No wedding ever got planned without some serious collaboration! From collaborating with clients, to vendors, planning partners and team members, there are countless conversations that take place during the wedding planning process. So today, we are answering some FAQs about our collaboration tools so that you can collaborate like a rockstar!
What is the best way to introduce my clients to Aisle Planner?
Aisle Planner is all about making your life and your clients’ lives easier and more efficient. To make this happen, though, strategically onboarding your clients is such an important part of the process. With the right amount of knowledge and guidance, couples will acclimate quickly (and easily) to Aisle Planner, but you have to invest some time in planning how you introduce them to Aisle Planner. (You can’t just throw them in the deep end without a raft, after all.) Trust us — this will make all of the difference when it comes to making our tools work for you, your clients and the planning process as a whole.
Share with them as many details as you’d like in advance of inviting them into their wedding on Aisle Planner. At the very least, we recommend giving them a heads up that you’ll be providing them access to their online client lounge (and definitely tell them to be on the lookout for an emailed invitation).
How do I share a style guide with a vendor outside of Aisle Planner?
Once you are ready to send your master style guide out into the world, there are two ways to share it with your team of vendors – via PDF download or shareable link.
Sharing your master style guide is easy, all you have to do is click on the share icon in the upper right hand corner of your screen and:
- Select any color palettes you want to include
- Choose which style guides you want to include (whether it is one or many)
- Attach any notes you want to include
- Choose whether to Download Design PDF or Send Email with Share Link
A couple tid-bits about our shareable link:
- Even if you update images in the style guides the link will stay current
- Any notes you attach will always appear first in the shareable link or PDF
- The order of the style guides will appear in the order you click them into the shared link
How do I use the vendor manager to “recommend” vendors to my clients?
You can use Aisle Planner’s vendor manager to not only track vendors that you’ve booked, but also to track vendors that you’re considering or recommending to your clients. To do this, click on Vendors and then click the gold Add Vendor button on the top left of the screen. From here, you can browse your vendors in your Contact Library, choose the planning category, and leave the box unchecked that says “This Vendor is Booked.” All vendors that you leave the box unchecked for will appear as “Considering” and then you can let your clients know that those are all the vendors you are recommending to them.
Pro Tip: You can also upload files, such as general price sheets, information and proposals, and have conversations about each vendor, right within each vendor record.
Once a vendor has been booked, click into it and check “Booked” right under the vendor name. For those vendors that you didn’t book, you can either then delete the vendor records, or leave them in the system, since only booked vendors will appear on the contact sheet and official vendor list downloads.
What’s the best way to keep myself and my client’s focused on the most important tasks at hand?
Keeping yourself and your clients on task is really important! And the wedding planning tool that makes that happen is the Checklist. To highlight the tasks that are the most important, you can highlight them as a focus item, assign them or prioritize them by order.
To help keep your clients on task, we recommend marking tasks as a focus items. After you have assigned them a task, click on the star that is located to the left of their name. This will highlight the specific item and will now appear in their notification center (located towards the top right of their screen) as a “Focus” item.
Pro Tip: We recommend only assigning a handful of tasks (and no more than 10 tasks) to a client to make sure they don’t get overwhelmed. You can also drag and drop tasks into order in the assignments overview – with the most important tasks towards the top. This will help keep them focused on the most important things that will keep plans moving forward!
To keep yourself on track, we recommend using the Checklist to define your workflow. Read all about how to here.
Do you have any tips on how to use Aisle Planner’s wedding planning tools to collaborate? We’d love to hear them! Leave them in the comments below!
Learn more about Aisle Planner’s collaboration tools here.