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Aisle Planner Welcome Email from I Do! I Do! Events

Aisle Planner Welcome Email from I Do! I Do! Events
Photo courtesy Kelli and Daniel Taylor Photography

Hello!

So you should have received your invitation to collaborate on Aisle Planner. It might seem overwhelming at first but not to worry! We are here to work together and be your partner. We will go through Aisle Planner together next week but in case you had a chance to look at it before I wanted to give you my getting started notes.

A few notes for you to be aware of:

First, send me a cute photo of you & {fiance’s name} so we can add it to AP for your cover photo!

Here is a quick breakdown on the features:

  • Checklist feature: We will keep you on track! This is a really comprehensive list just so we are sure all i’s are dotted and t’s are crossed. Remember, since we are managing your checklist, we will be checking in each month going over what everyone needs to do. There is always homework for us, you, and us to do together.
  • You can add to the checklist if you wish and if you see a little icon at the end of the sentence that means there is a note to go with that item. Just click on the checklist item to see the note or comment.
  • Please do not delete items before discussing with me because it could affect other parts of the system such as the budget or timeline.
  • There are also different view options depending on your preference.
  • There is a great calendar feature that we will use. Payments and appointments will go on the calendar and reminders will be set up.
  • Timeline: I will mostly use this feature and you will be able to see it near the end of our planning time so no need to worry about it yet 🙂 **I don’t release the timeline until after their final meeting 6-8 weeks out and I keep it in view form**
  • Guests: you can keep your entire guest list in here which has some really great features. Just click Add guest and you can manually add each guest in, or click import guest list and upload your list! When you click on the name of a guest, a window will pop up with places to mark their RSVP, if a gift and thank you note was received, meal choice and more! You can have multiple events in here as well to track RSVPs for like your rehearsal dinner, bridesmaid’s luncheon, etc.
  • Vendors is where I will keep all your vendor info, payments, files, and invoices. If you add vendors in please be sure to add all their important contact information.
  • Budget: I have begun preliminary work on your budget and we will view together next week. You will be able to view it next week. **Note: I present the budget breakdown to them in our first meeting so I don’t release it until the day of, I email them to let them know so they can review that day and come in with their questions. Also keep it view form!**
  • Notes: there are a few notes I have started but it’s a great place to keep any list type of things or notes that don’t fall into another category.

Please take the time to review our client management system as this is where we will be working from during the duration of your project. Should you have any questions feel free to reach out!

 

Again welcome to the I do, I do! Family!

 

 

 

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