with the rest bolted on — with Spitz AI and unlimited users included. See the difference side by side.
Compare PeakSpitz vs Planning Pod →Bring your Planning Pod data in safely. Cross over when you are ready.
Send us a sample of your data and we will show you the restored result — no commitment, no risk to your live system.