Whether you’re new to the Aisle Planner community or have been with us for a while, it’s important to spend some time learning the ins and outs of the Aisle Planner tools so you can maximize your subscription and make your business the best it can be. Today we’re sharing some foundational first steps for setting up and making the most of your Aisle Planner account—we encourage you to start with these steps to save you time and energy in the future!
- Settings: Set Up Your Business Settings so your account has basic information about your business.
- Branding: Set Up Your Custom Branding to create a beautifully branded client experience.
- Project Management: Streamline your process and planning by Setting Up Your Project Management Tools.
Update Business Information & User Settings
First things first, you'll want to update your business information and set your default date and time formatting. To do this, you'll click on the menu icon in the top right corner of your Dashboard and click on Business.
Next, upload your headshot into your user profile. Your picture will appear in all of your comments in our collaboration tools. To do this, click on your name in the top right corner of the screen and then My Account. You'll simply browse for whatever image you want to upload from there.
Add Your Team Members
If you aren't a party of one and have team members working with you, the next thing you'll want to do is add them to your account as members of your organization. To do this, click on Users in the top right corner of your Dashboard. Then click on Invite Member and enter in their email, first, and last names. Once you've done that, no need to wait for them to create a password, you can immediately give them access.
Brand Your Account
Every pro using Aisle Planner has the ability to brand their account as their own. What does that mean? By uploading your logo into our Branding Center, all of the emails, notifications, and log-in links that come from Aisle Planner are branded with the look and feel of your brand—not ours.
Brand your Aisle Planner account by clicking on the Branding tab in your menu bar. Once in the Branding Center, start by customizing your log-in link and uploading your logo. Then, pop on over to the Print and Email tabs to customize your print and email options. When you click on the Print tab you can customize the headers and footers (by clicking on the layout boxes on the top and bottom of the page), adjust the margins, and resize your logo (we suggest setting the width to be "2" so you can fit more on the pages that you download/print out of Aisle Planner). Next, visit the Email tab and customize the two bottom lines of text to include your company name, website, and/or name, and phone.
Set Up Your Payment Processing With Wedpay
Through Wedpay, Aisle Planner has the ability to deliver a payments solution that is fully integrated with the Aisle Planner platform and tools to provide you with the highest levels of support, security service, and transaction transparency. Whether or not you already process payments with Aisle Planner, you can get started by logging into your Aisle Planner account, heading to the Banking tab in your Business Settings, and beginning the application process.
Set Up Your Templates
One of the biggest time-saving features in Aisle Planner is our Document Templates. In addition to the Project, Budget, and Timeline Templates that help you streamline your planning process, you can also speed up your booking process with Note, Proposal, and Contract templates. Take the time now to set up your proposals, service contracts, and welcome packets as templates to save time in the long run!
To set up your Document Templates, click on Templates from your Dashboard and then on the tab for the type of template you want to create (you can choose from Project, Timeline, Notes, or Document). Then, click Add New and give your Document Template a name, document type, and signature requirements. Once you’ve done that, click Edit Document and then you can either copy, paste, and reformat your documents into the template or type it in and format it as you go along. Check out The Ultimate Guide to Templates for a thorough look at how you can use templates!
Add a Few Vendors
Your network of vendor partners is an important piece of your business, so we suggest taking the time to add or upload a few of your favorites into the Contacts Library to start.
Click on Contacts in your Planner Dashboard menu and start by creating your categories. Then you can add vendors manually. You can include as much detail as you want in the "Client Notes" and "Payment Notes" section of the vendor record, which can be helpful for conveying pricing, general guidelines, terms, etc. If you manually enter vendors within a wedding, they will not sync back up to the Contacts Library, so it's easiest to add them once into your Contacts Library!
Set Up a Marketplace Listing
Want to find and secure more clients? At the very minimum, you should Set Up Your Listing so clients can find you! Make sure all of your website and online marketing information is up to date, and be sure to set up auto-responders.
Sync Your Calendar
To make sure that you are always aware of what's coming up and what's due, be sure to sync your Aisle Planner account with whatever calendar application you use. Learn how to sync your calendar to iCal, Google Calendar, or Outlook Calendar.
Create a Project
When you first create your Aisle Planner account, the only wedding you will see on your Planner Dashboard is Bethany and Will - our Sample Wedding. You should take a few minutes to explore this sample wedding to get a feel for everything you can manage with our wedding planning tools. Simply click on the wedding (you'll see some spinning action as it loads the information) and explore! The sample wedding does not count towards your plan limit, so no need to worry! When you're ready, start your first project!
You know that Aisle Planner is great for managing every detail for all of your weddings and events but did you know that it can also help you manage your business? If you spend your days in Aisle Planner working on all of your projects, then it makes sense to keep track of your business in the same place—hello streamlining!
- Your content calendar
- Tax schedules and deadlines
- Events you and your team members are participating in
- Dates your submissions are being published
- Reminders to complete your monthly bookkeeping
Plus, you can document your process, keep all of your brand files close and easily accessible, and build a separate library of contacts that you use for projects and services related to operating your business!
Explore AP Education
If you want to explore all of the tools that Aisle Planner has to offer, check out AP Education. This section contains valuable information about all of our tools and their capabilities, along with use cases straight from pros!
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Get Familiar With the Help Center
The Help Center has information about every single tool available as well as tips for best use. There’s introductory information for various levels of experience, helpful tutorial videos, and so much more! There is also an Onboarding video series in the Help Center that is sure to get you started on accessing all of the tools available to you.
Ask Questions Via the Chat Bubble
As you’re exploring Aisle Planner, if a quick question pops up, take advantage of the chat bubble! A customer service member can assist you in a timely manner.
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